- City National Bank (City Of Industry, CA)
- …and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated ... Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business...minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and… more
- BMO Financial Group (Los Angeles, CA)
- …cross-selling, retention, and profitability. + Implements cross-selling initiatives, driving client engagement and successfully transitioning opportunities into ... stakeholders. The RM will be responsible to drive new client acquisition and growth in market share in this...Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies… more
- Citigroup (Inglewood, CA)
- …experience + Required Skills: + Experience with face-to-face customer service, digital engagement and basic sales/referrals + Open, client service orientation ... risk and control, driving lobby leadership, and ensuring consistent delivery of client and team experiences aligned with the bank's standards **Responsibilities** :… more
- City National Bank (Los Angeles, 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...segments and provide tailored advice in collaboration with the client team. Utilize planning capabilities and develop solutions across… more
- City National Bank (Beverly Hills, CA)
- …and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated ... Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business...minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and… more
- City National Bank (Santa Monica, CA)
- …guidelines are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service. Approves transactions within delegated ... Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business...minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and… more
- City National Bank (Irvine, CA)
- …This may be accomplished through identifying and promoting solutions to fulfill client needs, obtaining referrals from existing customers, and maintaining an active ... relationships and supports other CNB departments and colleagues to provide client and prospect solutions. Participates in community activities as a representative… more
- Parexel (Sacramento, CA)
- …meetings, training module development, white papers, slide sets, publications etc. ** Client Relationship Building & Engagement ,** including soliciting and ... and maintain medical and consultative relationships with clients, consult on early engagement and pre-award efforts and serve as a medical monitor for contracted… more
- BMO Financial Group (San Francisco, CA)
- …to enhance client experiences and business outcomes. Manages sales processes, client engagement and outcomes. + Leads business development efforts by ... compliance. + Evaluates potential vulnerabilities and manages risks within client portfolios, ensuring compliance with regulatory standards while aligning service… more
- City National Bank (Irvine, CA)
- …and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Manages overall relationship profitability ... Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business...minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and… more