- PNC (Sunnyvale, CA)
- …(CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales **Competencies** Banking Products, Digital Awareness, Effective ... and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to… more
- PNC (Temecula, CA)
- …(CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales **Competencies** Banking Products, Digital Awareness, Effective ... wallet. From a variety of customer interactions, participates in proactive sales and service activities and identifies referral opportunities. Collaborates with… more
- US Bank (West Hollywood, CA)
- …work experience - One to two years of experience working in a sales , retail management, or banking environment **Preferred Skills/Experience** - Thorough ... work experience - Three to four years of experience working in a sales , retail management, or banking environment **Preferred Skills/Experience** - Thorough… more
- Citigroup (Pleasant Hill, CA)
- …+ 6-10 years of relevant experience required + Previous experience in banking or financial industry preferred + Sales management experience preferred ... leadership and direction to a team of employees, grow sales and client base in coordination with the consumer sales team . The overall objective of this role is… more
- US Bank (San Francisco, CA)
- …to serve our business clients today and into the future. This role is heavily sales focused and we're looking for sales professionals who aren't afraid to knock ... on doors, cold call and bring in new business clients to US Bank. We're looking for candidates that have skills and experience in: + Prospecting companies with revenues above $10MM. + Working with SBA (7A and 504) loans + Have an established COI (circle of… more
- PNC (Calabasas, CA)
- …reviews, due diligence reviews, loan documentation and fulfillment) and sales functions (pre-call planning, client research, pre-screen, relationship reviews, and ... group by applying knowledge learned to drive business results (eg, deal, sales , process support, internal or external customer interaction, or supporting internal… more
- BMO Financial Group (San Francisco, CA)
- …works with specialists as needed to support successful syndication, sales , credit swaps, credit insurance, originate-to-distribute and other available de-risking ... process on track with timelines. + Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and bank's exposure… more
- BMO Financial Group (San Dimas, CA)
- …a drive to deliver a personal customer experience. + Basic knowledge of specialized sales and business banking solutions to refer to specialists. + Passionate ... further grow the customer's relationship with BMO beyond personal banking . + Welcomes and guides customers as they walk...results and the ability to thrive in a consultative sales and team-based environment. + Resourceful self-starter with courage… more
- PNC (Irvine, CA)
- …group by applying knowledge learned to drive business results (eg deal, sales , or process support, internal or external customer interaction, or supporting internal ... projects). Works under supervision and may have limited approval and/or exception authority. + Participates in social learning within the organization (eg identifies and networks with business representatives and peers, participates in mentoring, job shadowing… more
- US Bank (San Jose, CA)
- …manage and grow a large and complex portfolio of commercial loans. This sales and relationship focused individual will prospect for and close new business ... relationships and retain and expand relationships with existing customers. The Relationship Manager will sell appropriate bank products and services to those prospects and clients, identifying and successfully capitalizing on One US Bank and making appropriate… more