- Aston Carter (Valencia, CA)
- …Assets & Inventory Reporting: Maintaining accurate records and reconciliations for physical and financial assets. + Sales Tax Filing & Compliance: Preparing and ... operations team, responsible for managing accounts payable, general ledger accounting, and financial reporting. The role supports the integrity of financial data… more
- IBM (San Jose, CA)
- …business executives * Passion for one or more of these: thought leadership, financial models, sales enablement, deal structuring, storytelling through slides or ... team is a strategic team that is geographically aligned within the HashiCorp Sales Revenue organization and supports opportunity pursuits within our top accounts. We… more
- US Bank (Patterson, CA)
- …or equivalent work experience - Three to five years of experience in a financial sales position, preferably working with the affluent client segment - FINRA ... best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We… more
- Zions Bancorporation (Chula Vista, CA)
- …environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and ... CA Branch** . If you are passionate about bringing full- service banking services to new and existing...experience may meet qualifications. + Previous experience in a financial sales representative-oriented role preferred. + Working… more
- PNC (San Francisco, CA)
- …responsibilities may be performed remotely, at manager's discretion. Commercial Banking provides financial services , both in and out of PNC's branch footprint, ... bank to the client by presenting the full range of PNC's products and services . Leverages reporting and sales tools to proactively identify and successfully… more
- US Bank (Los Angeles, CA)
- …strategic financial solutions across capital markets, advisory, and transaction services . Analysts in this group play a critical role in supporting client ... + GPA of 3.0 or higher + Prior experience in banking, credit, financial analysis, or sales + Strong problem-solving, analytical and communication skills… more
- HSBC (San Francisco, CA)
- …to succeed in this role: + Meaningful experience in nontraditional banking financial sales , providing client recommendations and increasing sales , ... works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with high value...As our Wealth Relationship Manager you will: + Provide financial solutions and opportunities to your portfolio of clients… more
- HSBC (Beverly Hills, CA)
- …to succeed in this role: + Meaningful experience in nontraditional banking financial sales , providing client recommendations and increasing sales , ... (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful relationships with high value clients. Professionalism… more
- JPMorgan Chase (Los Angeles, CA)
- …capabilities, and skills** + A minimum of five years of financial services or service sales experience, established high net worth referral ... found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx Employer Description Chase is a leading financial services firm, helping nearly half of… more
- Comerica (Scotts Valley, CA)
- …by introducing them to partners. Qualifications Position Qualifications: + 6 months of Retail or financial sales experience OR 2 years of US Military service ... or internet searchPreferred Qualifications:Cash handling experience in a retail or financial services environment Proficient with utilizing and navigating a… more
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