- Synchrony (Costa Mesa, CA)
- …and tactics to achieve Synchrony growth metrics as well as critical client requirements. Work collaboratively with both the General Manager and partner organizations ... and culture events._** **Essential Responsibilities:** + Partner with business and client team to lead, develop, implement, and monitor dynamic annual growth… more
- Umpqua Bank (Redding, CA)
- …managers and business partners to keep them apprised and provide primary client relationship, direction and customer service support for corporate and commercial ... deposit clients. Provide high level of client service for all products and services, to include...HS Diploma/GED - Required. + Bachelor's Degree in Business, Finance or related field - Preferred. + 2-4 years… more
- Aston Carter (Irvine, CA)
- …Title: EVM SpecialistJob Description The EVM Specialist will independently manage client billing, monitor collections, and oversee project budgets. This role ... organizing meetings, and guiding junior accountants. Responsibilities + Independently handle client billing and monitor collections. + Oversee project budgets and… more
- Principal Financial Group (San Francisco, CA)
- **What You'll Do** As an Institutional Distribution Analyst/ Associate , you will support consultant relations and sales teams in their engagement with institutional ... current search activity and update business profiles based on client and consultant exposures, preferences, historical investment interestsand decision-making… more
- Zions Bancorporation (Oakland, CA)
- …clients and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a collaborative environment ... the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. **We're… more
- Robert Half Office Team (San Diego, CA)
- …calls and inquiries, providing accurate information, resources, or referrals to meet client needs. * Document all client interactions thoroughly and promptly ... clients effectively. * Work closely with internal teams to address and resolve client concerns in a timely manner. * Deliver exceptional customer service, ensuring… more
- Compass Group, North America (Sacramento, CA)
- …and financial goals, align with all applicable regulations, maintain strong client relationships, and ensure we continuously support our communities in our ... and develops self and team towards building positive relationships with client (s) and achievement of critical metrics (profitability, safety, engagement, etc.) +… more
- Umpqua Bank (Newport Beach, CA)
- …and Division Managers to develop new treasury management business, expand client relationships, and provide tailored cash management solutions. Additionally, you ... will support business initiatives by facilitating client onboarding and enhancing treasury services across multiple sectors. + Develop sales plans to identify the… more
- Zions Bancorporation (Claremont, CA)
- …clients and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a collaborative environment ... Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We… more
- Zions Bancorporation (Tustin, CA)
- …clients and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a collaborative environment ... Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We… more