- Banc of California (Santa Ana, CA)
- …nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed ... generated from sources which include: cases generated via Case Management Tool, client on-boarding and maintenance and transaction monitoring referrals,… more
- BMO Financial Group (Palo Alto, CA)
- …industry verticals. Successful RMs develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as other ... to complex RFPs + Experience with Sales Strategy and Sales referral process development + Risk Management - In-depth + Sales and Service Management … more
- Treasury Wine Estates (Napa, CA)
- Boldly Cultivating (youtube.com) (https://www.youtube.com/watch?v=ioTkR9nDANw) About Us Treasury Wine Estates (TWE) is one of the world's largest wine companies and ... of continuous improvement and consumer-centric thinking + Oversee strategic brand management for select regional brands, including planning, SKU rationalization, and… more
- US Bank (Walnut Creek, CA)
- …acquisition + Strong understanding of commercial banking products and services, including credit, treasury , and cash management + Proficient in CRM platforms and ... bank in the United States. The Institutional Client Group (ICG) is the relationship- management team that serves our largest clients - ranging from $25MM in annual… more
- BMO Financial Group (Los Angeles, CA)
- …initiatives for the Bank through significant business development and excellent management of key Japanese Business client relationships. Maintains an outstanding ... and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit,… more
- Banc of California (Goleta, CA)
- …nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed ... business prospects; actively involved in instilling and maintaining a positive sales environment through education of the Bank's products and services; investigates… more
- Bank of America (Los Angeles, CA)
- … Management and facilitates client relationships with Product Specialists in Credit, Treasury Management , and Merchant Services in order to design and deliver ... + Financial Analysis + Leadership Development + Project Management + Referral Identification + Sales Performance Management + Business Development + Client… more
- PNC (Los Angeles, CA)
- …Asset & Liability Management segments: Chief Investment Office - Portfolio Management and Hedging andCorporate Treasury + Capital Markets Group segments: ... analysts master PNC's product set to excel in analytics, credit, relationship management , sales and financial modeling. Geographic flexibility is important to… more
- Citigroup (San Francisco, CA)
- …phone, and video engagement to build client satisfaction and loyalty, increase sales , deepen relationships and drive increased engagement with Citi products and ... services. This role is responsible for the execution of sales and service activities in coordination with key internal partners. **Responsibilities:** + Grow your… more
- JPMorgan Chase (San Francisco, CA)
- …Managing Director-level bankers with indirect oversight over an underwriting staff, a sales /marketing assistant, treasury sales officers and client service ... team however the portfolio size is typically smaller in recognition of management responsibilities. Your team will consist of Vice President, Executive Director and… more