- Bank of America (Glendale, 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
- Bank of America (Napa, 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
- Hilton (Sacramento, CA)
- … partners on account planning strategy to facilitate growth + Aggregate client opportunity\-based data and evaluate areas of potential growth + Plan and manage ... luxury curated client event\(s\) within your assigned geographic area of deployment\....the year, up to 5 bereavement days, flexible spending accounts , a health savings account , an employee… more
- Financial Partners Credit Union (Downey, CA)
- …internal clients with product/ servicing process questions. + Troubleshoot and resolve client loan issues. + Ensure account compliance with regulations, policies ... per hour Position Type Full Time Job Description The Loan Servicing Specialist is responsible servicing all loans including Consumer, Residential Real Estate and… more
- WTW (San Francisco, CA)
- …Commuter Account , Health Care and Dependent Care Flexible Spending Accounts , Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify ... **Description** As a Health and Benefits Director you will lead client engagements involving the design and management of the full array of health and benefits… more
- Antech Diagnostics (Santa Barbara, CA)
- …and Responsibilities** + Create and implement territory coverage plans for optimal account coverage. Conduct 85%+ in-person sales calls to promote, sell, and service ... equipment, tests, and services year over year through new account acquisition and existing account upgrades and...timeline for the sales process to demonstrate respect for client time by including thorough analysis in client… more
- WTW (San Francisco, CA)
- …Commuter Account , Health Care and Dependent Care Flexible Spending Accounts , Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify ... As a Health and Benefits Associate Director, you will be a leader on the client service team and will be responsible for fostering relationships cross the client … more
- City National Bank (Westlake Village, CA)
- …* Monitors and analyzes relationship results and account activities. Determines client profitability. Makes a recommendation regarding accounts to be further ... guidelines are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service. Approves transactions within delegated… more
- City National Bank (Santa Monica, CA)
- …* Monitors and analyzes relationship results and account activities. Determines client profitability. Makes a recommendation regarding accounts to be further ... guidelines are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service. Approves transactions within delegated… more
- Bank of America (San Francisco, CA)
- …of their time on relationship management activities. Assist with and attend client meetings and discussions covering investment strategy, account performance, ... relationships. He or she provides specialized support as a Specialist /Manager in any one of the teams specialized roles...This role is an FA Paid Resource. **Skills:** + Account Management + Business Acumen + Client … more