• Financial Center Client

    Bank of America (North Hollywood, CA)
    Financial Center Client Service Representative North Hollywood, California **Job Description:** At Bank of America, we are guided by a common purpose to ... their needs. * Has a minimum six months of client service experience in financial ... experience, has previously completed the Bank of America financial center internship program. * Can be… more
    Bank of America (10/01/24)
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  • Business Solutions Advisor - Warner Center

    Bank of America (Woodland Hills, CA)
    …providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking ... based on client needs * Partners with financial center leaders, performance managers, and market...service skills with ability to manage the full client end-to-end experience and problem resolution. * Has a… more
    Bank of America (09/18/24)
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  • Financial Solutions Advisor Stage I…

    Bank of America (Fontana, CA)
    …Advisor Stage I - Registration candidate - Consumer Investments - South Fontana Financial Center Fontana, California **Job Description:** The following laws or ... become an investment specialist in one of over 4,000 financial center locations nationwide. From day one,...bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment… more
    Bank of America (09/24/24)
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  • Advisor Development Program - Financial

    Bank of America (Van Nuys, CA)
    …Program - Financial Solutions Advisor Trainee: North Sherman Oaks Financial Center Van Nuys, California **Job Description:** Merrill Wealth Management ... your key milestones, you will begin working in a financial center where you will help to...bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment… more
    Bank of America (09/12/24)
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  • JP Morgan Wealth Management - Private…

    JPMorgan Chase (Victorville, CA)
    …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you ... At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and… more
    JPMorgan Chase (08/18/24)
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  • Client Relationship Consultant 4 (Banker)…

    US Bank (Sherman Oaks, CA)
    …need. Job postings in areas with a high volume of applicants, such as customer service , contact center , and Financial Crimes investigations, remain open for ... best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We… more
    US Bank (09/21/24)
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  • Client Relationship Consultant 3 (Banker)…

    US Bank (Sherman Oaks, CA)
    …need. Job postings in areas with a high volume of applicants, such as customer service , contact center , and Financial Crimes investigations, remain open for ... best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We… more
    US Bank (08/24/24)
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  • Financial Solutions Advisor- Consumer…

    Bank of America (Montrose, CA)
    …and money managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and ... to appropriate internal service providers based on client needs and asset thresholds + Mitigates and controls...Identifies and engages potential new clients through referrals or financial center clientele + Provides coaching and… more
    Bank of America (09/27/24)
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  • Relationship Banker - San Fernando Valley West…

    Bank of America (Canoga Park, CA)
    …a difference. Join us! This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered ... a position, you will train at one financial center , and then potentially move to...lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking, online banking, or… more
    Bank of America (10/02/24)
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  • Relationship Banker - San Fernando Valley East…

    Bank of America (Sherman Oaks, CA)
    …a difference. Join us! This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered ... a position, you will train at one financial center , and then potentially move to...lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking, online banking, or… more
    Bank of America (10/02/24)
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  • Relationship Banker - Glendale Burbank area

    Bank of America (North Hollywood, CA)
    …a difference. Join us! This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered ... a position, you will train at one financial center , and then potentially move to...lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking, online banking, or… more
    Bank of America (10/02/24)
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  • Relationship Banker

    Bank of America (Lake Arrowhead, CA)
    …by partnering with experts in small business, lending, and investments * Manages financial center traffic, appointments, and outbound calls effectively * Drives ... are guided by a common purpose to help make financial lives better through the power of every connection....lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking, online banking, or… more
    Bank of America (09/14/24)
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  • Relationship Associate Senior - PBB

    City National Bank (Woodland Hills, CA)
    …to work directly with clients on a daily basis in handling all areas of client service , operational tasks, and sales consultation. Expert in all aspects of ... providing exemplary client service and assisting clients with any...effectively managed. + Maintains collaboration with the City Loan Center ("CLC") and sales partners. + Complies fully with… more
    City National Bank (09/21/24)
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  • Wealth Management Advisor - Porter Ranch

    US Bank (Northridge, CA)
    …need. Job postings in areas with a high volume of applicants, such as customer service , contact center , and Financial Crimes investigations, remain open for ... the needed discovery, assess investment needs, and evaluate each client 's unique needs + Determine which financial ...including MoneyGuidePro, Salesforce, Seismic, and more to help you service your clients efficiently + All the resources of… more
    US Bank (07/10/24)
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  • Part Time Associate Banker San Fernando Valley…

    JPMorgan Chase (Northridge, CA)
    …combined with cutting-edge financial technology and the most welcoming and friendly service , you will be front and center representing our brand and culture. ... of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute… more
    JPMorgan Chase (08/29/24)
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  • Multi-Unit Team Leader

    H&R Block (Woodland Hills, CA)
    …responsible for leadership and development of associates, delivering an outstanding client experience, and achieving all office related growth objectives for three ... retail, restaurant, banking, or other related industry; management of people within military service positions **Why Work for Us** At H&R Block, we believe and… more
    H&R Block (10/03/24)
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  • CA-WA Mortgage Retail Sales Consultant

    Wells Fargo (Northridge, CA)
    …Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity, and ... quality loans which are compliant and provide excellent customer service + Responsible for the offering of loans, negotiating...secured transaction + Analyze best mortgage loans based on client 's need in order to ensure compliance and maximum… more
    Wells Fargo (09/17/24)
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  • Associate Team Leader

    H&R Block (Canoga Park, CA)
    …value of H&R Block + Execute and hold all tax office associates accountable to Service Standards execution and client service experience, with escalation to ... help associates plan for their unique health, wellbeing and financial wellness needs. + **Employee Assistance Program** with Health...+ Serve as point of contact for onsite escalated client service concerns + Ensure clients are… more
    H&R Block (10/03/24)
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  • Block Advisors Tax Advisor

    H&R Block (North Hollywood, CA)
    …informed decisions about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year. Joining **Block Advisors** ... individuals and small businesses with complex tax and business service needs. We assist our clients in reaching their... needs. We assist our clients in reaching their financial goals year-round. **Job ID:** 524387BR **City:** North Hollywood… more
    H&R Block (10/03/24)
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  • Remote Tax Professional

    H&R Block (Arleta, CA)
    …make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. Joining H&R Block as ... offerings can help associates plan for their unique health, wellbeing and financial wellness needs. + **Employee Assistance Program** with Health Advocate. +… more
    H&R Block (10/03/24)
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