- JPMorgan Chase (Long Beach, CA)
- …enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career ... development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding… more
- BMO Financial Group (Santa Clara, CA)
- …customer service or sales role, with a drive to deliver a personal customer experience. + Passionate commitment to helping our customers. + Drive to deliver ... and preferred banking channels while recommending tailored solutions addressing both sales and service needs (eg everyday banking, retail investments, lending… more
- BMO Financial Group (San Dimas, CA)
- …customer service or sales roles, with a drive to deliver a personal customer experience. + Basic knowledge of specialized sales and business banking ... that further grow the customer's relationship with BMO beyond personal banking. + Welcomes and guides customers as they...goal of making it easy, simple, and fast to bank with BMO. + As a lobby leader, assists… more
- Truist (San Francisco, CA)
- …and prospective Government Contracting clients with $75MM to $500MM in annual sales . Leverage Industry and Advisory teammates as appropriate to create the optimal ... change from time to time. 1. Leverage the Truist Sales Process, Financial Insights, Industry & Advisory team, and...(IRM) principles. Include the identification of all business and personal financial needs and bring in the appropriate partners… more
- US Bank (Los Angeles, CA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...excellence, growth and profitability of the region. Maintains a personal pipeline of retail mortgage loans. Recruits, interviews and… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …well as strong teleconsulting skills. A proven record and experience as a successful personal banker , including experience in sales , is required. Strong PC ... its successful growth trajectory, SFFedCU is seeking a Digital Sales & Service Representative able to work on-site at...diploma or equivalent. You must also have banking and sales experience with auto, credit cards and personal… more
- Umpqua Bank (Newport Beach, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport Beach, California Phoenix, Arizona **Description** **About ... and build relationships with high-net-worth clients.This is first and foremost a sales position and we seek a self-motivated individual who is comfortable developing… more
- Umpqua Bank (CA)
- …Ability to partner with team. Ability to engage in client-facing service and sales activity. + Advanced proficiency with personal computers and software ... and existing commercial business relationships. CSM is a second, primarytouch-pointbetween Bank and Client. Responsible for identifying additional loan, deposit, and… more
- Umpqua Bank (Irvine, CA)
- Financial Service Sales Assistant Wealth Management Tacoma, Washington Greenwood Village, Colorado Irvine, California **Description** **About Us:** At Columbia, we ... and serve as a liaison between Financial Advisor(s) and their clients. A sales assistant has a large influence on client satisfaction. + Provide variety of… more
- BMO Financial Group (Saratoga, CA)
- …objectives. + Contributes to the achievement of business objectives by conducting sales calls, establishing a personal referral network, and other business ... development activities. + Probes to understand customer personal banking and credit card needs and integrates marketing...market. + Resolves customer related issues using knowledge of bank services, products, and processes. + Fulfills sales… more