- City National Bank (Los Angeles, 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
- M&T Bank (Orange, CA)
- **Overview:** Coordinates workflow among Sales , Operations, Credit, and senior management within LEAF (LEAF Commercial Capital Incorporated). Maintains the accuracy ... and dealers from initial application to final integration and funding on the sales portal; review pricing on applications for accuracy and handle related vendor… more
- Citigroup (Los Angeles, CA)
- …+ Execution of strategic initiatives launched centrally at all levels (Group, Bank , commercial market and EIB) + Networks with clients to identify avenues ... and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing 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
- M&T Bank (Irvine, CA)
- …Determine the need for more thorough investigation or additional information from Sales or the customer. Based on analyses, prepare summary, present facts, and ... Promote an environment that supports belonging and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of… more
- UMB Bank (Fresno, CA)
- …needs. As the Business Banking Relationship Officer, you will be selling bank products and services to companies with revenues between $1mm-$20mm. These products ... contact for all financial services to individual Business Banking clients with the bank to ensure retention of business. **We're excited to talk with you if:**… more
- UMB Bank (Sacramento, CA)
- …**Payments Product** group manages and delivers payments products for the Bank 's clients, including consumers, small businesses, corporate and institutional. As the ... responsible for prioritizing and managing the delivery of the Bank 's payment solutions. **This role is hybrid (Mon through...the Payments space. + Partner with product marketing and sales enablement to ensure market success for product launches… more
- M&T Bank (Irvine, CA)
- …Determine the need for more thorough investigation or additional information from Sales or the customer. Based on analyses, prepare detailed write-ups, present ... including a minimum of 3 years' related work experience Proficiency with personal computers as well as pertinent software programs Strong analytical skills… more
- UMB Bank (Sacramento, CA)
- …which includes direct contact with customers either through participation in joint sales calls with loan officers or direct correspondence with clients and perform ... expert level of understanding of credit underwriting Demonstrates strong knowledge of bank products, services, and bank operations Demonstrates ability to… more
- UMB Bank (Sacramento, CA)
- …+ Provides interdisciplinary expertise to clients when needed while partnering with bank leadership and other departments. + Completes annual E-Learning Plan and ... Bank Secrecy Act (BSA) training as assigned and keeps...a minimum of 3 years of experience in a sales role required + Commercial Banking and Retirement Plan… more