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US CA Los Altos |
Branch Manager - Banking Industry |
Luther Burbank Savings | 7/29 | |
| Details: Luther Burbank Savings is looking for a Branch Manager for our new Los Altos location. Position Summary: The Branch Manager ensures that all branch operations run efficiently and effectively. Directly supervises employees in the Savings Department; this includes providing support and assistance to the branch staff, supervising the flow of cash and financial instruments, and ensuring that all auditing of daily reports is completed. | ||||
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US CA San Francisco |
Strategic Account Executive-Bus Banking-San Francisco, CA-100003 |
Bank of America | 7/28 | |
| Details: DescriptionBank of America and First Data Corporation have entered into a joint venture relationship to create Banc of America Merchant Services, LLC. Banc of America Merchant-Services, LLC (BAMS) is searching for a Strategic Account Executive-Business Banking.The primary focus of this job is to sell Credit, Debit, Check, Payroll, and Gift Card payment processing solutions to Business Banking prospects and clients. This is a generalist position with a focus on all industries (Retail, CNP, T&E, etc.). Primary responsibilities also include developing a strong Prospect Pipeline via cold calling, networking, and working with the Bank of America Client Team. Also creating and delivering effective presentations and proposals to C level executives in the above mentioned industries.QualificationsRequired Skills: "Must" have these skills to be minimally qualified.The Successful candidate will have a minimum of 3 years Sales experience within the payment processing industry. Strong and proven ability to work both independently and within a structured Bank team environment to generate and close opportunities. Intermediate level of competence using MS Office suite, email, and the internet required.Desired Skills:Experience working in a Bank client managed sales team environment. | ||||
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US CA Foster City |
Assistant Banking Center Manager - Foster City |
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 1031 E. Hillsdale Blvd., Foster City, CA 94404 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.  Travel Travel is not required of this position. | ||||
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US CA San Francisco |
Manager - Banking & Capital Markets |
PricewaterhouseCoopers | 7/28 | |
| Details: Are you interested in the opportunity to work for an industry-leading company that services Fortune 500 companies, and will give you the experience and exposure you need to build your career? If you are, then PricewaterhouseCoopers (www.pwc.com/us) network of firms is the firm for you. PricewaterhouseCoopers LLP (PwC) is well placed to help clients meet the challenges and opportunities of the US marketplace in the areas of assurance, tax, and advisory. We offer the perspective of a global network of firms combined with detailed knowledge of local, state and US national issues. More than 163,000 people in 151 countries across our network share knowledge, experience and solutions to develop fresh perspectives and deliver practical advice. At PwC, you will be part of a learning culture, where teamwork and collaboration are encouraged, excellence is rewarded, and diversity is respected and valued. We offer a flexible career progression model that allows for a variety of challenging opportunities throughout your career. We provide unparalleled coaching, mentoring, and career development programs; global opportunities; and state of the art technology-driven methodologies to help you provide quality service to our clients. Our Assurance practice collaborates with clients, so that the financial information they report to the investing public and other stakeholders is clear and reliable. When we fulfill our role as Assurance professionals, by standing firm on quality and integrity, we have a direct impact on how well the world's capital market system functions. The highly trained and educated Assurance teams go inside companies, and get to know those businesses. They ask questions, test assumptions, and provide assurance that the companies are reporting information on which investors and others can rely. Every assignment is an exciting opportunity to learn, to grow and to understand how businesses operate from all levels and perspectives. Our Assurance professionals are constantly challenged to learn more in order to provide our clients with the highest quality services. This learning takes place through interaction on the job with colleagues and clients, formal training programs, and the insights provided by mentors and coaches. PwC is all about our people, encouraging high performance and quality. Join us and we will help you implement a successful career strategy, as you explore the many career opportunities in PwC Assurance. PricewaterhouseCoopers (PwC) is the world's leading network of audit and assurance firms—our clients include almost half of the Fortune 500. Our leading edge audit approach focused on quality is designed