- BMO Financial Group (San Francisco, CA)
- …and credit solutions. + Has earned high credibility with Risk, LOB and credit product partners by being able to conduct quality analysis, address issues ... for the Bank. Working with lines of business and product partners, develops options to de-risk or reduce loan...works with specialists as needed to support successful syndication, sales , credit swaps, credit insurance,… more
- BMO Financial Group (San Francisco, CA)
- …network, established in the market place, and a proven track record in sales performance. This individual will join a tight knit team of energetic collaborators ... experienced in sales and in maintaining relationships. Continued growth of the...+ Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs. + Oversees… more
- City National Bank (San Diego County, CA)
- …organizations, and other professional activities as appropriate. * May serve as a product specialist to Relationship Managers in other business units. * Complies ... and bank operations policies and procedures. * Excellent client servicing and sales skills. Excellent credit analysis and accounting skills. * Ability… more
- BMO Financial Group (Los Angeles, CA)
- …bank guidelines. + Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and ... an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including… more
- BMO Financial Group (Palo Alto, CA)
- …of execution. + Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and ... RMs develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as other key product and support… more
- City National Bank (Westlake Village, CA)
- …client to develop solutions to minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and Relationship Managers ... 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… more
- City National Bank (Santa Monica, CA)
- …client to develop solutions to minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and Relationship Managers ... 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… more
- Citigroup (Walnut Creek, CA)
- …(eg deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) but also leads, ... (eg deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to… more
- BMO Financial Group (San Diego, CA)
- …customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on ... objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic customer experience and… more
- Citigroup (El Cajon, CA)
- …(eg deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to ... (eg deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to… more