- Financial Partners Credit Union (Long Beach, 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
- Bank of America (Oakland, CA)
- …point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate ... consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities +… more
- US Bank (San Jose, CA)
- …Travel consistently to San Francisco and Sacramento, CA. + Manage marketing, sales operations and account management activities. + Collaborate with internal partners ... such as Business Banking Relationship Managers, product management and customer service staff...equivalent work experience - Eight to ten years of sales experience in the financial services industry - Three… more
- City National Bank (Beverly Hills, CA)
- …coordination of accurate data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and ... and clients. What you will do * Prepare in-depth sales proposals through the creation of: Detailed fixed income...to reflect current market conditions. * Partner with Entertainment Banking Teams in business development, on boarding and ongoing… more
- Kyndryl (Sacramento, CA)
- …digital modernization through Digital Workplace Services (DWS), helping Kyndryl's Banking and Financial Services clientele enhance their internal employee ... senior executives and opening doors with existing relationships to accelerate sales cycles. + Lead C-level client interactions and consulting initiatives,… more
- JPMorgan Chase (San Francisco, CA)
- …the stocks and sector. You will work with our partners in both Sales and Trading to provide comprehensive client coverage, including fulfilling client requests for ... + Two to three years of experience in equity research and/or investment banking + Strong accounting, finance, quantitative and business communication skills, as well… more
- City National Bank (Los Angeles, CA)
- …speaking with other lenders, etc. * Current coverage units may include Specialty Banking , Entertainment, Real Estate, Commercial Banking and National Corporate ... on the development of credit analytics, loan structuring skills, sales /syndication skills. * Stay apprised of the current market...Degree or equivalent * Minimum 2 years of corporate banking or investment management experience * Minimum 1 year… more
- Fifth Third Bank, NA (Los Angeles, CA)
- Make banking a Fifth Third better(R) We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth ... junior members on the ABF team. + Work with Sales , Trading, and Syndicate to identify investor relationships and...& SKILLS REQUIRED: + 10+ years of experience in Banking , Investment Banking or Capital Markets and… more
- Comerica (Los Angeles, CA)
- …is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness, processing all transactions accurately and ... schedule involves occasional evenings/Saturdays, temporarily working at other assigned banking center locations based on staffing needs. Position Responsibilities:… more
- JPMorgan Chase (Irvine, CA)
- …Build and maintain strong relationships with key partners in Relationship Management, Sales , Service, Operations and Product Management + Manage client and partner ... client and partner experience + Commercial Card or Transactional banking /payments knowledge + Strategic thinking with the ability to...years and today we are a leader in investment banking , consumer and small business banking , commercial… more