Citi Wealth - Lending Advisor - Vice President Citigroup Inc.Citi Wealth - Lending Advisor - Vice PresidentSan Francisco, CA$157,040–$235,560 / yearOur Lending Advisors serve as dedicated and trusted partners to Wealth Advisors, Regional Directors, and Group Executives, helping them to deliver lending solutions that support clients' liquidity objectives and drive regional growth. The Vice President, Lending Advisor serves as a regionally aligned lending specialist supporting the Citigold and Citi Private Client (CGCPC) segments.
Citi Wealth - Lending Advisor, West Coast Lead Citigroup Inc.Citi Wealth - Lending Advisor, West Coast LeadSan Francisco, CA$250,000–$500,000 / yearExperience with assessing and structuring loans secured by a variety of asset classes including complex marketable securities loans and less liquid financial assets, commercial real estate to more bespoke personal assets such as aviation, fine art and collectibles. Lending Advisors provide advice across a variety of asset classes ranging from complex marketable securities loans and less liquid financial assets, commercial real estate to more bespoke personal assets such as aviation, fine art and collectibles.
VP, Commercial Operations Executive Management Advisor Trinity Life SciencesVP, Commercial Operations Executive Management AdvisorSan Francisco, CA$200,000–$240,000 / yearVP, Commercial Operations Executive Management Advisor, will report directly into the SVP and be the overall account lead for 10-12 large/mid-size accounts overseeing contracted business advisory services and business development efforts across all TGaS Advisors solutions. You will be a TGaS business unit liaison with broader Trinity Life Sciences Account Leads and Team to assist in building relationships, forming strategic partnerships to identify business opportunities for Trinity Life Sciences offerings.
Infrastructure Engineering Advisor- Hybrid CignaInfrastructure Engineering Advisor- HybridWalnut Creek, CA$109,970–$176,300 / yearMust have experience with: performing Kafka cluster build, including design, infrastructure planning, High Availability and Disaster Recovery; Implementing wire encryption using SSL, authentication using SASL/LDAP and authorization using Kafka ACLs in Zookeeper; Creating Kafka connect cluster and connector deployment; Schemas and schema registry; Maintaining current Kafka clusters by performing upgrade, performance tuning, monitoring setup, and adding new features; Researching new features and conducting proof of concept installation and testing; Supporting Kafka in On-Premises and Cloud AWS; Kafka implementations and issue triage, including gathering requirements, understanding design, and assisting with build path to production, and performance and resiliency testing; remediating product vulnerabilities; Implementing best practices and working with product owners to implement roadmaps; Provisioning resources in AWS or Azure; Creating ec2 instances, EBS volumes, and security groups; Networking, load balancing, and okta integration; Automation using shell scripting, ansible, and terraform. eviCore Healthcare MSI, LLC seeks an Infrastructure Engineering Advisor for the Walnut Creek, CA location to design and develop Kafka-based data pipelines and messaging solutions to support real-time and near real-time data processing layer in the organization.
HVAC Home Comfort Advisor Richards Heating & Air Repair, Inc.HVAC Home Comfort AdvisorLivermore, CAFull timeKey ResponsibilitiesMeet with homeowners for scheduled in-home consultations and sales appointmentsEvaluate existing HVAC systems and identify replacement/upgrade opportunitiesPresent customized solutions and financing options in personHandle all company-furnished leads professionally and communicate disposition to Sales ManagerGenerate at least 25% of your own leads through referralsBe in the office by 7:00 AM and call in every three (3) hours while in the fieldFamiliarize yourself with the company's payment terms and clearly communicate them to customers when a contract is signedMaintain accurate records in ServiceTitanConsistently achieve sales goals and high customer satisfactionImportant Agreement TermsIn consideration of the compensation and benefits package, the Home Comfort Advisor agrees not to contact or solicit business from any of the company's customers for a period of two (2) years following termination of employment. QualificationsActive California H.I.S. (Home Improvement Salesperson) License - RequiredMinimum 5 years of HVAC sales experience preferredProven track record in residential HVAC salesServiceTitan experience preferredStrong HVAC knowledge and excellent communication skillsValid California driver's license with clean recordWhat Success Looks LikeConsistently meeting/exceeding sales targetsHigh closing ratio and strong referral generationComplete and accurate sales documentationNo phone calls or office visits please.
NewService Advisor | Up to $40/HR + Commission | M-F - 2577 PromotiveService Advisor | Up to $40/HR + Commission | M-F - 2577San Francisco, CA$30–$40 / hourExperienced technicians provide technical support, allowing the Service Advisor to focus heavily on customer communication, estimate presentation, follow-up, scheduling, and retention. Some positions may require a valid driver’s license, motor vehicle record review, drug or alcohol screening, or other job-related pre-employment requirements based on the duties of the position, the client’s lawful requirements, and applicable law.
Sales & Service Advisor Big Brand Tire & ServiceSales & Service AdvisorSan Francisco, CAFull timeNow in over 10 states and growing fast, we’re serious about two things: delivering world-class service to our customers and being the employer-of-choice by providing endless opportunities for career growth. 1–3 years of experience in automotive service sales, retail automotive, and strong customer service + transferable sales background.
Regional Technical Advisor Schlumberger Ltd.Regional Technical AdvisorPleasanton, CAWorking closely with sales representatives and customers, the Specialist evaluates operational requirements, recommends effective chemical treatment solutions, and supports the development of tailored proposals. The District Account Manager will serve as a regional technical advisor to the Eagle Ford commercial team, providing technical expertise and customer support for chemical products and applications.
