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US CA La Jolla |
Preferred Banking Advisor |
City National Bank | 8/1 | |
| Details: Develops and manages the personal banking relationships of affluent-segment individuals. Responsible for the overall relationship growth and profitability of individual clients and the total portfolio. Through proper and effective profiling of clients and prospects, discover their values, goals, needs and current financial gaps. Analyze, develop, and provide tailored solutions for the client's consideration in order to achieve their goals and objectives. Has the ability to work autonomously to make sound business decisions, and uses exception authority in an appropriate and responsible manner.� *Minimum 3 years of experience with a Financial Institution required.� *Minimum 3 years of direct sales experience required.� *Minimum 2 years of business development experience required.� Bachelor's degree in Business Administration, Accounting, Finance or related discipline preferred.� Portfolio management experience working with the affluent or high net worth client segment preferred.� Comprehensive knowledge of bank products and services.� Outstanding client profiling skills, with the ability to establish a comfortable and conversational rapport with a client in order to extract detailed and exact information needed to identify client's values, goals, needs and financial gaps.� Strong knowledge of various phases of sales management, including planning, goal setting, project/time management and selling techniques.� Accomplished selling skills.� Working knowledge of consumer lending, underwriting small business loans, and actively managing a portfolio of clients.� Excellent business development and client relationship skills.� Ability to create and conduct presentations, and prepare final proposals for qualified prospects as a final step in the client acquisition process.� Excellent interpersonal, verbal and written communication skills.� Strong analytical skills with the ability to analyze client personal information and develop tailored solutions to meet client's overall goals and objectives.� Highly professional in appearance and demeanor with clients and internal partners.Represents basic qualifications for the position. To be considered for this position you must at least meet the basic qualifications.Equal Opportunity/Affirmative Action Employer, M/F/D/VNote: This preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.Note: Candidates should be advised that City National Bank does not pay interviewee travel expenses or relocation expenses for candidates who are hired unless previously agreed. | ||||
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US CA La Jolla |
Banking - Customer Service - Branch Operations Specialist |
Pacific Western Bank | $27,500 - $41,000/Year | 7/29 |
| Details: As a Branch Operations Specialist at Pacific Western Bank, you will be responsible for delivering a superb customer service experience to our banking clients. You will enjoy what few banks offer-the opportunity to engage with your customers and proactively identify ways to maximize their banking experience.   Responsibilities: Will assist the Branch Operations Manager with the the day-to-day operational functions of the branch such as teller supervision, policy and procedure compliance, new accounts generation and maintenance, and other various operational duties New Accounts NSF/deficit balance processing Audit compliance Cash control Branch Security Daily reports Night Drop Nonpost Large review Recommend bank services that would be beneficial to customer | ||||
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US CA San Diego |
*Assistant Banking Center Manager I - Mira Mesa* |
Comerica Bank | 7/28 | |
| Details: Assistant Banking Center Manager We invite you to explore the award-winning culture, people, rewards and opportunities that make Comerica Bank so special. Make your next career choice a confident one.  The Assistant Banking Center Manager is responsible for contributing to the overall success of a Retail Banking Center by 1) meeting or exceeding sales goals, 2) providing effective leadership, 3) achieving prescribed customer service levels and 4) executing operational management objectives.  Position Competencies Successful incumbents possess integrity, are trustworthy, action oriented, well organized, have business acumen, focus on the customer, have high decision quality, direct others, have strong written communication skills, motivate others and promote problem resolution.  Comerica Bank uses IBM Lotus Notes for database, calendaring and e-mail functions.  Reporting Information/Location This Assistant Banking Center Manager (ABCM I) position is located at {ENTER_WORK_LOCATION} and reports to the Banking Center Manager.  Position Responsibilities 1.      Sales Leadership a.      Assist the Retail Banking Center Manager in providing direction and leadership to banking center employees with emphasis on achieving sales goals, remarkable customer service and team work. Assist Retail Banking Center Manager with coordinating sales strategies and sales meetings. b.     Utilizing retail and business products and services knowledge; sell loans and deposit products to consumer and small business customers and prospects. c.      Generate, maintain and service relationships with consumer and small business customers and prospects. d.     Coach and model behaviors concerning sales and service non-negotiables. Use all sales tools, including profiling customers' needs through the use of various technologies and sales coaching tools to ensure a consistent and valued customer experience. e.      Meet or exceed individual sales and referral goals. Develop, maintain and grow individual client base and portfolio. f.       Act as the primary contact for entire Banking Center staff in the absence of the Retail Banking Center Manager including but not limited to day to day operations, problem resolution, customer service and sales. 2.      Talent Leadership a.      Develop and manage a high-performing team. Directly manage the Human Resources processes for assigned Customer Service Representatives, including selection, training, disciplinary actions, performance appraisals, individual development, career development, retention and timecard management. b.     Assist Retail Banking Center Manager in maintaining HR records and administering disciplinary action for non-exempt employees. 3.      Operations a.      Ensure compliance with applicable federal, state and local laws and regulations; and Comerica policies and procedures. Ensure compliance and completion of necessary compliance related training. Total Rewards We know that our employees are critical to our overall success. We are dedicated to investing in their future to maintain long-term relationships for lasting commitments. One of the ways we do this is to offer a comprehensive package of compensation and benefits programs which are regularly reviewed to maintain them at competitive levels. Your salary will be commensurate with your work experience.  Relocation Relocation assistance is not provided for this position.  Travel Travel is not required of this position. | ||||
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US CA Orange |
Investment Banking Analyst - M&A Analyst - Investment Analyst |
