- Travelers Insurance Company (Rancho Cordova, CA)
- …Property, Automobile, Workers' Compensation, and Lead Umbrella. The Account Executive Officer (AEO), Commercial Accounts will partner with agents and brokers to ... partners within the business unit and across the enterprise to create sales plans and identify cross-selling opportunities. + Foster and maintain relationships with… more
- Citigroup (Morgan Hill, CA)
- The **Community Mortgage Lending Officer ** is an **entry level position** responsible for driving mortgage sales and client relationships through engagement with ... agents, and affordable housing non-profit partners in coordination with the Consumer Product Sales team. The role is directly responsible for the sale of a specific… more
- Umpqua Bank (Walnut Creek, CA)
- HL Community Lending Officer Loan Operations Walnut Creek, California Irvine, California Los Angeles, California San Diego, California Los Angeles, California ... partnership with community lending managers. + Responsible for the outside sales and origination of self-generated residential mortgages. Customarily and regularly… more
- PNC (Oakland, CA)
- …an opportunity to contribute to the company's success. As a(n) Mortgage Loan Officer within PNC's Mortgage organization, you will be based in the Greater Detroit, ... Seeks prospective opportunities to retain and/or develop new clients. Responsible for sales calls. + Develops and prepares loan solutions and refers products and… more
- JPMorgan Chase (Woodland Hills, CA)
- …your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain ... driven framework + Lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business… more
- Travelers Insurance Company (Glendale, CA)
- …Kidnap and Ransom, Crime, and Identity Fraud Expense Reimbursement. The Account Executive Officer (AEO) will partner with agents and brokers to provide insurance or ... and capture new business opportunities using consultative marketing and sales skills. + Develop and execute individual agency ...sales skills. + Develop and execute individual agency sales plans that align with region/group sales … more
- PNC (Irvine, CA)
- …to contribute to the company's success. As a Senior Business Development Officer within PNC's Institutional Asset Management organization you will be based in ... team member accountability and participation. + Maintains timely, accurate and complete sales administration tasks as determined by the business. Expected to train,… more
- UMB Bank (Sacramento, CA)
- …banking and HSA needs. As a Senior Healthcare Services Business Development Officer , you will be responsible for lead generation, prospect identification and ... will also be responsible for managing prospects through the sales and contract cycles and transitioning prospects to the...you'll spend your time:_** + You will use your sales acumen to establish a prospect call plan to… more
- Financial Partners Credit Union (Brea, CA)
- …with a proven track record of success to join our team as a Member Service Officer at our Brea Branch. PURPOSE OF JOB To greet members and provide concierge service, ... investments and insurance products. Increase member relationships through proactive sales consultations with new and existing members. Take advantage...Prioritize and follow up on all pending work and sales opportunities + Be able to work as a… more
- Banc of California (Indian Wells, CA)
- …Relationship Banker to ensure exceptional customer experience as well as focusing on sales and service. Performs all duties in accordance with the company's policies ... Serves a dual-purpose role fulfilling responsibilities of both a Customer Relationship Officer and Teller. + Profiles customers while opening or servicing deposit… more