- TIAA (San Francisco, CA)
- …the Advisor Consultant to maintain current client assets, drive sales, cross sell advisors and convert prospects to clients. The Wealth Distribution Internal Advisor ... with team members. + Documents all Advisor activity in customer management system and updates calendars. + Supports US Wealth Advisory Group broader campaigns,… more
- Zions Bancorporation (Lancaster, CA)
- …clients and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a collaborative environment ... Ensures any re-disclosures are made timely. + May order appraisals through our systems , arrange for title search and obtain necessary documents. + Responsible to… more
- UNTUCKit (Walnut Creek, CA)
- …floor + Remain knowledgeable on products offered and discuss available options + Cross sell products + Team up with co-workers to ensure proper customer service + Be ... feedback and observations Requirements + Proven work experience as a Sales Associate + Basic understanding of sales principles and customer service practices +… more
- Sage Hospitality Group (San Francisco, CA)
- …potential guests and accepts hotel reservations. Uses suggestive selling techniques to sell room nights, increase occupancy and revenue. + Maintains good customer ... of standard cash handling procedures and computerized cash register systems . + Must have past experience in dealing directly...representative of those that must be met by an associate to successfully perform the essential functions of this… more
- Columbia Bank (Los Angeles, CA)
- …and demonstrate a high level of understanding around Account Analysis billing systems for treasury management products. + Collaborate closely with servicing and ... services that result in successfully capitalizing on all opportunities to cross- sell the bank's products. + Strong relationship management and business development… more
- Sage Hospitality Group (Sonoma, CA)
- …potential guests and accepts hotel reservations. Uses suggestive selling techniques to sell room nights, increase occupancy and revenue. + Maintains good customer ... of standard cash handling procedures and computerized cash register systems . + Must have past experience in dealing directly...representative of those that must be met by an associate to successfully perform the essential functions of this… more