- US Bank (Los Angeles, CA)
- …communication skills - Well-developed customer service/relations skills - Demonstrated new business development and relationship management skills - Thorough ... and managing performance. Actively participates in local and state mortgage banking , realtor, and builder trade associations, and maintains a thorough understanding… more
- Atria Wealth Solutions (Dublin, CA)
- Through its relationship with CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Manager, Investment Services Program in the Dublin, CA areas. ... those mandated by the broker-dealer. + Serve as a liaison between Patelco Financial Solutions and other departments. +...expenditures. + Assist in planning, implementing, and evaluating a business plan for the Investment Group. + Plan, implement… more
- Kemper (San Diego, CA)
- …of Kemper Auto's available products for Personal and Commercial Auto lines of business . + Activities performed to achieve growth & profit objectives may include ... systems, service, and underwriting, book transfers, development of existing accounts, new business growth and retention, or prospecting for new accounts. + Serves as… more
- Citigroup (San Francisco, CA)
- …operational, financial, and reputation risk to Citi. Client-Obsession + Serve as key business liaison for all real estate activities within the assigned region. ... the Asset Management team they're responsible for managing the relationship with, and overall delivery to, the US Personal... with, and overall delivery to, the US Personal Banking (USPB) leadership. They do this by driving alignment… more