דרושים United States, Temecula

Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates...

Coaches and mentors the branch team by providing training on products and services. Works together with bankers, meets with their customers and introduces new clients to bankers for additional products...

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...

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows...

Assist Financial Advisor(s) with sales, service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence. Facilitate Financial Advisor and client requests for...

Developing a book of business in order to meet and exceed the required performance hurdles. Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate...

Provide effective supervision and coaching to assigned technical employees to achieve the required quality and service output goals. Maintain appropriate shop records and inventories. Manage the smooth flow of work...