דרושים United States, Simi Valley

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...

Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting...

Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting...

Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers. Complete operational activities while minimizing risks under established policies. Perform routine transactional, operational, and...

Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers. Complete operational activities while minimizing risks under established policies. Perform routine transactional, operational, and...

Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products. Build referral business opportunities through Centers of Influence (COIs)...

Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. Collaborates effectively to get things done,...