- Brink's (Sacramento, CA)
- …Job Summary: The Customer Loyalty Representative is responsible for supporting the business organization to ensure exceptional sales performance in high-risk ... sales organization. The role will report directly to the Customer Loyalty Manager . Key Responsibilities: . Support Business teams with customers who are at… more
- Bank of America (Beverly Hills, CA)
- …the betterment of the client * Ability to influence; proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must * Must be ... and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process… more
- Comerica (San Francisco, CA)
- …have innovative management, are customer focused, and drive for results.Position Responsibilities: Sales Management Achieve annual new business fee goals by ... individuals to identify prospects for services. Design and implement the sales process by carefully matching specialists to clients; coaching selected specialists… more
- City National Bank (Los Angeles, CA)
- …Fraud is accountable for being the primary point of contact for each business segment and for monitoring strategies to prevent, detect, and minimize fraud losses. ... with Fraud Product leader, Fraud SMEs, Tech experts and Business stakeholders to design the best in class fraud...towards fraud product strategy with direction of Fraud product manager to ensure comprehensive coverage of internal and external… more
- Financial Partners Credit Union (Costa Mesa, CA)
- …needs, presenting appropriate solution using benefit statements and asking for the business . Communicate the benefits of membership and FPCU products and services ... to self-service channels such as E Quest and E Banking and adhering to break and lunch schedule. Validate...and Development for your position or approved by your Manager as required. Provide solutions to member financial needs… more
- M&T Bank (Costa Mesa, CA)
- …external sources, and the retention and expansion of an assigned book of business . Consults and coordinates on the delivery of solutions for a comprehensive wealth ... management strategy for individuals, business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall… more
- Bank of America (Los Angeles, CA)
- …are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture ... self to work. We value diversity in our thoughts, business , and within our employees and clients. Our Wealth...you will help to deliver Bank of America's core banking , investment solutions and approach to client care. We… more
- Bank of America (San Diego County, CA)
- …financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with ... plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions * Recommends banking and investments… more
- Bank of America (Oxnard, CA)
- …financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with ... plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions + Recommends banking and investments… more
- Bank of America (San Francisco, CA)
- …financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with ... plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions + Recommends banking and investments… more