- 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...serve as a product specialist acting as a technical consultant to clients and Relationship Managers in… 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 ... products and services in order to establish a total client banking relationship . Discusses financing opportunities and...serve as a product specialist acting as a technical consultant to clients and Relationship Managers in… more
- City National Bank (El Segundo, CA)
- …Success Consultant is responsible for all aspects of maintaining the client relationship after the sale. This will include consultation, planning, onboarding ... the relationship . WHAT WILL YOU DO? * Independent management of the client relationship after the sale to support client success within our SaaS products… more
- Hyundai Autoever America (Costa Mesa, CA)
- …related field + 5 + years of experience in a similar role such as client relationship / key account management, preferably in the telematics, IT or automobile ... from clients + Coordinate with all internal departments for client proposal creation. + Act as a consultant to assist other Hyundai Motor Group (HMG) client… more
- Highmark Health (Sacramento, CA)
- …This job is responsible for managing a book of business and the business relationship as a strategic consultant for existing accounts directly or through ... RESPONSIBILITIES** + Review new products, services, capabilities, and technologies with the client in order to sell assigned product lines, renewals and add-on sales… more
- HUB International (Carlsbad, CA)
- …The **Personal Lines Account Executive** manages an assigned book of business, develops client relationship , and strives to grow and retain clients. May work ... if assigned on accounts, serve as the HUB's primary consultant to the client . The Producer has... client . The Producer has primary responsibility for client relationship management and initiating new sales.… more
- HUB International (San Francisco, CA)
- …consultant to the client . *The Producer has primary responsibility for client relationship management and initiating new sales. *The AE has primary ... account, acting as the de facto technical expert and broker- consultant . (In some instances, no Producer will be assigned...assigned and the AE also is primarily responsible for client relationship management.) * Ensure Producers, when… more
- Columbia Bank (Sacramento, CA)
- …sales related documentation to promote the sale. Collaborate with TMC, technical consultant , business partners, and relationship team in the completion of ... (TMA) is responsible for partnering with Treasury Management Sales Consultant (s), (TMC). The TMA role will serve as the...clients in navigating the bank by liaising with the Client Service, Account Analysis, and other partner teams to… more
- HUB International (Ventura, CA)
- …the client on assigned accounts. The Producer has primary responsibility for client relationship management and initiating new sales. The AE has primary ... account, acting as the de facto technical expert and broker- consultant . * Ensures Producers, when assigned, are fully informed...to be able to competently and proactively manage the client relationship . * Establishes and maintain strong… more
- Jacobs (Los Angeles, CA)
- …of vehicles and subsystems. * Manage the relationship and communication between the consultant team and the client , and between third parties and the ... specification and quality requirements. You will work closely with client contacts and project managers, responsible for successful delivery...client / consultant team.… more