to meet the needs of private companies to large organizations. The PwC audit is underpinned by our deep industry knowledge, wide international experience and global network of skilled professionals. As a member of our Core Audit Team, you will: > examine financial and accounting records, other documents, and tangible items such as plant and equipment o watching certain processes or procedures being performed > ask a range of questions – from formal written questions to informal oral questions – of a range of individuals at the organization > obtain written confirmations of a certain matters; for example, asking a debtor to confirm the amount of their debt with the organization > test some of the organization's internal controls > make judgments on significant estimates or assumptions that management made when they prepared the financial report Our auditors maintain independence from management and directors so that the tests and judgments are made objectively.Knowledge Preferred: Thorough knowledge of public accounting and audit practices, procedures and reporting standards. Extensive knowledge of SEC, U.S. GAAP, U.S. GAAS, IFRS procedures and standards. Proven experience advising Banking and Capital Market clients on technical accounting and general business issues. It will be expected that you are able to share, relate and communicate technical and business knowledge across clients without violating client confidentiality. Skills Preferred: Thorough experience implementing and providing expertise on technical standards, Banking and Capital Markets industry knowledge and audit best practices to develop an audit strategy. Minimum Years of Experience Necessary: 5 Minimum Degree(s) and Certification(s) Required: Bachelor's Degree in Accounting or related field Certified Public Accountant (CPA) or equivalent required | ||||
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US CA Santa Clara |
PeopleSoft HRIS Analyst 235928 - Functional - Banking |
Kelly IT Resources | $55.00/Hour | 7/26 |
| Details: Position: PeopleSoft HRIS Analyst 235928 - Functional Duration: 8/16/2010 - 11/15/2010 Location: Santa Clara, CA Industry: Banking/Financial Requirement: MUST be able to work on W2 employment with Kelly Services. Reference and Background check required. Drug Screen if applicable. MUST be immediately available to go to a face to face interview with a day notice. Travel and relocation package are NOT provided. Qualified Candidates must send resumes ASAP in Word format with the best number to reach you during the day to rosalle noguera kellyit.com or call 408-441-9568. This position is responsible for supporting the day-to-day operations in the HRIS area while providing support to end users in HR. The Analyst will be responsible for Monitoring scheduled processes and addressing data issues reported in the exception logs. Working with IT to resolve issues that may require technical expertise. Creating ad hoc reports using PeopleSoft query. Running the payroll interface process every pay period Running other ad hoc sqr and application engine programs. Updating and maintaining distribution lists of scheduled query reports as and when needed. Help with correction data entry. Provide end user support for the PeopleSoft HRMS application. Requirements: Minimum 3 years functional experience as a PeopleSoft HRIS analyst. Strong PS Query report writing experience. Advanced MicroSoft Excel experience; must be able to use vlookup and other excel functions effortlessly. Basic PeopleTools Experience. SQL experience a plus. Must be detail oriented Good written and verbal communication skills. | ||||
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US CA Sacramento |
Senior Compliance Officer, banking, OFAC, AML, BSA, credit risk |
CyberCoders Mortgage Loans | $80,000 - $140,000/Year | 7/26 |
| Details: This position is open as of 7/26/2010.Senior Compliance Officer, banking, OFAC, AML, BSA, credit risk, OCC, operations, Patriot ActSenior Compliance OfficerAs our Compliance Officer you will ensure compliance with applicable banking rules, regulations, and statutory requirements. Please do not apply unless you have the following: What you need: • you MUST have a Bachelor's degree in Business Administration or related discipline (we prefer a graduate degree)• deep knowledge in Patriot Act, BSA, AML, and OFAC• 5+ years experience in financial institution compliance, (previous experience in operations is very attractive to us)• Ability to write reports, business correspondence, and procedure manuals• Ability to effectively present information and respond to questions from groups of managers, clients, customers• management experience: you will be the liaison between the compliance group and executive managementSome of what you will do:• maintain & review policies, procedures, & practices to ensure compliance with laws and regulations• ensure state & federal laws are applied appropriately in Lending Compliance, Operations Compliance, Fair Lending, SOX 404, Advertising, Compliance Training, Compliance Monitoring, formal customer complaints.