- Umpqua Bank (Sacramento, CA)
- …planner, investment advisor Representative, or wealth manager . + Strong marketing and business development skills, keeping the best interest of the client in ... a team structure to manage a large book of business encompassing business development , financial...others to emulate. + Embraces our vision to become " Business Bank of Choice" + May perform… more
- City National Bank (Los Angeles, CA)
- …wide variety of Bank services. Directs clients to appropriate area within the Bank or to a Relationship Manager . Maintains complete knowledge of all banking ... proactively execute on the concepts developed by the Relationship Manager with minimal supervision. Is also instrumental as a...appropriate action necessary to avoid financial loss to the Bank . * May performs business site inspection… more
- City National Bank (Irvine, CA)
- …new trust or investment business . Partner with Business Development colleagues (Banker, Financial Advisor, Portfolio Manager , etc.) to ensure proposed ... *WHAT IS THE OPPORTUNITY?* Focus is to avail COIs, bank clients, and prospects of City National Bank...a legal and administrative review of all potential new business . * Meet sales goals around sales expectation. *… more
- Bank of America (Yuba City, CA)
- …and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on ... for the position:FDIC, Safe Act/Loan Originators and FINRA. At Bank of America, we are guided by a common...you need as you move through the stages of development . Once you have demonstrated success as a licensed… more
- Bank of America (Oakland, CA)
- …+ Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification ... adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in...role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will… more
- Umpqua Bank (Walnut Creek, CA)
- …is a positive example for others to emulate. + Embraces our vision to become " Business Bank of Choice" + May perform other duties as assigned. **About** **You:** ... way forward is together. Together for people. Together for business . Together for better. **About the Role:** Underwrites new...shadowmanagea portfolio with CSM as part of training and development , with Underwriting Manager and Market Director… more
- Bank of America (Los Angeles, CA)
- …and presentation skills + Proven negotiation and active listening skills + Proven business development and relationship management skills with a corporate client ... and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on… more
- City National Bank (Anaheim, CA)
- …Client Manager in interviewing perspective new colleagues and providing development training for the internal sales/service team.* This person will support ... *CLIENT OFFICER* WHAT IS THE OPPORTUNITY? Assists the Client Manager in supervising and participates in the operations, client...integrity of the branch as defined by management and bank policy. This colleague understands and is able to… more
- Bank of America (San Francisco, CA)
- …procedures, and regulatory requirements . Conducts monthly Home Buyer Workshops and Business Development meetings **Required Qualifications:** . 2+ years of ... . Prospecting . Written Communications . Active Listening . Business Development . Credit and Risk Assessment...role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will… more
- Bank of America (Irvine, CA)
- …of specialized functions across a team of Financial Advisors, such as business management, business development , wealth planning, investment management, ... self to work. We value diversity in our thoughts, business , and within our employees and clients. Our Wealth...role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will… more