- 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 (Beverly Hills, 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
- Columbia Bank (San Luis Obispo, CA)
- …Retail Banking Group San Luis Obispo, California **Description** **About Us:** Columbia Bank is headquartered in the Pacific Northwest with 5,000+ employees and ... our team as, following the recent merger with Columbia Bank , we have grown to become a leading western-based...at all times. Responsible for satisfactory audits. + Monitor sales and service goals and coach other team members… more
- Columbia Bank (Paso Robles, CA)
- …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, and ... 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
- BMO Financial Group (San Mateo, 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
- Enterprise Bank & Trust (San Jose, 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 ... as knowledge of competitors and competitive products. + Understand what differentiates Enterprise Bank & Trust and develop a unique sales approach that… more
- UMB Bank (Sacramento, CA)
- The Specialty Corporate Trust (SCT) National Sales Manager is responsible for sales and account management under the specialty corporate trust division. + ... of new products (municipal and non-municipal). + Assist with the marketing and sales direction and strategy. + Creates and conducts proposal presentations and RFP… more
- Columbia Bank (Irvine, CA)
- …of federal, state and local income tax returns, WA B&O tax returns, personal property tax returns, and sales /use tax returns.Managesall income tax estimates ... for better. **About the Role:** AssistsTax Directorwith management of the Bank 's tax compliance, planning, and control functions.This positionreportsto the Tax… more
- City National Bank (San Francisco, 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
- City National Bank (Torrance, CA)
- …BRANCH III* 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