- Umpqua Bank (Sacramento, 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 ... closely with the branch manager to attain branch- and Bank - established goals. The assistant branch manager manages a...in explaining all products and services offered. + Monitor sales and service goals. + Process and oversee technical… more
- City National Bank (Los Angeles, CA)
- …programs required for the day-to-day administration of client accounts. * Interact with bank and CNS personnel as needed and keep Financial Advisors apprised of ... Plans. Obtain all required CIP and KYCQ documentation for all accounts including personal , business (entity), fiduciary, and retirement accounts. * Provide Sales … more
- PNC (Walnut Creek, CA)
- …to the company's success. As a Senior Relationship Strategist within the PNC Private Bank organization, you can be based in San Francisco, San Jose or Walnut Creek, ... Develops and executes strategies for proactively sourcing new relationships for the bank . Owns communication and contact with existing clients to ensure expansion… more
- UMB Bank (Sacramento, CA)
- …+ You have 5 years sales experience with 2 years in Agricultural Commercial Bank Sales . + Bachelor's degree or equivalent experience in related field. + You ... business and financial needs. + You will analyze the business in order to qualify clients for bank products and services. **We're excited to talk with you if:**… more
- M&T Bank (Costa Mesa, CA)
- …long-term strategies to achieve sustainable earnings growth and compliance with Bank and Division strategic plans. Manages daily administration of assigned ... reporting and tickler processing. + Participate, along with GCM Sales , in sales calls to current and...an environment that supports belonging and reflects the M&T Bank brand. + Maintain M&T internal control standards, including… more
- M&T Bank (Costa Mesa, CA)
- …and long-term strategies to achieve sustainable earnings growth and compliance with Bank and Division strategic plans. Participates in development and delivery of ... reporting and tickler processing. + Participate, along with GCM Sales , in sales calls to current and...an environment that supports belonging and reflects the M&T Bank brand. + Maintain M&T internal control standards, including… more
- City National Bank (San Francisco, CA)
- …abreast of firm and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the new ... assets to the firm using a highly professional consultative sales approach. WHAT DO YOU NEED TO SUCCEED? *Required...a course of action * Highest level of both personal and professional demeanor and ethical behavior *WHAT'S IN… more
- Citigroup (Los Angeles, CA)
- …Vice President to join our growing Healthcare Industry Vertical within Citi's Commercial Bank (CCB). Target market includes companies in the Medical Device, Tools & ... and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and… more
- M&T Bank (Orange, CA)
- …of revenue from the re-sellers through cross-selling, upselling, and add-on and promotional sales . Serve as single point of contact to ensure the timely and proper ... to potential vendors via phone to generate new business opportunities. Document sales -related activities to provide a record for future reference. Understand and… more
- City National Bank (Los Angeles, CA)
- …WHAT IS THE OPPORTUNITY? This position is a key leader in transforming our Sales and Client Management functions in Private Banking using Salesforce as an enabler. ... * Identify the key behaviors that indicate adoption and will drive increased sales , optimal service, and greater client satisfaction. * Design, develop and operate… more