- Bank of America (Carlsbad, 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...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. +… more
- City National Bank (Santa Monica, CA)
- …OPPORTUNITY? The Client manager is responsible for contributing to overall branch sales efforts, maintaining first-in class service levels for their branch, and all ... colleagues.* Responsible for hiring, development, and coaching of branch internal sales /service colleagues* Provide the motivation and direction to colleagues to… more
- Umpqua Bank (Colusa, CA)
- …for exceptional customer service, operational soundness, and generating revenue for the branch and Bank . + Act as back up to personal banking team to open ... Branch Manager Retail Banking Group Colusa, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and… more
- Bank of America (Ontario, 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...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
- Bank of America (South Lake Tahoe, 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...journey. **Required Qualifications:** + Displays confidence working in a sales role + Builds strong client relationships through effective… 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...Specialist role. This position operates in a marketing and sales development role by implementing and executing the Elite… more
- Bank of America (Redding, 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...needs. **Required Qualifications:** + Displays confidence working in a sales role + Builds strong client relationships through effective… more
- City National Bank (Los Angeles, CA)
- …and client-directed accounts, to affluent individuals and their families within the Bank 's Personal and Business Banking Group. Provide account maintenance and ... and services. Must be able to communicate effectively and professionally with clients and Bank colleagues of all levels and in a variety of settings. What you will… 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...Prospecting + Client Solutions Advisory + Referral Identification + Sales Strategy **The following laws or regulations restrict or… more