- Umpqua Bank (Sacramento, CA)
- …assisting with Treasury Management sales related activities within a Community & Business Banking , and/or Middle Market portfolio and in an assigned region. ... Analyst (TMA) is responsible for partnering with Treasury Management Sales Consultant (s), (TMC). The TMA role will...virtually on sales referrals from Community & Business Banking and/or Middle-Market bankers with your… more
- City National Bank (Irvine, CA)
- …*WHAT WILL YOU DO?* * Perform a legal and administrative review of all potential new business . * Meet sales goals around sales expectation. * Work with ... administration review of all potential new trust or investment business . Partner with Business Development colleagues (Banker,...risk appetite and can be managed without issue. Private Banking Division As a member of City National's Private… more
- City National Bank (Beverly Hills, CA)
- …all Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; may ... technical consultant to clients and Relationship Managers in various business segments and geographic locations. * Relationships in portfolio may contain… more
- City National Bank (San Francisco, CA)
- …all Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; may ... technical consultant to clients and Relationship Managers in various business segments and geographic locations. * Relationships in portfolio may contain… more
- City National Bank (San Diego County, CA)
- …and independence in developing and managing a large portfolio of diverse and complex banking relationships. * Acts as a consultant to clients and a resource ... of building relationships with clients that may include various CNB internal business partners and their services and products, as appropriate. WHAT WILL YOU… more
- American Express (CA)
- …customer-first solutions. **Responsibilities:** + Serve as the T&E and B2B payments consultant expert for all commercial solutions within the client portfolio. + ... 100% accuracy in maintaining compliance and governance protocols defined for the business . **Minimum Qualifications:** + Minimum of 5 years of experience in… more
- DataVisor (Mountain View, CA)
- …platform is architected to support multiple use cases across different business units flexibly, dramatically lowering total cost of ownership, compared to ... fraud problems + Lead solution deployment deep dive discussions in late stage pre- sales calls + Understand client use cases and define plans to achieve success… more
- DataVisor (Mountain View, CA)
- …fraud problems + Lead solution deployment deep dive discussions in late stage pre- sales calls + Understand client use cases and define plans to achieve success ... integration and product implementation process for customers + Conduct and coordinate business reviews and presentations with clients + Drive product roadmap by… more