דרושים United States, California, El Monte

Executes the bank's risk culture and strives for operational excellence. Builds relationships with clients to meet financial needs. Follows established processes and guidelines in daily activities to do what is...

Aptitude in obtaining required industry licenses. Must be self-disciplined in managing time and capacity. Experience in cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through...

Understand and implement of KYC standards, guidelines, policies, and procedures. Handle and maintain confidential client documentation. Understand the firm’s KYC requirements when completing documentation inclusive of Customer Identification Program (CIP),...

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...

Creating a positive client experience for customers engaging the team for treasury application technical support. This experience is measured by direct surveys sent to users the consultant has supported. Whether...

Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially. Assist customers...

Serve as the Single Point of Coordination for the customer. Lead less complex initiatives and implement Treasury Management products and service. Apply project management methodology to facilitate complex implementations, establishing...