- 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 ... as well as contribute to the market and regional strategy. From the sales and relationship management perspective, will assist clients to meet their financial… more
- Amazon (San Francisco, CA)
- …AI-powered innovation, and Agentic AI-driven automation. Together with AWS Sales , Services, and Professional Services, you'll accelerate adoption, create ... business value. You will act as a trusted CxO advisor and technical Executive Sponsor for leading Retail &...and autonomous customer engagement at scale. * Partner with Sales , Services, Marketing, and Engineering to embed agentic AI… more
- H&R Block (Cupertino, CA)
- …clients including assisting with client onboarding, accurate and timely recording of financial transactions, financial statement generation, sales tax ... Day to day, you'll + Process various forms of financial information and materials and enter financial ...bookkeeping and payroll information in order for the Tax Advisor to complete an accurate tax return + Provide… more
- SAP (Palo Alto, CA)
- …+ Strong customer success focus with empathy for customers and ability to earn trusted advisor status. + Sales skills to engage with customers during select and ... is the overall Account Owner serving as a trusted advisor by building strategic business relationships with senior customer...identify cross-sell/up-sell opportunities. + Drives sales & consumption efforts leveraging relevant SAP resources. +… more
- PNC (Los Angeles, CA)
- …corporate clients who have significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to ... a team approach to servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor , Wealth Strategist, and… more
- BMO Financial Group (Los Angeles, CA)
- Achieves sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management, risk ... maximize effectiveness and efficiency. Optimizes opportunities through deal teams and sales calls, maximizing business success. Influences the strategic direction of… more
- Fiserv (San Diego, CA)
- …move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a ... merchant accounts within an assigned geography. This includes prospecting, owning the sales representative role in RFPs, through to signing new client contracts. +… more
- Amazon (San Francisco, CA)
- …customers, partners, Partner Network (APN) programs teams, partner segment leaders, and sales leaders. The ideal candidate will possess a deal strategist and ... negotiator background, and experience in technology sales with customers and partners, and developing Go To...senior management. Key job responsibilities * Act as trusted advisor and thought leader in the development of the… more
- Capital One (Los Angeles, CA)
- …and a high sense of urgency to deliver on customer needs. Our **Field Sales teams** works with Small and Mid-Sized Business owners to create long term, meaningful ... customers leverage our tools to lower the stress of financial management and increase the profitability of the bottom...the bottom line. We aspire to become a trusted advisor , an informed teacher, and a concierge to guide… more
- ABM Industries (Los Angeles, CA)
- …Group ensuring that clients outcomes are achieved, client experience is positive, ABM financial objectives are met, and sales opportunities are supported. The ... sales calls, and creating relationships within a "Trusted Advisor " approach that leads to new business opportunities for...profit and loss (P&L) statements, and general knowledge of financial performance to achieve positive value for ABM and… more