- Wells Fargo (Newport Beach, CA)
- **About this role:** Wells Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team. This ... Wells Fargo + 3+ years of experience in business-to-business sales + Established network in the local market +...responsible for visiting customers and prospects outside of the branch location within an assigned market/geography. + Individuals in… more
- Otis Elevator Company (Anaheim, CA)
- …leader to drive productivity and the performance of modernization projects for the branch and customers. This critical leadership role will be responsible for the ... more than 69,000 employees, including engineers, digital technology experts, sales and functional specialists, as well as factory and...people - passengers, customers, and colleagues - at the center of everything we do. We are guided by… more
- Allied Universal (Irvine, CA)
- …experience necessary, but a minimum of 1 year customer service, call center , or sales experience strongly preferred + **Communication Skills:** Excellent ... Maintain the Master Schedule for all accounts in assigned branch . In daily coordination with Operations Manager (s),...assigned branch . In daily coordination with Operations Manager (s), update the Master Schedules based on new hires,… more
- HSBC (Irvine, CA)
- …share. The Wealth Relationship Officer works closely with the Wealth Relationship Manager and the overall Relationship Team to provide an outstanding customer ... on process and administrative tasks by the Wealth Relationship Manager to increase their capacity to address clients' needs...hand-off to the correct channels where appropriate + Provide sales support to licensed sales staff by… more
- Citigroup (San Francisco, CA)
- …best-in-class research and advice for all Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor, you will partner closely ... Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance...other compliance norms + Partner with all roles on branch team to ensure all clients have a positive… more
- Amalgamated Bank (San Francisco, CA)
- …model does not apply to, and daily in-person attendance is required for, the contact center , branch service roles, and general services where the work to be ... developing and managing a portfolio of relationships as the principal relationship manager to our mission driven deposit and commercial clients. Your expertise in… more
- Amalgamated Bank (San Francisco, CA)
- …model does not apply to, and daily in-person attendance is required for, the contact center , branch service roles, and general services where the work to be ... cash management services. Your expertise in banking products, coupled with strong sales abilities, will be essential in creating tailored proposals to meet customer… more
- Amalgamated Bank (San Francisco, CA)
- …model does not apply to, and daily in-person attendance is required for, the contact center , branch service roles, and general services where the work to be ... closely with the Regional Director of Commercial Banking on service issues, sales service strategy and overall client portfolio management. + Provide onboarding… more
- Otis Elevator Company (CA)
- …and losses, including worker's compensation costs. You will report to the Senior Manager EHS, Southwest Operating Area and be responsible for supporting the EHS team ... operations to integrate EHS performance and ownership in the branch operations + Partner with EHS Managers in the...+ Collaborate with the EHS Director and Senior EHS Manager to revise and review goals and metrics +… more