- BMO Financial Group (Newport Beach, CA)
- …on track with timelines. + Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback. + Compiles pre-call ... advocate. + Actively works with specialists as needed to support successful syndication and sales . + Reinforces... successful syndication and sales . + Reinforces sales process and client experience, identifies gaps,… more
- BMO Financial Group (Palo Alto, CA)
- …on track with timelines. + Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback. + Compiles pre-call ... Services Teams, as well as other key product and support partners within the Commercial Bank across the various...and completes all required documentation. + Assists team in pre- sales activities such as pitch preparation, client … more
- BMO Financial Group (Los Angeles, CA)
- …accurate billing to clients. + Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback. + Compiles pre-call ... ensure quality of execution. + Acts as the daily sales contact for the client for ...Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies… more
- Citigroup (Mill Valley, CA)
- …and interact with clients on the bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into ... providing support in complex transactions and ensuring an exceptional client experience. + Champion risk and control by monitoring day-to-day operations,… more
- Wells Fargo (Los Angeles, CA)
- … client -focused Equipment Finance and Leasing Director (Senior Lead Credit Product Sales Specialist ) to lead growth initiatives within our Food & ... recruitment process Wells Fargo Equipment Finance is seeking a Senior Leader Credit Product Sales Specialist to cover the Food and Agribusiness Division of Wells… more
- BMO Financial Group (Los Angeles, CA)
- …a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products ... relationship management plan in collaboration with the lead relationship manager. + Determines client needs and provides solutions though the sales of managed… more
- CBRE (Los Angeles, CA)
- …GWS Segment Role type Full-time Areas of Interest Engineering/Maintenance, Facilities Management, Sales Support Location(s) Los Angeles - California - United ... relationships with existing, new and potential clients. Maintain excellent relationships and after sales support to build mutual confidence in line with the… more
- Bank of America (Yuba City, CA)
- …Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, ... reach their financial goals, join Bank of America and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one,… more
- Bank of America (San Francisco, CA)
- …has previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist , Senior ... help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by… more
- ADP (Long Beach, CA)
- …aka pre-surveys: Provide timely and proactive support to the PEO sales District Managers detailing by assisting our Client Acceptance department with ... client retention. Is an integral part of the client acceptance process. Works directly with our Sales... locations and reports the results directly to the Client Acceptance team. Provides support to the… more