Jobs near Aptos: 709
RS
Relevance Score ranked on: BANKING
Business Banking Relationship Manager
Santa Cruz
Relationship Manager, Business Banking. The Relationship Manager role will be responsible for new business development, portfolio management and underwriting to support the needs of the group. This role will focus on clients that typically have an annual revenue between $5 MM and $30 MM. What we can...
Search Terms: Relationship Manager, Relationship, Business, Banking, Manager
82.8
8.9mi
Updated: September 27
J.P. Morgan Wealth Management - Private Client Advisor - Aptos, CA
Aptos
At J. P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform ...
Search Terms: Client Advisor, Management, Wealth, Advisor, Financial Planning
68.6
0mi
Updated: September 06
Financial Analyst IV
Watsonville
This position is responsible for the preparation and reporting the company’s financial and operating results including the development of financial and operational analyses and metrics needed to assist company management in their decision-making processes. Essential Job Accountabilities. Create and m...
Search Terms: Financial Analyst, Financial, Analyst, Operations, Skills
67
6.9mi
Updated: October 01
Block Advisors Tax Advisor
CAPITOLA
Build year-round client relationships. Provide tax preparation, tax audit support and tax planning year-round. Create confidence in our clients by conducing tax interviews face to face and through virtual tools – (video conferencing, phone, chat, email)Generate business growth, increase client retent...
Search Terms: Advisor, Tax, Client Relations, Accounting, Banking
66
3.2mi
Updated: September 15
Financial Center Client Service Representative
Watsonville
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible G...
Search Terms: Client Service, Financial, Representative, Service, Solutions Advisor
65.9
6.9mi
Updated: September 27
Senior Escrow Assistant
Santa Cruz
Who We Are. Join a team that puts its People First! First American's Direct division provides comprehensive title insurance protection and professional settlement services for real estate purchases, refinances and equity loans. Since 1889, First American (NYSE: FAF) has held an unwavering belief in i...
Search Terms: Escrow Assistant, Escrow, Customer Experience, Senior, Assistant
65.6
8.9mi
Updated: September 28
Financial Advisor – Watsonville, CA – Market 31, Region 067
Watsonville
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial ...
Search Terms: Financial Advisor, Advisor, Financial, Training, Client Relations
65.5
6.9mi
Updated: September 25
Personal Banker - Roving Corridor District
WATSONVILLE
Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies. Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs. Participate in delivery of exceptional ...
Search Terms: Personal Banker, Banker, Customer Experience, Benefits, Financial
64.1
6.9mi
Updated: September 07
Mortgage Lending Officer SAFE Act - B11 - MORGAN HILL
Morgan Hill
Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk an...
Search Terms: Lending Officer, Lending, Mortgage, Officer, Processor
63.1
17mi
Updated: September 19
Mortgage Lending Officer SAFE Act - B11 - MORGAN HILL
Morgan Hill
Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk an...
Search Terms: Lending Officer, Lending, Mortgage, Officer, Processor
63.1
17mi
Updated: September 19
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