• Personal Banker SAFE Act- Westgate West Branch…

    Citigroup (San Jose, CA)
    …issues with transparency. **Qualifications:** + 0-2 years of relevant experience + Previous banking , retail, or sales experience preferred + Knowledge of Smart ... an entry level position responsible for the assistance in the execution of sales , products or service activities in coordination with the customer service team. The… more
    Citigroup (08/29/25)
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  • Wealth Relationship Manager

    HSBC (Irvine, CA)
    …qualifications to succeed in this role: + Meaningful experience in nontraditional banking financial sales , providing client recommendations and increasing ... assessments with current and potential Wealth customers and recommend appropriate banking , investment and insurance products and services to meet individual needs,… more
    HSBC (08/23/25)
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  • Manager Branch II

    City National Bank (Newport Beach, CA)
    …appropriately, & consistent delivery centered on key areas of client needs. * Improve Sales & Banking Acumen - committed to continuously developing stronger ... contribute to the market and regional strategy. From the sales and relationship management perspective, will assist clients to...banking acumen and sales practices through collaboration with SME colleagues, leveraging internal… more
    City National Bank (08/07/25)
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  • Treasury Management Sales Consultant - Los…

    Zions Bancorporation (Los Angeles, CA)
    …a Bachelor's in business, finance or related field and 6+ yrs of banking , treasury/cash management, product sales , relationship management, lending or other ... We are looking for a **Senior Level Treasury Management Sales Consultant who will sit in one of our...which fit their ongoing needs. + Identify other client banking needs and partner with key stakeholders on cross… more
    Zions Bancorporation (08/20/25)
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  • Treasury Management Sales Consultant

    Zions Bancorporation (Walnut Creek, CA)
    …a Bachelor's in business, finance or related field and 6+ years of banking , treasury/cash management, product sales , relationship management, lending or other ... Excellence Awards. We are looking for a **Treasury Management Sales Consultant** in **Walnut Creek, CA** . **Essential Functions:**...which fit their ongoing needs. + Identifies other client banking needs and partner with key stakeholders on cross… more
    Zions Bancorporation (08/10/25)
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  • Wealth Relationship Manager

    HSBC (Beverly Hills, CA)
    …qualifications to succeed in this role: + Meaningful experience in nontraditional banking financial sales , providing client recommendations and increasing ... assessments with current and potential wealth customers and recommend appropriate banking , investment and insurance products and services to meet individual needs,… more
    HSBC (08/27/25)
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  • ICG Business Development Officer (BDO), Healthcare

    US Bank (Walnut Creek, CA)
    …or a related field (preferred) + 5+ years of proven success in a corporate/commercial banking environment or similar sales role, with a focus on new client ... driving growth by identifying, prospecting, and acquiring new corporate and commercial banking clients within the critical healthcare sector with over $50MM in… more
    US Bank (07/02/25)
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  • Senior Business Development Officer - PNC…

    PNC (Irvine, CA)
    …Allocation, Capital Management, Credit Risk Analysis, Equity Valuations, Investment Banking , Sales **Competencies** Business Acumen, Customer Experience ... team member accountability and participation. + Maintains timely, accurate and complete sales administration tasks as determined by the business. Expected to train,… more
    PNC (07/01/25)
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  • Relationship Manager I

    City National Bank (Irvine, CA)
    …appropriately, & consistent delivery centered on key areas of client needs. * Improve Sales & Banking Acumen - committed to continuously developing stronger ... plan that is consistently applied and incorporates a disciplined sales and service practice. They will focus on acquisition...banking acumen and sales practices through collaboration with SME colleagues, leveraging internal… more
    City National Bank (08/28/25)
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  • Personal Banker SAFE Act- One California Branch-…

    Citigroup (San Francisco, CA)
    …control issues with transparency. **Qualifications** + 2-4 Years of relevant experience; banking /finance, retail, or sales experience preferred + High school ... phone, and video engagement to build client satisfaction and loyalty, increase sales , deepen relationships and drive increased engagement with Citi products and… more
    Citigroup (08/08/25)
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