- Umpqua Bank (Irvine, CA)
- Client Engagement Banker Retail Banking Group Irvine, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with ... our team as, following the recent merger with Columbia Bank , we have grown to become a leading western-based...Teamwork, Heart, Enjoyment, and Relationships. **About the Role:** The Client Engagement Banker is responsible… more
- Bank of America (Newport Beach, CA)
- …technical consultant to both internal sales teams and their clients. Through the client engagement process, the MS will provide consultative services to highly ... to have a deep and wide understanding of the client segment, Payment ecosystem, merchant processing and how to...to the product owners within the commerce organization. At Bank of America, we are guided by a common… more
- Citigroup (Anaheim Hills, CA)
- …and respond to customer inquiries promptly and effectively. + Is knowledgeable about the client 's accounts and business with the bank and uses sound judgment ... + Energetically greet and interact with clients on the bank floor to proactively identify and address client...Required Skills: + Experience with face-to-face customer service, digital engagement and basic sales/referrals + Open, client … more
- PNC (Riverside, CA)
- …of the client 's needs and their financial well-being. Focuses on increasing client engagement and loyalty. + Builds an effective network of internal and ... relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client… more
- Alight (Norco, CA)
- …for Alight and their clients. **Delivery Key responsibilities:** + Support Managers with client engagement ensuring all information is accurate and provided on ... processes, completes root cause analysis as required, and recommends client intervention procedures and communicates variances + Analyzes accounting compliance… more
- Deloitte (Costa Mesa, CA)
- …technology advisory services that shape the landscape of our clients' financial success. + Client Engagement : Play a central role in client communication, ... to Fortune 500 corporations, focusing on treasury IT strategy, bank connectivity strategies (eg, SWIFT, multibank reporting), vendor selections, organizational… more
- Citigroup (Anaheim, CA)
- …community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, ... corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches… more
- Citigroup (Anaheim Hills, CA)
- …is an **entry level position** responsible for driving mortgage sales and client relationships through engagement with community clients, diverse real estate ... CPA's, Builders, etc). to drive mortgage business into the bank . + Appropriately assess risk when business decisions are...segment partners when appropriate (including but not limited to Bank , Wealth Management, Small Business, Cards, etc. + Keep… more
- Anywhere Real Estate (Riverside, CA)
- …that enable Anywhere Franchise Brands, Integrated Services, and Brokerages to drive engagement with underserved markets poised for growth, including but not limited ... stakeholders feel supported and equipped to navigate diverse communities and client bases. **Strategic Partnerships:** + Assess the industry landscape and beyond… more
- Banc of California (Santa Ana, CA)
- …GTM to deliver best-in-class execution, pre- and post-closing. + Thoughtfully prepare client facing material for strategic opportunities and engagement . + Act ... CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one...work experience required. + Ability to develop and manage client relationships. + Ability to work on many tasks… more
- Aston Carter (Irvine, CA)
- …related accounting documents/schedules. + Understand/analyze Intercompany transactions. + Prepare bank reconciliations. + Prepare various sales reports and KPI ... proud to be a ClearlyRated Best of Staffing(R) double diamond winner for both client and talent service. Diversity, Equity & Inclusion At Aston Carter, diversity and… more