- PNC (Redwood City, CA)
- …customers on alternatives available for their financial interactions. Identifies banking opportunities during the customer interaction and refers as appropriate. ... that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer… more
- Bank of America (Los Angeles, CA)
- …Great opportunity to join our Aerospace, Defense and Space Technologies Commercial Banking Team! The A&D Middle Market segment of the Commercial Bank serves ... million to over $2.0 billion. The A&D Middle Market Banking group serves middle market companies and institutions with...the relationship, the SRM is accountable for prospecting new business and enhancing existing relationships. The SRM must have… more
- Zions Bancorporation (Irvine, CA)
- …collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for an **Area ... duties as assigned. **Qualifications:** + Requires a bachelor's in business , finance or related field and 4+ years of..., finance or related field and 4+ years of banking , mortgage lending, sales and/or public relations or other… more
- US Bank (Irvine, CA)
- …from Day One. **Job Description** Private Wealth Management (PWM) Private Banking is responsible for developing, managing, and retaining full service relationships ... with high income/high net worth private banking clients. Provides advice, counsel, and high level customer...management and lending skills + Strong sales and new business development skills + Advanced knowledge of Private Wealth… more
- Edwards Lifesciences (Irvine, CA)
- …analysis, forecasting, or reporting financial information, your application of accurate financial business practices will play a fundamental role in how we impact ... all over the world. This strategic role is responsible for managing banking relationships, overseeing cash management and liquidity planning, and leading financial… more
- Zions Bancorporation (El Segundo, CA)
- We are seeking a **Senior Power Finance Associate** to join our **Specialty Banking Group** focused on **Power Finance in El Segundo, CA** . This is a dynamic ... + Other duties as assigned **Qualifications:** + Requires a Bachelor's degree in finance, business , accounting or a related field and 6+ years of experience in years… more
- BMO Financial Group (Santa Ana, CA)
- …that meet their financial objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic ... manages poor performance. + Develops and executes a branch business plan to maximize business growth and... development activities. + Probes to understand customer personal banking and credit card needs and integrates marketing promotions… more
- City National Bank (Solana Beach, CA)
- …with the "Nationwide Mortgage Licensing System and Registry"; *Additional Qualifications* * Banking Products for Personal & Small Business clients - deep ... OPPORTUNITY? Responsible for managing a portfolio of personal & business clients and hold responsibility for the overall success...key areas of client needs. * Improve Sales & Banking Acumen - committed to continuously developing stronger … more
- Truist (San Diego, CA)
- …projects and executing against the objectives of the Retail Analytics and Business Performance group. Using an interdisciplinary approach of leveraging concepts from ... business , applied statistics and math, operations research, information technology,...on high impact, visible analyses and initiatives covering commercial banking segments and products. 2. Partner on target initiatives… more
- Zions Bancorporation (San Diego, CA)
- …multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. The **Client Service Associate Lead** ... and products and assisting clients in every area of banking . + May be responsible for processing cash transactions...accredited degree program related to the needs of the business , maximum of $5,250 per calendar year, employees are… more