- Bank of America (Newport Beach, CA)
- …relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access ... insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office...rules, and regulations related to client advice and recommendations, sales practice activities, and conduct of market personnel +… more
- Umpqua Bank (Redding, CA)
- …can only achieve this through the dedication of our associates. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are ... Breakthrough Client Service and establishing the branch as the bank of choice in the local community. Responsible for...detail and the ability to multi-task effectively. + Demonstrated sales skills. + Ability to understand cash flow, financial… more
- US Bank (San Francisco, CA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. The… more
- City National Bank (Westlake Village, CA)
- …in the assigned business segment and/or geographic areas. Actively engages in the sales process of the assigned Region to ensure the attainment of Regional and ... relationships with prospects and clients consistent with the objectives of the bank through extensive business development activity. Works closely with existing and… more
- Umpqua Bank (Roseville, CA)
- …can only achieve this through the dedication of our employees. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are ... contact with new clients to enhance client's initial experience with Columbia Bank . + Develop revenue-generating client relationships by calling on prospective or… more
- US Bank (Walnut Creek, CA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...proven success in a corporate/commercial banking environment or similar sales role, with a focus on new client acquisition… more
- Bank of America (San Francisco, CA)
- …relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access ... insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office...and Investment Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor… more
- Umpqua Bank (Sacramento, CA)
- …can only achieve this through the dedication of our associates. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are ... closely with the branch manager to attain branch- and Bank - established goals. The assistant branch manager manages a...in explaining all products and services offered. + Monitor sales and service goals. + Process and oversee technical… more
- JPMorgan Chase (Irvine, 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 ... As a Program Banker Analyst in the US Private Bank , you will work on an integrated team with...with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients… more
- UMB Bank (Sacramento, CA)
- …+ You have 5 years sales experience with 2 years in Agricultural Commercial Bank Sales . + Bachelor's degree or equivalent experience in related field. + You ... analyze the business in order to qualify clients for bank products and services. **We're excited to talk with...encouraged to support causes you care about. Expect more trust . We want you to do the right thing,… more