- Banc of California (Santa Ana, CA)
- …business opportunities. + Focus on direct calling efforts, through phone calls and personal visits to qualify direct sales opportunities. + Provide insight and ... CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one...more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The SVP, Indirect Sales , Corporate Asset Finance is responsible for the purchase… more
- Enterprise Bank & Trust (Anaheim, CA)
- …offering annual paid volunteer time off and charitable-matching opportunities. Voted a** **_Best Bank to Work For_** **by American Banker for multiple years, we ... **Enterprise Bank & Trust was founded in the spirit...team member to accomplish company objectives and lobby and personal goals. As the experienced banker , this… more
- Citigroup (San Francisco, CA)
- …bank and brokerage assets . Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial ... business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through… more
- 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
- BMO Financial Group (Novato, 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
- City National Bank (Irvine, CA)
- …management prospects and clients. What you will do * Provide in-depth sales materials for Private Bankers by creating sophisticated portfolio and market analyses ... deposit, and all other appropriate services. * Participate with CNB team on sales calls including pre-brief and de-brief meetings. * Assume primary responsibility to… more
- Umpqua Bank (Los Angeles, 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
- Enterprise Bank & Trust (Los Angeles, CA)
- …offering annual paid volunteer time off and charitable-matching opportunities. Voted a** **_Best Bank to Work For_** **by American Banker for multiple years, we ... executes a call plan to meet individual and team sales objectives for the bank 's various business...and excellent problem solving skills. + Basic knowledge of personal computer hardware and software skills including MS Word… more
- City National Bank (Los Angeles, CA)
- …management prospects and clients. WHAT WILL YOU DO? * Provide in-depth sales materials for Private Bankers by creating sophisticated portfolio and market analyses ... deposit, and all other appropriate services. * Participate with CNB team on sales calls including pre-brief and de-brief meetings. * Assume primary responsibility to… more
- Citigroup (San Francisco, CA)
- This is a Commercial Banker position on the Software coverage team, a national coverage unit within the DT& C national vertical group. The Software coverage universe ... sub sectors, inclusive of fin-tech, generating annual revenues of $100MM -$3BN. Banker would be responsible for originating and managing Citi's coverage and… more