- BMO Financial Group (Larkspur, 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 ... and regulatory requirements for the jurisdiction. + Protects the Bank 's assets in compliance with all regulatory, legal, and...+ Some experience in a consultative customer service or sales roles, with a drive to deliver a personal… more
- Extra Space Storage (West Sacramento, CA)
- …customer relationships through in-person and phone interactions, presenting a structured sales process, and managing customer accounts. Extra Space Storage is the ... up on delinquent payments, process customer payments, and complete daily bank deposits. + Oversee routine administrative tasks, including maintaining auction files,… more
- Robert Half Finance & Accounting (Salinas, CA)
- …Responsibilities: * Process and manage invoices, including warranty, freight, and sales tax invoices, using GP Dynamics and proprietary software. * Oversee ... and accurate workflow coordination with team members. * Perform regular bank reconciliations to verify account accuracy and resolve discrepancies effectively. *… more
- Robert Half Accountemps (Concord, CA)
- …and analysis * Provide financial and reports to the board * Perform bank reconciliations to ensure accurate financial records. * Manage general accounting tasks, ... including month-end close processes. * Monitor production team reporting, sales targets, and goals to support financial planning. * Oversee vendor credit management… more
- BMO Financial Group (San Francisco, CA)
- Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional ... client. + Develops and executes the business development strategy, sales targets and the sales results for...and ensures an effectively run function. + Protects the Bank 's assets and complies with all regulatory, legal and… more
- JPMorgan Chase (San Francisco, CA)
- …specializing in Technology. The Technology team is part of JP Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role ... to build a brand that represents Technology banking as the "Leading Innovation Economy bank serving the best and most diverse clients" + Develop new business by… more
- PNC (Merced, CA)
- …activities with new and/or existing clients in a book of business to grow sales , revenue and market share with relevant sales goals. Typically works with ... and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range...range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert … more
- Fiserv (San Francisco, CA)
- …you swipe your credit card, pay through a mobile app, or withdraw money from the bank , we're involved. If you want to make an impact on a global scale, come make ... establishing you and Fiserv as trusted partners to the client. + Obtain assigned sales quota through contract renewals and the sale of various products and services… more
- SitusAMC (San Francisco, CA)
- …banks, private equity investors, pension funds, secondary market guarantors, non- bank mortgage originators and servicers, among others. Preferred locations are ... insights from the field to influence product roadmap and positioning. + ** Sales Planning & Forecasting** : Maintain pipeline hygiene and accurate forecasting across… more
- Caldera Medical (Westlake Village, CA)
- …balance; reconciling entries. Performs account analysis and reconciliation, including bank statements and intercompany general ledger accounts. Prepares and ... as customer receipts, collections, and reconciliations. * Manage Shopify sales . * Prepare monthly analysis schedules. * Backup AP,...analysis schedules. * Backup AP, AR, and Payroll. * Sales Taxes Maintenance and final set up. * Record… more