Investment banker Empleos en Torrance ca
Última actualización: hace 22 horas
As an Universal Banker, you will go beyond the basic banking transactions and play a pivotal role in building and maintaining client relationships.
You'll be responsible for the adept handling of ne...Mostrar másÚltima actualización: hace 22 días
WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their branch, and assisting with the operational integrity of the...Mostrar másÚltima actualización: hace más de 30 días
Join a growing team and use your analytical and communication skills as well as industry knowledge to help clients obtain their financial goals and plan for the future.
You will work closely with on...Mostrar másÚltima actualización: hace más de 30 días
Selby Jennings has been engaged by a Multi-family focused real estate investment firm with an AUM of $4bn.They are seeking a VP of Investment Operations to join their rapidly growing team.This indi...Mostrar másÚltima actualización: hace 22 horas
At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals.
Our dynamic and diversified firm spans asset man...Mostrar másÚltima actualización: hace más de 30 días
This job 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 respo...Mostrar másÚltima actualización: hace más de 30 días
At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry togeth...Mostrar másÚltima actualización: hace más de 30 días
El Segundo, California, United States of America.No- Teleworking not available for this position.Days (United States of America).
At Northrop Grumman, our employees have incredible opportunities to ...Mostrar másÚltima actualización: hace 2 días
UNIFY's credit union members safeguard their assets!.At UNIFY, you matter and are supported, because your success is integral in the overall success of the team and experience of our members.As a C...Mostrar másÚltima actualización: hace 5 días
UNIFY’s credit union members safeguard their assets!.At UNIFY, you matter and are supported, because your success is integral in the overall success of the team and experience of our members....Mostrar másÚltima actualización: hace 5 días
Classification : Austrade Overseas Performance Level B (AOPL B).Location : San Francisco, CA, USA.Austrade in The Americas accelerates the growth of exporters, attracts productive foreign investors, ...Mostrar másÚltima actualización: hace más de 30 días
NYSE : ZION) is a premier financial services company with ~$100B in assets operating through 8 brands in Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, an...Mostrar másÚltima actualización: hace 1 día
Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields.
We seek to bring a human element to the world of accounting,...Mostrar másÚltima actualización: hace más de 30 días
Highview Property Management is one of our business lines in the Bay Area with centralized accounting.We’ve created an innovative culture and are proud of our model and competitive advantages.Our t...Mostrar másÚltima actualización: hace 1 día
Cetera Financial Group is seeking a highly motivated, detail-oriented Senior Investment Analyst.This is a unique opportunity to develop and hone skills, conduct retirement-oriented investment resea...Mostrar másÚltima actualización: hace más de 30 días
Being the next generation Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking ex...Mostrar másÚltima actualización: hace más de 30 días
Athene has an opportunity for a highly visible VP Head of Investment Accounting.The VP will lead an investment accounting team, be involved with GAAP and Statutory reporting, drive process improvem...Mostrar másÚltima actualización: hace más de 30 días
Chief Investment Officer (CIO)Empowering Women, Driving GrowthReWomen is a groundbreaking platform dedicated to empowering women through connection, creativity, and collaboration.Our mission is to ...Mostrar másÚltima actualización: hace 2 días
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Our Ideal candidate possesses the followin...Mostrar másÚltima actualización: hace más de 30 días
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Investment Advisor Associate :
Regal Executive SearchTorrance, CA We are looking for Registered Investment Advisor support that will provide wealth management and investment services for our diverse clients.
You will assess financial goals, advise clients and make...Mostrar másÚltima actualización: hace más de 30 días
Senior Universal Banker
DexianLong Beach, CA, United StatesHace 22 días
Tipo de contrato
- A tiempo completo
Descripción del trabajo3+ years of banking teller experience Advanced experience with opening consumer and complex business accounts Prior supervisory experience preferred Strong customer relations skills with a cooperative and positive communication style Knowledge of banking regulations (e.g., BSA, Information Security) Strong judgment and ability to handle confidential information Proficiency in MS Office (Word, Excel, Outlook) and banking programs
As an Universal Banker, you will go beyond the basic banking transactions and play a pivotal role in building and maintaining client relationships. You'll be responsible for the adept handling of new consumer and complex business accounts, ensuring a seamless and beneficial banking experience. Your expertise in actively cross-selling and promoting the Bank's products and services will be crucial in achieving sales targets and fostering business growth.
As the company is looking to expand in the next 1-2 years, this role will have the opportunity to be promoted into management roles based on performance.
Responsibilities :
- Open new consumer and complex business accounts
- Process new account transactions
- Assist clients in selecting accounts and financial services
- Cross-sell the Bank's products and services
- Maintain and close all account types
- Promote business for the Bank and maintain client relations
- Refer clients to relevant staff and partners for additional services
- Ensure compliance with Bank policies, procedures, and state and federal regulations
- Perform branch clerical duties
Qualifications :