- PNC (San Francisco, CA)
- …tactics including portfolio management, client selection, advisory services, sales efforts, underwriting/credit analysis, transaction vetting, marketing and more. ... and analysis, and understanding the capital markets' and our bank competitors' approach to and views on the industry....management activities with new and/or existing clients to grow sales , revenue and market share. Typically works with clients… more
- PNC (Los Angeles, CA)
- …activities with new and/or existing clients in a book of business to grow sales , revenue and market share with relevant sales goals. Typically works with ... and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range...range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert … more
- JPMorgan Chase (Los Angeles, CA)
- …the opportunity to take initiative, act entrepreneurially, and contribute to the Bank 's growth in a team environment. **Job responsibilities** + Develop new and ... and skills** + A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence +… more
- PNC (Irvine, CA)
- …West Region. This position provides critical support for investment and sales professionals responsible for PNC's Institutional Asset Management solutions for ... team to provide a wide range of investment, client reporting, administrative, and sales support. Tasks include: * Prepare client reports, portfolio book reviews &… more