- City National Bank (Beverly Hills, CA)
- …* Bachelor's Degree or equivalent * Minimum 1 year of experience in the financial services industry * Minimum 3 years of experience with Microsoft Excel ... years of client facing job experience, experience in investments or other financial services industries * Strong interpersonal, verbal and written communication… more
- University of Southern California (Los Angeles, CA)
- …The ideal candidate will: + Have a minimum of one year experience in financial institution sales and service with a proven track record of meeting ... Center. This position works on-site and reports directly to the Call Center Manager and is responsible for building and fostering relationships with USCCU's members… more
- Capital One (Sacramento, CA)
- …are committed to helping customers leverage our tools to lower the stress of financial management and increase the profitability of the bottom line. We aspire to ... a specific geographic market and is responsible for achieving revenue and financial objectives for their markets. You will put your day-to-day leadership skills… more
- Medtronic (San Jose, CA)
- …activity promptly, including potential sales leads, information regarding product pricing or account activity to District Sales Manager and other appropriate ... Planning/Results Orientation + Consistently meet and exceed AOP, sales budget and account development targets (QoQ and YoY) + Develops and executes accurate and… more
- Covr Financial Technologies (San Francisco, CA)
- …virtually out of their CA home office. This role is responsible for providing exceptional service to financial advisors and serves as a hybrid role between both ... for people to protect what matters most. Through partnerships with financial institutions and advisors, Covr's innovative digital platform provides the capability… more
- Antech Diagnostics (CA)
- …Diagnostic Sales Managers (DSM), and through promotion of Antech's products and services . The through the development of strong customer relationships. The DSA works ... programs and add value to clients by promoting useful services . The DSA performs sales calls to resolve client...Responsibilities** + Daily outbound calling to prospects on target account list to identify customer needs and schedule meetings… more
- Comerica (San Diego, CA)
- …in accordance with the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into ... seminars for communities and individuals in order to identify prospects for services . Design and implement the sales process by carefully matching specialists to… more
- PNC (Irvine, CA)
- …Experience Management., Decision Making and Critical Thinking, Effective Communications, Financial Services Industry, Managing Multiple Priorities, Sales ... regular basis. Some responsibilities may be performed remotely, at manager 's discretion. In this position, you will consult with...to sell the full spectrum of AMG products and services , generally at client location and either self-initiated or… more
- City National Bank (Los Angeles, CA)
- …flow loans. * Minimum 5 years of experience in a banking or financial services environment required. *Additional Qualifications* * College degree in Business ... a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic… more
- Lincoln Financial (Sacramento, CA)
- …strong relationships, and ability to execute effectively. This is not a project manager role. **What you'll be doing** What you'll be doing * Provides specialized ... volume. **What's it like to work here?** At Lincoln Financial , we love what we do. We make meaningful...including annuities, life insurance, group protection, and retirement plan services . With our 120-year track record of expertise and… more