- Atria Wealth Solutions (Dublin, CA)
- Through its relationship with CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Manager, Investment Services Program in the Dublin, CA areas. ... About Patelco Credit Union Patelco Credit Union is a...preparation of daily, monthly, and annual reports related to sales activities, income, expenses, and referrals. + Assist in… more
- Barnes & Noble Education (Torrance, CA)
- …and organize product or space within the store. + Assist with processing sales transactions involving cash, credit , or financial aid payments. **Physical ... community while helping the store to meet or exceed sales goals, identify business opportunities, and motivate our team....other management team members to ensure delivery of services, sales , and customer service. + Maintain a presence on… more
- BMO Financial Group (San Ramon, CA)
- …network, established in the market place, and a proven track record in sales performance. This individual will join a tight knit team of energetic collaborators ... experienced in sales and in maintaining relationships. Continued growth of the...+ Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs. + Oversees… more
- BMO Financial Group (CA)
- …specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending ... and concerns, both internal and external. + Performs client sales & service support activities as required to meet...drawdowns, ensuring they are within the terms of the credit authorization and completion of required security documentation. +… more
- City National Bank (City Of Industry, CA)
- … policies and procedures, and bank operations policies and procedures. * Demonstrated sales and marketing abilities. * Good credit analysis and accounting ... bank. * Actively works with customers and develops prospects consistent with the credit culture of the bank. Is pro-actively identifying and working with customers… more
- BMO Financial Group (San Ramon, CA)
- …Assessment & Risk Management (40%) + Client Performance / Portfolio Management (35%) + Sales Support and Partnership (25%) Credit Assessment & Risk Management + ... across the US The Portfolio Manager is responsible for preparing well-reasoned credit proposals in accordance with sound credit -granting principles and in… more
- BMO Financial Group (Los Angeles, CA)
- …and lending products. The team will be comprised of portfolio bankers, credit administrators and analysts. The individual will provide technical expertise on ... credit analysis, credit structuring, credit ...accounts for team members and customers. + Supports the sales process and client experience, identifying gaps, issues and… more
- BMO Financial Group (Los Angeles, CA)
- …specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending ... where needed with a focus on unique and complex credit transactions for prospects and clients. + Identifies cross-selling...May act as lead relationship manager. + Supports the sales process and client experience, identifying gaps, issues and… more
- BMO Financial Group (San Ramon, CA)
- …network, established in the market place, and a proven track record in sales performance. This individual will join a tight knit team of energetic collaborators ... experienced in sales and in maintaining relationships. Continued growth of the...and by cross-selling Bank products and services that include credit , trust/investment and cash management. + Participates and provides… more
- BMO Financial Group (Sacramento, CA)
- …network, established in the market place, and a proven track record in sales performance. This individual will join a tight knit team of energetic collaborators ... experienced in sales and in maintaining relationships. Continued growth of the...strong client relationships. + Structures complex deals and secures credit approvals, working with internal stakeholders and external partners… more