- 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
- Citigroup (Van Nuys, 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 (Norwalk, 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
- 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
- JPMorgan Chase (Irvine, CA)
- …to develop, strengthen and/or deliver action plans and best practices to key bank partners and align people objectives across the region and within markets + ... expectations + Partners with Market Directors and Branch Managers to support Banker performance and development through onboarding and training, workshops in the… 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 (Commerce, CA)
- …cost coding. + Maintain monthly amortization schedules. + Prepare monthly bank reconciliations and investigate any unreconciled differences. + Calculate monthly ... + General ledger + Month-end close process + Year-end close + Bank reconciliations + Account reconciliations + Financial statements (Balance Sheets and Income… more
- Aston Carter (Commerce, CA)
- …cost coding. + Maintain monthly amortization schedules. + Prepare monthly bank reconciliations and investigate any unreconciled differences. + Calculate monthly ... journal entries, general ledger, month-end close process, year-end close, bank reconciliations, and account reconciliations. + Experience with financial statements… 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