- Bank of America (Oxnard, CA)
- …business knowledge and network by partnering with experts in small business, lending , and investment * Educate clients on conducting simple transactions through ... services and products that will meet their needs; basic product information is needed, as well as the ability...a teammate with the expertise on requests for detailed product related information (such as pricing, terms and conditions)… more
- JPMorgan Chase (Temecula, CA)
- …a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you ... with partners from Branch Management, Business Banking and Home Lending to give our customers access to solutions, strategies...of contacts + High degree of investment services and product acumen and keen interest in the financial markets… more
- JPMorgan Chase (Walnut Creek, CA)
- …greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As ... identify and deliver appropriate personal financial solutions + Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery… more
- PNC (Walnut Creek, CA)
- …financial transactions by leveraging technology, tools and resources. + Applies product and procedural knowledge to identify, mitigate and solve customer problems ... Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending , Selling., Understanding Customer Needs **Work Experience** Roles at… more
- Wells Fargo (Los Angeles, CA)
- …growth + Lead team to grow financial outcomes through increased net asset flows, lending balances and same store sales. + Develop the culture to drive employee ... needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without… more
- City National Bank (West Hollywood, CA)
- …sales activities including recognizing referral/sales opportunities and making appropriate product /service recommendations. Will be capable of opening new accounts, ... be conversant in most product capabilities and recommendations, and contribute to the branch...Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). WHAT DO YOU… more
- BMO Financial Group (Santa Monica, CA)
- …referrals for personal and commercial banking products (eg personal banking, lending , and investments). + Implements a relationship management plan in collaboration ... management and sales force to keep them informed of product developments and initiatives. + Coaches and advises others...on the team by conducting joint appointments and sharing product knowledge and sales tips. + Builds effective relationships… more
- BMO Financial Group (San Francisco, CA)
- …external network to support the identification of new and increased investment/ lending business opportunities. + Retains and expands existing relationships to ... a high level of environmental awareness. + Coordinates cash management product implementation and financial transaction set-up. + Ensures consistent personnel… more
- Intuit (Mountain View, CA)
- …customers with the QuickBooks line of products including accounting, payments, payroll, capital lending and banking. The US SBSEG Finance team is critical in driving ... and business modeling expertise. + **Operational excellence:** Partner with the Product , Marketing and Analytics partners to develop and monitor key performance… more
- JPMorgan Chase (Irvine, CA)
- …with annual revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase ... financial solutions + Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new… more