- Fiserv (Sacramento, CA)
- …at Fiserv. **Job Title** Sales Executive , Core **What does a successful Fiserv Sales Executive - Community Banks do?** A Fiserv Sales ... you will need to have:** + 8+ years of direct selling experience to Community Bank financial institutions. + Proven track record of consistently achieving … more
- JPMorgan Chase (San Francisco, CA)
- …+ Proven sales success and strong business acumen + Strong community presence with an established network + Experience or demonstrated understanding of ... first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial mindset and are...level. As a Private Banker in the US Private Bank , you are responsible for advising families on building,… more
- Umpqua Bank (Newport Beach, CA)
- …skills with ability to manage the most complex portfolios and knowledge of bank products and services. + Involved in community organizations. + Ability ... Sr Private Bank Relationship Manager Wealth Management Irvine, California Los...relationships with high-net-worth clients.This is first and foremost a sales position and we seek a self-motivated individual who… more
- JPMorgan Chase (San Francisco, CA)
- …growth budgets on a perennial basis + Management experience in a Commercial Bank setting, specifically leading a commercial banking sales team which often ... **Market Executive , Mid-Corporate Banking - Commercial & Specialized Industries**...bankers with indirect oversight over an underwriting staff, a sales /marketing assistant, treasury sales officers and client… more
- Bank of America (Newport Beach, CA)
- …to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific ... their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job… more
- City National Bank (Los Angeles, CA)
- …we've always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs ... This position is a key leader in transforming our Sales and Client Management functions in Private Banking using...KPI's and produce insightful analysis / reporting to enable executive decision-making. * Ensure that Salesforce enables the business… more
- City National Bank (Los Angeles, CA)
- …monthly goals. * Establish and maintain management dashboards, regional reports, and executive review documents that will drive business outcomes. * Monitor existing ... preferred * Previous experience with Mortgage, Consumer, or Commercial sales origination platforms/systems preferred *WHAT'S IN IT FOR YOU?* *Compensation*Starting… more
- Ankura (CA)
- …certification(s) are preferred . Expertise in defining, influencing, and driving change at executive levels and across the broader community of stakeholders . ... on one or more of the following areas: o Sales & Marketing effectiveness, processes, incentives o Distribution &...deep market-making relationships across the relevant law firms, investment banks , corporates etc. resulting in a robust flow of… more
- Guidehouse (Los Angeles, CA)
- …Financial Services practice works with financial industry leaders, including banks , life insurance companies, hedge funds, and nonbank financial institutions. ... solutions to our clients that result in measured profitable sales for Guidehouse: * Risk, controls, and compliance *...and existing client expansion with personal pursuit + Manage executive level relationships at your key clients to ensure… more
- BrightSpring Health Services (San Diego, CA)
- …accounts specific marketing approaches for each referral source. Observes/documents sales trends and competitors' activities and evaluates market conditions. + ... Identifies/prioritizes high dollar/volume accounts and with the Executive Director and Director of Business Development, prepares annual sales /marketing plans.… more