- Lincoln Financial (Sacramento, CA)
- …this opportunity. **Requisition #:** 74895 **The Role at a Glance** As a Consultant I, you will consult, analyze, and deliver on more complex assignments/projects ... customer's information. **What you'll be doing** * Reviews more complex new business and renewal requests for proposals/ coverage(s) for Life and Disability product… more
- Lincoln Financial (San Diego, CA)
- …**The Role at a Glance** We are excited to bring on a **Retirement Consultant ** within Retirement Plan Services to join the national team in either **Phoenix AZ, ... revenue & market share with assigned Plan Sponsor/Participant book of business + Develop a comprehensive understanding of existing/targeted Plan Sponsor/Participants… more
- Wells Fargo (Fresno, CA)
- **About this role:** Wells Fargo is seeking an CA-WA Mortgage Retail Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career ... areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Participate in soliciting residential… more
- Lincoln Financial (Sacramento, CA)
- …Role at a Glance** We are excited to bring on an accomplished **Compliance Consultant ** to our Retirement Plan Services/Product team to work in our Fort Wayne IN ... discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term...to provide their social security numbers, date of birth, bank account information or other sensitive information in job… more
- BMO Financial Group (Los Angeles, CA)
- Achieves sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management, risk ... and efficiency. Optimizes opportunities through deal teams and sales calls, maximizing business success. Influences the strategic direction of the line of … more
- City National Bank (Westlake Village, CA)
- …relationships with prospects and clients consistent with the objectives of the bank through extensive business development activity. Works closely with existing ... prospect in conjunction with the strategic business development program. Identifies business opportunities and solicits referrals of other Bank products or… more
- City National Bank (Santa Monica, CA)
- …relationships with prospects and clients consistent with the objectives of the bank through extensive business development activity. Works closely with existing ... prospect in conjunction with the strategic business development program. Identifies business opportunities and solicits referrals of other Bank products or… more
- Bank of America (Newport Beach, CA)
- …stakeholders. + Must have adaptability - be able to understand the different lines of business in the bank and tailor solutions to meet their needs. + Proficient ... reasonable accommodation from this requirement, you must seek an accommodation through the Bank 's required accommodation request process before your first day of… more
- City National Bank (San Diego County, CA)
- …* Acts as a consultant to clients and a resource to the Bank in developing and retaining business *WHAT'S IN IT FOR YOU?* *Compensation*Starting base ... credit quality standards and operational compliance requirements of the Bank . Monitors the loan documentation process and...as a product specialist to Relationship Managers in other business units. * Complies fully with all Bank… more
- City National Bank (Irvine, CA)
- TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is to avail COIs, bank clients, and prospects of City National Bank (CNB)/Royal Bank of Canada (RBC) fiduciary ... and trust administration review of all potential new trust or investment business . Partner with Business Development colleagues (Banker, Financial Advisor,… more