- PNC (Merced, CA)
- …activities with new and/or existing clients in a book of business to grow sales , revenue and market share with relevant sales goals. Typically works with ... and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range...range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert … more
- PNC (Corona, CA)
- …activities with new and/or existing clients in a book of business to grow sales , revenue and market share with relevant sales goals. Typically works with ... and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range...range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert … more
- Highmark Health (Sacramento, CA)
- …and transparency of Quote to ID card status to customers, including Groups, Sales and Support teams within the company. Responsible for resource planning, budget ... including but not limited to: Reviewing imaged deposit reports, Verifying bank receipts, checks, invoices, amounts, group numbers, etc., using the Billing… more
- JPMorgan Chase (Los Angeles, CA)
- …is a global wealth management leader that delivers the highest quality advice, service , capabilities and products to high net worth individuals and families around ... the selection and monitoring of alternative asset managers for the Global Private Bank , and advising clients on allocations to alternative investments . This will… more
- IHG (Santa Monica, CA)
- …pivotal role requires a perfect blend of elegance, efficiency, and exceptional guest service skills. **A little bit about your day:** Reporting to the Director of ... every day is different, but you will mostly: + Promote Regent's service philosophy and style through our people attributes. + Maintain impeccable personal… more
- BMO Financial Group (City Of Industry, CA)
- …all types of credit information to support lending decisions and processes for the bank . Maintains and promotes a client service environment to satisfy and ... recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures. + Identifies new sales opportunities for… more
- Atria Wealth Solutions (Dublin, CA)
- …financial advocate. As one team, we are all committed to delivering service , empowering financial literacy, creating products, and providing new technology for our ... focus to increase revenue, improve member penetration and quality service . They will assist, coach and mentor the team...preparation of daily, monthly, and annual reports related to sales activities, income, expenses, and referrals. + Assist in… more
- Brink's (Sacramento, CA)
- …verticals that include but are not limited to: Financial Institutions, Credit Cards, Bank Clearings, and Luxury. The incumbent will work a flexible work schedule and ... travel is required. Key Responsibilities: + Qualify all sales leads and prospecting efforts to pursue potential new...and professional manner. + Respond to and resolve customer service and problem situations as needed by providing exemplary… more
- VCA Animal Hospitals (Los Alamitos, CA)
- …related to hospitals providing quality patient care and excellent client service , management of finances and accounting, marketing and promotion of services, ... preferred. Must have Manager experience min of 1-2 years. * Excellent client service skills. * Excellent telephone and computer skills are necessary. * Must be… more
- Lincoln Financial (Sacramento, CA)
- …price, within a wider range of authority, at which to accept the risks posed by sales . * Works directly and independently with sales to address case issues and ... coverage level(s) & pricing. * Meets with brokers and sales teams to develop relationships, discuss target markets and...and integrity, millions of customers trust our solutions and service to help put their goals in reach. Lincoln… more