• Update account disclosures (loan and deposit);• serve on Compliance Committee and Audit Committee• Manage & monitor Audit Program (including contract negotiations) • protect us from regulatory risk through compliance management• oversee and implement methods of maintaining compliance • recommend, develop, & implement changes to existing & proposed procedures, policies & programs• oversee & manage scope & contract management for external compliance, credit & operation audits• oversee revision, preparation & dissemination of new & updated compliance standards & procedures• coordinate, supervise, and support bank's compliance-related programs• special financial statement requirement work• directly supervise a BSA/AML VP, BSA AVP, Compliance Specialist, CRA VP, and Policy AdministratorWhat's in it for you?- excellent compensation plan - relocation assistance for the right person!- generous benefits including a car or car allowanceIf you are a senior banking Compliance Officer and are looking for a best-in-class work environment, send your resume right away!Required SkillsSenior Compliance Officer, banking, risk assessment, AML, banking regulations, credit assessment, risk management, Patriot Act, operational auditsIf you are a good fit for the Senior Compliance Officer, banking, OFAC, AML, BSA, credit risk position, and have a background that includes:Senior Compliance Officer, banking, risk assessment, AML, banking regulations, credit assessment, risk management, Patriot Act, operational audits and you are interested in working the following job types:Banking, Finance, AccountingWithin the following industries:Banking - Financial Services, Accounting - Finance, MortgageOur 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 Campbell |
Customer Service Manager / Retail Banking |
BBVA Compass | 7/26 | |
| Details: Assistant Branch Manager II, Full TimeCampbell, CACustomer Service Manager Responsibilities: Manages all aspects of customer service, operations and the banking center’s teller work force. Ensures the highest quality of customer service is delivered within banking center while sales support for all banking center promotions and sales of retail bank products and services are provided. Ensures banking center is in compliance with all applicable state and federal laws, regulations, bank policies and procedures. | ||||
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US CA Redwood City |
Business Banking Officer 3-SMBUS - GOLDEN GATE |
US Bank | 7/19 | |
| Details: Meets or exceeds assigned sales goals through outside sales, incidental activity to outside sales, and other activities. Contributes to the profitability and growth of Business Banking by building, developing, and managing new and expanded client relationships with small business customers. Consults with customers and prospects about their financial goals and needs and identifies and promotes U.S. Bancorp products and services to best meet those needs. Actively cross-sells appropriate banking products to new and existing customers and refers clients to other U.S. Bancorp areas for additional needs.  Your Career is Here. | ||||
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US CA San Francisco |
Investment Banking Rep. |
Infinity Consulting Solutions | 7/19 | |
| Details: Global Investment Bank is looking for Investment Banking Rep. | ||||
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US CA Pleasanton |
In Store Banking Assistant Manager |
East West Bank | 7/18 | |
| Details: Reports to: Branch ManagerSummary: Supervises the operations, personnel, sales and services functions of a branch under the general guidance of the Branch Manager. May function as Branch Manager in his/her absence. Assist and support the Branch Manager in leading a team to meet and exceed goals.Job Requirements:� Associate�s degree (A.A.) or equivalent and minimum 2-3 years previous branch management experience; or equivalent combination of education and experience 4-6 years of branch management experience in a financial institution.� Supervise and coach employees throughout the branch. Responsible for the overall directions, coordination, and evaluation of branch activities.� Develop and maintain customer and community relationships� Ability to read and interpret documents such as safety rules, operations and maintenance instructions, and procedure manual. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.� Must have the ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.� Life, health, and series 6 & 63 licenses preferred.� Maintain workforce stability, through creating a supportive environment for employees and resolving grievances.� Must have demonstrated social skills, excellent communications (verbal, nonverbal and written) skills, be self-sufficient, able to adjust to flexible hours and the ability to sell products and services. Speak fluent English, Mandarin/Cantonese.Specific Job Functions:� Consistently demonstrates East West Bank�s customer service standards.� Ability to perform all Customer Service Supervisors (CSS) duties� Routinely work with customers to build relationships and uncover and satisfy the customer�s financial needs.� Supervise and observe employees in actions; provide both formal and informal coaching, including branch cross-selling activities.