464 Finance Finance jobs in Yorba Linda,CA

Enterprise Bank and Trust

Anaheim, CA 92808

High School diploma or equivalent
Associates degree in business related field or two years related experience or a combination of education and experience
Customer service experience required
Strong math and problem solving skills.
Excellent interpersonal and customer service skills with the ability to cross-sale products and services.
Must maintain confidentiality of client transactions and bank records.
Team-oriented, possess a positive attitude and work well with others.
Strong oral and written communication skills.
Ability to operate standard office equipment, such as computer workstations, calculators, and copier.
Ability to prioritize; handle multiple tasks; and work independently.
Strong organizational skills and detail-oriented with a high degree of accuracy.
Thorough knowledge of bank operations, products, and services offered at the bank.
Knowledge of banking laws and regulations including the Bank Secrecy Act.
Must be willing to travel up to 10% off the time to cover local branches
Notary License as needed by the branch
Skilled in operation of a personal computer, including Microsoft Word and Excel.
Google Suite
IBS
Salesforce

OneMain Financial

Fullerton, CA 92831

New York Life - Greater Los Angeles

San Dimas, CA 91773

Fidelity Investments

Yorba Linda, CA 92885

Trilogy Financial

Santa Ana, CA 92706

OneMain Financial Careers

Fullerton, CA 92833

BMO Financial

Rowland Heights, CA 91748

This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry.
A criminal background review and credit history evaluation will be required for this position.
Restrictions on performing in a real estate agent capacity.