- PNC (Irvine, CA)
- …coaching their team members on the skills needed to analyze, evaluate and mitigate risk. The Business Banking Sales Leader leads the team on credit ... the company's success. As a Regional Sales Leader within PNC's Business Banking ...to analyze, evaluate and mitigate credit risk and to lead others on credit requests by utilizing advanced knowledge… more
- BMO Financial Group (Mission Viejo, CA)
- …with a drive to deliver a personal customer experience. + Basic knowledge of specialized sales and business banking solutions to refer to specialists. + ... to deliver the desired customer experience and achieve overall business objectives. + Collaborates with BMO partners to identify...fast to bank with BMO. + As a lobby leader , assists in conducting client conversations about banking… more
- US Bank (City Of Industry, CA)
- …what you excel at-all from Day One. **Job Description** US Bank is hiring Business Banking Relationship Managers for the San Gabriel Valley. This role is ... heavily sales focused and we're looking for sales ...- Five to seven years of experience in relationship banking **Preferred Skills/Experience** **-** Strong business development… more
- CIBC (Newport Beach, CA)
- …dynamic sales professional with a successful track record of business development, relationship management, and proven ability to effectively gather wealth ... visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Private Banking Advisor's primary purpose is identifying, cultivating and introducing… more
- BMO Financial Group (Sherman Oaks, CA)
- …middle-market businesses ($50MM - $2B revenue). The Managing Director will be an experienced leader and business developer with a strong presence in the local ... We are seeking a Regional Manager to lead the markets of Los Angeles and North...sales team to facilitate solution to the client's/prospect's business and needs. + Assists with sales … more
- PNC (Irvine, CA)
- …Asset Allocation, Capital Management, Credit Risk Analysis, Equity Valuations, Investment Banking , Sales **Competencies** Business Acumen, Customer ... client centric focus and the ability to influence and lead others to prioritize in this way * Ability...accountability and participation. + Maintains timely, accurate and complete sales administration tasks as determined by the business… more
- BMO Financial Group (Newport Beach, CA)
- …data gathering to sales team to facilitate solution to the client's/prospect's business and needs. + Assists with sales and service administration and ... US We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our… more
- BMO Financial Group (Newport Beach, CA)
- …to sales team to facilitate solution to the client's/prospect's business and bank's exposure strategy objectives.. + Operates at a group/enterprise-wide level ... management and enhanced return initiatives for the Bank. Working with lines of business and product partners, develops options to de-risk or reduce loan exposures… more
- Bank of America (Newport Beach, CA)
- …manage relationships across the franchise. Coach and counsel Advisor Trainees on strategic business drivers. + Sales Force Expansion: Support sales ... Market Leader - Advisor Development Program Newport Beach, California;Brea,...work in a fast paced environment + Communicates strategic business plans and tactical sales goals clearly… more
- Bank of America (Newport Beach, CA)
- …to deliver our payables solutions to the Bank's corporate, commercial, and business banking clients as well as financial institutions, non-bank financial ... institutions and public sector entities. Responsible for performing proactive lead generation, business development engagements via industry conferences and… more
- US Bank (Newport Beach, CA)
- …trends, competitor offerings, and industry developments to position the bank as a leader in commercial banking . + Leverage market intelligence to identify ... from across the bank to help companies meet their business goals. ICG operates in every state and supports...+ 5+ years of proven success in a corporate/commercial banking environment or similar sales role, with… more
- Wells Fargo (City Of Industry, CA)
- …role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking , as part of Branch Banking . Learn more about the ... At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving...and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth… more
- BMO Financial Group (Newport Beach, CA)
- …investment banking , management consulting, corporate development, private equity and commercial banking professionals. The Director is a key leader on deal ... bank. BCA works in close partnership with BMO's commercial banking team to bring a truly strategic approach to...with specialists as needed to support successful syndication and sales . + Leads and executes business development… more
- Bank of America (Newport Beach, CA)
- Business Development Specialist (FP) San Francisco, California;Newport Beach, California **Job Description:** Merrill Wealth Management is a leading provider of ... to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed...self to work. We value diversity in our thoughts, business , and within our employees and clients. Our Wealth… more
- Medtronic (Northridge, CA)
- …and innovation, while helping champion healthcare access and equity for all. You'll lead with purpose, breaking down barriers to innovation in a more connected, ... of those within the global diabetes community. As a business , we strive to empower people with diabetes to...We are seeking a dynamic Director of Treasury to lead the development and management of global treasury operations… more
- JPMorgan Chase (Irvine, CA)
- …history spans over 200 years and today we are a leader in investment banking , consumer and small business banking , commercial banking , financial ... use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects...licenses within 90 days of start date + Proven sales success and strong business acumen +… more
- Comerica (Huntington Beach, CA)
- …an in-depth knowledge of consumer and small business products and services. Lead and oversee banking center activities in the absence of Banking ... Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource… more
- Bank of America (Seal Beach, CA)
- …for clients. **Desired Qualifications:** + Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities, ... to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed...self to work. We value diversity in our thoughts, business , and within our employees and clients. Our Wealth… more
- Zions Bancorporation (Irvine, CA)
- …+ Requires a high school diploma and 6+ years' experience in retail banking , sales , new accounts, customer service, loan processes or other directly ... collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a seasoned… more