- Bank of America (Rohnert Park, CA)
- …engaging clients in the lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking , online banking , or ... platforms + Is confident in educating clients on how to conduct simple banking transactions through self- service technologies (for example, ATM, online … more
- Zions Bancorporation (Oakland, CA)
- …salary recommendations and disciplinary action. + Provides suitable credit, deposit or other banking services as well as counsel and advice to best meet ... to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and...eligible for the program upon hire + Employee Ambassador preferred banking products + Medical, Dental and… more
- Evolent (Sacramento, CA)
- …**What You'll Be Doing:** Evolent is looking for a Senior Director of FP&A ( Services ) to join our team of Finance professionals working to advance Evolent's mission. ... finance professional who will act as the go-to partner for the Services business, operating with extreme ownership, driving cross-functional progress, and serving as… more
- SMBC (Los Angeles, CA)
- …Acting as a "trusted advisor," the Relationship Manager engages in executive-level client contacts to assess comprehensive banking needs and deliver tailored ... **ABOUT THE ORGANIZATION** SMBC MANUBANK was formed by a group of banking entrepreneurs in June 1962. Our scope is to serve the specialized needs of California… more
- Zions Bancorporation (Walnut Creek, CA)
- …loan clients with treasury products, which fit their ongoing needs. + Identifies other client banking needs and partner with key stakeholders on cross sell ... calendar year, employees are eligible for the program upon hire + Employee Ambassador preferred banking products **This position is eligible to earn a base… more
- Huntington National Bank (Sacramento, CA)
- …a related field + 7+ or more years' experience in Technology & Telecom Banking Preferred Qualifications: + 10+ years' experience working directly as a Technology ... Expertise + Successful track record of recommending and cross selling important banking services including Treasury Management, Capital Markets, International … more
- BMO Financial Group (San Francisco, CA)
- …and fast to bank with BMO. + As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking ... Bilingual in English and Chinese Language is preferred . Delivers exceptional service to BMO...further grow the customer's relationship with BMO beyond personal banking . + Welcomes and guides customers as they walk… more
- US Bank (Walnut Creek, CA)
- …a focus on new client acquisition + Strong understanding of commercial banking products and services , including credit, treasury, and cash management + ... + Initiate contact and engage with decision-makers, presenting tailored banking solutions that meet client needs +...Bachelor's degree in Business, Finance, or a related field ( preferred ) + 5+ years of proven success in a… more
- City National Bank (Irvine, CA)
- …all levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service . * Maximize client contact - networking & being ... trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and service ...appropriately, & consistent delivery centered on key areas of client needs. * Improve Sales & Banking … more
- Fifth Third Bank, NA (El Segundo, CA)
- …in Business (eg Business Administration, Finance, Accounting) or equivalent work experience preferred . + Minimum of 10 years Commercial Banking experience. + ... Make banking a Fifth Third better(R) We connect great...independently to identify and develop profitable new "lead left" client relationships by leveraging centers of influence, existing clients,… more
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