267 Results for

Service Advisor Jobs in Pleasanton, CA

Jobs

Branch Manager BBCN Bank

La Habra, CA

Sales & Business Development: Develop and implement strategies to achieve individual and branch sales goals, including new business development, referrals, and account retention. Team Leadership & Development: Lead, mentor, and coach branch employees, including operational and sales staff, to achieve performance goals.

29 days ago

Branch Manager- Westchester CA, Vice President Citigroup Inc.

Los Angeles, CA

$101,760–$152,640 / year

The overall objective of this role is to lead a team grow sales, build customer loyalty and recommend the development of business strategies or initiatives and may include the management of activities by external organizations, and the direct management of individuals and sales teams. Integrate segment partners, partner with Assistant Manager and partner with the Division Operational to drive sales and drive outbound sales activities including: representing Citi and building partnerships in the community.

10 days ago

Senior Private Bank Relationship Manager Columbia Bank

Irvine, California

This position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee’s assessment of the consumer’s financial characteristics to a particular Bank MLO) for compensation or gain. This position IS NOT authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and therefore this position is limited in acting as a Bank MLO for open-ended transactions (i.e., home equity lines of credit) only.

15 days ago

Portfolio Manager I - Private Bank, Marketable Securities Secured City National Bank

Los Angeles, California

Remote

$41.83–$66.81 / hour
Full time

Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions.

30+ days ago

Branch Service Manager/Registered Client Associate Royal Bank of Canada

Los Angeles, CA

$55,000–$88,000 / year

Onboard new accounts, accurately record all securities and/or coupons received from clients and ensure they are credited to the proper accounts and quickly and accurately transmitted to the Complex main office and Minneapolis following all required branch, complex and RBC procedures for handling client securities. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.

30 days ago

ALM Manager, Royal Bank of Canada US, Los Angeles, CA: Royal Bank of Canada

Los Angeles, CA

Must have 5 years of experience in: Designing and implementing frameworks for measuring, monitoring, and mitigating IRRBB (Interest Rate Risk in the Banking Book) in compliance with regulatory guidelines; Conducting gap analysis, duration modeling, and economic value of equity (EVE) simulations to assess balance sheet sensitivity to interest rate shocks; Managing asset-liability repricing mismatches and optimizing balance sheet structure to align with risk appetite and strategic goals; Structuring and executing interest rate swaps (IRS), swaptions, and treasury futures/options to hedge IRR exposures; Utilizing behavioral modeling for non-maturity deposits (NMDs) and prepayment risk analysis for loan portfolios; and. MINIMUM REQUIREMENTS: Bachelor's degree in Electronics Engineering, Communication Engineering, Finance, Business, Economics, Accounting, Management Information Systems or a related field and 5 years of progressive, post-baccalaureate work experience.

30+ days ago

Senior Manager, Bank Relationship Management Oaktree Capital Management

Los Angeles, CA

$135,000–$170,000 / year

The role will be expected to identify opportunities to streamline and automate reporting processes, improve data transparency, and deliver actionable insights to Finance leadership and business stakeholders while leveraging Oaktree's global banking relationships and enterprise scale to enhance service delivery, optimize commercial outcomes, and support the firm's financing and liquidity objectives. A key responsibility will be establishing and enhancing the bank relationship management infrastructure, including the development of centralized reporting and data management capabilities related to bank balances, interest rates, fee structures, service utilization, and banking partner performance.

30+ days ago

Branch Teller I-Porter Ranch-PT30hrs Logix Federal Credit Union

Porter Ranch, California

$21–$22.50 / hour
Part time

The Branch Teller III is responsible for assisting members in the completion of financial transactions, such as deposits and withdrawals, transfers, payments and other related transactions as well as approving transactions for tellers. • Provides timely and courteous service to all members such as servicing accounts, closing accounts, or completing related documentation, issuing/re-pinning cards, adding/updating joint owners/beneficiaries, opening new accounts, etc.

30+ days ago

Branch Support Officer - Irwindale Banc of California

Irwindale, California

As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities. Banc of California is one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses.

30+ days ago

Branch Operations Supervisor Associate - Los Angeles, CA California Bank & Trust

Los Angeles, CA

$72,968–$81,075 / year

As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 70 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register.

9 days ago

Branch Operations Lead East West Bancorp Inc

El Monte, CA

$24–$27 / hour

Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement. Provide support for branch customers by offering a wide range of bank products and services, including safe deposit box management, merchant/vault and ATM processing, foreign currency exchange and new account opening.

