- BMO Financial Group (Newport Beach, CA)
- … client engagement and outcomes. **Responsibilities:** + Leads business development efforts by building and nurturing strategic relationships with prospects and ... consultative selling, and collaboration across internal teams to ensure an exceptional client experience. **Key Responsibilities:** + Manage and grow a portfolio of… more
- City National Bank (Ontario, CA)
- …and clients consistent with the objectives of the bank through extensive business development activity. Works closely with existing and new clients to understand ... guidelines are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service. Approves transactions within delegated… more
- City National Bank (Pasadena, CA)
- *PRIVATE BANKER* WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families within a ... the portfolio. May serve as a segment or industry specialist acting as a technical consultant to clients and...the Safe Act. WHAT WILL YOU DO? * Develop new relationships externally through referrals from clients and Center… more
- Bank of America (Elk Grove, CA)
- …+ Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management ... and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or… more
- Bank of America (Los Angeles, CA)
- …* Client Solutions Advisory * Relationship Building * Business Development * Pipeline Management * Prospecting * Referral Identification * Referral Management ... and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or… more
- BMO Financial Group (Walnut Creek, CA)
- …planning for use as training material, internal resource material and client -facing material. + Leads/participates in the development /presentation of educational ... overwall wealth planning needs. Supports the growth and retention of HNW/UHNW client assets through specialized planning solutions that help to broaden the dialogue… more
- Parexel (Sacramento, CA)
- …various documents, collaboration on internal therapeutic area meetings, training module development , white papers, slide sets, publications etc. ** Client ... :** the medical monitor will provide medical expertise / leadership in Proposal Development Teams (PDTs) for client bid pursuit meetings. **Skills** + Excellent… more
- Cognizant (San Francisco, CA)
- **BPO Hunting Sales - Service Line Specialist - IOA (Intelligent Operations and Automation)** **Location:** West coast and Central Candidates Preferred Level: ... the Role** We are seeking a seasoned Service Line Specialist to join our Intelligent Operations and Automation (IOA)...ecosystem. While the candidate will own and manage existing client relationships, 50-70% of the focus will be on… more
- Grant Thornton (Newport Beach, CA)
- Grant Thornton is seeking a Sales Collateral & Catalysts Specialist to join the team. Approved office locations can be found below. Job Description: As a Sales ... Collateral & Catalysts Specialist in our Connected Sales & Marketing function, you...of innovative, value-driven sales enablement content that empowers our client -facing teams to effectively communicate our firm's expertise in… more
- Columbia Bank (Copperopolis, CA)
- …for delivering exceptional client experience by adhering to our Breakthrough Client Experience Standards. They will acquire new and expand existing ... School Diploma or GED, required. + 1 year of Client Service Specialist (Teller) or other banking...in a timely manner. + Proficient in expanding the client relationship with emphasis on creating new … more