- The Cigna Group (Walnut Creek, CA)
- …we will continue to invest in our future by enhancing key enterprise capabilities that accelerate efficiency, decision-making and innovation. How we win in ... expansion, capability development, broker engagement and successful execution of sales and retention strategies. **OVERVIEW:** Reporting to the Vice President,… more
- BMO Financial Group (San Ramon, CA)
- …network, established in the market place, and a proven track record in sales performance. This individual will join a tight knit team of energetic collaborators ... experienced in sales and in maintaining relationships. Continued growth of the...+ Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality… more
- BMO Financial Group (San Ramon, CA)
- …network, established in the market place, and a proven track record in sales performance. This individual will join a tight knit team of energetic collaborators ... experienced in sales and in maintaining relationships. Continued growth of the...pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing,… more
- PNC (Walnut Creek, CA)
- …field on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. **Job Description** + Provides sales , service and execution ... Initiates, updates and verifies client, account, or transaction details in relevant systems /applications. Provides reports as needed. + Serves as a peer resource and… more
- Wells Fargo (Danville, CA)
- …to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with financial advisors to understand ... + Customer service focus with experience handling transactions across multiple systems + Proficient with proactively sourcing, acquiring, building, and maintaining… more