- City National Bank (Irvine, CA)
- …II* 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 (Woodland Hills, CA)
- …Branch* 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
- Bank of America (Newport Beach, 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. At Merrill, we empower you to...and routines to help enable Advisor Trainee productivity + Personal involvement with ADP participants who require heightened support… more
- Umpqua Bank (Los Angeles, 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
- US Bank (San Diego County, 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 (Irvine, CA)
- …and client needs. Develops and executes upon market strategy aligned with Bank strategic goals. May personally produce and build partnerships (internal and external) ... relationships and support production teams. Expected to maintain a personal commitment to the community and be the face...to the community and be the face of the bank in the market promoting Umpqua and driving leads… more
- Umpqua Bank (Encino, 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
- Umpqua Bank (San Diego, CA)
- …with a focus on the profitability of the relationship. This is a sales - and solutions-focused position. + Business development of new private banking client ... 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 (San Mateo, 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