Financial Services Professional
4 days ago
Job Description
">This position is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed.
Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
- Executes the bank's risk culture and strives for operational excellence
-
Woodland Hills, California, United States Eide Bailly Full timeWe are seeking a highly skilled Bookkeeping and Financial Services Professional to join our team at Eide Bailly.As a Bookkeeping and Financial Services Professional, you will be responsible for providing expert bookkeeping services to clients.Your responsibilities will include:Working closely with clients to assess their general bookkeeping needs and develop...
-
Financial Product Specialist
1 day ago
Woodland Hills, California, United States Corebridge Financial Full timeAbout UsAmerican International Group, Inc. (Corebridge Financial) is a leading global insurance organization. Building on 100 years of experience, today Corebridge Financial member companies provide a wide range of property casualty insurance, life insurance, retirement solutions, and other financial services to customers in more than 80 countries and...
-
Woodland Hills, California, United States City National Bank Full timeJob DescriptionThe Risk Management Associate role is a critical component of our team, responsible for identifying and mitigating potential risks within the banking sector. This position requires a deep understanding of financial markets, regulatory requirements, and industry trends.Key ResponsibilitiesConduct thorough risk assessments to identify areas of...
-
Woodland, California, United States GSFSGroup Full timeCompany Overview: GSFSGroup provides financial services to the automotive industry.Job Description: The Accounting Clerk processes dealer and general agent commission payments, ensuring accurate reconciliation and adherence to accounting controls.Required Skills and Qualifications: Strong communication and problem-solving skills, ability to work...
-
Financial Services Advisor
2 days ago
Woodland Hills, California, United States Citigroup Inc Part timeFoster deeper client relationships by executing various transactions and sales referral routines as a Financial Services Advisor. In this role, you will deliver exceptional customer service, working closely with the Branch team to ensure seamless interactions.Developing strong communication and interpersonal skills is essential for presenting products and...
-
Senior Financial Center Professional
2 days ago
Woodland Hills, California, United States Bank of America Full timeKey ResponsibilitiesThe Senior Financial Center Professional will acquire new and deepen existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals.Essential Skills and QualificationsStrong communication skills with the ability to effectively influence...
-
Financial Services Professionals Wanted
3 days ago
Woodland, California, United States Edward Jones Full timeAbout Us:We are a Fortune 500 company where people come first. We pride ourselves on being privately-owned, focusing on our clients' needs rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.Salary:We offer...
-
Financial Services Consultant
2 days ago
Beverly Hills, California, United States Raymond James Financial, Inc. Full timeCompany OverviewRaymond James Financial, Inc. is a leading financial services company dedicated to providing exceptional investment and wealth management solutions to individuals and businesses.Job DescriptionWe are seeking a highly motivated and skilled Financial Advisor Trainee to join our team in Beverly Hills, CA. As a key member of our sales team, you...
-
Financial Services Coordinator
48 minutes ago
Woodland Hills, California, United States Zelms Erlich Lenkov Full timeAbout Zelms Erlich LenkovWe are a dynamic, rapidly growing law firm operating in California, Arizona, Texas, and New Mexico. With a combined experience of over 75 years among our founding partners, we bring unique solutions to Fortune 500 companies, athletes, sports teams, celebrities, and major corporations. As a minority and women-owned law firm, we...
-
Financial Planning Professional
2 days ago
Woodland Hills, California, United States Vaco Full timeKey ResponsibilitiesCreate and maintain complex financial models to inform business decisionsBudgeting, forecasting, and long-range planning to drive organizational growthConduct in-depth trend, expense, and revenue analysis to identify areas for improvementPrepare comprehensive financial reports to stakeholdersAnalyze budget to actuals variance to optimize...
-
Financial Services Representative
2 days ago
Woodland Hills, California, United States Citigroup Inc Full timeAbout the RoleThis exciting opportunity as a Personal Banker SAFE Act requires the ability to build strong relationships with customers, understand their needs, and provide tailored solutions to help achieve their financial goals.Main Accountabilities:Work closely with the customer service team to develop and execute effective sales and marketing strategies...
-
Merrill Financial Services Representative
4 days ago
Woodland Hills, California, United States Bank of America Full timeWealth Management OpportunitiesBecoming a Merrill Financial Solutions Advisor offers you the chance to work with some of the most successful and affluent individuals in the country. You'll be part of a dynamic team dedicated to delivering exceptional client service and building long-term relationships.Your Career PathYou'll begin by developing your skills...
-
Financial Services Representative
41 minutes ago
Woodland Hills, California, United States Premier America Credit Union Full timeCompany OverviewPremier America Credit Union is a leading financial institution dedicated to serving the needs of its members. Founded in 1957, we have grown to become one of the nation's largest credit unions, with over 100,000 members and more than $3 billion in assets.
-
Financial Services Liaison
4 days ago
Woodland Hills, California, United States Bank of America Full timeKey ResponsibilitiesExecute the bank's risk culture and strive for operational excellenceBuild relationships with clients to meet financial needsFollow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
-
Internal Wholesaler
1 day ago
Woodland Hills, California, United States Corebridge Financial Full timeWho We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose...
-
IT Project Manager
4 weeks ago
Woodland Hills, California, United States DT Professional Services Full timeJob Description: Responsible for managing the overall execution of a fast-paced, diverse, critical, strategic projects from initiation through post-implementation, primarily focusing on quality, cost, and schedule. These projects involve significant return and risk to the company, have approved budgets (IT and/or business), include multiple...
-
Financial Services Professional
6 days ago
Agoura Hills, California, United States Edward Jones Full timeRole OverviewAs a Branch Office Administrator, you will be the first point of contact for clients, providing exceptional personalized service and ensuring they feel understood and informed.You will work closely with Financial Advisors to help clients achieve their long-term financial goals, identifying opportunities to create efficiency and manage multiple...
-
Campaign Governance
1 week ago
Woodland Hills, California, United States Corebridge Financial Full timeWho We AreAt Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to...
-
Financial Services Coordinator
1 day ago
Woodland, California, United States Penske Full timeAbout the OpportunityPenske is seeking a highly skilled and detail-oriented Financial Services Coordinator to join our team. In this role, you will provide critical support to our branch operations, ensuring seamless execution of administrative tasks and financial management.
-
Financial Service Professional
2 days ago
Beverly Hills, California, United States Jobleads-US Full timeWe are seeking a highly skilled Financial Service Professional to join our team at Jobleads-US. In this role, you will be responsible for building and fostering strong relationships with clients, providing expert counsel and guidance on financial products and services, and developing tailored solutions to meet client needs and preferences.You will need to...