- Umpqua Bank (Sacramento, CA)
- …analysis approach, and use of bank leads technology (USLs). Follow up by phone , or virtually on sales referrals from Community & Business Banking and/or ... post-implementation client review process and report status to TMC and relationship team within 30-60-90 days; deliver sales recommendations based on status.… more
- Bank of America (Newport Beach, CA)
- …to learn, grow, and make an impact. Join us! **Job Description:** Our Specialized Product Sales team is part ofthe Bank of America Global Payments Solutions ... with best in class innovative cash management and payments solutions. The Specialized Product Sales team is accountable to deliver our payables solutions to the … more
- US Bank (Walnut Creek, CA)
- At US Bank , we're on a journey to do our best....powered by the latest technology. As part of our team , you can explore what motivates and energizes your career ... to life, and each person is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive.… more
- City National Bank (Los Angeles, CA)
- …business (entity), fiduciary, and retirement accounts. * Answer incoming operational and sales related phone calls for CNS Brokerage Accounts. Operational calls ... client-directed accounts, to affluent individuals and their families within the Bank 's Personal and Business Banking Group. Provide account maintenance and oversight… more
- Aristotle Capital Management (Newport Beach, CA)
- …on research, investment management and client success. We are currently seeking an Inside Sales Senior Associate to join our team . This individual will work in ... conjunction with senior client facing sales professionals to help facilitate all aspects of new...and due diligence professionals at RIA firms and within Bank Trust departments. This individual will communicate with financial… 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 (Los Angeles, 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
- Bank of America (Carlsbad, CA)
- …build productive partnerships and working relationships. + Is experienced with outbound phone sales . **Desired Qualifications:** + Experience with financial ... years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Carlsbad/Business-Solutions-Advisor Carlsbad-Main-Financial-Center\_25030775) **Job Description:** At Bank of America, we are guided by a common… more
- Bank of America (South Pasadena, 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/South-Pasadena/Business-Solutions-Advisor South-Pasadena-Financial-Center\_25030783-1) **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