- Banc of California (Dana Point, CA)
- …meeting the high quality service delivery standards of the Bank. The Senior Financial Services Officer is responsive to the needs of both internal ... a broad range of loan and deposit products and services , with full- service branches throughout California and...groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Financial Services Officer is responsible… more
- RGP (Irvine, CA)
- …strategic direction, including supporting long-range planning and business modeling with financial and economic insights. + Remain current and knowledgeable about ... available for donors and assist - in partnership with development, donor services , executives, and other departmental staff - in evaluating proposed gifts for… more
- Financial Partners Credit Union (Irvine, CA)
- **Position** : Personal Banking Officer **Requisition ID:** : 1585 Financial Partner Credit Union, recognized as the **_Top Place to Work_** by the Orange County ... loan options, explaining features of all our products and services , opening accounts and referring members for financial... services + Educate members on all the services available to them. + Build multiple service… more
- JPMorgan Chase (Irvine, CA)
- …and client experience strategies, including accountability to deliver on broader organizational service and revenue expansion. The Client Success Officer will be ... Bank clients across the country. As a Client Success Officer within the Commercial Bank, you will serve as...work closely with Commercial Bankers, Treasury Management Officers, Client Service , Implementations, and Know Your Client (KYC) teams to… more
- Hilton (Dana Point, CA)
- …the hotel and property in the hotel's continuing effort to deliver outstanding guest service and financial profitability\. **What will I be doing?** As a ... hotel and property in the hotel's continuing effort to deliver outstanding guest service and financial profitability\. Specifically, you would be responsible for… more
- City National Bank (Riverside, CA)
- …management support required. * Minimum 4 years experience in a banking or financial services environment required. * Minimum 4 years of experience with ... *ACCOUNT OFFICER SENIOR* WHAT IS THE OPPORTUNITY? This person...clients of the most effective combinations of products and services for their individual situation. Actively engages in meaningful… more
- Banc of California (San Diego County, CA)
- …+ Bachelor's degree preferred. + 3+ years of retail banking experience in a financial services industry. + 1 year experience explaining credit products and ... a broad range of loan and deposit products and services , with full- service branches throughout California and...TOGETHER WE WIN(R) **THE OPPORTUNITY** Responsible for providing exceptional service by handling the customers' financial needs… more
- City National Bank (Irvine, CA)
- …commercial credit required. * Minimum 10 years of experience in a banking or financial services environment required. * Completion of credit training program is ... *CREDIT OFFICER LEAD CORPORATE BANKING - Food and Beverage...process including proposal letter preparation, due diligence, dynamic 3-statement financial modeling, credit memorandum preparation, compliance, definitive loan documentation,… more
- PNC (Irvine, CA)
- …have an opportunity to contribute to the company's success. As a(n) Mortgage Loan Officer within PNC's Mortgage organization, you will be based in the greater Orange ... calls. + Develops and prepares loan solutions and refers products and services ; reviews documentation to ensure compliance. Manages customer pipeline for efficiency.… more
- Travelers Insurance Company (Irvine, CA)
- …value, complex risks across a wide array of industries. The Account Executive Officer (AEO), National Property will partner with agents and brokers to provide ... as assist in the business development activities for such global underwriting services . + Cultivate and maintain relationships with internal partners within the… more
- Oneida Technical Solutions (Norco, CA)
- …We are currently bidding on a contract providing IT and Cyber Security services for the IT Division within the NSWC Corona Division, Corporate Operations Department, ... the Command Information Office, Information Technology Operations, Information Management Customer Services and Cyber Security. This opportunity is contingent upon a… more
- Travelers Insurance Company (Irvine, CA)
- …Liability, as well as Commercial Automobile Liability. The Account Executive Officer (AEO), National Accounts will partner with agents, brokers, and customers ... products, the regulatory environment, and the local insurance market. + Deep financial acumen. + Strong critical thinking skills with the ability to proactively… more
- City National Bank (San Diego County, CA)
- …Analyzes needs of prospects and provides information about Bank products and services that can enhance prospect's financial position. Follows Bank segmentation ... *BUSINESS DEVELOPMENT OFFICER COMMERCIAL BANKING* WHAT IS THE OPPORTUNITY? Sources...application. * Good understanding of all banking products and services applicable to target client segment. * Good knowledge… more
- Providence (Orange, CA)
- …experience in dealing with the public. **Preferred Qualifications:** + Security Officer experience. **Why Join Providence?** Our best-in-class benefits are uniquely ... your family in staying well, growing professionally, and achieving financial security. We take care of you, so you...clinics and a full range of health and social services across Alaska, California, Montana, New Mexico, Oregon, Texas… more
- Banc of California (Santa Ana, CA)
- …consist of business continuity planning management or governance experience in the financial services industry. + Intermediate knowledge of related state and ... Banc of California offers a broad range of loan and deposit products and services , with full- service branches throughout California and Denver, Colorado, as well… more
- JPMorgan Chase (Sherman Oaks, CA)
- …conviction history, including pretrial diversions or program entries. Chase is a leading financial services firm, helping nearly half of America's households and ... you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a...of business credit, understanding of core business products and services with understanding of general business practices and how… more
- BMO Financial Group (City Of Industry, CA)
- …inquiries and provides accurate information about business banking products and services . + Responds to information requests and follows established protocols. + ... credit activities and risk-related decisions. + Understands customer needs and offers financial solutions that meet customer goals. + Understands the local market… more
- Providence (Mission Viejo, CA)
- …to support you and your family in staying well, growing professionally, and achieving financial security. We take care of you, so you can focus on delivering our ... 50 hospitals, over 1,000 clinics and a full range of health and social services across Alaska, California, Montana, New Mexico, Oregon, Texas and Washington. As a… more
- JPMorgan Chase (Irvine, CA)
- …that may arise with the use of our complex treasury and cash management products and services . As a Client Service Sr. Associate in the Commercial Bank, you will ... resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United States and across the globe. Client … more
- JPMorgan Chase (Irvine, CA)
- Lead a team or teams of Client Service professionals who advise our moderate to complex Commercial Bank clients. Manage multiple internal and external relationships ... to provide our clients with best in class service . Help be the reason our client stay with...qualifications, skills and capabilities** + Comprehensive knowledge of Treasury Services and/or Custom Card products + Data Analytics &… more