- City National Bank (Beverly Hills, CA)
- …services to the appropriate manager. * Maintains a proactive commitment to established Bank programs, such as CustomerFirst, Community Reinvestment Act (CRA) and ... existing services as requested. Participates in the development of marketing strategies and sales objectives that are consistent with...and procedures as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client, Community … more
- Bank of America (Redding, CA)
- …to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific ... their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job… more
- City National Bank (Los Angeles, CA)
- …vendor management, and product financials management. The TMS PM works with bank stakeholders, vendors and clients to continuously improve the product offering, ... balances client value and cost; analyze and report on program performance to bank management. * Financial management: keep track of costs and revenues, and project… more
- City National Bank (Los Angeles, CA)
- …THE OPPORTUNITY? Sources and develops new Commercial Banking business for the bank in assigned sales territory. Analyzes needs of prospects and provides information ... about Bank products and services that can enhance prospect's financial...banking experience required. * Minimum 3 years sales and marketing experience required *Additional Qualifications* * Bachelor's degree is… more
- City National Bank (San Diego County, CA)
- …and Credit policies and procedures as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending ... colleagues know how to problem-solve by interfacing with appropriate bank contacts to facilitate the optimal client experience. *...ability to execute, implement and communicate against sales and marketing plans and campaigns. * Must be capable of… more
- City National Bank (Los Angeles, CA)
- …commercial banking, entertainment banking, and private banking segments. Follows Bank segmentation policy and collaborates with the appropriate Relationship Managers ... and Team Leaders at the various business units within the Bank when closing deals and implementing banking services. Documents all calling activity in SalesForce and… more
- Columbia Bank (Los Angeles, CA)
- …are part of a communitybank,and this individual should be integrated into their community as a go-to subject matter expert for existing clients, prospective clients, ... or exceed assigned production goals. + Maintain effective relationships with all Bank personnel in assigned branches by holding meetings and trainings, answering… more
- Enterprise Bank & Trust (San Juan Capistrano, CA)
- …on helping businesses grow while managing relationships that are essential to the bank 's community presence. Interns will gain exposure to client interactions, ... **Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community . From the small mom-and-pop coffee shop to the large construction company… more
- City National Bank (San Francisco, CA)
- …the permission allowed by the Salesforce COE). * Partner with the marketing team to develop comprehensible explanations of sophisticated wealth planning strategies ... wealth planning that can be distributed to clients or marketing materials to CNR's clients, prospects, and COIs. *...in partnership with colleagues. * Participate in client and community events. * Participate in the preparation for sponsored… more
- City National Bank (Los Angeles, CA)
- …externally through referrals from clients and Center of Influences, personal community involvement, and from internal partners. * Profile across the full ... net worth clients. * Superior knowledge of credit policies and procedures, and bank operations policies and procedures. * Demonstrated sales and marketing … more