- Atria Wealth Solutions (Dublin, CA)
- …execute and measure the plans following the credit union and the broker dealer 's guidelines. Responsibilities + Develop each employee to their highest potential by ... Credit Union compliance training and those mandated by the broker- dealer . + Serve as a liaison between Patelco Financial...preparation of daily, monthly, and annual reports related to sales activities, income, expenses, and referrals. + Assist in… more
- BMO Financial Group (San Ramon, CA)
- …with clients and sales . + Understands and oversees end-to-end customer and dealer experience that may include interactions with clients and sales , focused on ... individual or portfolio of loan products and improve the customer and dealer experience. Carries out market research, forecasting, pricing, and competitive analysis,… more
- Generac Power Systems (Santa Monica, CA)
- …of managers, supervisors, and individual contributors who are responsible for ensuring Dealer satisfaction on all levels of business by providing highly technical ... This position is responsible for overseeing daily operations of the dealer technical support teams, escalated consumer support, and service operations while… more
- Brivo (Irvine, CA)
- …communication, both verbal and written, with inside and field resources to facilitate sales growth in Brivo's independent and national dealer channels + Build ... Summary: The Area Account Manager (AAM) is a critical outside sales role responsible for driving new business development and establishing strong relationships with… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …position. TASKS, DUTIES, FUNCTIONS: * Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate. * Providing comprehensive, ... ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements * Delivering a high-quality service experience during… more
- Lithia & Driveway (Fresno, CA)
- …Hyundai of Fresno Lithia Hyundai of FresnoBDC Sales Administrator/Internet Sales Associate (Customer Service Representative) #1 Hyundai Dealer in ... + Handle inbound and outbound calls, emails, and chats to assist customers with sales inquiries. + Schedule appointments and follow up with leads to drive showroom… more
- Adecco US, Inc. (Fountain Valley, CA)
- …Work within SAP to distribute demo and lease returns to be purchased by dealer or individual. * Distribute special unit vehicles for HMA associated events. * Manage ... the efficient operation of the department. * Monitor and analyze each district sales manager's wholesale and allocation performance * Fulfill process and track all … more
- The Raymond Corporation (Cypress, CA)
- …SharePoint, CRM) for data entry * Maintain and reconcile fleet equipment in dealer system and SAP * Invoice monthly maintenance billing for fleet customers (SAP) ... logs and reports * Add warranty and fleet installation information in dealer system * Responding to contract specific inquiries from Raymond West associates… more
- Guardian Life (Sacramento, CA)
- …of state insurance laws (inclusive of NAIC). + 3-5 years of broker- dealer and registered investment advisor compliance experience, with experience at an ... insurance-affiliated broker/ dealer as a plus. + Prior examination, auditing or...salary, this role may also be eligible for annual, sales , or other incentive compensation. **Our Promise** At Guardian,… more
- Robert Half Office Team (Berkeley, CA)
- …leadership, and customer service excellence. Responsibilities: * Supervise and guide the Dealer and Customer Service Team to ensure exceptional service delivery. * ... and Walmart Supplier Link to oversee B2B operations. * Collaborate with Sales , Marketing, and Operations teams to address and resolve order-related challenges. *… more