- Citigroup (Downey, CA)
- …business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through ... new clients with the goal of bringing in new bank and brokerage assets . Deepen relationships with existing...financial advisory capacity . Experience in a proactive, successful sales and service role in the financial services industry… more
- Citigroup (Los Angeles, CA)
- …responsible for providing full leadership and direction to a team of employees, grow sales and client base in coordination with the consumer sales team . ... of this role is to lead a team grow sales , build customer loyalty and recommend the development of...and credit strategies that are aligned with the Retail Bank 's priorities, execute business plan to achieve expected goals… more
- Comerica (Costa Mesa, CA)
- …and performance management. Responsible for hiring, firing, and salary administration. Achieve sales results by implementing a sales action plan in an ... effective manner; conducting periodic sales meetings on the topics of prospecting, pipeline development,...all audits. Participate in community activities to increase the bank 's visibility . Qualifications Qualifications + Bachelor's Degree in… more
- Lincoln Financial (Sacramento, CA)
- …and Tax basis. They will be responsible to perform more complex mortgage loan and limited partnership research, analysis, and proper accounting treatment of ... and compliance with accepted accounting policies and principles. + Builds mortgage loans and limited partnership accounting knowledge and expertise and navigates… more
- Banc of California (Santa Ana, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...or clients. Acts in an independent fashion from the sales teams to structure and evaluate credit requests. Is… more
- Banc of California (Santa Ana, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...communicating with internal and external entities, members of the sales team and other risk units. + Responsible for… more
- PNC (San Diego, CA)
- …of our existing retail branch network. During the internship you will learn about sales and relationship management and acquire a deep knowledge of PNC's Retail ... Bank . You will gain on-the-job experience by having the...Helps build the client base through proactive, outbound quality sales conversations with both organizations and their employees. +… more
- PNC (Los Angeles, CA)
- …Management Group (AMG) is comprised of Institutional Asset Management, PNC Private Bank , and our Investment Office. We work with individual and corporate clients ... to thrive in a lively environment. + **PNC Private Bank ** : PNC Private Bank offers a...applying knowledge learned to drive business results (eg, deal, sales , or process support, internal or external client interaction,… more
- BMO Financial Group (Santa Monica, CA)
- …interest of the customer. Determines client needs and provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap ... referrals to business partners. + Supports the achievement of sales and performance targets for new asset sales...and ensures an effectively run function. + Protects the Bank 's assets and complies with all regulatory, legal and… more
- LTD Global (Livermore, CA)
- …full range of financial products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship-based ... responsible for underwriting and managing adversely graded loans within the Bank 's classified loan portfolio. This includes secured and unsecured commercial loans,… more
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