- Bank of America (Baldwin Park, CA)
- …first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering ... business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life...RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of… more
- BMO Financial Group (Newport Beach, CA)
- …on joint sales calls and team meetings. Identifies and refers business opportunities to key partners. **Identifies and refers business opportunities to ... estate agent capacity. + Develops and executes a market business plan, including sales strategies, to achieve...Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies… 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. ... and clients. + Identifies cross-selling opportunities to increase client penetration for banking , investments and deposits. + Negotiates directly with clients on new… more
- Bank of America (Santa Barbara, CA)
- …first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering ... business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life...RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of… more
- Bank of America (Beverly Hills, CA)
- …first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering ... business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life...RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of… more
- BMO Financial Group (San Francisco, CA)
- …Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred. + Bachelor's degree ... a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives...the market place, and a proven track record in sales performance. This individual will join a tight knit… 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 ... Develops and manages relationships with clients in the assigned business segment and/or geographic areas. Presents a variety of...minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and… more
- Wells Fargo (San Francisco, CA)
- **About this role:** Our Corporate & Investment Banking Front Office Quantitative Model Development Team is working on a strategic buildout initiative. This ... deliver excellent quality and service to our trading and sales partners as our platform continues to grow. Wells...candidates for the role of Lead Securities Quantitative Analytics Specialist , which is a Vice President level role within… more
- Bank of America (San Francisco, CA)
- …managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service ... to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed...self to work. We value diversity in our thoughts, business , and within our employees and clients. Our Wealth… more
- Ryder System (Sacramento, CA)
- …days delinquent, and minimizing Ryder's bad debt expense. The Regional Collections Specialist will analyze and monitor the assigned portfolio and protect Ryder's ... will work closely with Ryder Operations Leadership, Rental Leadership, and the Sales Team to coordinate actions, identify and appropriately assign customer billing… more