- BMO Financial Group (Brentwood, CA)
- …strategies that meet their financial objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet ... accordance with approved procedures. + Provides input into area business and market plans to optimize new...an equivalent combination of education and experience. + Basic banking or customer service/ sales or equivalent experience.… more
- Fiserv (Sacramento, CA)
- …expand and grow Fiserv's market share and presence by executing business and value-driven solution sales activities. This quota-carrying position is ... trends and articulate Fiserv's value in context with emerging market trends. + Maintain prompt and accurate sales...+ Knowledge of the banking domain and banking operations. + Sales planning and execution… more
- Comerica (La Puente, CA)
- …Manager, Middle Market The Relationship Manager is responsible for new business development, portfolio management and underwriting to support the needs of the ... of financial sales experience Vice President, Relationship Manager IV, Middle Market + Bachelor's Degree from an accredited university + Completion of a… more
- Banc of California (Santa Ana, CA)
- …the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle- market , and ... areas of pricing, structuring, tax, legal, documentation and other factors which affect business sourced through the direct sales channel + Strong proficiency in… more
- Citigroup (San Francisco, CA)
- …of our business . + Develop expertise around current and historical market conditions that impact returns for clients. Communicate complex details in a manner ... institutions. Understanding of processes is a must since the business is looking to scale and standardize onboarding of...7, 63/ 66 + Prior Treasury, Commercial or Corp Banking experience a plus + Sales and… more
- Bank of America (Palmdale, CA)
- Financial Solutions Advisor- Consumer Investments- Tri Valley Market Lancaster, California;Hermosa Beach, California; Granada Hills, California; Palmdale, ... financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with… more
- Bank of America (Santa Maria, CA)
- Financial Solutions Advisor- Consumer Investments- CA Coastal Market Camarillo, California;San Luis Obispo, California; Ojai, California; Santa Paula, California; ... financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with… more
- JPMorgan Chase (Sunnyvale, CA)
- …**Required qualifications, capabilities, and skills** + 1+ year of experience in Retail banking sales , Financial services sales , Consultative relationship ... through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience… more
- Ally (Sacramento, CA)
- …and all other Ally field personnel in identifying new customers, conquesting new business and strategically managing the sales opportunity pipeline. * Coordinate ... this role, up to 75%. * The Director of Sales - Property & Casualty Insurance (DOS) leads, trains,...and additional qualifications. We review internal pay, the competitive market , and business environment prior to extending… more
- City National Bank (San Francisco, CA)
- …a discipline directly related to the duties of the position. * Knowledge of sales techniques and principles to effectively market treasury management services. * ... * SALES OFFICER LEAD - TREASURY MANAGEMENT* WHAT IS...existing treasury management customer relationships. The incumbent will support business development activities of CNB line units and develop… more