- Citigroup (San Francisco, CA)
- …of service transaction and resolve customer complaints/issues promptly and effectively + Support sales /service activities within the branch by participating in ... an entry level position responsible for the assistance in the execution of sales , products or service activities in coordination with the customer service team. The… more
- Bank of America (Modesto, 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
- American Express (Sacramento, CA)
- …As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, ... **Qualifications:** + Minimum of 5 years prior strategic relationship management and/or sales experience. + Must possess a sense of urgency and deep resilience… more
- Bank of America (Westlake Village, CA)
- …job is responsible for a wide variety of delegated compliance, administrative, and business functions to support the Merrill Wealth Management Market Executives ... 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
- City National Bank (Los Angeles, CA)
- …PB* WHAT IS THE OPPORTUNITY? This position is a key leader in transforming our Sales and Client Management functions in Private Banking using Salesforce as an ... business leaders, users, in-house developers and third party support to help bring the vision to life. This...key behaviors that indicate adoption and will drive increased sales , optimal service, and greater client satisfaction. * Design,… more
- NTT America, Inc. (Sacramento, CA)
- …risks and issues. + Ensures clear and concise communications to all stakeholders. + Provides pre- sales support by working with sales teams to scope and cost ... including handing over to Operations (whether internal to the business or to the client's support operations)....never ask job seekers or candidates for payment or banking information during the recruitment process, for any reason.… more
- Stanford Health Care (Palo Alto, CA)
- …to ensure effective internal controls over cash, credit cards and banking transactions. Support financing activities, including tax-exempt bond issuance, ... of capital assets policies and procedures and monitor compliance. Support the CFO in the management of financial and...Federal and State returns including Exempt Organization Returns, Unrelated Business Income, Payroll Tax returns, Sales and… more
- Bank of America (Northridge, 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 (Yuba City, 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
- US Bank (San Francisco, CA)
- …equivalent work experience - Typically four to six years of relevant banking or sales experience Preferred Skills/Experience - Strong quantitative, analytical, ... we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our… more