- Banc of California (Whittier, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches… more
- BMO Financial Group (Los Angeles, CA)
- …of accounts for team members and customers. + May act as lead relationship manager . + Supports the sales process and client experience, identifying gaps, issues ... and concerns, both internal and external. + Performs client sales & service support activities as required to meet...of execution. + Oversees the set-up, maintenance, advances / loan drawdowns and related account administration within the terms… more
- Zions Bancorporation (Mountain View, CA)
- …+ Requires a high school diploma and 6+ years' experience in retail banking, sales , new accounts, customer service, loan processes or other directly related ... Associates at California Bank & Trust work in a relationship-centered culture...Awards. We are looking for a seasoned **Customer Relations Manager in Menlo Park, CA** . This role focuses… more
- University of Southern California (Los Angeles, CA)
- …institution sales and service with a proven track record of meeting production and sales goals + Be knowledgeable in Bank Secrecy Act, OFAC , US Patriot Act, ... 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
- BMO Financial Group (San Ramon, CA)
- …effectively sell, fulfill, and service new and existing individual or portfolio of loan products and improve the customer and dealer experience. Carries out market ... escalations or policy exceptions, which may include interactions with clients and sales . + Understands and oversees end-to-end customer and dealer experience that… more
- BMO Financial Group (Beverly Hills, CA)
- …interest of the customer. Determines client needs and provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap ... solutions indirectly through referrals to business partners. + Supports the achievement of sales and performance targets for new asset sales , joint appointments,… more
- Wells Fargo (Downey, CA)
- …internal partners, and stakeholders, including customers + Act as the primary relationship manager for a portfolio of small business customers with annual gross ... sales between $500k and $2MM in an assigned territory...and systems and coordinate efforts with partners across the bank + Work proactively to build and grow relationships… more
- Citigroup (Chino Hills, CA)
- …business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through ... Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance...new clients with the goal of bringing in new bank and brokerage assets . Deepen relationships with existing… more
- Citigroup (San Francisco, CA)
- …business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through ... Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance...new clients with the goal of bringing in new bank and brokerage assets + Deepen relationships with existing… more
- SF Fire Credit Union (San Francisco, CA)
- …lending opportunities. + Meet or exceed individual and branch product sales goals by proactively identifying member needs, recommending appropriate solutions, and ... by taking ownership, being reliable, and being solution-focused . + Notify manager of any service concerns by identifying opportunities to improve operational… more