- PNC (Ontario, 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 (Covina, 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
- Wells Fargo (Ontario, CA)
- **About this role:** Wells Fargo is seeking a Lead Commercial Banking Portfolio Manager within the Commercial Auto Group. Learn more about the career areas and ... to meet client needs, using credit analytics, capital formation expertise, and sound business judgment. + Partner with Sales Managers and Relationship Managers… more
- US Bank (Woodland Hills, CA)
- …you excel at-all from Day One. **Job Description** US Bank is hiring a new Business Banking Relationship Manager for our Sacramento market. This role is heavily ... sales focused and we're looking for sales ...- Four to five years of experience in relationship banking **Preferred Skills/Experience** - Strong business development… more
- Bank of America (Brea, 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
- BMO Financial Group (Covina, CA)
- …and other similar products). Provides other solutions indirectly through referrals to business partners. + Supports the achievement of sales and performance ... for new asset sales , joint appointments, fee-based sales , and financial planning. + Implements business ...Implements a relationship management plan in collaboration with the lead relationship manager. + Implements business development… more
- US Bank (Claremont, CA)
- …their financial goals through collaboration with partners including wealth, business banking , mortgage, or payment services. Acts as leader for customer ... values. The primary duty of this role is to lead and manage branch(es) to ensure that goals are...Four to five years of experience working in a sales , retail management, or banking environment **Preferred… more
- JPMorgan Chase (Pasadena, 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 (La Puente, 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
- JPMorgan Chase (Pasadena, CA)
- …history spans over 200 years and today we are a leader in investment banking , consumer and small business banking , commercial banking , financial ... Chase loan programs to clients, manage and execute transactions, lead the sales team, and develop and...estate network of clients and brokers to drive new business + Develop and grow portfolio through strong prospecting… more
- BMO Financial Group (Rowland Heights, CA)
- …preferred banking channels while recommending tailored solutions addressing both sales and service needs (eg everyday banking , retail investments, lending ... to deliver the desired customer experience and achieve overall business objectives. US Only: This position will act as...in a real estate agent capacity. + Takes a lead in proactively engaging with existing customers and prospects… more
- BMO Financial Group (City Of Industry, CA)
- …bank and delivering the integrated BMO OneClient focus across all lines of business including Wealth, Retail, Business Banking , and Diversified Industries ... sales team to facilitate solution to the client's/prospect's business and needs. + Assists with sales ...+ Seasoned expert with extensive industry knowledge. + Technical leader viewed as a thought leader for… more
- Bank of America (Woodland Hills, 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
- Thrivent Financial (Ontario, CA)
- …advisors have come from a variety of career backgrounds, including outside sales , business management, education, ministry, hospitality, military and more. ... and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability… more
- The Walt Disney Company (Anaheim, CA)
- …in sales is preferred. * Previous supervisory experience preferred ** Business / Work Environment:** Shift work including weekends consists of hours outside ... contacts through various channels to create financial opportunities and drive sales . Responsibilities include conducting outbound calls as part of the Partner's… more
- Umpqua Bank (Glendale, CA)
- …(OREO) properties, including development and oversight of short sale strategies and assigned note sales . May supervise and lead the work of others. Manages the ... company, headquartered in the Pacific Northwest with 6,000+ employees, which offers banking services to customers throughout the nation. It's an especially exciting… more
- JPMorgan Chase (Canoga Park, CA)
- …**Required qualifications, capabilities, and skills** + 1+ year of experience in Retail banking sales , Financial services sales , Consultative relationship ... of cross-training opportunities. As a Relationship Banker in Branch Banking , you will take a lead ...in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who… more
- Banc of California (Anaheim, CA)
- …(the "bank"). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services ... by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our… more
- Commerce Bank (Los Angeles, CA)
- …have an established relationship with Commerce Bank. Essential Functions + Conduct sales calls using consultative business process reviews and move prospective ... of education and experience required + 7+ years new customer acquisition sales experience required, preferably within the banking /financial services field +… more
- Bank of America (Pasadena, CA)
- …degree or higher strongly preferred + Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities and ... to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we...self to work. We value diversity in our thoughts, business , and within our employees and clients. Our Wealth… more