- City National Bank (Los Angeles, CA)
- *SALESFORCE PRODUCT MANAGER PB* WHAT IS THE...a related field (financial services, CRM / customer relationship management * Salesforce.com ... and ability to manage complex, high-profile projects end-to-end * Skilled relationship manager effective at collaborating and influencing across internal… more
- Fifth Third Bank, NA (El Segundo, CA)
- …support, treasury management , and capital markets + Utilize the Bank 's Customer Relationship Management ( CRM ) system for client activity ... and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank 's...tools preferred. + Regional /local travel Commercial Middle Market Relationship Manager Total Base Pay Range 119,500.00… more
- City National Bank (Los Angeles, CA)
- …*Must-Have** * Bachelor's Degree or equivalent * 7+ years professional experience in Customer Relationship Management in top financial services organizations ... include, but are not limited to, the following: Application access management (through ServiceNow and SailPoint/Access Manager ); data obfuscation (in… more
- Regions Bank (Irvine, CA)
- …sales experience + Demonstrated results meeting production sales goals + Experience using Customer Relationship Management ( CRM ) platforms and other ... system. **Job Description:** At Ascentium Capital, the Ascentium Direct Sales Account Manager develops business while retaining and servicing these clients for their… more
- Regions Bank (Irvine, CA)
- …sales experience + Demonstrated results meeting production sales goals + Experience using Customer Relationship Management ( CRM ) platforms and other ... the system. **Job Description:** At Ascentium Capital, the Vendor Sales Account Manager develops business and retains and services clients. Ascentium Capital, a… more
- Bank of America (Los Angeles, CA)
- …financial data and market trends to provide actionable insights. + **Client Relationship Management ** : Proficient in building and maintaining strong client ... Development** : Stay current with industry developments, regulatory changes, and Bank of America's product offerings through continuous learning and… more
- City National Bank (Newport Beach, CA)
- …as contribute to the market and regional strategy. From the sales and relationship management perspective, will assist clients to meet their financial needs, ... * MANAGER BRANCH II* WHAT IS THE OPPORTUNITY? Responsible...right partner in the CNB ecosystem, championing the Global Relationship Management (GRM) approach; maintain strong relationships… more
- Comerica (Costa Mesa, CA)
- …team to drive a seamless client experience from lead generation to onboarding. Leverage Customer Relationship Management ( CRM ) systems to enhance sales ... Job Description National Trust Sales Manager The Trust Sales Manager is...to identify opportunities to cross-sell trust services to the bank 's broader wealth management client base. Build… more
- SMBC (Sacramento, CA)
- Join our mission to create a completely new, 100% digital bank that uses consumer feedback to truly meet customers' best interests. Jenius Bank , a division of ... together for the challenge of building a full-service digital bank from scratch. We're committed to doing it the...committed to doing it the right way for the customer and are growing rapidly. To learn more about… more
- Comerica (Westlake Village, CA)
- …outreach and foster new business relationships. Effective utilization of converge for customer relationship management . Operational Risk: Ensure compliance ... relationships, introducing new and existing customers to Comerica's product and services, addressing customer questions, eg,...business segments; the Commercial Bank , the Retail Bank , and Wealth Management . Comerica's colleagues focus… more