- Bank of America (Oxnard, CA)
- …plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions + Recommends banking and investments ... experience working in the financial service industry and/or a sales environment where goals were met or exceeded. +...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (San Francisco, CA)
- …plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions + Recommends banking and investments ... experience working in the financial service industry and/or a sales environment where goals were met or exceeded. +...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- City National Bank (Los Angeles, CA)
- …adequacy of the banks internal control environment. Fiduciary and private banking audits in corporate, employee benefit, and personal trust relationships, propriety ... mutual funds, security sales and trading, and insurance activities. Compliance with various...assigned. * Assists the Senior Auditor and or Audit Manager in the development of the audit scope. *… more
- Financial Partners Credit Union (Costa Mesa, CA)
- …calls (balance inquirey, etc.) to self-service channels such as E Quest and E Banking and adhering to break and lunch schedule. Validate member identity using credit ... and Development for your position or approved by your Manager as required. Provide solutions to member financial needs...members on pre-approval status and process. Consistently meet assigned sales goals by minimum of 75% Take secured and… more
- M&T Bank (Costa Mesa, CA)
- …and solutions of the firm.Work closely with Client Managers, Private Banking , Investment Advisors and Fiduciary Advisors to assess client's current financial ... the analysis. + Responsible for leading the development of sales strategies to grow client base .Promote and sell...related duties as assigned. **Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth… more
- Bank of America (Beverly Hills, CA)
- …trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking , and asset management + Encourages use and adoption of ... days of start date * 12+ years of private banking and/or complex financial services experience or equivalent financial...proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must * Must be… more
- City National Bank (Los Angeles, CA)
- …DO? * Deliver towards fraud product strategy with direction of Fraud product manager to ensure comprehensive coverage of internal and external fraud. * Understand ... Qualifications** * Bachelor's Degree or equivalent. * Minimum 8 years banking /financial services and/or technology industry experience. * Minimum 6 years experience… more
- Bank of America (Bakersfield, CA)
- …are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your ... the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: + Deliver a full range of goals-based financial… 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...business development plan. + Act as the primary Relationship Manager for assigned client relationships + Leads / assists… more
- The Honey Baked Ham Company, LLC (Ventura, CA)
- …and grow your career! **WHAT YOU'LL DO:** + Manage Store Operations as assigned by Manager and assume all operational control in the absence of Manager . + Assist ... training of all associates and ensure expectations for each position are met. Assist Manager in the implementation of development plans for staff. + Be able to… more