30+ days ago

Business Center Manager MRISpokane

Monrovia, CA

Quick Apply

This is a market-facing leadership role responsible for growing commercial relationships, expanding deposits, driving center profitability, developing bankers and maintaining a high level of client service. Candidates currently serving as senior Relationship Managers or team leads who have demonstrated leadership ability and are ready to move into a formal management position may also be considered.

4 days ago

Branch Operations Specialist or Officer Workway

Santa Monica, CA

$24.31–$38.61 / hour
Quick Apply

Currently, we have a BANK BRANCH OPERATIONS SPECIALIST OR OFFICER opportunity with a nationally recognized Bank, a 5-star rated financial institution that has grown to $7 billion in assets by staying true to its mission of delivering exceptional service and innovative banking solutions. Joining our team means being part of a successful, community-focused organization where your work makes a meaningful impact for clients and the communities we serve.

29 days ago

Banking Client Services Manager Workway

Whittier, CA

Quick Apply

Currently, we have a Banking Client Services Manager opportunity with a community bank providing relationship-driven banking solutions to individuals, professionals, and small-to-medium-sized businesses throughout Southern California. The bank is known for combining the personalized service of a community bank with modern banking technology and local decision-making.

30+ days ago

Branch Operations Lead - Century City - Los Angeles, CA JPMorgan Chase & Co

Los Angeles, CA

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. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.

10 days ago

Branch Operations Lead - Rancho Palos Verdes - Rancho Palos Verdes, CA JPMorgan Chase & Co

Rancho Palos Verdes, CA

28 days ago

Los Angeles Branch - Financial Analyst Associate/AVP Bank of China Limited, New York Branch

Los Angeles, California

$65,000–$150,000 / year
Full time

This includes closing and booking of transactions; post-lending monitoring activities; analyzing and determining customers’ credit worthiness, recommending risk ratings; ensuring all the underwriting, financial analysis and loan portfolios are in full compliance with the Bank’s policies and procedures, and regulatory requirements; and performing any other duties as assigned by Team Lead and/or the Branch Management. For AVP title, need to provide coaching to junior staff in reviewing credit files of new credit facilities, loan documentation requirements, and follow up any pending and outstanding credit documents (e.g., Annual & Quarterly Account Review, Collateral, Insurance and Periodic Financial documents from customers).

30+ days ago

Los Angeles Branch - Financial Analyst Associate/AVP Bank of China

Los Angeles, California

$65,000–$150,000 / year
Full time

30+ days ago

Head Universal Banker - Los Angeles, Brentwood Branch Citigroup Inc.

Los Angeles, CA

$53,670–$70,030 / year

Duties may include managing the supply of cash for branch needs based on business demand, in addition to managing incoming/outgoing cash shipments/maintains vault cash, including buying and selling of cash with branch Tellers and ATMs, as needed (including competence in using teller NBS system & cash recycler to assist customers). Appropriately assesses risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

30+ days ago

Head Universal Banker, Chatsworth Branch Citigroup Inc

Chatsworth, CA

$53,670–$70,030 / year

30+ days ago

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Service Advisor Jobs in Pleasanton, CA

Branch Manager BBCN Bank

Branch Manager- Westchester CA, Vice President Citigroup Inc.

Senior Private Bank Relationship Manager Columbia Bank

Portfolio Manager I - Private Bank, Marketable Securities Secured City National Bank

Branch Service Manager/Registered Client Associate Royal Bank of Canada

ALM Manager, Royal Bank of Canada US, Los Angeles, CA: Royal Bank of Canada

Senior Manager, Bank Relationship Management Oaktree Capital Management

Branch Teller I-Porter Ranch-PT30hrs Logix Federal Credit Union

Branch Support Officer - Irwindale Banc of California

Branch Operations Supervisor Associate - Los Angeles, CA California Bank & Trust

Branch Operations Lead East West Bancorp Inc

Business Center Manager MRISpokane

Branch Operations Specialist or Officer Workway

Banking Client Services Manager Workway

Branch Operations Lead - Century City - Los Angeles, CA JPMorgan Chase & Co

Branch Operations Lead - Rancho Palos Verdes - Rancho Palos Verdes, CA JPMorgan Chase & Co

Los Angeles Branch - Financial Analyst Associate/AVP Bank of China Limited, New York Branch

Los Angeles Branch - Financial Analyst Associate/AVP Bank of China

Head Universal Banker - Los Angeles, Brentwood Branch Citigroup Inc.

Head Universal Banker, Chatsworth Branch Citigroup Inc

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