� Assist in the recruitment, hiring, training, retention and development of branch staff.� Determine performance appraisal and ratings, deliver performance reviews to subordinates, and recommend merit increase amounts for all direct reports.� Enforce compliance to audit and internal control policies� Complete monthly and quarterly certifications.� Investigate and resolves technical operating problems, as appropriate� Perform related operational, sales and administrative functions as directed by the Branch Manager� Adhere to and enforce all branch policies, procedures, and compliance regulations including but not limited to anti-money laundering, US Patriot Act, Bank Secrecy Act, OFAC, fraud protection, security procedures, and privacy and confidentiality requirements.� Complete all required regulatory and compliance training and apply what is taught in day-to-day activities.� Participate in branch, bank-wide, divisional, and regional meetings.� Perform any and all other additional duties as may be assigned. | ||||
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US CA San Francisco |
Investment Banking Associate - Corporate Finance - San Francisco |
William Blair & Company, L.L.C. | 7/13 | |
| Details: William Blair & Company, L.L.C. is a global investment firm offering investment banking, asset management, equity research, institutional and private brokerage, and private capital to individual, institutional, and issuing clients. Since 1935, we have been committed to helping clients achieve their financial objectives. As an independent, employee-owned firm, our philosophy is to serve our clients' interests first and foremost. We place a high value on the enduring nature of our client relationships, the quality of our products and services, and the continuity and integrity of our people. William Blair & Company has offices in Chicago, Boston, London, New York, San Francisco, Shanghai, Tokyo and Zurich. For more information, please visit www.williamblair.com. The Associate Opportunity We are seeking experienced Investment Banking Associates to add to our team. Our Associates work on a variety of transactions, including equity offerings, M&A advisory assignments, private equity placements, and strategic options studies. Small deal teams and our focus on middle-market, high-growth companies afford Associates the unique opportunity to work directly with senior-level client executives and top-level bankers. Associates assume a critical role in the entire transaction process, including the initial pitch, due diligence, preparing a written prospectus or memorandum, meeting with potential investors/buyers, negotiating key terms, closing the deal and maintaining the client relationship.William Blair & Company Associates typically begin as generalists and, after two to three years, move into a specific practice area (specialties include Business Services, Consumer, Financial Services, Healthcare, Technology, Financial Sponsors, M&A and Private Equity Placements). Most of our Associates are located in the firm's Chicago headquarters. However, the firm also has established Corporate Finance offices in Boston, London, New York, San Francisco and Shanghai. William Blair & Company's environment is unique in the investment banking profession. While the work is rigorous and demands a high level of commitment, the firm maintains an open, cooperative and collegial atmosphere. Most Associates at William Blair & Company have MBA degrees and can demonstrate strong evidence of academic and professional achievement in previous endeavors. We look for candidates who are effective at working in a team environment, and who are interested in a long-term career with William Blair & Company. QualificationsMBA required; top-tiered business school preferredAt least one year of investment banking associate experience REQUIREDSeries 7 and 63 required within 90 days of hire Strong accounting and financial statement analysis skills with attention to detailCommitted to satisfying internal and external customersProficiency in financial modeling techniques using ExcelAbility to manage expectations of senior bankers, analysts and clients while working on projects simultaneouslyExcellent mathematical, writing, verbal and computer skillsAs a William Blair & Company associate, you ll enjoy Medical, Dental, Life and AD&D Insurance, along with a generous profit sharing program that includes a 401K plan in addition to a firm contribution. We also offer three weeks of vacation, flexible spending accounts, a business casual dress code, a 75% discounted commissions on trades, and discounts at restaurants, museums, parks and retailers. William Blair & Company, LLC is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, sex, age, national origin, unfavorable discharge from military service or on the basis of a physical or mental disability that is unrelated to the employee s ability to perform the duties of the job applied for. EOE m/f/d/v | ||||
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US CA Tracy |
Software Engineer, Banking Solutions |
Select Staffing | $70,000/Year | 7/7 |
