- HUB International (Newport Beach, CA)
- …The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. With more than 600 HUB offices across North ... America, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected through unrelenting advocacy and tailored insurance solutions. Our growing team of professionals across North America represents a broad,… more
- US Bank (Rohnert Park, CA)
- …Works a specified schedule (less than 20 hours per week) during peak business times in a branch. Builds and fosters relationships with clients through proactive ... At US Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition… more
- Datavant (Sacramento, CA)
- …skills, and experience for a specific job. The estimated total cash compensation range for this role is: $78,000-$92,000 USD To ensure the safety of patients and ... staff, many of our clients require post-offer health screenings and proof and/or completion of various vaccinations such as the flu shot, Tdap, COVID-19, etc. Any requests to be exempted from these requirements will be reviewed by Datavant Human Resources and… more
- ADP (Pleasanton, CA)
- …+ **Proven Winner** **.** You have an impressive track record of closing sales, winning clients, and managing a territory. + **Positive Self-Starter** **.** You have ... an upbeat, persistent style and the ability to cold call, manage your time well, and can present your ideas in a clear professional manner on paper, in-person, and over the phone. + **Confidently Fearless** **.** You embrace opportunities, take risks, and… more
- PennyMac (Moorpark, CA)
- …a critical role in maintaining efficient operational functions and ensuring client portfolios are managed within established Service Level Agreements (SLAs) and ... acts as a key point of contact and collaborates closely with the Client Relationship Manager to ensure alignment and address any performance deviations promptly to… more
- City National Bank (Beverly Hills, CA)
- …OPPORTUNITY? Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private Bankers from performing account specific operational ... responsibility. Resolves client inquiries/complaints and identifies cross-selI opportunities by assessing deposit...and identifies cross-selI opportunities by assessing deposit portfolio and client needs. Works directly with clients in all areas… more
- Umpqua Bank (Fortuna, CA)
- …**About the Role:** The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client Experience Standards. ... to identify needs, offering appropriate products and services, and referring the client to the appropriate business partners within the Bank when needed. Also… more
- AON (San Francisco, CA)
- …The role involves the management and growth of ongoing US health and benefits client work. This position will have frequent interactions with the client 's Human ... with other business partners for growth, strategic direction, and client service. + Grow revenue and increase market share...+ Manage a book of business and expand overall client relationships. Skills and experience that will lead to… more
- US Bank (Los Angeles, CA)
- …and discover what you excel at-all from Day One. **Job Description** **Institutional Client Group Overview** The Institutional Client Group (ICG) serves a broad ... in this group play a critical role in supporting client coverage teams by analyzing financial data, identifying opportunities,...to live credit transactions and portfolio reviews that support client and business decisions. + Learn how we build… more
- Bank of America (San Diego County, CA)
- …clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client ... * Recommends banking and investments strategies that align with client financial goals and needs * Triages client... client financial goals and needs * Triages client requests and makes referrals to appropriate internal service… more