- Paychex (Anaheim, CA)
- …resolution. + May be required to travel for purposes of visiting channel partners,attending sales incentive trips, ongoing training, and/or area meetings. ... leads, and opportunities in company's CRM system (Salesforce) and provide accurate sales activity and forecasts. + Collaborate with key referral sources, including… more
- US Bank (Norwalk, CA)
- …up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their ... retail banking experience or a combination of experience and commensurate training - Bilingual ability to read, write, and speak in business proficiency of Spanish… more