- San Francisco Federal Credit Union (San Francisco, CA)
- …With an "A" health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 ... impact! As a Financial Advisor with San Francisco Federal Credit Union, you'll be the trusted face of investment...of our members' lives. This is more than a sales role - it's a mission-driven opportunity to help… more
- San Francisco Federal Credit Union (Redwood City, CA)
- …With an "A" health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 ... operations of the branch. This position focuses primarily on member engagement, sales and service delivery, and operational support, while also assisting the Branch… more
- Bank of America (Newport Beach, CA)
- …the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk + Identifies and refers specialized small business ... reviews + Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum...to increase small business opportunities + Leverages knowledge of credit to advise small business owners on solutions, services,… more
- Teledyne (Torrance, CA)
- …3 - 5 direct reports across a cross-functional group + Ability to accurately forecast sales targets and drive results + Work with team to identify and pursue growth ... with key stakeholders and industry partners + Collaborate with internal teams ( sales , marketing, operations) to ensure customer satisfaction and drive growth +… more
- Comerica (San Francisco, CA)
- …providing exceptional client experience with a robust platform of investments, credit , trust and planning solutions. We offer a competitive compensation and ... innovative management, are customer focused, and drive for results.Position Responsibilities: Sales Management Achieve annual new business fee goals by formulating… more
- City National Bank (Los Angeles, CA)
- …EXCHANGE* WHAT IS THE OPPORTUNITY? This colleague is responsible for meeting sales goals by servicing existing foreign exchange clients, selling new FX services ... FX pricing policy. * Act as initial contact for sales of electronic trading systems. * Interface with various...client issues and concerns are addressed. * Interface with credit and legal teams to ensure timely approval and… more
- IHG (Los Angeles, CA)
- …effective control of the running costs of the department + Be aware of credit policies and procedures and liaise closely with Finance Department to ensure that ... credit procedures are properly carried out + Manage financial...Director of Front Office in liaison with Revenue and Sales department + Monitors HeartBeat results, secret shopper audits… more
- City National Bank (Irvine, CA)
- …portfolio servicing needs, enhance relationship profitability while adhering to CNB's credit quality standards, and mitigate operational risk. Success in the role ... defined business development plan that is consistently applied and incorporates disciplined sales and service practice. They will focus on retention and expansion of… more
- City National Bank (Riverside, CA)
- …and procedures, and Bank operations & operating policies and procedures. * Effective sales and marketing abilities. * Good credit analysis and accounting skills. ... business conditions; may assist in forecasting clients' Treasury Services, credit and other banking needs to develop solutions to...any internal issues. * Maintain and update Mycnb with sales calls for prospects and clients. Monitor and analyze… more
- JPMorgan Chase (San Francisco, CA)
- …entire Firm, and leading internal strategic discussions across all our solutions including credit and payments + Relentlessly focus on seeking out the best and most ... a customer centric mindset balanced with the ability to manage risk ( credit , operational, and reputational) appropriately + Be passionate about innovation, the… more