- Financial Partners Credit Union (Brea, CA)
- …using the Personal Teller Machine and convenience services. Setting mobile, online and e- Banking . Advise members in the selection and opening of all Credit Union ... deposit accounts. Refer to the Personal Banking Officers for Loans and CUSO for financial planning, investments and insurance products. Increase member relationships… more
- University of Southern California (Los Angeles, CA)
- …High school or equivalent Minimum Experience: 1 year of customer service, sales , or retail banking experience. Minimum Skills: Demonstrated lending experience ... works on-site and reports directly to the Call Center Manager and is responsible for building and fostering relationships...related field(s) Preferred Experience: 3 years of customer service, sales , or retail banking experience or experience… more
- Bank of America (San Francisco, CA)
- …are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture ... + **Build your network.** Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be… more
- Bank of America (Yuba City, CA)
- …a financial center where you will help to deliver Bank of America's core banking , investment solutions and approach to client care. We will equip you with everything ... network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth...put your mind to. * Is comfortable in a sales role, finding ways to nurture strong relationships with… more
- Bank of America (Woodland Hills, CA)
- …guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life plan. Key responsibilities include ... them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging… more
- JPMorgan Chase (Palo Alto, CA)
- …teams. Prepare product launch plan and partner with go-to-market and sales teams to increase product adoption. Gather product engagement analytics. Investigate ... or as Digital Products Director, Product Management, IT Project Manager , Software Product Expert, Principal Software Engineer, or related...years and today we are a leader in investment banking , consumer and small business banking , commercial… more
- LTD Global (Livermore, CA)
- …institution headquartered in the Bay Area, known for its personalized banking services and long-standing commitment to local communities. The organization offers ... a full range of financial products including personal and business banking , mortgage lending, and wealth management. It distinguishes itself through… more
- KeyBank (CA)
- …independently, bringing new clients into Key by utilizing consultative and strategic sales skills. Sr. Payments Advisors also develop strategy and contribute to the ... team's overall portfolio growth. **Responsibilities** + Create and execute a sales and marketing strategy that achieves established market penetration, cross-sell,… more
- Capital One (Sacramento, CA)
- …be prorated based upon the agreed upon number of hours to be regularly worked. Sales Territory: $155,000 - $155,000 for Sr Manager , Local Market Candidates hired ... Within the Business Cards & Payments organization, our Field Sales teams work with Small and Mid-Sized Business owners...based support teams and local Retail and Small Business banking and Commercial bank relationships throughout their market. +… more
- Bank of America (Dublin, CA)
- …a financial center where you will help to deliver Bank of America's core banking , investment solutions and approach to client care. We will equip you with everything ... network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth...minimum of one year of financial services industry or sales experience **Skills:** * Advisory * Account Management *… more