Credit Solutions Advisor - Blackhawk Bank of AmericaCredit Solutions Advisor - BlackhawkDanville, CaliforniaMinimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions. Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging.
Credit Solutions Advisor - Woodside Plaza Bank of AmericaCredit Solutions Advisor - Woodside PlazaRedwood City, CaliforniaMinimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions. Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging.
Private Client Advisor II- Executive Coverage Bank of AmericaPrivate Client Advisor II- Executive CoverageSan Francisco, New YorkUS - CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193), US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705), US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100). Job expectations include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and Bank of America capabilities and services, to meet specific client needs.
Credit Solutions Advisor - Corte Madera Bank of America CorpCredit Solutions Advisor - Corte MaderaCorte Madera, CA$26–$30.83 / hourResponsibilities:Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life planBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique prioritiesPresents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messagingConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsResponds to client requests and makes referrals to appropriate internal partners based on client needsPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience Required Qualifications: Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutionsActively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Experience in a loan origination role in a retail environment and knowledge ofMortgage Products (Conventional, Jumbo and HELOC, Government)Structuring, Processing, underwriting and closing proceduresFederal regulations governing real estate lendingFHA and HUD guidelinesOther Lending Products (Credit Card, Vehicle Loans)Strong computer skills including MS applications and previous experience utilizing laptop technology.
Business Solutions Advisor - Greater San Francisco Market Bank of America CorpBusiness Solutions Advisor - Greater San Francisco MarketSan Francisco, CA$26–$34.67 / hourOn screen copy: One-on-one career coaching with your managers And, when not helping clients, there's often time for Business Solutions Advisors to continue to manage their portfolios, setting appointments for future conversations; prepare for upcoming client meetings; learning more about our products and services; connect with teammates and partners; and of course, follow up with clients. On screen copy: Manage portfolios Set appointments for future conversations Prepare for upcoming client meetings Learn more about Bank of America's products and services Connect with teammates and partners Follow up with clients Plus, there are opportunities to earn compensation above my base pay.
Credit Solutions Advisor - San Rafael Main - Spanish Preferred Bank of America CorpCredit Solutions Advisor - San Rafael Main - Spanish PreferredSan Rafael, CA$26–$30.83 / hourResponsibilities:Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life planBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique prioritiesPresents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messagingConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsResponds to client requests and makes referrals to appropriate internal partners based on client needsPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experienceRequired Qualifications: Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutionsActively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Experience in a loan origination role in a retail environment and knowledge ofMortgage Products (Conventional, Jumbo and HELOC, Government)Structuring, Processing, underwriting and closing proceduresFederal regulations governing real estate lendingFHA and HUD guidelinesOther Lending Products (Credit Card, Vehicle Loans)Strong computer skills including MS applications and previous experience utilizing laptop technology.
Partner Delivery Advisor Salesforce IncPartner Delivery AdvisorSan Francisco, CA$143,400–$216,900 / yearYou'll provide expert implementation guidance at critical points in the delivery lifecycle, proactively identify and mitigate delivery risks before they impact the customer, and serve as a strategic thought partner to both partner delivery leadership and senior Salesforce stakeholders. In this role, you'll serve as a trusted delivery expert and strategic advisor embedded within Salesforce's partner ecosystem - empowering our most strategic Global Consulting Partners to achieve best-in-class implementation outcomes across Agentforce and Salesforce's top products.
Credit Solutions Advisor - Danville - Spanish Preferred Bank of America CorpCredit Solutions Advisor - Danville - Spanish PreferredDanville, CA$25–$29.61 / hourI have access to industry leading products services and technology award winning platforms and a dedicated support team On screen copy Access to industry leading products services and technology all designed to help me fulfill the financial needs associated with the unique life priorities of our clients and simplify our clients experience by providing direct solutions. On screen copy Manage my business pipeline by Contacting clients Following up with internal and external partners Staying current on training Being part of the Financial Center team allows my teammates to refer clients to me so I can assist with an array of financial solutions including home lending auto lending credit card and traditional banking solutions.
Affluent Wealth Advisor First Citizens BankAffluent Wealth AdvisorMenlo Park, California$106,000–$150,000 / yearFull timeQualifications: Bachelor's Degree and 2 years of experience in Financial Services relationship management, banking, Private Banking or Wealth Management OR High School Diploma or GED and 6 years of experience in Financial Services relationship management, banking, Private Banking or Wealth Management. License or Certification Type: Valid Series 7, 63 and 65 or 66 licenses Required, Valid state insurance licenses RequiredSkill(s): Client Relationship Management, Structured Sales Process, Knowledge of Banking and Securities Products and Services, Financial Planning, Credit Underwriting, Business Development.
NewSr. Sales Advisor First Citizens BankSr. Sales AdvisorSan Francisco, California$38.90–$52.34 / hourFull timeThis hire will help with pre-engagement prospect research, content creation, prospect prioritization, help support ongoing relationship building with prospects, help support the team with pre and post event support, and drive further efficiency to the team’s go-to-market. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast.
Senior Home Lending Advisor - Berkeley, CA JPMorgan Chase Bank, N.A.Senior Home Lending Advisor - Berkeley, CABerkeley, CAFull timeJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
J.P. Morgan Wealth Management - Private Client Advisor - Marin County, CA and Surrounding Areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Marin County, CA and Surrounding AreasCorte Madera, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.