- TIAA (Palo Alto, CA)
- The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial ... based on clients' financial needs and objectives. + Communicates internally with cross- business partnerships to develop and implement TIAA products and services to… more
- US Bank (Half Moon Bay, CA)
- …and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. ... relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and… more
- Bank of America (San Jose, CA)
- …prospecting outside the banking center; and fostering relationships with the Small Business Consultant and associates in the Banking Center, Enterprise ... outside sales in financial services, business to business sales , or small business banking . * Is passionate about outside sales and enjoys… more
- City National Bank (San Jose, CA)
- …all Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; may ... **RELATIONSHIP MANAGER SENIOR, Commercial Banking :** **_Hybrid Schedule, San Francisco or San Jose,...consultant to clients and Relationship Managers in various business segments and geographic locations. + Relationships in portfolio… more