- City National Bank (Ontario, CA)
- …representative of CNB, promoting and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client or prospect in ... of company, industry, business and needs to assist in client calling efforts. Sets objectives for each relationship... client calling efforts. Sets objectives for each relationship in terms of cross sell opportunity and revenue… more
- JPMorgan Chase (San Francisco, CA)
- …and services + Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs + ... Banker in Mid-Corporate Banking, your primary responsibility will be new client acquisition and maintaining and deepening a portfolio of relationships. You… more
- City National Bank (Beverly Hills, CA)
- …representative of CNB, promoting and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client or prospect in ... all Bank products and services in order to establish a total client banking relationship . Discusses financing opportunities and general business conditions;… more
- City National Bank (San Diego, CA)
- …Client , Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * Client Centricity & Relationship Management - to understand a client ... advise accordingly. * Negotiation - ability to maintain a profitable relationship , balancing bank and client needs. * Policy & Procedures - knowledge of CNB's… more
- PNC (Walnut Creek, CA)
- …needed to be successful in this position. **Preferred Skills** Business Decisions, Client Counseling, Client Relationship Building, Competitive Advantages, ... and gathers deliverables to complete the implementation and provide ongoing relationship management. May maintain client -specific procedures. Provides sales or… more
- Bank of America (Westlake Village, CA)
- …multiple tasks simultaneously **Job Responsibilities:** + Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all ... Advisor Development Program Client Associate Westlake Village, California **To proceed with...help pursue the life they envision through a personal relationship with their advisory team committed to their needs.… more
- WTW (Los Angeles, CA)
- …an exceptional client experience at the outset of a new prospect or client relationship through a dedicated client onboarding team. This role will ... **Description** The Client Onboarding Team Leader will be responsible for...an efficient and streamlined onboarding process while building a relationship with WTW that utilizes the right processes, tools,… more
- City National Bank (Studio City, CA)
- … Success Senior Manager is responsible for all aspects of maintaining the client relationship after the sale. This will include consultation, planning, ... the relationship . WHAT WILL YOU DO? * Independent management of the client relationship after the sale to support client success within our SaaS products… more
- Ensono (Los Angeles, CA)
- …grow existing Ensono client accounts. **Key areas of focus & responsibilities:** ** Client Relationship Management** + Serve as the client 's main point ... Client Engagement ExecutiveRemote - United StatesJR012568 At Ensono,...of contact at Ensono, responsible for the commercial relationship , owning the executive relationship map, and… more
- Robert Half-Robert Half Corporate (Irvine, CA)
- …and beyond. + **Cutting edge tools for success.** We provide world-class training, client relationship management tools and advanced AI matching technology to ... and beyond. + **TOOLS FOR SUCCESS -** We provide world-class training, client relationship management tools and advanced technology to help you succeed. +… more