- Banc of California (Santa Ana, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...or clients. Acts in an independent fashion from the sales teams to structure and evaluate credit requests. Is… more
- DR Horton, Inc. (Orlando, FL)
- …companies secure an IRS ID number, open bank accounts and prepare HOA Sales Welcome letters and HOA community information sheets * Review HOA financials and ... and first time move-up markets. The Company also provides mortgage financing and title services for homebuyers through its...to ensure signatures are obtained, notarized, and delivered to Sales * Manage the preparation and filing of documents… more
- Heritage Financial Credit Union (Middletown, NY)
- …helping our members achieve their financial goals and building a stronger community . We believe that everyone deserves access to affordable financial services, and ... and trustworthy in all of our dealings with our members, employees, and the community . + Excellence:We strive to provide our members with the best possible servic. +… more
- Truist (Seattle, WA)
- …4. Plan, organize, and schedule calling activities for COIs, current clients, prospects, bank partners to produce sales of CTES solutions. 5. Coordinate selling ... 6. Market CTES through presentations to internal and external groups; represent the bank in civic, community , government, banking, and professional groups. 7.… more
- Arrow Financial Corporation (Wilton, NY)
- …Oversee and adhere to requirements pertaining to branch security, fraud prevention, Bank Secrecy Act, and other government regulations > Prepare and review ... in a timely manner. Make presentations to customers, potential customers, and community as appropriate. > Participate in department and Company meetings as… more
- LTD Global (Livermore, CA)
- About the organization A well-established, community -focused financial institution headquartered in the Bay Area, known for its personalized banking services and ... full range of financial products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship-based… more
- PNC (Minneapolis, MN)
- …large financial institution, we combine the stability and resources of a major bank with leading technology and decades of subject matter experience. Our services ... with the broader team. You will work closely with sales colleagues, as well as partners across product, legal,...network of senior internal and external relationships, such as community or industry relationships, to actively acquire new clients… more
- PNC (San Francisco, CA)
- …tactics including portfolio management, client selection, advisory services, sales efforts, underwriting/credit analysis, transaction vetting, marketing and more. ... and analysis, and understanding the capital markets' and our bank competitors' approach to and views on the industry....management activities with new and/or existing clients to grow sales , revenue and market share. Typically works with clients… more
- Arrow Financial Corporation (Glens Falls, NY)
- …Excellent Organizational and Interpersonal Skills > Strong Ability to drive sales through relationship building expertise About this position: Responsible for ... with referrals from existing clients, co-workers and networking contacts. > Drive sales through in-depth knowledge of products offered that match client financial… more
- Arrow Financial Corporation (Plattsburgh, NY)
- …verbal; ability to communicate effectively with customers, co-workers, management, and community /business leaders > Strong consultative sales and negotiation ... experience in: > Commercial Credit and Banking Products > Communication Skills > Sales About the Position: The Commercial Relationship Manager II is responsible for… more