- JPMorgan Chase (Los Angeles, CA)
- …and services + Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs + ... strategic financial advice to businesses, a role as a Relationship Executive might be perfect for you. As a...in Mid-Corporate Banking, your primary responsibility will be new client acquisition and maintaining and deepening a portfolio of… more
- JPMorgan Chase (Woodland Hills, CA)
- …and services + Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs + ... strategic financial advice to businesses, a role as a Relationship Executive might be perfect for you. As a...your role is to be the focal point of client acquisition and ongoing relationships. You will work both… more
- City National Bank (Westlake Village, 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
- City National Bank (Santa Monica, 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
- City National Bank (San Francisco, CA)
- …to client needs. Provides responsive, quality service. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of ... 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 (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
- CIBC (San Francisco, CA)
- …the client base through networking, community involvement, and exceptional relationship management. **_At CIBC we enable the work environment most optimal_** ... leveraging expertise in investment and wealth advisory services to provide best-in-class relationship management. + Engage in client events: Actively participate… more
- City National Bank (Santa Monica, 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
- CIBC (San Francisco, CA)
- …work) will be discussed at the time of your interview._ **How you'll succeed** ** Client Relationship Management & Service Delivery** + Serve as the primary ... You will also support Family Office Executives and Senior Relationship Managers in providing exceptional client service....and Senior Relationship Managers in providing exceptional client service. _At CIBC we enable the work environment… more
- Ensono (Los Angeles, CA)
- …Ensono client . The Client Engagement Executive ultimately owns the client relationship and will identify and leverage company-wide resources to address ... new apps, data strategies, data center consolidation, MF application modernization). Maintain client relationship map including key competitors and their … more