- JPMorgan Chase (San Francisco, CA)
- …technologies **Required Qualifications, Capabilities and Skills:** + Five plus years of lending or credit support related experience with a focus on business ... internal partners and resources + Demonstrated experience of meeting or exceeding sales goals + Excellent organizational skills and the ability to manage,… more
- BMO Financial Group (Los Angeles, CA)
- …strategies. + Supports the achievement of sales and performance targets for new asset sales , joint appointments, fee- based sales , and financial ... interest of the customer. Determines client needs and provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap… more
- JPMorgan Chase (Irvine, CA)
- …for new commercial real estate transactions with an emphasis on multifamily lending . You will operate in a dynamic, high-volume, and fast-paced environment, ... + Build and maintain strong relationships with internal business stakeholders including sales , processing, closing, and legal. + Gain a thorough understanding of… more
- City National Bank (San Francisco, CA)
- … and credit underwriting * Knowledge and experience of executing whole loan sales , structured finance transactions and/or asset - based securities markets * ... with data and drawing conclusions. * Understanding of consumer lending practices from application through to servicing, including "Know-your-customer"/KYC… more
- Citigroup (San Francisco, CA)
- …range of products and solutions, including investment strategies, banking and lending , trust and specialized services.The Private Bank delivers solutions to help ... determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team) + Leverage… more
- Wells Fargo (Irvine, CA)
- …in the structuring and executing of cash flow underwritten credit facilities, asset - based loans, real estate loans, and certain other industry specific ... planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems +… more
- JPMorgan Chase (San Francisco, CA)
- …+ Management experience in a Commercial Bank setting, specifically leading a commercial lending sales team with proficiency in building and maintaining positive ... to six bankers with indirect oversight over an underwriting staff, a sales /marketing assistant, treasury sales officer and client service professionals. Emerging… more
- JPMorgan Chase (Los Angeles, CA)
- …responsible for advising Private Equity & Venture Capital Firms on Banking and Lending solutions as well as Cash Management in partnership with local coverage ... + Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking...licenses within 90 days of start date + Proven sales success and strong business acumen + Strong teamwork… more
- Bank of America (Monterey, CA)
- …Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor ... the largest businesses of its kind in the world specializing in goals- based wealth management, including planning for retirement, education, legacy, and other life… more
- Bank of America (Sacramento, CA)
- …to the next phase as an advisor + Builds relationships with internal service providers based on client needs and asset thresholds + Manages risk proactively in ... communities around the world by connecting them to the lending , investing and giving they need to remain vibrant...Experience working in the financial service industry and/or a sales environment where goals were met or exceeded +… more