- Fifth Third Bank, NA (Newport Beach, CA)
- …proposition to both internal and external clients to influence the outcome within the sales process. + Demonstrate ability to identify client needs and the ... CTP certification. + 6 years of experience in a treasury management /commercial banking sales is required....financial management principles. + Advanced understanding of accounting techniques. Treasury Management Officer III Total Base Pay… more
- Bank of America (Newport Beach, CA)
- Merchant Sales Officer Chicago, Illinois;Newport Beach, California; Los Angeles, California **Job Description:** **Job Description:** The Merchant Specialist ... power to make a difference. Join us! The Merchant Sales Officer (MSO) manages a portfolio of...Treasury Experience + Proven experience cultivating and strengthening client and business partner relationships + Demonstrated experience working… more
- JPMorgan Chase (Irvine, CA)
- …provide support for any issues that may arise with the use of our complex treasury and cash management products and services. As a Client Service Senior ... Associate in the Commercial Bank, you will resolve client requests while working in partnership with Service Operations,... requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United States… more
- City National Bank (San Diego County, CA)
- …+ Prepares implementation status reports and summaries, communicates set up status to sales officer and field officers via regularly scheduled meetings. Acts as ... liaison between Treasury management, the client , and other business units to resolve all issues. + Ensures file and documents meet all applicable bank and… more