- Therma LLC (San Jose, CA)
- …Tridium, or similar platforms? Therma is looking for a Building Automation Sales Engineer who can leverage their deep technical knowledge of controls systems ... performance across the Bay Area. **Responsibilities:** + Serve as a trusted advisor to our Preventive Maintenance clients, helping them scope and execute Building… more
- Capital One (Sacramento, CA)
- …our passion for success. Within the Business Cards & Payments organization, our Field Sales teams work with Small and Mid-Sized Business owners to create long term, ... their business and their entire B2B wallet. Our National Sales Team, through a consultative approach, is able to...customers leverage our tools to lower the stress of financial management and increase the profitability of the bottom… more
- Bank of America (San Francisco, CA)
- …support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and ... results focused and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client… more
- City National Bank (San Francisco, CA)
- …an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... clients. Performance in the role is based on the acquisition of new assets under management. WHAT WILL YOU...new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare… more
- KeyBank (Los Angeles, CA)
- …revenue. **Job Functions** ** Sales and Service:** The role will manage the financial performance of the Community Development Lending & Investment Sales Team ... broad, fully integrated platform, including solutions such as: construction; acquisition ; bridge-to-re-syndication and preservation loans; lines of credit; various… more
- City National Bank (San Diego, CA)
- …both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's ... sales and service practice. They will focus on acquisition of new relationships as well as retention and...needs - draw insights from data to provide sound financial advice (strategies, products / solutions); conduct discovery activities… more
- BMO Financial Group (Palo Alto, CA)
- …stakeholders in the Bay Area. The RM will be responsible to drive new client acquisition and growth in market share in this middle market segment across all industry ... an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including… more
- City National Bank (Newport Beach, CA)
- …providing sound financial advice and acting as a trusted strategic advisor .Responsible for all functions of assigned branch with particular emphasis on managing ... contribute to the market and regional strategy. From the sales and relationship management perspective, will assist clients to...for further success. Key measures of success will include acquisition of new personal and new small business clients,… more
- Capital One (Sacramento, CA)
- …of outside customer sales experience as an individual contributor, driving new acquisition as well as managing a client portfolio + 1 year of experience working ... of urgency to deliver on customer needs. Our **Field Sales teams** works with Small and Mid-Sized Business owners...customers leverage our tools to lower the stress of financial management and increase the profitability of the bottom… more
- Fifth Third Bank, NA (Ontario, CA)
- …monitoring the quality of an extensive existing portfolio of companies with annual gross sales of at least $10 million with more emphasis on customers with higher ... This position requires a strong understanding of credit, commercial products and financial statement analysis, in order to offer beneficial banking solutions (eg… more