- Simmons Bank (Mountain View, CA)
- A regional community bank is seeking a Senior Relationship Banker in Mountain View, CA. You will be responsible for building and maintaining client relationships ... while delivering exceptional service. The ideal candidate has strong sales skills and a background in customer-facing roles. This position involves setting and… more
- Cathay Bank (San Francisco, CA)
- …maintenance changes. Maintain confidentiality of customer information as well as Bank proprietary information. Identify sales opportunities to cross-sell ... saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and… more
- Citigroup Inc. (Palo Alto, CA)
- …give back to your community and make a real impact. Responsibilities Assist the Banker in the creation of sales and marketing strategies designed to generate ... Overview Associate Banker Safe Act Assistant Vice President Working at...in profiling, qualifying and converting prospects into Citi Private Bank clients. Client / prospect meetings - Organize the… more
- Citigroup Inc. (San Francisco, CA)
- …overall performance and effectiveness of the sub-function/job family. Responsibilities Assist the Banker in the creation of sales and marketing strategies ... The Associate Banker SAFE Act is a strategic professional who...in profiling, qualifying and converting prospects into Citi Private Bank clients. Client/prospect meetings-organize the pre‑call planning, organize post‑meeting… more
- Redwood Credit Union (San Rafael, CA)
- …community members, volunteers, team members, and service providers. Key Responsibilities Sales & Service Provide excellent service to all Members, volunteers, ... the Branch Experience Manager and/or Branch Service Manager with the preparation of sales reports. Teamwork Coordinate and review work of others as needed. Provide… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …leads and opportunities in CRM; track conversion rates and take ownership of personal sales metrics. Conduct outreach to re‑engage dormant relationships, eg, ... technology‑enabled service. The DEA acts as a bridge between sales and service, partnering closely with the Business Development..., lead conversion, and cross‑selling. Proven experience as a personal banker , virtual banker , or… more
- Cathay Bank (San Francisco, CA)
- …operational, sales and service, and profitability objectives of the bank . Business development and client service: Make regular business development calls to ... practices in business. Perform miscellaneous duties as assigned. Performance planning and sales : Set annual personal performance plan/goals and weekly sales… more
- BMO (San Francisco, CA)
- …acquisition objectives. Contributes to the achievement of business objectives by conducting sales calls, establishing a personal referral network, and other ... prospects within the market. Resolves customer related issues using knowledge of bank services, products, and processes. Fulfills sales and service activities… more
- Exchange Bank (San Rafael, CA)
- The Branch Manager is responsible for driving sales growth and achieving revenue targets for their market, bringing new customers to the Bank , and managing ... a small branch. This role focuses on developing and implementing effective sales strategies, while also providing operational service to customers during branch… more
- Mechanics Bank (Danville, CA)
- …business. Represents the Bank in the community. Models and leads all sales functions inside the branch office.**What you will do: Manages a Retail Branch office ... Californiatime type: Full timeposted on: Posted Todayjob requisition id: R5541**Mechanics Bank ** is currently searching for a **Branch Manager** to join our… more
