- Bank of America (Newport Beach, CA)
- …management of asset quality. Client facing, the CPO collaborates with the Client Manager (CM), Treasury Solutions Officer (TSO), and other product partners, ... teammates' physical, emotional, and financial wellness, recognizing and rewarding performance , and how we make an impact in the...Products team members, reporting to the Sr. Credit Products Manager , and partner closely with Client Managers… more
- Cushman & Wakefield (Los Angeles, CA)
- …delivery and quality assurance of all C&W account services and adherence to the client 's real estate standards of performance and needs * Assure integration, as ... areas of operational activities and maintenance of effective relationships with key client contacts * Develop financial plans and specific goals for cost… more
- Towne Park (Los Angeles, 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 ... site's service standards are met or exceeded. Under the direction of the District Manager , or an assigned offsite Account Manager , the Team Leader has additional… more
- Ventura County (Ventura, CA)
- … performance , including metrics related to electronic health records, client outcome goals, productivity, expenditures, and revenue, be knowledgeable about ... collaboration; + Prepares written monthly management information reports reflecting team's performance on client outcome goals, productivity, expenditures, and… more
- Bank of America (San Francisco, CA)
- …achieve their financial goals. Job expectations include effectively balancing sales performance , operational risk, and client relationship care by leveraging ... client needs + Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance...the role of: + Home Service Specialist II, Lending Client Associate, Lending Client Support Manager… more
- Bank of America (El Cerrito, CA)
- …supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance , and how we make an impact in the communities we serve. ... and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or… more
- City National Bank (Los Angeles, CA)
- …met. * Manages the ongoing measurement, tracking, and reporting of activities and performance metrics. * Implements client strategies for both new and existing ... to develop profitable relationships and achieve high levels of performance . * Ensures that relationship development plans are created,...* Works with Credit Manager and Relationship Manager to approve credit transactions that meet client… more
- City National Bank (Los Angeles, CA)
- …procedures, structuring, etc. before it is elevated, if necessary, to the Credit Manager . * Monitors performance , gives on-going performance feedback and ... collateral analysis, pricing and adherence to Bank policies. * Attends client meetings at Relationship Manager , Team Manager or Credit Manager 's request… more
- WKND Digital (CA)
- …Data Analysis, and Client Strategy, to ensure every campaign aligns with client objectives while driving measurable performance . Your mission will be to ... Spend Targets (Growth Atlas Ai) Ensure campaign budgets and performance align closely with client goals. +...Proficiency You're adept at navigating Google Ads, Meta Ads Manager , and other paid platforms. Familiarity with AI-driven optimization… more
- BMO Financial Group (Newport Beach, CA)
- …timely solutions. + Oversees documentation and ongoing monitoring of asset and client performance . + Obtains credit concurrence and coordinates pricing approval ... Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant… more