- BMO Financial Group (Covina, 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
- Bank of America (San Mateo, CA)
- …is responsible for working with high-net worth clients in a Merrill branch with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing ... 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
- Bank of America (Carlsbad, 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
- Anywhere Real Estate (Carlsbad, CA)
- …opportunities daily, look no further! Specific job duties include: + Working with branch managers and leadership to identify and prioritize agents who need strategic ... helping them build personal wealth) + Helping real estate sales agents create a digital marketing strategy using social...VIP agents, and participating in the presentation with the branch manager + Working with the creative team to… more
- 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 ... our clients with operational excellence and accuracy. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the SAFE Act… more
- Anywhere Real Estate (La Canada Flintridge, CA)
- …critical operational and customer support to our Coldwell Banker real estate branch offices, leaders and agents. The **Deal Operations Specialist** is responsible ... manage transactions in operating system + Send communication to Sales Associates regarding incomplete files + Work with the... Associates regarding incomplete files + Work with the branch office administrative staff, as well as Agent Services… more
- US Bank (Rancho Cordova, 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 (Redwood City, 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
- Anywhere Real Estate (San Diego, CA)
- …client specific events and group move presentations. + Participate with local branch office and regional meetings, both in person and virtually. + Responsible ... + Ability to work well in a fast-paced, nuanced, sales environment + Business development and sales ...relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures.… more
- Banc of California (Santa Ana, CA)
- …deposit products, develop segment specific product packages, and provide product support to sales and our branch network. + Evaluate the current product set ... matter expert for your products providing training and guidance to sales and client-facing teams. + Proactively collaborate with cross-functional teams including… more