- Comerica (El Segundo, CA)
- …delivery of services to clients. Works with Advisor Solutions Trust Specialist 's to develop new business through our partners. Develops referrals through their ... - Trust, NA's professional trust administration capabilities, as well as the services of their Financial Advisor, delivered through a customized, service -driven… more
- City National Bank (Beverly Hills, CA)
- … policies and procedures, and bank operations policies and procedures. * Demonstrated sales and marketing abilities. * Good credit analysis and accounting ... of product solutions to client needs. Provides responsive, quality service . Approves transactions within delegated authority. Manages overall relationship… more
- JPMorgan Chase (Los Angeles, CA)
- …to obtain licenses within 90 days of start date + One plus years of credit risk experience, ideally in the financial services industry + In-depth knowledge of ... your career to the next level. As a Lending Specialist in the US Private Bank, you will work...credit administration and compliance procedures + Expertise in credit and derivatives transactions + Sales experience… more
- City National Bank (Los Angeles, CA)
- …of the following: asset management, banking/ credit , personal trust, and brokerage services . * Minimum 10 years of sales and relationship management ... and families within a specific market. Provide integrated financial services advice to these clients including: banking, credit...the portfolio. May serve as a segment or industry specialist acting as a technical consultant to clients and… more
- City National Bank (Los Angeles, CA)
- …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 ... individual goals and objectives, while ensuring CNB credit quality and risk management guidelines are maintained. Presents a variety of product solutions to client… more
- Citigroup (Tustin, CA)
- …policies, supporting the Branch Manager + Exhibits strong sales and service skills, presenting products and services while proactively educating clients on ... payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.)...and support Universal Bankers and Tellers by modeling excellent service behaviors and mentoring on sales , … more
- Sacramento Credit Union (Folsom, CA)
- …with coaching branch staff to meet or exceed all sales and service objectives. This position requires knowledge of credit union/bank operations, regulations ... + * Proficiently performs all duties of a Financial Service Specialist I, II and III with...developing and motivating FSSs by demonstrating ability to cross-sell credit union products and services . + *Assists… more
- Columbia Bank (San Luis Obispo, CA)
- …complex accounts. + May back up new account openings. + May back up client service specialist line when needed. + May engage in business development activities ... the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It's an especially...at all times. Responsible for satisfactory audits. + Monitor sales and service goals and coach other… more
- Columbia Bank (Paso Robles, CA)
- …complex accounts. + May back up new account openings. + May back up client service specialist line when needed. + May engage in business development activities ... in appropriate account and loan products, cross-sells other bank services and makes referrals to other departments as appropriate....at all times. Responsible for satisfactory audits. + Monitor sales and service goals and coach other… more
- BMO Financial Group (Newport Beach, CA)
- … and marketing strategies with P&L (profit and loss) accountability to enable the sales force to effectively sell, fulfill, and service new and existing ... + Executes work to deliver timely, accurate, and efficient service . + Develops and implements action plans that meet...policy exceptions, which may include interactions with clients and sales . + Reviews analysis of issues and identifies gaps… more