- Columbia Bank (Los Angeles, CA)
- …the Role:** Responsible for being the key banking advisor for Middle Market client relationships. Accountable for prospecting new business and working with Client ... loan, deposit, and core banking products and services that benefit the client . + Identifies, attracts and secures new commercial relationships to grow bank's… more
- City National Bank (Riverside, CA)
- …Deposit Relationships. Prepare a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business development program. ... a strong understanding of company, industry, business and needs to assist in client calling efforts. Set objectives for each relationship in terms of revenue/deposit… more
- United Site Services (El Monte, CA)
- …The Account Executive is responsible for supporting and expanding client relationships within designated territories, delivering efficient and scalable solutions ... for local and regional clients By focusing on proactive client management and delivering tailored services, the Account Executive will drive account retention and… more
- Oracle (Sacramento, CA)
- …as established processes. The analysis using the tools and processes ensure our client 's network meets industry standards and adheres to Oracle Health standards for ... You will be focused on capturing data while at client sites, completing an analysis of this data and...methodologies, best practices for network assessments and create/deliver appropriate documentation . You may be expected to engage with the… more
- Grant Thornton (San Francisco, CA)
- …and managing staff. Works closely with partners and staff on client management, practice development, and business development. Responsible for an assigned ... patterns, and anomalies across multiple sources of data and supporting documentation . + Analyzing compliance with various labor requirements, including those… more
- The County of Los Angeles (Los Angeles, CA)
- …Mental Health Clinic. Conducts initial interview and ongoing assessment of client 's presenting problems, including mental status, level of functioning, developmental ... substance abuse problems, and mental and physical health educational needs. Obtains client 's social and medical history, and integrates assessment of physical health… more
- Towne Park (Anaheim, CA)
- …opportunity to brighten someone else's day and make an impact. When we see a customer, a client or one of our own team members smile, we know we made an impact. It's ... responsible for account performance for financial, guest/patient satisfaction, and client satisfaction objectives. **Job Details** **Compensation:** Towne Park is… more
- City National Bank (Los Angeles, CA)
- …Patriot Act. Responsible for the quality assurance and integrity of the "Know Your Client " (KYC) program on new and existing client relationships. Perform review ... clearance on potential negative news alerts for new clients or during periodic client reviews. Perform prospect client reviews and provide recommendations prior… more
- Bank of America (San Diego, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) supports the Firm's business… more
- City National Bank (West Hollywood, CA)
- …(FA) will work in tandem with an assigned SFA to provide sales and client and colleague service support coverage. The SFA maintains overall responsibility for the ... "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for...licenses and certifications. * Ensure that all required account documentation is collected and completed. * For Directed Fixed… more