- Columbia Bank (Irvine, CA)
- …and new client relationships, achieving sales goals, and building referral sources in banking or retail environment with client Service and cash handling ... May partner with branch Manager to do outbound business development meetings in the community. + Develops a pipeline...School Diploma or GED, required. + 2 years of banking and/or demonstrated sales experience required. + 2 years… more
- Banc of California (Fallbrook, CA)
- …and general banking skills. Bachelor's degree preferred. + 3+ years of retail banking experience in a financial services industry. + Demonstrates knowledge ... of our team members, we offer tuition reimbursement, an annual mentorship program , leadership development resources, access to LinkedIn Learning, and more.… more
- HSBC (Beverly Hills, CA)
- Wealth Relationship Manager Brand: HSBC Area of Interest: Branch and Retail Banking Location: Beverly Hills, CA, US, 90210 Work style: Office Worker Date: 13 Jan ... assessments with current and potential wealth customers and recommend appropriate banking , investment and insurance products and services to meet individual needs,… more
- Wells Fargo (Capitola, CA)
- …employees + Knowledge and understanding of laws and regulations pertaining to the banking industry + Knowledge and understanding of retail compliance controls, ... Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and...resources for branch operations + Mentor and guide talent development of direct reports and assist in hiring talent… more
- HSBC (San Francisco, CA)
- Wealth Relationship Manager Brand: HSBC Area of Interest: Branch and Retail Banking Location: San Francisco, CA, US, 94111 Work style: Hybrid Worker Date: 28 Dec ... assessments with current and potential Wealth customers and recommend appropriate banking , investment and insurance products and services to meet individual needs,… more
- BMO Financial Group (San Jose, CA)
- …implementation, and management of core business / group processes. + Provides input to program development and marketing strategies to grow the market share. + ... sales programs/products. Acts as the market expert for the retail sales program / products to grow...and refers business opportunities to key partners, including Commercial Banking and Wealth Management, to deliver holistic client solutions.**… more
- Banc of California (Fullerton, CA)
- …of our team members, we offer tuition reimbursement, an annual mentorship program , leadership development resources, access to LinkedIn Learning, and more. ... BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "Bank"). Banc of California is one of… more
- Bank of America (Santa Clara, CA)
- …sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or ... contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients,...financial center where goals were met or exceeded + Retail and/or sales experience in a salary plus incentive… more
- Bank of America (Belmont, CA)
- …this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or ... contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients,...financial center where goals were met or exceeded. * Retail and/or sales experience in a salary plus incentive… more
- City National Bank (Los Angeles, CA)
- …Federal and State compliance regulatory matters * Minimum 5 years' experience in banking , consumer finance, retail banking compliance, mortgage banking ... control risk. * Analyze new and changing laws and regulations and development of implementation strategies. * Maintain updates to compliance policies, procedures,… more