- Simplot (Colusa, CA)
- …assist in establishing customer financial records and collaborate with the Area Financial Services Manager in the establishment of credit and resolution ... is led under the general direction of the Area Sales Manager , who provides support and leadership...customer's bottom line. Market products to growers by initiating sales calls, providing advice and consultative services ,… more
- Citigroup (San Francisco, CA)
- …supporting the Branch Manager + Exhibits strong sales and service skills, presenting products and services while proactively educating clients on ... and support Universal Bankers and Tellers by modeling excellent service behaviors and mentoring on sales , ...financial solutions to existing and potential clients (eg sales wall, tablet, smart phone, workbench, iPads, etc.) +… more
- Wells Fargo (Glendale, CA)
- …you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, ... in the top three - making us the #1 financial services employer - on the 2025...manager to meet their needs + Partner with financial advisors to understand appropriate introductions to address the… more
- BMO Financial Group (Newport Beach, CA)
- …support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship ... managers. Services relationships in the assigned portfolio to ensure an...transactional support including correspondence, relationship reviews, account documentation and sales reporting. + Prepares reports for financial … more
- SHI (Sacramento, CA)
- …competitive analysis + Engage with sales and technical teams to initiate services sales cycle, develop and qualify opportunities, and help close open ... and technical teams to initiate and support the services sales cycle and opportunity development. +...Previous experience in customer-facing technical sales or pre- sales roles with IT service providers or… more
- BMO Financial Group (Los Angeles, CA)
- …and structuring financial transactions. + Minimum of 15 years in financial services industry experience in a corporate lending environment with solid ... facilitate solution to the client's/prospect's business and needs. + Assists with sales and service administration and processing ensuring client experience is… more
- Covr Financial Technologies (San Francisco, CA)
- …virtually out of their CA home office. This role is responsible for providing exceptional service to financial advisors and serves as a hybrid role between both ... This role is responsible for managing and building insurance sales within a territory of financial advisors....Covr's team which includes an internal partners, assigned Case Manager , as well as access to Covr's Director of… more
- Wells Fargo (Seal Beach, CA)
- … to fulfill those needs + Experience using business acumen to provide financial services consultation to small business customers + Knowledge and understanding ... manager to meet their needs + Partner with financial advisors to understand appropriate introductions to address the...of financial services consumer lending products + Ability… more
- Financial Partners Credit Union (Costa Mesa, CA)
- … service to all members of the credit union by identifying product and service solutions to meet their financial needs. Assist members with information about ... by your Manager as required. + Provide solutions to member financial needs by: identifing member needs, presenting appropriate solution using benefit statements… more
- University of Southern California (Los Angeles, CA)
- …locations/branches The ideal candidate will: + Have a minimum of one year experience in financial institution sales and service with a proven track record of ... include, but are not limited to: + Consistently meeting established performance standards, service standards and sales goals + Developing and deepening member… more