דרושים United States, California, Huntington Beach

Delivers an exceptional customer experience by acting with a customer-first attitude. Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships,...

Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades. Aid the Advisors by building...

Delivers an exceptional customer experience by acting with a customer-first attitude. Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships,...

Ensure the accuracy and validity of general ledger accounts. Adhere to firmwide General Ledger Reconciliation & Substantiation (GLRS) standards. Implement and identify opportunities for efficiency in P&L and Balance Sheet...

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...

Recommends financial advice and guidance that align with the clients' financial goals and needs. Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the...

Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your...