- JPMorgan Chase (Woodland Hills, CA)
- …client sales opportunities and engage industry solutions specialist for complex client business process reviews + Raise new solution ideas while partner ... capabilities, and skills** + 10+ years of cash management, sales and relationship management experience + Success developing new business with focus… more
- BMO Financial Group (San Diego, CA)
- …plan, including sales strategies, to achieve sales objectives and acquire new clients. + Creates innovative business development strategies, including collaborating ... and earn their trust. + Addresses escalated sales or relationship management issues to retain the business and provides...to resolve the issue for the benefit of the client . + Reviews and continually monitors performance of existing… more
- Umpqua Bank (Ukiah, CA)
- …accounts. + May back up new account openings. + May back up client service specialist line when needed. + May engage in business development activities ... we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting… more
- Verint Systems, Inc. (Sacramento, CA)
- …responsible for supporting the delivery of services and ensuring the development of new client work for clients within an assigned geographic territory/segment. ... of Professional Services. The Director must have a solid mix of sales, client relationship , management, consultative, and technical skills, coupled with strong… more
- Umpqua Bank (Sacramento, CA)
- …minimal help. + May back up new accounts. + May back up client service specialist line. + Responsible for satisfactory audits. + Frequently service complex ... place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive....lending. + Overall knowledge of bank operations. + Previous client service specialist experience. + Bachelor's degree,… more
- City National Bank (Los Angeles, CA)
- …to questions posed by the Data Analytics Lead or Data Scientist. Relationship Building and Client Experience: * Continuously builds trusting relationships ... learning capabilities. Product/Business/Technology Knowledge * Consistently keeps informed of new services, products, industry and regulatory developments and risk… more
- Fiserv (San Francisco, CA)
- …do at Fiserv?** Build strategic relationships with senior leaders to acquire new clients across Fiserv products and solution offerings. Use your proven track ... record to open new accounts and drive complex solutions sale and revenue...portfolio to deliver differentiated customer value and understand the client 's business, goals, strategies, and industry trends. You will… more
- City National Bank (Los Angeles, CA)
- …in order to develop effective data analytics that provide the insights. * Relationship Building and Client Experience: Supports the Audit Director proactively in ... staff members. May participate in interviews and evaluations of new applicants. WHAT DO YOU NEED TO SUCCEED? *Required...Or * CFIRS - Certified Fiduciary and Investment Risk Specialist Or * CFA - Charter Financial Analyst Or… more
- Banc of California (Menlo Park, CA)
- …**THE OPPORTUNITY** The Vice President, Banker is primarily accountable for developing new client relationships in a specified region or business vertical, ... Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury...but will also support existing client needs as appropriate. The VP Banker will have… more
- Teradata (Sacramento, CA)
- …with high-level customer decision makers. + Coordinates overall Teradata engagement with client , involving specialist resources when needed in the selling ... growth by proactively extending and building upon relationships in new business units and executives. This person will be...Key Areas of Responsibility + Build alignment with the client around the modern Teradata vision and capabilities in… more