- 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 ... * obligations across product offerings; strong understanding of servicing processes * Personal & Small Business Financials - reviewing financial statements /… more
- City National Bank (Irvine, CA)
- …business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's ... plan that is consistently applied and incorporates a disciplined sales and service practice. They will focus on acquisition...the economic environment and its impact on clients. * Personal & Business Financials - review financial … more
- Wells Fargo (San Francisco, CA)
- …. **In this role, you will:** + Serve as an expert advisor to lead highly complex and substantial cash flow and real estate ... understanding of clients' businesses, strategic objectives, operational priorities, and financial positions; may coordinate highly complex activities and resolutions.… more
- Palo Alto Networks (Santa Clara, CA)
- …involved in the agreement process (finance, legal, order management, etc.) on behalf of sales . Personally services as a trusted advisor to field sales ... as a unique individual. Knowing we all have different needs, our development and personal wellbeing programs are designed to give you choice in how you are… 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 (Modesto, CA)
- …pricing, and services; links customer to business partner experts based on key financial decisions. + Achieves results and meets sales targets by acquiring ... Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes...with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact… 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 ... research, leading sales calls, and creating relationships within a "Trusted Advisor " approach that leads to new business opportunities for the company. +… more
- SMBC (Los Angeles, CA)
- …can provide the sophistication and expertise of a larger institution with the personal 'high touch' services of a smaller bank. Specialties: Commercial Loans and ... with internal partners to enhance client relationships. Acting as a "trusted advisor ," the Relationship Manager engages in executive-level client contacts to assess… more
- The Cigna Group (Walnut Creek, CA)
- …Responsibilities:** + Client Partnership: Act as a key influencer and trusted advisor , cultivating strong, personal relationships with decision-makers and other ... to expand the relationship. You will be the trusted advisor and go-to partner for your clients, helping them...sales , marketing, underwriting, or operations is preferred. + Financial acumen with the ability to identify and drive… more
- Palo Alto Networks (Santa Clara, CA)
- …insights to drive business performance. + **Business Partnership:** Serve as a trusted financial advisor and strategic partner to the SASE product leadership ... sales , and marketing to understand business initiatives, evaluate financial implications, and provide recommendations that align with company objectives. +… more