- Bank of America (Santa Rosa, CA)
- Financial Center Client Service Representative Santa Rosa, California **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Santa-Rosa/ Financial - Center - Client - Service -Representative\_25044486) **Job Description:**… more
- Bank of America (Santa Maria, CA)
- FC Client Service Representative - Santa Maria Financial Center Santa Maria, California **To proceed with your application, you must be at least 18 years ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Santa-Maria/FC- Client - Service -Representative Santa-Maria- Financial - Center \_25036820) **Job… more
- Bank of America (San Jose, CA)
- …+ Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking ... based on client needs + Partners with financial center leaders, performance managers, and market...requirement, has previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending… more
- Bank of America (Morgan Hill, CA)
- …providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking ... based on client needs + Partners with financial center leaders, performance managers, and market...service skills with ability to manage the full client end-to-end experience and problem resolution + Has a… more
- EverBank (Westlake Village, CA)
- …including hands-on experience managing compliance, audits, and daily financial center operations + Exceptional customer service skills, with a track ... **Assistant Financial Center Manager** The Assistant ...to associates on banking products, procedures, and delivering excellent client service . Mentors, develops, and coaches team… more
- Bank of America (Roseville, CA)
- …effectively and cohesively. **Responsibilities:** + Operates as a back up financial center leader within a market + Manages client traffic, engaging and ... Market Financial Center Manager - East Sacramento...+ Bilingual Spanish preferred **Skills:** + Coaching + Customer Service Management + Customer and Client Focus… more
- Bank of America (Vacaville, CA)
- Relationship Banker - Vacaville Financial Center Vacaville, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking, online banking, or...is open for the entire market and the specific Financial Center location will be based on… more
- Bank of America (Glendale, CA)
- Financial Solutions Advisor- Wilson-Glendale Financial Center Glendale, California **To proceed with your application, you must be at least 18 years of ... + Recommends banking and investments strategies that align with client financial goals and needs + Triages...Identifies and engages potential new clients through referrals or financial center clientele + Provides coaching and… more
- Bank of America (Huntington Park, CA)
- Financial Center Assistant Manager - Slauson-Pacific Financial Center Huntington Park, California **To proceed with your application, you must be at ... **Job Description:** This job is responsible for managing a financial center (FC) in collaboration with senior...exceeded + Bilingual skills **Skills:** + Coaching + Customer Service Management + Customer and Client Focus… more
- Bank of America (San Jose, CA)
- …effectively and cohesively. Responsibilities: * Operates as a back up financial center leader within a market * Manages client traffic, engaging and ... Market Financial Center Manager San Jose, California...owner, fostering a team environment, and instilling an effective client -centric and risk culture. Job expectations include driving operational… more
- Bank of America (Oakland, CA)
- …environment, instilling an effective client -centric and risk culture in the center , and helping clients achieve the financial goals. Job expectations include ... Financial Center Manager Oakland, California;Albany, California;...exceeded + Bilingual skills **Skills:** + Coaching + Customer Service Management + Customer and Client Focus… more
- US Bank (Laguna Niguel, CA)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... and discover what you excel at-all from Day One. **Job Description** Client Relationship Consultants build relationships with customers, engaging them via multiple… more
- Bank of America (Modesto, CA)
- Advisor Development Program - Financial Solutions Advisor Trainee: Oakmore Plaza Financial Center Modesto, California **To proceed with your application, you ... your key milestones, you will begin working in a financial center where you will help to...bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment… more
- Bank of America (South Lake Tahoe, CA)
- …environment, instilling an effective client -centric and risk culture in the center , and helping clients achieve the financial goals. Job expectations include ... Financial Center Manager South Lake Tahoe,...management, structure, and routines. **Skills:** + Coaching + Customer Service Management + Customer and Client Focus… more
- Bank of America (Alhambra, CA)
- …environment, instilling an effective client -centric and risk culture in the center , and helping clients achieve the financial goals. Job expectations include ... Financial Center Manager Alhambra, California **To...Develops talent, including proactive sourcing of candidates * Manages client traffic, engaging and appropriately routing clients, and fostering… more
- Bank of America (San Jose, CA)
- Financial Center Manager San Jose, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed ... an impact. Join us! **Job Description:** This job is responsible for managing a financial center (FC) in collaboration with senior team members, supporting the… more
- JPMorgan Chase (San Francisco, CA)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you ... At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and… more
- JPMorgan Chase (San Francisco, CA)
- …combined with cutting-edge financial technology and the most welcoming and friendly service , you will be front and center representing our brand and culture. ... by providing education, and advice tailored to suit their financial needs. As an Associate Banker in a JP...traffic, checking clients into the waiting queue and scheduling/canceling client meetings + Helps clients with everyday transactions such… more
- CDM Smith (Concord, CA)
- …Unit:** NAU **Job Description:** CDM Smith has a new opportunity for an experienced Client Service Leader to lead client engagement and business development ... business development activities. * Being responsible of the overall financial performance of projects within a client ...costs. * Engaging in routine coordination with other area client service leaders and internal business units… more
- ADP (San Dimas, CA)
- …professional manner. **TO SUCCEED IN THIS ROLE:** + You have at least four years of client service and/or call center experience OR a minimum of six years ... ADP is hiring a **Senior Client Service - Product Support Specialist...ADP is hiring a **Senior Client Service - Product Support Specialist -- Tax.** +...of Insurance/ Financial Institution experience. + Over the phone and in… more