- 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 (Downey, 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
- 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 ... You have found the right team. As a Treasury Sales Associate in Commercial Banking , you will...will play an integral part in contributing to new sales targets, managing business relationships, and achieving… 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 ... Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding… 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 the San Fernando Valley! 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
- Wells Fargo (Irvine, CA)
- **About this role:** Wells Fargo is seeking two Commercial Banking Business Development Officers supporting our Technology Team with one supporting the Los ... value added ideas + Participate in initiatives and deliverables within the Commercial Banking Business Development functional area + Meet business objectives… 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
- JPMorgan Chase (Woodland Hills, CA)
- …history spans over 200 years and today we are a leader in investment banking , consumer and small business banking , commercial banking , financial ... or credit support related experience with a focus on business relationships + Understanding of Commercial Banking ...Skills** + Bachelor's degree and formal credit training + Sales management, business development skills, proficiency in… 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
- Banc of California (Gardena, 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
- 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)
- …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)
- …This Specialized Product Sales role is responsible for performing proactive lead generation and business development engagements via client engagement and ... our payables solutions to the Bank's corporate, commercial, and business banking clients as well as financial...Payables and other B2B payables products. + Own the sales efforts through proactive prospect lead generation… more
- City National Bank (Newport Beach, CA)
- …existing client relationships; provide senior support and act as a role model to lead by example & foster a proactive business development culture within the ... compliance. * Balancing priorities - coach team to price business and collect fees, maintaining balance of sales...centered on key areas of client needs. * Improve Sales & Banking Acumen - committed to… 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
- 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
- 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 ... strong desire to be a contributing member on a sales team. **Job responsibilities** + Develop strong business...or other area of financial services (Investment Management, Commercial Banking , Business Banking or Insurance)… 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
- BMO Financial Group (Santa Ana, 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