- 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
- Umpqua Bank (Irvine, CA)
- …personal, business, financial, and market data gathered through relationship reviews, client engagement , market research, and partner collaboration. Participates ... relationship count). Assists Bankers with portfolio management, partner collaboration, and client - engagement to develop and grow new and existing commercial… more
- PNC (Riverside, CA)
- …calling, service to sales, teller interactions, appointment setting and effective lobby engagement , ultimately elevating client loyalty. Delivers a full PNC ... opportunity to contribute to the company's success. As a full-time Regional Banker /Teller, you will engage in proactive sales and customer service activities… more
- Citigroup (Laguna 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
- Citigroup (Dana Point, 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 (Irvine, CA)
- …to be successful in this position. **Preferred Skills** Book Of Business, Client Relationship Building, Customer Engagement , Decision Making, Financial Analysis, ... to the company's success. As a Senior Relationship Strategist within the PNC Private Bank organization, you will be based in Irvine, CA. The position is primarily… 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
- Synchrony (Costa Mesa, CA)
- …for the Digital Bank (Business Orchestration/Services Layer, Web and Native apps, banker experience UI and workflow) + Partner with multiple teams within the ... Job Description: **Role Summary/Purpose** The VP, Consumer Bank Digital RTE will be responsible to lead...to commute to our nearest office for in person engagement activities such as business or team meetings, training… more
- US Bank (Irvine, CA)
- …for the level of the position that aligns with their experience.** The Institutional Client Group (ICG) at US Bank brings deep experience, focused support, and ... At US Bank , we're on a journey to do our...potential new leads to improve prospecting, data for deepening engagement within our existing client set, and… more
- Anywhere Real Estate (Riverside, CA)
- …to ensure Anywhere builds enterprise-wide strategies and delivers programs that drive high engagement , adoption, and results. You will use data to both assess and ... Development: The SVP designs career development paths unique to different client groups. They improve coaching, assessments, and individual development plans *… more
- Anywhere Real Estate (Riverside, CA)
- …with company policies and procedures. Provide second escalation point for customer and client related issues - handle problem calls from customers, agents, etc. and ... operation. Handle daily supervisory responsibilities, ie performance management, employee engagement , employee productivity, recognition. Manage all daily processes to… 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
- Synchrony (Costa Mesa, CA)
- …may be required to commute to our nearest office for in person engagement activities such as business or team meetings, training and culture events._** **Essential ... Proactively identify areas of opportunity to develop & improve client relationships as well as sell potential prospects on...consumer finance or PLCC program or portfolio either from bank or retailer side of business + 7 years… more