- Columbia Bank (Paso Robles, CA)
- …or GED, required. + Associate's or Bachelor's, Vocational, or Technical Degree in banking , business , or related field or equivalent work experience preferred. + ... lending origination experience preferred. + Customer service background in retail or banking . + Demonstrated ability to grow sales by developing long-lasting,… more
- City National Bank (Torrance, CA)
- … environment, balancing compliance. * Balancing priorities - coach team to price business and collect fees, maintaining balance of sales results, client ... centered on key areas of client needs. * Improve Sales & Banking Acumen - committed to..."Nationwide Mortgage Licensing System and Registry"; *Additional Qualifications* * Banking Products for Personal & Small Business … more
- JPMorgan Chase (Apple Valley, CA)
- …Our history spans over 200 years and today we are a leader in investment banking , consumer and small business banking , commercial banking , financial ... selling experience is a plus + Experience wholesaling internally to a banking or advisory franchise + Familiarity with sales qualification/methodologies (eg,… more
- Comerica (Santa Monica, CA)
- …striving for excellence in execution of the mentioned areas. This position will support Banking Centers within the District. May require working occasional ... in Banker Readiness by developing an in-depth knowledge of consumer and small business products and services. Lead and oversee banking center activities in… more
- Wells Fargo (Los Angeles, CA)
- …Financial Advisors and Wealth Management professionals, particularly in consultative and sales support roles. + Strong knowledge of credit structuring, ... advisor feedback to inform territory planning and product positioning. + Support cross-functional Business Growth Strategy projects, building strong… more
- BMO Financial Group (Newport Beach, CA)
- …infrastructure systems and underlying product interdependencies. + In-depth retail and business banking environmental awareness / understanding. + In-depth risk ... risk management and policy development. + Defines and implements business cases and strategic roadmaps for banking ...salesforce training and materials and manages change. + May support the sales team in development of… more
- PNC (Temecula, CA)
- …and business households and through collaboration with eco-system partners. Drives business banking results primarily through business development and ... financial well being. Creates a differentiated customer experience, making banking easy in an omni channel environment. Collaborates with...development of branch team members. + Utilizes a branded sales process to achieve sales targets and… more
- Banc of California (Santa Ana, CA)
- …by supporting organizations that provide financial literacy and job training, small business support , affordable housing, and more. At Banc of California, ... of California is one of the nation's premier relationship-based business banks focused on providing banking and...+ Completing Non-sufficient funds/Overdraft report daily + Fraud intake support and resolution + Primary contact for outbound and… more
- BMO Financial Group (San Ramon, CA)
- …timely and accurate data entry into BMO's systems and leverages the data to support decision-making. + Focus is primarily on business /group within BMO; may have ... a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives...The ideal candidate may bring experience as a Commercial Banking Relationship Manager combined with time spent as an… more
- BMO Financial Group (San Francisco, CA)
- …strategies that meet their financial objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet ... development strategies, including collaborating with BMO partners to grow the business and maximize branch revenues, sales , and customer satisfaction, and… more