3 client solutions developer jobs at 2 companies in Ojai, CA
2w
Save
Mark Applied
Hide
2w
Sales Representative
Oxnard or Woodland Hills or Palm Desert or Milwaukee
$60k-$80k/yrHybridFull Time
Beer Financial Group: Provides financial planning and insurance services.
Build client relationships, develop financial plans, recommend insurance solutions, obtain Series 6/63 and state insurance licenses; bachelor's degree preferred; prior financial services or business development experience beneficial.
Logix Federal Credit Union: A member-owned financial cooperative providing consumer banking services.
0+ YOEDevelop and manage business client relationships, meet deposit/loan goals, analyze financials, and recommend cash management and lending solutions; bachelor's preferred; 0-2 years business lending experience; strong communication and Microsoft Office skills.
Microsoft Excel, Microsoft Outlook, Microsoft Word, Microsoft One, Microsoft Teams, Synapsys Service Events