| Details: Software Engineer, Banking SolutionsSummary: We are looking for a Software Engineer to join our Financial Transaction Architecture team. You’ll be instrumental in developing and maintaining financial transaction software with one of our banking partners providing our customers with the seamless financial processing that they have experienced over the past 35 years. Your initial responsibility will be driving the design, development and integration of a banking system that interfaces with our existing software. You will partner with cross functional leaders and team members in the delivery of this system, as well our banking counterparts. The role requires managing timely deliverables with strong communication and cross functional partnering skills with the ability to gain shared vision on challenging decisions which impact various offerings. Candidates must be comfortable working in a fast paced environment. This position is based in Tracy, CA.  Primary Responsibilities: Partner with team members in creating and implementing a strategic solution; Collaborate with other team members to ensure a unified solution across banking partners; Coordinate efforts with Product Development for integration with front-end and back-end services; Leverage skills and a knowledge of internal and external technology to influence business and product strategies; Design and code technical solutions as identified by supervisor and management; Develop and maintain relationship with the banking counterpart; Interpret bank specification documentation, and implement within existing architecture; Communicate and enforce coding standards; Perform complete testing of applications: unit, system and acceptance testing and report results; Maintain and enhance existing programs, and suggest improvements to supervisor and management; Write and maintain programming documentation; Maintain confidentiality with regard to sensitive data being processed, stored and/or accessed; Document programming issues and resolutions for future reference; and Other duties as assigned.  Knowledge and Skill Requirements: Bachelor’s Degree in Computer Science or related experience; Experience in development of banking/financial transaction processing solutions; Experience in end-to-end development lifecycle and post-launch production support; SOAP, XML, .NET, OOP, COBOL, Java and SQL; Experience with Windows OS, Linux and Unix systems; Strong attention to detail; Ability to work additional hours as needed; Self motivated, detail-oriented and organized; Respond proactively to training, technical support and customer service needs in line with provided guidelines; Ability to work in a team environment, as well as independently; and Strong verbal and written communication skills to both technical and non-technical audiences. Salary: $70,000 annually. | ||||
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US CA San Francisco |
Investment Banking Assistant - Public Finance |
Piper Jaffray | 7/6 | |
| Details: We are currently seeking an Investment Banking Assisant to support a team of Investment Bankers in order to relieve them of detail and contribute to the origination, process and completion of financings under limited supervision. Job duties include: Creating and updating PowerPoint presentations, drafting, proofing and editing proposals and correspondence, conducting research, gathering data, and working on marketing materials, all with minimal supervision. Other duties include assisting with calendars, arranging travel, generating and processing invoices and expenses, scheduling meetings and conference calls, deal processing. Administrative responsibilities include: maintaining filing systems and databases, ordering supplies, copying, binding, shipping, answering phones.  This role acts as a liason with various PJC offices, and assumes other duties as required. Requirements: Minimum of 3-5 years related experience. Skills required include: advanced knowledge in all MS Office software (PowerPoint experience is a must), excellent phone skills and client interaction, and candidate must display professionalism, self motivation, flexibility, dependability, creativity and ability to work under pressure. Must be able to handle multiple projects with changing deadlines and priorities and must be available to work overtime when required. BA/BS in business/finance or related field preferred. | ||||
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US CA Palo Alto |
High-achieving banking, alternative asset & sales |
R Capital Advisors | 7/6 | |
