- Citigroup (San Francisco, CA)
- …, determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team) + ... issues, including resource management and allocation of work within the team/project.The Private Bank at Citi (CPB) is part of the Institutional Clients Group and… more
- Citigroup (San Francisco, CA)
- …, determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team) + ... affects the overall performance and effectiveness of the sub-function/job family.The Private Bank at Citi (CPB) is part of the Institutional Clients Group and… more
- Umpqua Bank (Benicia, CA)
- …Role:** This position works closely with the Branch Manager to attain branch and Bank goals by ensuring day to day operational excellence in the branch, supervising ... clients in appropriate account and loan products, cross-sells other bank services and makes referrals to other departments as...at all times. Responsible for satisfactory audits. + Monitor sales and service goals, and coach other team members… more
- City National Bank (Irvine, CA)
- TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is to avail COIs, bank clients, and prospects of City National Bank (CNB)/Royal Bank of Canada (RBC) fiduciary ... administration, investment management, and planning opportunities in estate and personal trust accounts (testamentary and intervolves trusts), Charitable Trusts,… more
- City National Bank (Irvine, CA)
- …I* WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the ... intent of integrating both business & personal clients. They will act as a trusted strategic...plan that is consistently applied and incorporates a disciplined sales and service practice. They will focus on acquisition… more
- Umpqua Bank (Newport Beach, CA)
- …client onboarding and enhancing treasury services across multiple sectors. + Develop sales plans to identify the expansion of existing clients in conjunction with ... cash flow presentation to prospects and existing clients. + Lead client/prospect sales calls with Relationship Managers and Technical Solutions Consultant. + Drive… more
- City National Bank (Los Angeles, CA)
- …other sales colleagues. Works closely with leadership within the Personal & Business Banking Division, commercial banking, preferred banking, private banking, ... target client segment. * Good understanding of all the bank 's products and service and the overall sales...Personal & Business Banking Division and throughout the bank and capable of establishing professional expertise through integrity,… more
- Umpqua Bank (San Diego, CA)
- …optimize solutions and servicing approach. + Lead TMCs and CCCs in the solution sales process and ensure that they are highly proficient in process mapping for ... and prospects using the Working Capital Assessment approach to sales . + Identify and implement enhancements to the solution...and panels as appropriate. + Demonstrates compliance with all bank regulations for assigned job function and applies to… more
- City National Bank (Newport Beach, CA)
- …BRANCH II* WHAT IS THE OPPORTUNITY? Responsible for managing a portfolio of personal & business clients and hold responsibility for the overall success of the ... as well as contribute to the market and regional strategy. From the sales and relationship management perspective, will assist clients to meet their financial needs,… more
- City National Bank (San Francisco, CA)
- …OFFICER* WHAT IS THE OPPORTUNITY? Sources and develops new business for the bank in assigned sales territory. Analyzes needs of prospects and provides ... Bank when closing deals and implementing banking services. Interacts with Bank colleagues to discuss prospects/referrals and formulates sales strategies.… more