- Bank of America (Newbury Park, CA)
- Credit Solutions Advisor - Newbury Park Newbury Park, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... of individuals with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators **Minimum Education… more
- Bank of America (Tarzana, CA)
- …the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner ... needs of both individual and small business clients, offering appropriate solutions , and connecting clients to specialists. Key responsibilities include deepening… more
- Bank of America (Sherman Oaks, CA)
- Business Solutions Advisor - Riverside Woodman Financial Center Sherman Oaks, California **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Sherman-Oaks/Business- Solutions - Advisor Riverside-Woodman-Financial-Center\_25046161-2) **Job Description:** At Bank of… more
- Sedgwick (West Hills, CA)
- …appropriate referral of claims to outside vendors or physician advisor reviews, surveillance, independent medical evaluation, functional capability evaluation, ... phone system. Travel as required **Auditory/Visual:** Hearing, vision and talking **NOTE:** Credit security clearance, confirmed via a background credit check,… more
- City National Bank (Commerce, CA)
- …both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's products ... insights from data to provide sound financial advice (strategies, products / solutions ); conduct discovery activities with existing clients to grow current book eg,… more
- City National Bank (Pacific Palisades, CA)
- …needs, providing sound financial advice and acting as a trusted strategic advisor .Responsible for all functions of assigned branch with particular emphasis on ... clients, providing the CNB exemplary level of service, identifying and promoting solutions to client needs, and actively embracing the Bank's segmentation strategy… more
- BMO Financial Group (Encino, CA)
- …and acquisition objectives. + Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer ... consistent service to customers/clients and prospects. + Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic… more