- BMO Financial Group (Grass Valley, CA)
- …including collaborating with BMO partners to grow the business and maximize branch revenues, sales , and customer satisfaction, and minimize operating losses. ... Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the SAFE Act). This position will...national standards. + Provides technical training and support to branch employees to maintain operational and sales … more
- City National Bank (Oxnard, CA)
- *RELATIONSHIP MANAGER BUSINESS BANKING II* *Oxnard Branch or Westlake Village Branch * WHAT IS THE OPPORTUNITY? Develops and manages relationships with ... business segment and/or geographic areas. Actively engages in the sales process of the assigned Region to ensure the...good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and be… more
- City National Bank (Woodland Hills, CA)
- *RELATIONSHIP MANAGER SENIOR* *Woodland Hills Branch * WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be ... plan that is consistently applied and incorporates a disciplined sales and service practice. They will focus on acquisition...good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must… more
- PulteGroup (Pleasanton, CA)
- …business partners to ensure smooth transitions and support between land, construction, sales , accounting and mortgage + Ensure quality customer service. Monitor ... - Friday in Pleasanton, California. JOB SUMMARY: Responsible for achieving branch strategic and financial objectives by establishing and overseeing efficient… more
- City National Bank (Santa Monica, CA)
- *RELATIONSHIP MANAGER BUSINESS BANKING SR* WHAT IS THE OPPORTUNITY? Develops and manages relationships with business banking clients in the assigned business segment ... and/or geographic areas. Actively engages in the sales process of the assigned Region to ensure the...good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and be… more
- Umpqua Bank (Rocklin, CA)
- …to current and prospective consumer and small business customers. May partner with branch Manager to do outbound business development meetings in the community. ... Breakthrough Client Service Standards. + Primary associate in the branch to open new deposit accounts and to originate...GED, required. + 2 years of banking and/or demonstrated sales experience required. + 2 years developing current and… more
- Anywhere Real Estate (Sacramento, CA)
- …+ **Growth focused** : Achieves regional organic growth by mentoring and developing branch manager teams. Enables their success by encouraging use of all ... growth within your territory by mentoring and developing effective Branch Managers while supervising their sales and...: Identifies, recruits, acquires, develops and retains highly productive branch managers. + **Talent manager ** : Ensures… more
- BMO Financial Group (Chico, CA)
- Chinco branch Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions ... the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired...Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the SAFE Act). This position will… more
- Wells Fargo (Foothill Ranch, CA)
- …this role:** Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn ... however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to...and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with financial… more
- Citigroup (San Francisco, CA)
- …of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio ... other compliance norms + Partner with all roles on branch team to ensure all clients have a positive...financial advisory capacity + Experience in a proactive, successful sales and service role in the financial services industry… more
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