Branch Relationship Banker (Personal Banker). Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Establishes, expands and main...
Strong communication skills (written and orally) and effective interpersonal skills to coach and train co-workers and deliver superior service. Vacation, Sick, Personal and Holiday Pay. ...
In addition, the role of the financial advisor is to establish value-added relationships with clients and prospects, to understand their financial needs, and to offer solutions for those needs. Financial advisors must be able to meet basic client investment needs, including:. Meet and profile prospe...
Client Service Associate (Teller). ...
A company is looking for a Financial Analyst I with SQL fluency. ...
Key Responsibilities:Analyze customer data to identify annual cohorts based on behavior, purchase history, and other relevant factorsDevelop and refine pricing strategies for identified customer cohorts in collaboration with senior leadershipMonitor the implementation of pricing strategies, track ef...
A company is looking for a Customer Service Representative - Sales Ops. ...
A company is looking for an Investment Analyst. Key Responsibilities:Utilize strong analytical skills to analyze investments in the insurance industryCommunicate with stakeholders and collaborate effectively within a teamProvide expertise as an Insurance Investment Subject Matter Expert (SME) with a...
A company is looking for an Analyst, Investment Operations (Remote). ...
A company is looking for a Data Analyst. ...
Key Responsibilities:Develop new data-driven rules for optimizing decisioning performanceAnalyze internal and external risk datasets to improve fraud strategiesLead fraud/risk investigations, manage rule rationalization, and mentor junior analystsRequired Qualifications:7+ years of fraud or risk exp...
A company is looking for an Associate Financial Advisor Bilingual - Advisory Services. Key Responsibilities:Educate and advise plan participants on available Advisory Services to assist in reaching retirement goalsIdentify opportunities to increase client assets and provide retirement planning discu...
A company is looking for a Senior Analyst Investment Reporting. ...
The Financial Analyst role at company is a key member of the Financial Planning and Analysis team, and core support as a business partner to company leadership team across all functions. Senior Financial Analyst - Kankakee, IL. Utilize large financial datasets to build predictive models and lead dat...
COMMERCE CUSTOMER SERVICE REPRESENTATIVE – HUNTINGTON BEACH, CALIFORNIA. Commerce Customer Service Representative for one of our clients located in Huntington Beach, California. Offer product and service information to customers, assisting them in making informed purchasing decisions. Work with the ...
Are you ready to elevate your career in the banking industry? We are on the lookout for an experienced, dynamic, and skilled Senior Universal Banker III to become an integral part of our team in Roseville, CA. As a Senior Universal Banker III, you will go beyond the basic banking transactions and pl...
Currency Exchange International is looking for a Part-Time Teller to join their team at the Mainplace Mall in Santa Ana, California. Tellers are the face of our company and represent us in the community. ...
Lead Financial Analyst oversees the team of Hospital Financial Analysts in preparation and delivery of financial reports, presentations, and day to day business analysis, including preparation of financial reports, Board decks and client joint operations committees meeting materials. This role with ...
Bank Teller position located in Irvine- Salary $21-$23/hour. ...
Personal Banker (Member Service Representative III). ...
Account Analyst:The Client Management team at PIMCO is dedicated to fostering strong client relationships and ensuring the seamless operation of client accounts. Our clients are segmented into various channels, some of which include institutional inv Intern, Management, Analyst, Summer, Portfolio Ma...
The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function. ...
As a Remote Customer Service Representative, you'll provide exceptional customer service from the comfort of your own home. Customer Support: Answer inbound calls and emails, providing accurate and helpful information to customers. Problem Resolution: Resolve customer issues and complaints effective...
We are currently looking for a **Full-Time Customer Service Representative** with knowledge of international shipping to join our order management team. Maintain excellent customer service to internal customer's via-email. Checks multiple customer portals along with customer support box for new pu...
We are seeking an experienced Quantitative Strategist to join our Alternatives Investment team in Newport Beach. You will be responsible for analyzing private investment opportunities in: special situations, specialty finance and other non-conventional assets whilst contributing to the firm's analyt...