- City National Bank (Los Angeles, CA)
- …relationship plans have been developed and are implemented. * Work with the Client Manager and rest of client team to ensure preparation of all presentation and ... trust, and brokerage services. * Minimum 10 years of sales and relationship management experience in financial services preferably...with another CA and manage a risk adjusted revenue book of up to $2million. * Usually possesses a… more
- Comerica (El Segundo, CA)
- …customized, service-driven model. The Trust Advisor I is responsible for serving as a relationship manager for a book of business by providing by insight as to ... the governing document, applicable law and policies and procedures. Works with manager in developing solutions to most issues brought forth by principals, income… more
- Wells Fargo (Greenfield, CA)
- …to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with financial advisors to understand ... and interpersonal communication skills + Knowledge and understanding of book of business processes to actively manage a group...to make client calls and actively participate in the sales development process + Knowledge and understanding of retail… more
- Menlo School (Atherton, CA)
- …and to gain valuable, practical skills in marketing, design, customer relations, sales , and arts management. Reporting to the Director of Marketing and ... Communications and Operations Manager , the Marketing and Design Intern will work closely...and Communications in the creation of the festival program book . Includes coordination and routing of content; image selection… more
- The County of Los Angeles (Los Angeles, CA)
- …to be implemented. Coordinates and reviews with the pathologist and laboratory manager the implementation of new policies and procedures to enhance the overall ... cost effectiveness. Writes justifications to support technical findings. Meets with sales and technical representatives to establish service contracts for preventive… more
- UMB Bank (CA)
- …new client transactions. This key position reports to the EVP/National Marketing Manager and has access to company financial, market, client, and personnel ... work experience + You have 3 years credit experience with 3 years sales experience in a banking, finance or asset-based lending environment + You demonstrate… more
- Cushman & Wakefield (Los Angeles, CA)
- …**Job Description Summary** The Brokerage Coordinator will report to the Operations Manager and will serve as the support for fee-earners. This position is ... the fee-earners + Support timeliness of deliverables + Provide sales and deal support KEY RESPONSIBILITIES + Pitch and...including database management + Prepare expense reports, schedule meetings, book travel. MAINTAIN CRM + Enter new leads and… more
- UMB Bank (Sacramento, CA)
- …all of or portions of the credit packages (as agreed with the relationship manager ) for submission to credit committee for approval (new business and renewals) + ... which includes direct contact with customers either through participation in joint sales calls with relationship managers or direct correspondence with clients and… more
- Reyes Holdings (Los Angeles, CA)
- …making timely adjustments with suppliers + Track and expedite orders, adjust book inventories, and review daily quantities + Report daily inventory levels, generate ... monthly sales and inventory reports, and input required information into...costs and ensure timely receipt + Support the Inventory Manager in purchasing and communicating with beverage product suppliers,… more