- City National Bank (Studio City, CA)
- *CLIENT SUCCESS SENIOR MANAGER AGILLINK* WHAT IS THE OPPORTUNITY? The AgilLink Client Success Consultant is responsible for all aspects of maintaining the client ... relationship after the sale. This will include consultation, planning,...value * Financial accounting experience for recording investment purchases, sales and unrealized activity (eg, stocks, bonds, alternatives, partnerships)… more
- M&T Bank (Los Angeles, CA)
- …business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the client has ... the analysis. + Responsible for leading the development of sales strategies to grow client base .Promote and sell... goal.Implement and deliver specific solutions. + Leads client relationship review discussion with committee.Manage and review the … more
- BMO Financial Group (San Ramon, CA)
- BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the US We are driven by a single purpose: to ... the market place, and a proven track record in sales performance. This individual will join a tight knit...a highly valued segment within a stable and thriving bank . Facilitates growth initiatives for the Bank … more
- Regions Bank (Irvine, CA)
- …role includes an annual base salary and a commission incentive plan with_ our _top Senior Sales Associates_ _currently earn $300k plus. Earn your way into Club ... or related inside sales experience + Demonstrated results meeting production sales goals + Experience using Customer Relationship Management (CRM) platforms… more
- JPMorgan Chase (Irvine, CA)
- …a client's cash flow needs and apply appropriate banking solutions + Sales , portfolio management or relationship management experience + Qualitative and ... You have found the right team. As a Treasury Sales Associate in Commercial Banking, you will play an...career within the firm and ability to pursue more senior roles within the Treasury Solutions such as a… more
- Bank of America (San Francisco, CA)
- …II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker , Business Solutions Advisor or Financial Solutions Advisor ... help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by… more
- City National Bank (Newport Beach, CA)
- …compliance, as well as contribute to the market and regional strategy. From the sales and relationship management perspective, will assist clients to meet their ... - coach team to price business and collect fees, maintaining balance of sales results, client profitability and relationship building; address risk / compliance… more
- US Bank (Irvine, CA)
- …Advisor to drive business development, client retention and engagement in PWM sales and relationship management strategies. Partner Advisors have shared ... At US Bank , we're on a journey to do our...responsibility with their Senior Advisor to achieve sales , revenue and...responsibility with their Senior Advisor to achieve sales , revenue and practice excellence goals. Position is focused… more
- US Bank (Los Angeles, CA)
- …portfolio of relationships. Secondarily, provides customer service, participates in joint sales calls with Relationship Manager(s) and identifies customer needs. ... At US Bank , we're on a journey to do our...at-all from Day One. **Job Description** Partners with assigned Relationship Manager(s) to successfully manage Corporate Banking Credit PM… more
- US Bank (Los Angeles, CA)
- At US Bank , we're on a journey to do our best....Day One. **Job Description** Reporting to the ABF Regional Sales ABF Sales & Originations Leader, this role ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...the perceived credit risk. * Prepare memorandum to obtain senior management approval to issue proposals. * Proposal preparation… more