CyberCoders | $50,000 - $65,000/Year | 7/26 |
| Details: This position is open as of 7/26/2010.Investment Banking Analyst - M&A Analyst - Investment Analyst - Banking Analyst - Sales AnalystInvestment Banking Analyst - M&A Analyst - Investment Analyst - Banking Analyst - Sales AnalystInvestment Banking Analyst, M&A Analyst, Mergers and Acquisitions Analyst , Sales Side, Aerospace & Defense Industry, Deal Processing, Strategic Business Development, Banking Analyst, Investment BankingIf you are an Investment Banking Analyst with Sales Side M&A experience, please read on!Leading investment firm has an exceptional opportunity for an Investment Banking Analyst. Our ideal candidate will have 1-3 years of experience on the M&A sales side of the business. What you need for this position:- 1-2 years of experience at an established investment bank. - Degree from a top-tier school. - Outstanding academic performance record. - Excellent written and verbal communication skills. - Highly motivated team player driven to achieve excellence. - Capability and willingness to work long hours. What you'll be doing:- Work with established investment banking team on areas related to research, deal processing and strategic business development. - Research and evaluate aerospace and defense businesses under the supervision of senior bankers.- Contribute to the development of information memorandums, management presentations, pitchbooks and marketing materials. - Sales side M&A experienceWhat's in it for you:- Fast-paced growing firm- Strong opportunity for career growth and progression- Great city to live/work in and quality of life- Competitive compensation structure which includes bonusesSo, if you are an Investment Banking Analyst with Sales Side M&A experience, please apply today!Required SkillsInvestment Banking Analyst, M&A Analyst, Mergers and Acquisitions Analyst, Sales Side, Aerospace & Defense Industry, Deal Processing, Strategic Business Development, Banking Analyst, Investment BankingIf you are a good fit for the Investment Banking Analyst - M&A Analyst - Investment Analyst position, and have a background that includes:Investment Banking Analyst, M&A Analyst, Mergers and Acquisitions Analyst, Sales Side, Aerospace & Defense Industry, Deal Processing, Strategic Business Development, Banking Analyst, Investment Banking and you are interested in working the following job types:Business Development, Sales, MarketingWithin the following industries:Accounting - Finance, Mortgage, Banking - Financial ServicesOur privacy policy: Your resume and information will be kept completely confidential.Looking forward to receiving your resume through our website and going over the job in more detail with you! | ||||
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US CA San Diego |
Relationship Manager, Commercial Banking |
Northern Trust Company | 7/23 | |
| Details: The Relationship Manager, Commercial Banking, markets commercial banking products and services to prospects and clients. Services existing relationships and develops and cultivates relationships with new clients to enhance profitability of credit and non-credit business for the bank. Acts as consultant to client contacts, negotiating credit arrangements and opportunities for improved cash flow. Manages commercial banking credit and cash management client relationships or commercial banking credit and equipment lease client relationships and identifies opportunities external to banking. Maintains and develops client relationships, exploring opportunities to provide additional credit and non-credit services. Identifies product/service opportunities for other business units and participates in development of new solutions to client needs, coordinates presentations, and brings in experts when appropriate. Acts as key consultant to client's senior management, provide them with the evaluation and implementation of financing strategies or structures and treasury management practices. Keeps abreast of current developments and market trends to better identify and service clients. Responsible for structuring and negotiating complex loan and/or lease agreements according to guidelines established by senior bank and business unit management. Analyzes and negotiates the terms of loans, such as pricing special conditions, interest rates, etc. according to guidelines set by the Credit Policy Committee. Prepares documentation necessary for the financing agreement. Identifies prospects and evaluates clients to ensure they are compatible with the bank's market strategy. Initiates contact and documents for the purpose of retaining, developing, and fostering profitable business relationships. Responsible for monitoring and evaluating the credit worthiness of clients and prospects which include a written document and presentation to the loan committee and credit policy to ensure a high quality loan portfolio, (i.e., KNOW YOUR CLIENT). Prepares proposals to address client needs and makes sales presentation. Responds to inquiries from clients and ensures resolution of service or operations problems. Documents call reports to maintain record of problem and resolution. Travels regularly to client locations. Recommends new services and products with an awareness of the impact decisions have on the organization. | ||||
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US CA ANAHEIM |
Business Banking Spec |
Wells Fargo | 7/20 | |
| Details: Provides a full range of business banking services to customers with an emphasis on business products. Targets home based and mobile business people in emerging suburbs or in a satellite downtown office. Actively cross-sells additional business products such as loans and cash management products through referrals to partners. May do outbound calling with the goal of acquiring 100% of the customers' financial services business. Develops and maintains relationships with Wells Fargo partners to maximize sales opportunities. Annual Certification may be required. | ||||
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US CA Irvine |
Customer Service Banking Representative |
$17.00/Hour | 7/14 | |
| Details: Temporary position paying $17hr located in the Santa Ana/Irvine area:Summary: Provide banking and operational assistance / support to customers and remote employees  Essential Functions and Responsibilities:·        Assist customers with banking related requests such as, funds transfers, stop payments, accounts transactions, etc., through emails and phone calls Identify, research and resolve customer issues  ·        Enter and process banking transactions into a dedicated banking application·        Ensure customer issue is completely resolved to customer’s satisfaction in a timely manner·        Obtain supporting documents for certain transactions·        Assist Operation Analyst (s) with action items to meet daily deadlines·        Maintain accurate and concise documentation through CRM·        Provide back-up support to call agents by responding to and resolving proprietary software calls / issues Key Indicators to Measure Success:·        Calls / issues are resolved timely and accurately to prevent repeat issue/call·        Customer satisfaction through surveys or verbal acknowledgement·        All calls / issues are accurately documented through CRM in a timely manner | ||||
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