- City National Bank (Los Angeles, CA)
- …YOU DO? * Business Development serves as the wealth mgmt. point of contact for Personal & Business Banking (PBB) Bank * Responsible for revenue production goals ... work in tandem with an assigned SFA to provide sales and client and colleague service support coverage. The...Bank through internal sources, from referrals, and through personal community involvement. Create opportunities to develop and promote… more
- Umpqua Bank (Irvine, CA)
- …Role:** The Retail Engagement Manager's primary focus is to lead and implement sales initiatives to support regional revenue goals by creating and fostering a ... growing client relationships, and keeping client relationships. + Lead and implement sales initiatives to support regional goals by creating and fostering a culture… more
- Umpqua Bank (Walnut Creek, CA)
- …sources of referrals for new mortgage lending opportunities and growth for the bank that are primarily self-generated, but also in partnership with community lending ... managers. + Responsible for the outside sales and origination of self-generated residential mortgages. Customarily and...product the company offers through other areas of the bank . + Completes annual training requirements including all BVS… more
- US Bank (Aptos, CA)
- At US Bank , we're on a journey to do our best....the resources of a Fortune 150 company with the personal feel of a smaller company + Marketing warm leads ... to life, and each person is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive… more
- Umpqua Bank (Sacramento, CA)
- …with a focus on the profitability of those relationships. This is a sales - and solutions-focused position. + Business development of current and new commercial ... financial solutions to clients from all areas of the Bank + Advise clients on financial solutions and strategies...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Bank of America (Monterey, CA)
- …Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe ... insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. +… more
- City National Bank (San Francisco, CA)
- …their financial needs. Conduct client/prospect needs analysis and develop proposed solutions/ sales presentations to meet their needs. Maintain current knowledge of ... financial planners, and other key referral sources. * Uses proactive, consultative sales skills and strategies to identify client needs, quantify service / product… more
- Bank of America (San Francisco, CA)
- …Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe ... insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office...and Investment Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor… more
- Bank of America (San Francisco, CA)
- …Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe ... to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific… more
- Bank of America (Los Angeles, CA)
- …Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe ... to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific… more