- Columbia Bank (Walnut Creek, CA)
- …and is a positive example for others to emulate. + Embraces our vision to become " Business Bank of Choice" + May perform other duties as assigned. **About You:** ... contact to the TMC in assisting with Treasury Management sales related activities within a Community & Business...management solutions through needs analysis approach, and use of bank leads technology (USLs). Follow up by phone, or… more
- BMO Financial Group (Los Angeles, CA)
- …new lending proposals or presentations to clients/prospects. + Ensures new business meets policy and procedures requirements for profitability and risk management. ... May act as lead relationship manager. + Supports the sales process and client experience, identifying gaps, issues and...new initiatives, based on an in-depth understanding of the business /group. + Acts as a subject matter expert on… more
- BMO Financial Group (Cupertino, CA)
- …with BMO partners to deliver the desired customer experience and achieve overall business objectives. + Takes a lead in proactively engaging with existing customers ... and preferred banking channels while recommending tailored solutions addressing both sales and service needs (eg everyday banking, retail investments, lending… more
- Wells Fargo (San Francisco, CA)
- …and flawless deal execution. Learn more about our career areas and lines of business at wellsfargojobs.com. The Corporate & Investment Bank (CIB) delivers a ... capital markets and advisory solutions, including a full complement of sales , trading and research capabilities, to corporate, government and institutional clients.… more
- US Bank (Cupertino, CA)
- …solutions to business customers. This job requires outside prospecting and sales activities to grow revenue and achieve the assigned financial targets and growth ... At US Bank , we're on a journey to do our...support systems - Understanding of banking operations, product knowledge, sales , new business development, customer service/relations, and… more
- PNC (Sacramento, CA)
- …Coordinates relationship management activities with new and/or existing clients in a book of business to grow sales , revenue and market share with relevant ... and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range...sales tools to proactively identify and successfully convert sales opportunities. + As defined with the business… more
- Comerica (Santa Cruz, CA)
- …closed business and the activities that support partnerships. Partner with defined Small Business Banker to grow business revenue and business ... + 3 Years Management experience with staff development + 3 Years Consumer/ Business sales development experience + 1 Year experience utilizing Microsoft… more
- Zions Bancorporation (Fremont, CA)
- …operations, policies, procedures, banking products and lending concepts. + Knowledge of business development and sales within the financial industry. + Ability ... Associates at California Bank & Trust work in a relationship-centered culture...Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking… more
- Enterprise Bank & Trust (Los Angeles, CA)
- …a call plan to meet individual and team sales objectives for the bank 's various business lines. + Review and recommend deposit and treasury management ... volunteer time off and charitable-matching opportunities. Voted a** **_Best Bank to Work For_** **by American Banker ...+ Basic math skills + Basic phone skills including business and sales etiquette. **Education and/or Experience:**… more
- Regions Bank (Irvine, CA)
- …of the system. **Job Description:** At Ascentium Capital, the Ascentium Direct Sales Account Manager develops business while retaining and servicing these ... financing needs. Ascentium Capital, a division of Regions Bank , provides convenient access to financing for business...related field + One (1) year of commercial, small business , equipment financing or related inside sales … more