- BMO Financial Group (Fremont, CA)
- …with internal stakeholders to deliver sales activities and results for designated retail sales programs/products. Acts as the market expert for the retail ... a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with… more
- Citigroup (San Jose, CA)
- The Business Banker (BB) is responsible for proactively sourcing, acquiring, expanding and retaining customer relationships by maximizing sales opportunities in an ... assigned territory, under the Business Bank , and ensuring a world-class customer experience for all...partners (eg Wealth Management, Mortgage) * Partner with cross retail segment territory peers spanning Wealth Management, Consumer and… more
- Citigroup (Sunnyvale, CA)
- …. Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery ... business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through… more
- Citigroup (San Carlos, CA)
- …integrated sales, relationship , and credit strategies that are aligned with the Retail Bank 's priorities, execute business plan to achieve expected goals in ... The Branch Manager SAFE Act is a senior management professional responsible for providing full leadership...with branch partners to successfully achieve goals, build customer relationship and deliver customer service + Leverage workforce planning… more