- JPMorgan Chase (San Francisco, CA)
- …Skills** + 5+ years of business development, commercial banking, or other relevant sales experience + Proven track record of sourcing and navigating treasury ... sales opportunities, ideally in commercial banking + Ability to build community and brand awareness in a dynamic market + History of planning and executing an events… more
- Citigroup (Los Angeles, CA)
- …degree, Masters degree preferred **Job Family Group:** Commercial and Business Sales **Job Family:** Relationship Management **Time Type:** Full time **Primary ... Location:** Los Angeles California United States **Primary Location Full Time Salary Range:** $182,400.00 - $273,600.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention… more
- Ivy Energy (San Diego, CA)
- …insight. + Cross-Functional Alignment: Work closely with Operations, Product, and Sales to align financial goals with business objectives, ensuring our pricing ... and operational models support our long-term margin goals. Your First 90 Days To ensure immediate impact, your first three months will focus on: + Audit & Streamline: Review the current month-end close process and implement a plan to reduce the cycle time to… more
- JPMorgan Chase (Irvine, CA)
- …but required to obtain licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community presence with an established ... network + Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts + Focuses on the client experience and works tirelessly on the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD,… more
- MUFG (Los Angeles, CA)
- …across all areas of the bank and transitioning them into significant sales in collaboration with Product Office members by proactively identifying transaction ... opportunities, marketing each product to identified clients, negotiating the terms and conditions, and executing and documenting the transactions. Such products will include derivatives, capital markets activities, foreign exchange, mergers and acquisitions,… more
- Citigroup (Beverly Hills, CA)
- …sub-function/job family. **Responsibilities:** + Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to ... acquire new target clients, with a focus on Investments + Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events +… more
- Compass Group, North America (San Francisco, CA)
- …is meeting financial performance and client forecasts + Participates in the sales process by working with pre-proposal site survey team, aiding in presentations, ... aiding in negotiation and approving of final contact + Ensures that Operations Team members are performing their responsibilities effectively + Ensures that audits are conducted at all facilities including but not limited to: Financial and Contractual,… more
- JPMorgan Chase (San Francisco, CA)
- …+ Strong understanding of Commercial Banking products and services + Excellent sales management and business development skills + Proficiency in building and ... maintaining positive client relationships + Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners + Self-directed, proactive, and creative; uses sound judgment… more
- JPMorgan Chase (Irvine, CA)
- …+ Build and maintain strong relationships with internal business stakeholders including sales , processing, closing, and legal. + Gain a thorough understanding of ... relevant policies, standards, procedures, and regulatory requirements. + Apply data analysis techniques to interpret results and provide insights and recommendations to management. + Serve as a technical expert in addressing inquiries and resolving… more
- Citigroup (San Francisco, CA)
- …opening efforts as a part of our core client coverage team + Partner with sales teams to exceed client expectations and make client onboarding and account opening a ... seamless and differentiated experience + Act as the main point of contact / guidance for clients going through the KYC onboarding and account opening process + Provide the highest level of customer service and teamwork to our clients + Possess an expert… more