- Truist (San Francisco, CA)
- …**Please review the following job description:** Identify, solicit, develop, manage, service , retain, and grow long-term profitable middle market relationships by ... Government Contracting clients with $75MM to $500MM in annual sales . Leverage Industry and Advisory teammates as appropriate to...change from time to time. 1. Leverage the Truist Sales Process, Financial Insights, Industry & Advisory team, and… more
- City National Bank (Newport Beach, CA)
- …all functions of assigned branch with particular emphasis on managing a client-driven sales and service environment. This may be accomplished through active ... promoting solutions to client needs, and actively embracing the Bank 's segmentation strategy by referring new business to the...of branch personnel towards attainment of branch goals, including sales , client service and proper credit quality… more
- City National Bank (West Hollywood, CA)
- …directly with clients on a daily basis in handling all areas of client service , operational tasks, and sales consultation. Expert in all aspects of providing ... Will support internal sales activities including recognizing referral/ sales opportunities and making appropriate product/ service recommendations. Will… more
- City National Bank (Los Angeles, CA)
- …to target client segment. * Good understanding of all the bank 's products and service and the overall sales process with a focus on client segmentation and ... their team towards the attainment of regional goals, including sales , client service , proper credit quality and...the Head of Business Banking as needed. Promotes the bank 's business banking brand awareness within designated regional market.… more
- Amalgamated Bank (San Francisco, CA)
- …Commercial Banking. + Work closely with the Regional Director of Commercial Banking on service issues, sales service strategy and overall client portfolio ... Amalgamated Bank is searching for a Senior Account Executive....Executives and Account Support Administrators and will provide client service and support within the Commercial Banking division. By… more
- City National Bank (Irvine, CA)
- …defined business development plan that is consistently applied and incorporates a disciplined sales and service practice. They will focus on acquisition of new ... and professional manner with all levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service . * Maximize client… more
- Umpqua Bank (Irvine, CA)
- …innovative ideas and enhancements of ways to generate revenue and enrich sales and service performance through both nontraditional and traditional channels. ... Role:** The Retail Engagement Manager's primary focus is to lead and implement sales initiatives to support regional revenue goals by creating and fostering a… more
- Umpqua Bank (Benicia, CA)
- …or exceeds operations standards at all times. Responsible for satisfactory audits. + Monitor sales and service goals, and coach other team members to deepen ... and consistently provides proactive solutions and problem resolutions in alignment with the bank 's Breakthrough Client Service Standards. + Acts as back up to… more
- City National Bank (Los Angeles, CA)
- …Financial Advisors (FA) will work in tandem with an assigned SFA to provide sales and client and colleague service support coverage. The SFA maintains overall ... team's "book of business", with the FA focused on sales , client service responsibilities, and teaming with...point of contact for Personal & Business Banking (PBB) Bank * Responsible for revenue production goals related 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 ... Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet...in compliance with legal and regulatory requirements and the Bank 's policies and processes. + Fosters a culture aligned… more