- City National Bank (Beverly Hills, CA)
- …and external clients for the coordination of a treasury management service issue. * Provides phone sales and onsite sales support, under the direction of the ... * SALES SUPPORT OFFICER SENIOR - (TMSSO)* WHAT IS...* Maintains positive relationships with all units within the bank by providing product/service information and supporting the line… more
- Aristotle Capital Management (Newport Beach, CA)
- Join Our Team at Aristotle Who We Are Aristotle is a majority employee-owned investment management organization with offices in Los Angeles, Newport Beach, Boston, ... You'll Do This individual will work in conjunction with senior client facing sales professionals to help facilitate all aspects of new client onboarding and current… more
- Regions Bank (Irvine, CA)
- …strength of Regions Bank , which boasts $153 billion in assets. Join our committed team of professionals to master your sales expertise on your way to a ... of the system. **Job Description:** At Ascentium Capital, the Ascentium Direct Sales Account Manager develops business while retaining and servicing these clients… more
- Enterprise Bank & Trust (Anaheim, CA)
- …**Job Description:** **Summary:** Position is responsible for generating and expanding the Bank 's deposit Relationships. Meets or exceeds assigned sales goals to ... Performs direct calling on prospective new clients on the phone , in person and via mail, email and other...deposit goals. Spends a majority of time outside the bank . + Meets established sales goals including… more
- Enterprise Bank & Trust (Los Angeles, CA)
- …15 targeted prospect profiles; strategizes and executes a call plan to meet individual and team sales objectives for the bank 's various business lines. + ... **Enterprise Bank & Trust was founded in the spirit... related materials + Basic math skills + Basic phone skills including business and sales etiquette.… more
- Bank of America (Morgan Hill, CA)
- …productive partnerships and working relationships + Is experienced with outbound phone sales **Desired Qualifications:** + Experience with financial information, ... years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Morgan-Hill/Business-Solutions-Advisor Morgan-Hill-Financial-Center\_25047132) **Job Description:** At Bank of America, we are guided by a common… more
- Amalgamated Bank (San Francisco, CA)
- …proposals to meet customer needs and enhance the region's market share. By joining our team , you'll be joining a Bank that believes that that maintaining a ... and existing clients. + Develop and implement middle markets sales strategy for commercial banking products and cash management...new clients. + Work closely with the portfolio management team within the Bank to ensure that… more
- Arbor Bank (Oakland, CA)
- …+ Provide service to customers wishing to change their address, email, or phone number while following bank policies and security procedures + Provide ... delivers prompt and efficient service and provides information about bank products and services. + Answers incoming phone...of proficiency with organizing, facilitating, leading and negotiating with team of bank personnel to solve customer… more
- Bank of America (Irvine, CA)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Irvine/Senior-Banker Alton-Parkway-Financial-Center\_25043318-2) **Job Description:** At Bank of America, we are ... we make an impact in the communities we serve. Bank of America is committed to an in-office culture...+ **Required Qualifications:** + Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment +… more
- Bank of America (San Francisco, CA)
- …pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our ... insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office...and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring… more