- Banc of California (Beverly Hills, CA)
- …and analysis both related to new loan opportunities and the existing client portfolio . Reviews borrower information, perform credit/financial analysis and Know ... **THE OPPORTUNITY** Responsible for assisting Underwriters, Relationship Managers and Portfolio Managers with the credit origination process, financial reviews… more
- Cushman & Wakefield (Santa Clara, CA)
- …as an Occupancy Planner * Oversees a more complex asset or region for the client portfolio . May also oversee a larger business unit or more complete business ... provides occupancy planning expertise in supply, capacity, and demand of Client 's portfolio of space. The Senior Occupancy Planner is ensuring planning exercises… more
- US Bank (Newport Beach, CA)
- … Portfolio Manager partners with Relationship Manager(s) to successfully manage a portfolio of Institutional Client Group - Metals and Chemicals credit ... all types of credit account exposure, managing an assigned credit portfolio , successfully closing new business relationships and expanding existing relationships,… more
- American Express Global Business Travel (Sacramento, CA)
- …and engaged Client Management team, with high will to retain and grow their client portfolio . The Client Manager Director creates a culture to motivate, ... leading one of our largest and most strategic global client and a client management team across...drivers, organizational culture and the strong position of the portfolio , understanding broad issues and the competitive landscape when… more
- City National Bank (Beverly Hills, CA)
- …new relationships as well as retention and expansion of existing relationships in their own client portfolio and will actively work with other areas of CNB to ... client segments and expand relationships to become our client 's main bank option. * Manage a portfolio of existing clients and actively deepens client … more
- The Cigna Group (Walnut Creek, CA)
- …needs. + Portfolio Management: Drive growth, earnings and retention across your client portfolio , meeting targets for both new business and renewals. Work to ... Executive, you are the face of Cigna to the client . Your focus is on spending time with clients...with clients in person to cultivate the relationship, addressing client issues, selling annual renewal rate increases in addition… more
- Cushman & Wakefield (San Diego, CA)
- …tactical occupancy planning expertise in support of supply, capacity and demand of Client 's portfolio of space in a specific geographic region. The planner ... to understand their requirements and the impacts to the portfolio + Partners with client 's regional leads, Workplace Managers, to provide direct support in… more
- Amalgamated Bank (San Francisco, CA)
- …of Commercial Banking on service issues, sales service strategy and overall client portfolio management. + Provide onboarding support, mentoring and training ... + Act as day-to-day relationship manager/primary point of contact for assigned client portfolio , liaising with other areas of the Bank to resolve client… more
- Fiserv (San Diego, CA)
- …through contract renewals and the sale of various products and services to assigned client portfolio in partnership with product sales SMEs. **What you will need ... key day-to-day point of contact, solving problems, and addressing client pain points to deliver a best-in-class client...will do:** + Expand existing accounts within an assigned portfolio for the organization's key or national, large complex… more
- Truist (San Francisco, CA)
- …all risk, operational, policy and quality expectations related to assigned client portfolio . **QUALIFICATIONS** **_Required Qualifications_** : The requirements ... existing client relationships. Focus on driving continual improvement in portfolio revenue growth and new production revenue. 3. Understand and contribute to… more