- Wells Fargo (San Jose, CA)
- …. **In this role you** **will:** + Develop, retain, and grow complex client relationships through the art of relationship management, by understanding the ... **About this role:** Wells Fargo is seeking a Lead Commercial Banking Relationship Manager for clients with annual revenue of $25MM to $100MM supporting the _San… more
- Bank of America (Monterey, CA)
- …Management + Client Investments Management + Client Management + Client Solutions Advisory + Relationship Building + Advisory + Business Development + ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Bank of America (Napa, CA)
- …Management * Client Experience Branding * Client Management * Client Solutions Advisory * Relationship Building * Business Development * Pipeline ... and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or… more
- Citigroup (Fresno, CA)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) + Organize client events to enhance client ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- Citigroup (Riverside, CA)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) + Organize client events to enhance client ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- City National Bank (Los Angeles, CA)
- …by providing credit and loan underwriting expertise to a team of Specialty Banking Relationship Managers. Is client facing and manages all aspects of credit ... or declines credit requests within assigned authority. * Attends client meetings at Relationship Manager, Team Manager or Credit Manager's request to facilitate… more
- Encore (San Diego, CA)
- …* Troubleshoot power concerns when problems occur. * Understands and fosters the hotel/ client relationship . * Strong customer services skills to maintain a ... of internal and external customers. * Maintain a positive relationship with all clients through effective communication. * Meets...positive relationship with all clients. * Effectively communicate with team… more
- Wider Circle (Los Angeles, CA)
- …and written communication skills * Effective computer and application knowledge of Client Relationship Management systems like Salesforce, Hubspot, Health plan ... beneficiary cycle that includes but is not limited to lead generation, relationship building, obtaining the Scope of Appointment, the presentation of the product,… more
- Compass Group, North America (Sacramento, CA)
- …think quickly, analytically, strategically, and accurately + Shows expert client relationship , influencing, presentation, listening, and communications (written ... and financial goals, align with all applicable regulations, maintain strong client relationships, and ensure we continuously support our communities in our… more
- System One (Oakland, CA)
- … client . + Will be the primary contact and required to maintain a strong client relationship . + A critical component to ensuring the project is performed to ... for each phase of the project. + Provides and presents project status reviews to client . + Prepares and/or reviews cost and risk analyses and extra work claims for… more