- Robert Half Finance & Accounting (San Jose, CA)
- …* Proficiency in Axcess Tax Software is a significant advantage. * Strong client relationship skills, with the ability to communicate complex tax concepts ... complex returns and strategic planning for high-net-worth individuals and trusts in our client 's San Jose office. This role offers onsite work during tax season with… more
- Highmark Health (Sacramento, CA)
- …+ None **SKILLS** + Strong written and oral communication skills + Strong relationship building skills + Client focused with strong business acumen + ... Self-starter with the ability to work under pressure independently and as part of a team. + Ability to think strategically and act proactively to create strong trust and confidence with business units + Strong innovative problem-solving capabilities **Language… more
- MetLife (Fresno, CA)
- …and/or MetLife Agricultural Finance offices may be required. * Support the relationship managers in the development of mortgage recommendations including but not ... deliver exceptional customer service with the highest of ethical standards to a large client base. * Ability to earn the trust of internal and external stakeholders,… more
- Columbia Bank (Walnut Creek, CA)
- …sales skills, and credit and credit quality skills. + Very strong client relationship and internal partnering skills. Demonstrates high emotional intelligence. ... CRE Relationship Manager Sr. Commercial Banking Walnut Creek, California...across a range of product types. Lead underwriting and analyst team in managing a large, complex portfolio to… more
- Citigroup (San Francisco, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) + Organize client events...Business Partners, Relationship Manager, etc.) + Organize client events to enhance client bonding. +… more
- Citigroup (Merced, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) + Organize client events...Business Partners, Relationship Manager, etc.) + Organize client events to enhance client bonding. +… more
- JPMorgan Chase (San Francisco, CA)
- …operating companies, investment funds and trusts! As a Real Estate Banking (REB) Client Associate in Commercial Real Estate, your primary responsibility will be to ... assist in relationship management and business development with the banker team (REB Client Executives). You will participate in the Banking Associate program,… more
- JPMorgan Chase (San Francisco, CA)
- …to be best-in-class. As a Lead Credit Officer - Vice President in the Key Relationship Group, you will be part of a team that performs independent technical and ... credit decisions. Analysis is based on property operating statements, rent rolls, client 's financial balance sheet, schedule of real estate owned and verification of… more
- Public Consulting Group (Sacramento, CA)
- …customer service and operations for clients: + initiative planning and ongoing client relationship management. + collaborate with external vendors, external ... projects to meet necessary deadlines. **Required Experience** + Proven success in client relationship management and engagement. + Strong facilitation and… more
- Pegasystems (San Francisco, CA)
- Client Success Manager - State & Local Government...You'll Do at Pega:** + Develop a trusted advisor relationship with multiple people in the account to expand ... empower them to become more efficient, smarter, and most importantly, customer-centric. Our Client Success team is an integral part of our rapid growth trajectory,… more