- M&T Bank (Costa Mesa, CA)
- …and/or Audit as required. + Research and resolve issues related to control and client service aspects of assigned accounts in a timely manner to maintain ... **Overview:** Manages client relationships and daily administration of assigned Global...and daily administration of assigned Global Capital Markets (GCM) accounts of varying complexity and importance, including all administrative,… more
- Antech Diagnostics (CA)
- …to identify customer needs and schedule meetings for Diagnostic Sales Managers on the account team + Update and maintain client records. + Work prospects through ... useful services. The DSA performs sales calls to resolve client issues, close deals and generate revenue. **Essential Duties...closely with sales and marketing management to identify new account or product placement opportunities. + Follow up on… more
- Citigroup (Walnut Creek, CA)
- …and respond to customer inquiries promptly and effectively. + Is knowledgeable about the client 's accounts and business with the bank and uses sound judgment ... as necessary (eg leverage video conference for FA, mortgage specialist , etc.) + Take full ownership of clients' problems...accounts , credit cards, etc.) referral routines to deepen client relationships + Adheres to and comply with Citibank… more
- Citigroup (Pleasant Hill, CA)
- …opening accounts , credit cards, etc.) referral routines to deepen client relationships. . **Responsibilities:** + Exhibits strong sales and service skills, ... delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly...inquiries promptly and effectively. + Is knowledgeable about the client 's accounts and business with the bank… more
- Citigroup (El Cajon, CA)
- …opening accounts , credit cards, etc.) referral routines to deepen client relationships. . **Responsibilities:** + Exhibits strong sales and service skills, ... delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly...inquiries promptly and effectively. + Is knowledgeable about the client 's accounts and business with the bank… more
- Nevada County (Grass Valley, CA)
- …one year case work experience comparable to Nevada County's Human Services Specialist I classification. + Social Worker II (SWII): Journey-level staff members ... medical insurance, dental insurance, vision insurance, life insurance, flexible spending accounts for medical and dependent care expenses, and a deferred… more
- Ketchum (San Francisco, CA)
- …as well as independently own programs. **Responsibilities:** + Developing relationships with client and account teams. This includes acting as the day-to-day ... client and account team point-person/lead, with senior support as needed. +...and responsibilities across the team. + Serving as a specialist and advisor in research and analysis, to include:… more
- City National Bank (Beverly Hills, CA)
- …* Monitors and analyzes relationship results and account activities. Determines client profitability. Makes a recommendation regarding accounts to be further ... and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated… more
- City National Bank (Ontario, CA)
- …* Monitors and analyzes relationship results and account activities. Determines client profitability. Makes a recommendation regarding accounts to be further ... and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated… more
- Bank of America (Oakland, CA)
- …processes, laws, and guidelines in performing day-to-day activities, such as opening accounts , account maintenance, and Digital Assisted Shopping + Manages ... Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum... Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding +… more