דרושים United States, Modesto

Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products. Build referral business opportunities through Centers of Influence (COIs)...

Sets and accomplishes goals, achieving whatever you put your mind to. Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients. Communicates clearly and confidently...

Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products. Build referral business opportunities through Centers of Influence (COIs)...

Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your...

Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience,...

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows...

Maintains an understanding of the Chief Investment Office (CIO) philosophy, proprietary planning, and investment management tools. Monitors, analyzes, and reviews the current market environment and research portfolio recommendations. Monitors and...