- Citigroup (Downey, CA)
- …our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, ... advisory capacity . Experience in a proactive, successful sales and service role in the financial services industry . Strong analytical and financial … more
- Lincoln Financial (Sacramento, CA)
- …strong relationships, and ability to execute effectively. This is not a project manager role. **What you'll be doing** What you'll be doing * Provides specialized ... to identify, develop and implement process improvements. * Demonstrated strong relationship management skills with internal clients (eg senior management, peers and… more
- BMO Financial Group (San Ramon, CA)
- …customer insights analysis, and competitive intelligence to develop strategy to meet financial and growth plans. + Develops strategic roadmap and new initiative ... Leads the execution of strategic initiatives to deliver on business and financial goals, managing required resources. + Builds interdependent teams that collaborate… more
- BMO Financial Group (Fresno, CA)
- …and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works ... BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. + Welcomes and guides customers as… more
- AutoZone, Inc. (Watsonville, CA)
- …to company policy. + Lead the commercial department in the absence of theCommercial Sales Manager . + Promote asafe and compliant work environmentfor all team ... **You'll Go the Extra Mile If You Have** + Previous experience in commercial sales or automotive retail. + Knowledge of AutoZone systems and procedures. + Experience… more
- City National Bank (Los Angeles, CA)
- …inquires/complaints and identifies "root cause" of errors/discrepancies identified. Relieves Relationship Manager from performing account specific servicing ... policies, procedures, and applicable regulatory requirements. * This person will support sales colleagues to build and maintain client relationships. * Will support… more
- PNC (Ontario, CA)
- …field on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. **Job Description** + Provides sales , service and execution ... this position. **Preferred Skills** Business Decisions, Client Counseling, Client Relationship Building, Competitive Advantages, Customer Experience (CX), Personal Initiative,… more
- Zurich NA (San Francisco, CA)
- …a Management Liability Underwriter, you will be responsible for utilizing your sales /marketing, relationship building and analytical skills to analyze and ... underwrite new and renewal business for Financial Lines Products (Directors and Officers, Employment Practices Liability,...and we are looking for someone with a strong sales mindset who will proactively seek renewal and new… more
- Columbia Bank (Atascadero, CA)
- …we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting ... and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best...the Role:** This position works closely with the Assistant Manager and/or Branch Manager to attain branch… more
- MarketSource (Sacramento, CA)
- …Account Representative MarketSource, an Allegis Group company, delivers integrated sales solutions by hiring, training and managing industry-specific professionals ... experiences for many of the world's most iconic brands. We design and execute sales and training solutions for small and large companies in the B2B and retail… more