- Umpqua Bank (Irvine, CA)
- …recurring sources of referrals for new mortgage lending opportunities and growth for the bank that are primarily self-generated. + Oversee the outside sales and ... and various financial products the company offers through other areas of the bank . + Complete annual training requirements including all BVS courses before due dates… 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. Merrill is committed to an in-office...rules, and regulations related to client advice and recommendations, sales practice activities, and conduct of market personnel +… more
- Umpqua Bank (Walnut Creek, CA)
- …of existing customers. + Coordination of business development efforts of sales , administrative and investment staff. + Monitors and coordinates activities to ... office efficiencies and innovation. + Demonstrates compliance with all bank regulations for assigned job function and applies to...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Umpqua Bank (Walnut Creek, CA)
- …as the relationship lead for all lending, deposit, and all other bank products, collaborating with internal partner experts. Independently identify opportunities for ... for driving overall relationship strategy focused on enhancing relationships across multiple bank products. + Lead, direct, and coordinate the underwriting team in… more
- Fifth Third Bank, NA (Newport Beach, CA)
- …to take the next step? Discover a career in banking at Fifth Third Bank . GENERAL FUNCTION: Responsible for profitable business development as well as monitoring the ... an largest existing portfolio of companies with annual gross sales of at least $50MM and generally less than...the Company. Capable to lead and coordinate with One Bank Partners to create and implement a relationship strategy… more
- Commerce Bank (Los Angeles, CA)
- …targeted companies may, or may not, have an established relationship with Commerce Bank . Essential Functions + Conduct sales calls using consultative business ... And after more than 155 years, we know Commerce Bank is only at its best when our people...process reviews and move prospective client through the sales cycle from the first appointment to contract signing… more
- City National Bank (Westlake Village, CA)
- …in the assigned business segment and/or geographic areas. Actively engages in the sales process of the assigned Region to ensure the attainment of Regional and ... active calling efforts and referrals from existing customers and line colleagues from Personal & Business Banking and other divisions, and by providing the CNB… more
- City National Bank (Santa Monica, CA)
- …in the assigned business segment and/or geographic areas. Actively engages in the sales process of the assigned Region to ensure the attainment of Regional and ... active calling efforts and referrals from existing customers and line colleagues from Personal & Business Banking and other divisions, and by providing the CNB… more
- City National Bank (Los Angeles, CA)
- …environment. Fiduciary and private banking audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, security sales and ... on routine audit assignments testing internal controls and ensuring compliance with bank policies, procedures, and regulatory requirements. Assigned to one of the… more
- Bank of America (Bakersfield, 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 ... with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to… more