- Lincoln Financial (Bakersfield, CA)
- …**The Role at a Glance** We are excited to bring on a **Retirement Consultant ** within Retirement Plan Services to join the national team in either **Phoenix AZ, ... business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The Company** Lincoln… more
- Lincoln Financial (Sacramento, CA)
- …Role at a Glance** We are excited to bring on an accomplished **Compliance Consultant ** to our Retirement Plan Services/Product team to work in our Fort Wayne IN ... business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The Company** Lincoln… more
- City National Bank (San Diego County, CA)
- …* Acts as a consultant to clients and a resource to the Bank in developing and retaining business *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: ... for building and maintaining a profitable loan portfolio including selling related bank products and services. This may be accomplished through identifying and… more
- City National Bank (Irvine, CA)
- TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is to avail COIs, bank clients, and prospects of City National Bank (CNB)/Royal Bank of Canada (RBC) fiduciary ... Perform a legal and administrative review of all potential new business. * Meet sales goals around sales expectation. * Work with Bankers, Portfolio Managers,… more
- City National Bank (Ontario, CA)
- …client segment. * Good knowledge of commercial credit policies and procedures, and bank operations policies and procedures. * Demonstrated sales and marketing ... prospects and customers consistent with the objectives of the bank . * Actively works with customers and develops prospects...serve as a product specialist acting as a technical consultant to clients and Relationship Managers in various business… more
- City National Bank (Los Angeles, CA)
- …levels of Bank personnel and other Community Development relationships in the Bank 's assessment areas. Engaged in the investment sales process to ensure the ... ensure all investments are documented to fully protect the Bank 's interests. * Acts as a consultant ...in solving complex credit problems. * Comfortable in a sales and marketing environment. * Practical understanding of Community… more
- City National Bank (Westlake Village, CA)
- …in the assigned business segment and/or geographic areas. Actively engages in the sales process of the assigned Region to ensure the attainment of Regional and ... relationships with prospects and clients consistent with the objectives of the bank through extensive business development activity. Works closely with existing and… more
- City National Bank (Santa Monica, CA)
- …in the assigned business segment and/or geographic areas. Actively engages in the sales process of the assigned Region to ensure the attainment of Regional and ... relationships with prospects and clients consistent with the objectives of the bank through extensive business development activity. Works closely with existing and… more
- City National Bank (Studio City, CA)
- …SENIOR MANAGER AGILLINK* WHAT IS THE OPPORTUNITY? The AgilLink Client Success Consultant is responsible for all aspects of maintaining the client relationship after ... portfolio value * Financial accounting experience for recording investment purchases, sales and unrealized activity (eg, stocks, bonds, alternatives, partnerships) *… more
- First National Bank of Omaha (CA)
- …that meets our partners' and customers' needs and includes marketing and sales access across 20,000 point of sale locations, touching 100 million brand ... growth and retention of assigned brand portfolios, acting as senior relationship consultant to meet and exceed business expectations. + Coordinate and lead regular,… more