Escrow Sales Specialist II Job
Escrow Sales Specialist II (Job Number: 1213861)
Description
The Escrow Specialist II manages the sale of the more complex escrow deals in an assigned geographic market. He/she will work with new and existing client relationships such as law firms and other intermediaries to originate new escrow accounts for the Wealth Management Escrow Services area. Incumbent implements sales strategy in order to achieve sales goals. Involved with developing and maintaining client/prospect contacts and sourcing prospects within an assigned geographic market. The incumbent will have daily interaction with Wealth Management and support areas as well as Business Line associates across the corporation (AIS. Pershing, Corporate Trust,). Routinely coordinates meetings with internal and external clients. Leads in client calls and marketing events with clients and prospects.
Qualifications
The qualified candidate must have a minimum 10-15 years banking experience including commercial lending/commercial credit and business banking. Experience calling on/selling to professional firms (law firms, accounting firms, venture capital firms, and business principals.) Series 7 and 63 licenses required upon hire, or licensing to be obtained within six months of hire. Experience in negotiating multi-party complex financial transactions and contracts related to mergers and acquisitions, purchase and sale of businessess and real estate; business performance contacts; litigation settlements. Undergraduate degree desired or equivalent experience. MBA preferred.
Primary Location: United States-USA-CA-Los Angeles
Other Locations
: United States-USA-CA-San Francisco
Internal Jobcode: 30496
Job: Wealth Management
Organization: Private Banking-HR06673
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