- Walmart (San Bruno, CA)
- …identify high-potential agency partners + Qualify and prioritize agencies based on client roster, 3P marketplace experience, and growth potential + Convert prospects ... the ability to structure complex partnership agreements. + Excellent relationship -building capabilities with C-level executives and decision-makers. + Experience… more
- City National Bank (Los Angeles, CA)
- …Credit Administration. * Works with Credit Manager and Relationship Manager to approve credit transactions that meet client needs and ensures consistency ... strategies for both new and existing clients. * Regularly accompanies Specialty Banking Relationship Managers on key client visits and assists them with closing… more
- Bank of America (Newport Beach, CA)
- …management of asset quality. Client facing, the CPO collaborates with the Client Manager (CM), Treasury Solutions Officer (TSO), and other product partners, ... the bank is in a position to expand the relationship + The client team is charged...Products team members, reporting to the Sr. Credit Products Manager , and partner closely with Client Managers… more
- Cushman & Wakefield (Irvine, CA)
- …a bundle of Occupier accounts within his/her respective territory. As a senior relationship manager for our clients, this individual will provide oversight and ... between clients and C&W, as outlined in the contract or required, enhancing client relationship , improvement opportunities and managing suitable action plans. +… more
- CIBC (Newport Beach, CA)
- …the relationship , serving as a trusted advisor, while surrounding the relationship with specialists (Private Banker, Investment Manager and Trust Advisor). + ... We're building a relationship -oriented bank for the modern world. We need...markets) to orchestrate a cohesive value proposition to a client or prospect. **_At CIBC we enable the work… more
- Bank of America (El Cerrito, CA)
- …lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor ... (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at... Experience Branding + Client Management + Client Solutions Advisory + Relationship Building +… more
- Bank of America (Alhambra, CA)
- …environment. In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions ... Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at... Experience Branding * Client Management * Client Solutions Advisory * Relationship Building *… more
- M&T Bank (Los Angeles, CA)
- …for individuals, business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring ... sales cycle to meet sales goal.Implement and deliver specific solutions. + Leads client relationship review discussion with committee.Manage and review the … more
- Bank of America (Beverly Hills, CA)
- …management, business development, wealth planning, investment management, or relationship management. Key responsibilities include providing quality client ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- WTW (San Francisco, CA)
- …teams and producing quality deliverables on time and within budget + Strong client relationship , interpersonal and team skills with the ability to work ... In this role you will serve as the project manager and day-to-day communication liaison with our clients, trouble... Relationship Managers + Develop a trusted advisor relationship with client contacts through effective communication,… more