| Details: Recruiting high-achieving investment banking, alternative asset and institutional salesCompany Overview: Join a growing global investment services firm specializing in strategic consulting and capital raising services for a diversified worldwide fund manager client base with plans to launch a Global Fund in 2011. Step into a position of responsibility in a fast-paced environment, working with talented colleagues and led by partners with track records of success in capital raising, investment banking, portfolio management and entrepreneurial endeavors. Firm’s objectives are twofold: to raise $3 billion of capital per year for our growing roster of 30 plus top-tier alternative asset and long-only fund managers, and to leverage firm’s relationships with client fund managers to launch a Global Fund, allowing institutional investors world-wide to participate in a unique, alternative asset-focused strategy. Firm’s proprietary, innovative process transforms the way the alternative asset industry raises and allocates capital. Firm is recruiting passionate, entrepreneurial team members to help achieve firm’s vision and seeks talented Vice President and Partner-level candidates with potential for promotion and increased responsibility. Candidates have the opportunity to vest into firm’s revenue-sharing pool, combined with substantial performance incentives. Firm seeks strategic long-term thinkers. Potential to earn substantial compensation through multiple income streams are expected over the next few years. Firm Background: Growing client base of 30 plus outstanding alternative asset and long-only fund managers representing $3 billion of signed capital-raising engagements; Founder has career track record of successful corporate turnarounds and capital formation, and was interim CEO of 11 operating companies; Management team has 500 combined years of industry experience and participated in $40 billion of value creating events prior to joining firm; and, Strategically positioned to grow and thrive during ongoing market consolidation. Career Benefits: One to four years invested at firm will catapult career forward – for the right candidate, direct exposure to firm’s senior leadership and the firm’s superior on-the-job training will position candidate for long-term career success; Exceptional long-term compensation package, including revenue sharing; Opportunity to develop relationships with alternative asset fund managers, major institutional investors and family offices; Opportunity to be involved in growth stage of a five year old firm which fosters a fertile atmosphere for learning and increasing responsibility; and, Firm operates in a fully virtual environment, using use innovative technologies and processes that both increase productivity and create a balanced lifestyle for employees. Freedom to live where you like – firm recruits top talent regardless of geography. | ||||
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US CA WALNUT CREEK |
Regional Banking Associate - Wells Fargo Advisors |
Wells Fargo | 7/2 | |
| Details: Note: Applicants must currently reside in the regional territory to be considered for the opportunity.Wells Fargo Advisors headquartered in St. Louis, MO offers a nationwide network of full-service retail brokerage offices, e-commerce and discount brokerage services, and fully-disclosed clearing services. The WFA Banking Services Group leads the firm's efforts to equip its Financial Advisors (FAs) to leverage more extensively the capabilities of Wells Fargo Bank. Partners directly with FAs to drive increased cross-sell of consumer lending, deposits and other bank products. Reports to a Regional Team Lead, with a dotted-line reporting relationship with Wells Fargo Advisors (WFA) local management.Essential Duties and Responsibilities: Assists FAs in profiling clients within their existing book of business for potential cross-sell opportunities. Responds to identified client needs, analyzes the situation and identifies potential solutions from the lending affiliate's product offerings. Collaborates with partners across the firm including RBC Team Leads, Branch Managers, Productivity Consultants and Internal Sales desk, along with the lending affiliate partners, to increase the number of participating advisors while growing the velocity of activity for active FAs. Works with FAs in their markets to implement consumer lending, deposit and other bank products sales strategies for maintaining and further penetrating existing client relationships and to develop a liability management process in their asset management practice to ensure the needs of our clients are met and that client satisfaction levels are met or exceeded. Measured by the ability to achieve daily activities and referral goals using a consultative sales approach. Through knowledge of our platform structure, responsible to direct deals to the appropriate dedicated platform. Uses a business plan to leverage WFA and other bank tools and systems to manage and work leads, contacts and daily sales activities towards daily, quarterly and annual goals. Acts as a resource to FAs, Sales Assistants and Branch Managers in regards to consumer lending, deposits and other bank products. | ||||
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US CA Sonoma County |
Regional Market Manager - Retail Banking |
TSS Personnel Agency, Inc. | 7/1 | |
| Details: We are currently assisting a prestigious bank located in Sonoma County in a search for a Regional Market Manager. The Regional Marketing Manager will be responsible for formulating and implementing a program of sales promotion and business development within a specific region. Also will be responsible for building a a team of effective sales-oriented employees through officer selection and training. Be available to this team for guidance and evaluate performance. | ||||
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