- City National Bank (Beverly Hills, CA)
- …assigned sales territory. Support includes business development activities, marketing activities, preparing treasury management requests for services, implementation ... sales officer (TMSO) in the development and preparation of client proposals, marketing materials, pricing proformas and requests for services. Adheres to all… more
- City National Bank (Los Angeles, CA)
- …THE OPPORTUNITY? Sources and develops new Commercial Banking business for the bank in assigned sales territory. Analyzes needs of prospects and provides information ... about Bank products and services that can enhance prospect's financial...banking experience required. * Minimum 3 years sales and marketing experience required *Additional Qualifications* * Bachelor's degree is… more
- JPMorgan Chase (San Francisco, CA)
- …to provide a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial mindset and are looking to constantly challenge ... balance sheet and re-introduce the capabilities of the Private Bank . National Client Bankers are responsible for a large...planning approach + Re-engage with clients though proactive outreach, marketing follow up and CRM data to introduce the… more
- City National Bank (Beverly Hills, CA)
- …to expand existing business relationships by cross- selling additional treasury management/ bank products and services. Responds to servicing requests as appropriate. ... of existing services as requested. Participates in the development of marketing strategies and sales objectives that are consistent with overall division… more
- City National Bank (San Diego County, CA)
- …branch sales colleagues know how to problem-solve by interfacing with appropriate bank contacts to facilitate the optimal client experience. * Other * Complies ... fully with all Bank Operational and Credit policies and procedures as well...ability to execute, implement and communicate against sales and marketing plans and campaigns. * Must be capable of… more
- City National Bank (Los Angeles, CA)
- …commercial banking, entertainment banking, and private banking segments. Follows Bank segmentation policy and collaborates with the appropriate Relationship Managers ... and Team Leaders at the various business units within the Bank when closing deals and implementing banking services. Documents all calling activity in SalesForce and… more
- Enterprise Bank & Trust (San Juan Capistrano, CA)
- **Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that ... annual paid volunteer time off and charitable-matching opportunities. Voted a** **_Best Bank to Work For_** **by American Banker for multiple years, we offer… more
- BMO Financial Group (Alhambra, CA)
- …and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. + As a lobby leader, assists in conducting client conversations about ... understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.… more
- JPMorgan Chase (San Francisco, CA)
- The JP Morgan Private Bank Client Center Team leads the operation of the firm's Client Centers around the world. Our Client Centers allow our banking teams to ... they enter to the time they leave. As a Client Center Analyst in the Private Bank you will assist in leading the day-to-day operations of the Client Center. You will… more
- JPMorgan Chase (Los Angeles, CA)
- …in Commercial Banking is for you. As a Region Manager in the Commercial Bank , you will be leading our Emerging Middle Market and Mid-Corporate banking efforts across ... end-to-end leadership by partnering cross-functionally with banking, risk, compliance, legal, marketing , etc; in addition to other lines of business including… more