- Sacramento Credit Union (Sacramento, CA)
- …Branch Manager and assists with coaching branch staff to meet or exceed all sales and service objectives. This position requires knowledge of credit union/ bank ... to all SCU's policies and procedures, rules and regulations, including robbery, Bank Secrecy Act and Money Laundering policies and procedures. + *Maintains effective… more
- Lincoln Financial (Sacramento, CA)
- …evolving team. As an Account Manager, you will work closely with our Relationship Managers, internal service team and intermediaries to provide first class service ... our existing clients by developing and maintaining client satisfaction through relationship building + Collaborating with internal partners to establish and… more
- Catalent Pharma Solutions (Emeryville, CA)
- …our team as a Business Development Specialist. As a key member of our sales department, you will be responsible for hunting new clients and opportunities, managing ... from the West Coast team to transfer opportunities seamlessly and ensure a smooth sales process. + Set up appointments with potential clients and work with the… more
- Scotiabank (San Francisco, CA)
- …equity financing, mergers & acquisitions, corporate banking, institutional equity sales , trading and research, fixed income products, derivatives, energy, foreign ... centric culture focused on deepening client relationships and leverage broader Bank relationships, systems, and knowledge to deliver solutions that Scotiabank can… more
- Citigroup (Downey, CA)
- …business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through ... our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners,...new clients with the goal of bringing in new bank and brokerage assets . Deepen relationships with existing… more
- Citigroup (San Francisco, CA)
- …business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through ... our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners,...new clients with the goal of bringing in new bank and brokerage assets + Deepen relationships with existing… more
- Deloitte (Sacramento, CA)
- …for our clients + Manage internal business development initiatives and sales opportunities, including the creation of external-facing industry perspectives, lead ... generation materials, or sales proposals + Produce quality work products independently and...company, insurance provider, or related service provider + Strong relationship management skills, particularly the ability to build constructive… more
- JPMorgan Chase (San Francisco, CA)
- …specializing in Technology. The Technology team is part of JP Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role ... to build a brand that represents Technology banking as the "Leading Innovation Economy bank serving the best and most diverse clients" + Develop new business by… more
- Principal Financial Group (Walnut Creek, CA)
- …**Associate** **Director of Account Management** will lead a team of Client Relationship Consultants in our Group Benefits space. This is a leadership development ... Management team. In addition, this role partners with the Sales Reps to achieve office sales and...vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is… more
- SitusAMC (San Francisco, CA)
- …to grow wallet share, long-term value and prioritize high-level opportunities. Track sales activities, pipeline progression, and relationship mapping via CRM ... banks, private equity investors, pension funds, secondary market guarantors, non- bank mortgage originators and servicers, among others. Preferred locations are… more