- US Bank (Newport Beach, CA)
- …excel at-all from Day One. **Job Description** Partners with assigned Relationship Manager(s) to successfully manage ICG Portfolio Manager - Professional Services ... and Contractors credit account relationships. Grows revenue as directed by senior management...provides customer service, participates in joint sales calls with Relationship Manager(s) and identifies customer needs. Basic Qualifications -… more
- Banc of California (Camarillo, CA)
- …(the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... due diligence and BSA documentation. + Works in tandem with the Relationship Manager to review and participate in negotiation of potentially complex legal… more
- SMBC (Los Angeles, CA)
- …**Role Description** Provides administrative and transactional support to JDAD Relationship Managers and customers, maintains customer information, conducts KYC ... for JDAD customers and collaborates with other SMBC departments to complete customer account related tasks. This position reports directly to the Group Head. **Role… more
- US Bank (West Hollywood, CA)
- …required corporate and business line training in these areas. Follows account opening procedures and understands and follows internal suspicious activity referral ... this position. Actively works with customers to understand each customer's normal account activity, as appropriate for this position. 14. Performs other duties as… more
- SHI (Sacramento, CA)
- …**Job Summary** The ASG Presales Solutions Engineer - Identity collaborates with account teams to assess customer cybersecurity needs. will be a customer-facing ... business needs and as determined by SHI management. + Collaborate with account teams to evaluate and understand customers' cybersecurity technologies and needs. +… more
- City National Bank (Los Angeles, CA)
- …the SFA provides mentoring to further develop the FA's sales and relationship management skills. The FA progression can include complete responsibility for all ... of contact for all new investment management opportunities. * Relationship Management * Take a lead role in managing...on CNAM models. * Review the assets in each account regularly to ensure that investments meet the client's… more
- Bank of America (Napa, CA)
- …and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping * Manages client interactions by ... In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA… more
- MUFG (Los Angeles, CA)
- …purpose entity clients, including periodic reviews and communication of account information across various constituencies throughout the organization + Review ... deal process with credit partners in CDA (Credit Division of the Americas), relationship managers in GRM (Global Relationship Management), and various product… more
- Bank of America (Newport Beach, CA)
- …us! **Job Responsibilities:** This job is responsible for facilitating a direct end-to-end relationship with one or more Treasury Sales Officers (TSOs) to manage and ... supporting all activities from sale through implementation, ongoing client relationship management, overall driving and attainment of Treasury revenue goals.… more
- SCI Shared Resources, LLC (Glendale, CA)
- …insurance options (trust), services, as well as use of Customer Relationship Management (CRM) sales software and proprietary contracting software. Responsibilities ... prospective client contact information and detailed notes in the Customer Relationship Management (CRM) sales system. + Take initiative to contact prospective… more