- City National Bank (Los Angeles, CA)
- …demonstrated sales and marketing abilities including cross selling skills. * Superior client relationship skills. * Good understanding of commercial credit ... and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client...serve as a product specialist acting as a technical consultant to clients and Relationship Managers in… 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...serve as a product specialist acting as a technical consultant to clients and Relationship Managers in… 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...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 (San Diego County, CA)
- …other CNB product experts to achieve cross-sell goals and helps solidify the client relationship . * Establishes a referral network through existing relationships ... and procedures as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client , Community...consultant to clients and a resource to the Bank in developing and retaining business *WHAT'S IN IT… more
- Principal Financial Group (San Francisco, CA)
- …is your chance to work collaboratively across with institutional sales, consultant relations, relationship management and investment professionals in support ... for current search activity and update business profiles based on client and consultant exposures, preferences, historical investment interestsand… more
- Zions Bancorporation (Walnut Creek, CA)
- Associates at California Bank & Trust work in a relationship -centered culture where they are provided with the tools, training, and opportunities to build the ... offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly...working knowledge of applicable regulatory requirements. + Strong sales, client product and relationship management skills. +… more
- Zions Bancorporation (Los Angeles, CA)
- Associates at California Bank & Trust work in a relationship -centered culture where they are provided with the tools, training, and opportunities to build the ... offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly...working knowledge of applicable regulatory requirements. + Strong sales, client product and relationship management skills. +… more
- City National Bank (Studio City, CA)
- …Success Consultant is responsible for all aspects of maintaining the client relationship after the sale. This will include consultation, planning, onboarding ... stability of the relationship . WHAT WILL YOU DO? * Independent management of the client relationship after the sale to support client success within our… more
- Principal Financial Group (Bakersfield, CA)
- …Institutional Trust and Custody Customer Care team, the role of ** Relationship Manager -** **Principal Custody Solutions** develops lasting relationships with ... things you'll do: + Collaborate with the plan sponsor and the consultant on plan goals, investments, plan operations/financial reporting. + Identify opportunities to… more
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