- BMO Financial Group (Santa Clara, CA)
- …for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank 's policies and procedures. ... and preferred banking channels while recommending tailored solutions addressing both sales and service needs (eg everyday banking, retail investments, lending… more
- Banc of California (Indian Wells, CA)
- …including the drafting and interpretation of bar graphs. + Excellent knowledge of bank deposits, credit products, and services to open accounts. + Relationship ... CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one...ensure exceptional customer experience as well as focusing on sales and service. Performs all duties in accordance with… more
- BMO Financial Group (San Diego, CA)
- …customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on ... objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic customer experience and… more
- Comerica (San Francisco, CA)
- …providing exceptional client experience with a robust platform of investments, credit , trust and planning solutions. We offer a competitive compensation and ... innovative management, are customer focused, and drive for results.Position Responsibilities: Sales Management Achieve annual new business fee goals by formulating… more
- LTD Global (Livermore, CA)
- …and community engagement. Position Overview Reporting to the Special Assets Manager , the Senior Special Assets C&I Underwriter is responsible for underwriting ... and managing adversely graded loans within the Bank 's classified loan portfolio. This includes secured and unsecured...in coordination with legal counsel and the Special Assets Manager . + Advise lending staff on early intervention strategies… more
- Comerica (Palo Alto, CA)
- …to implement the sales strategy in collaboration with the National Sales Manager , establishing the criteria for prospect identification within the respective ... role will be responsible for developing, conducting and executing a calling and sales campaign for an assigned territory, encompassing all Trust products offered by… more
- Comerica (San Diego, CA)
- …innovative management, are customer focused, and drive for results.Position Responsibilities: Sales Management Achieve annual new business fee goals by formulating ... in order to identify prospects for services. Design and implement the sales process by carefully matching specialists to clients; coaching selected specialists… more
- Comerica (Burlingame, CA)
- …in the banking center. Assist in community awareness events to increase bank outreach and foster new business relationships. Effective utilization of converge for ... services. Lead and oversee banking center activities in the absence of Banking Manager . Consistently assess needs and add value to customers and prospects. Educate… more
- Comerica (Tustin, CA)
- …in the banking center. + Assist in community awareness events to increase bank outreach and foster new business relationships. + Effective utilization of converge ... services. + Lead and oversee banking center activities in the absence of Banking Manager . + Consistently assess needs and add value to customers and prospects. +… more
- BMO Financial Group (San Ramon, CA)
- …escalations or policy exceptions, which may include interactions with clients and sales . + Understands and oversees end-to-end customer and dealer experience that ... may include interactions with clients and sales , focused on continuous improvement of customer and dealer...dealer facing processes, to deliver optimal experience. + Influences credit product risk parameters and metrics. + Operates at… more