- US Bank (Inglewood, CA)
- …greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new ... years of customer service experience - Four to five years of sales experience **Preferred Skills/Experience:** - Proven ability to build and foster relationships… more
- BMO Financial Group (Santa Monica, CA)
- …new business (eg outbound calling campaigns, conducting seminars) and cultivate branch employee referrals. + Communicates effectively with sales management ... interest of the customer. Determines client needs and provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap… more
- PNC (San Diego, CA)
- …and services to consumer and small business customers serviced through our branch network, solution centers, ATMs, call centers, online banking and mobile channels. ... grow customers with digitally led banking and an ultra-thin branch network in markets outside of our existing retail... network. During the internship you will learn about sales and relationship management and acquire a deep knowledge… more
- Bank of America (Chico, CA)
- …is responsible for working with high-net worth clients in a Merrill branch with annual revenues of $100k-$5mm. Key responsibilities include identifying needs, ... SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system...the next stage of training. Located in a Merrill branch . **We'll help you:** + Get training and one-on-one… more
- PNC (Fremont, CA)
- …deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to ... PNC solutions to drive new revenue and customer loyalty. + Drives proactive sales conversations through internal and outbound interactions with a defined sales … more
- JPMorgan Chase (Irvine, CA)
- …and dedication will be reflected in your team's ability to achieve strong sales results. **Job responsibilities** + Utilize your understanding of the home loan ... + Act as a liaison between Home Lending Advisor(s), branch , processing center (if applicable), and group of established...skills** + Bachelor's degree or equivalent work experience in sales and/or real estate + A minimum of four… more
- Bank of America (Monterey, CA)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in ... of training. This role is located in a Merrill branch . **We'll help you:** + Get training and one-on-one...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. +… more
- US Bank (Lompoc, CA)
- …greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new ... our clients with operational excellence and accuracy. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the SAFE Act… more
- PNC (Stockton, CA)
- …opportunities through meaningful conversations with customers, making appropriate referrals to branch staff. + Performs lobby engagement activities to connect with ... procedures, demonstrating sound judgment within established limits. Ensures teller and branch daily operations and maintenance transactions are completed in an… more
- PNC (Temecula, CA)
- …wallet. From a variety of customer interactions, participates in proactive sales and service activities and identifies referral opportunities. Collaborates with ... PNC solutions to drive new revenue and customer loyalty. + Drives proactive sales conversations through internal and outbound interactions with a defined sales … more