- M&T Bank (Los Angeles, CA)
- …applicable. + Complete other related duties as assigned. **Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is ... sources, and the retention and expansion of an assigned book of business. Consults and coordinates on the delivery...the analysis. + Responsible for leading the development of sales strategies to grow client base .Promote and sell… more
- UMB Bank (Sacramento, CA)
- …needs. **Responsibilities:** + Delivers an unparalleled customer experience while managing a book of business and building client relationships. + Partners with UMB ... Portfolio Management and Research to fully understand market narrative, manager selection and monitoring, strategy decisions, and effectively communicate… more
- Elevance Health (Rancho Cordova, CA)
- …a defined book of accounts. + Identifies opportunities for penetration sales . + Supports pursuit of new business opportunities either directly with a ... and Trust group business. May also work with new sales . Typical group size is 5,000 eligible or enrolled...Strategy. Unless specified as primarily virtual by the hiring manager , associates are required to work at an Elevance… more
- Wells Fargo (Santa Rosa, CA)
- …internal partners, and stakeholders, including customers + Act as the primary relationship manager for a portfolio of small business customers with annual gross ... sales between $500k and $2MM in an assigned territory...Qualifications:** + 1+ year of experience managing a dedicated book of small business customers across assigned territory +… more
- Bank of America (San Jose, CA)
- …into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training ... the Advisor Development Program engage in:** + Developing a book of business in order to meet and exceed...+ Displays confidence working as a self-starter in a sales role + Builds strong client relationships through effective… more
- IHG (Santa Monica, CA)
- …regarding spa procedures and services, as well as booking all spa treatments, retail sales , and checking in and checking out all guests in a professional manner. The ... inventory counts, assist with retail orders and act as manager on duty as needed. Must have excellent communication...detailed descriptions of spa products and services. + Accurately book spa and salon appointments and upsell products. +… more
- Bank of America (Los Angeles, CA)
- …Business Manager in developing, and monitoring the team's client book segmentation strategy + Engage specialists/partners to address client's needs + Identify ... the full EGP Specialist role. This position operates in a marketing and sales development role by implementing and executing the Elite Growth Practice. Specific… more
- Keurig Dr Pepper (Orange, CA)
- …High School/some college, 4yr degree preferred but not required + 2-3 years of outside, B2B sales (Outside Sales / Account Manager ) + At least 1 year ... selling of cold drink, fountain and vending. From a sales strategy perspective, is accountable for primarily new customers...+ Manage account profiles and call schedules via route book system for current customers and target customers. +… more
- Reyes Holdings (San Jose, CA)
- …territory + Document rotated case reports and code dates + Report results to the appropriate Sales Manager and Sales Leadership + Other projects or duties as ... Specialist documents code dates, insures Accounts Managers maintains rotation book to be in compliance with the ABC law...compliance with the ABC law and reports inconsistencies to Sales Account Managers and Sales Leadership. Position… more
- PNC (Irvine, CA)
- …the field on a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. As a Portfolio Associate at PNC, you will play a key role ... West Region. This position provides critical support for investment and sales professionals responsible for PNC's Institutional Asset Management solutions for… more