- Amalgamated Bank (San Francisco, CA)
- …a team of Account Executives and Account Support Administrators and will provide client service and support within the Commercial Banking division. By joining ... of Commercial Banking on service issues, sales service strategy and overall client portfolio management....Director of Commercial Banking. + Act as day-to-day relationship manager /primary point of contact for assigned client … more
- Citigroup (San Francisco, CA)
- …needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, ... a financial advisory capacity + Experience in a proactive, successful sales and service role in the financial services industry + Strong analytical and … more
- Citigroup (Downey, CA)
- …needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, ... a financial advisory capacity . Experience in a proactive, successful sales and service role in the financial services industry . Strong analytical and … more
- Bank of America (Newport Beach, CA)
- …for implementation **Job Qualifications:** + Two or more years of B2B sales and/or client service experience in a financial services environment; preferred ... are guided by a common purpose to help make financial lives better through the power of every connection....training + Complete industry research on clients and prospects; client opportunity analysis + Ensure escalated service … more
- APTIM (CA)
- …APTIM's Energy Transition Team seeks an experienced **E-mobility Incentive Program Manager ** , with consulting experience and client management background, ... customers, and stakeholders to complete the project effectively and efficiently. The Manager will focus on providing the client a high-quality consulting… more
- IBM (San Francisco, CA)
- …pipeline on a rolling basis, build references and case studies * * Establish client value propositions that tie key strategic, financial , and operational metrics ... roadmaps and lead/participate in large transactions * Evangelize HCS service offerings as a change agent for early engagement,...basis, build references and case studies * * Establish client value propositions that tie key strategic, financial… more
- Banc of California (Camarillo, CA)
- …and Letters of Intent for Borrower execution. + Interface with the prospective client , if directed, to collect all necessary financial information and formation ... offers a broad range of loan and deposit products and services, with full- service branches throughout California and Denver, Colorado, as well as full-stack payment… more
- PNC (Corona, CA)
- … opportunities by providing ideas and insights based on an understanding of the client 's needs and their financial well-being. Focuses on increasing client ... Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities **Competencies** Client … more
- BXP (San Francisco, CA)
- …building procedures and supplying general building information. + Notify Property Manager of repeat client complaints or unusual and/or unreasonable ... situations. + Provide high quality of customer service and take an active role in ...contacts, with the property management, leasing, construction, development and financial teams as well at external vendors, construction professionals… more
- CIBC (Newport Beach, CA)
- …Hours** 40 **Skills** Analytical Thinking, Business Development, Client Issue Resolution, Client Service , Customer Experience (CX), Financial Advising, ... markets) to orchestrate a cohesive value proposition to a client or prospect. **_At CIBC we enable the work...while surrounding the relationship with specialists (Private Banker, Investment Manager and Trust Advisor). + Focus on external calling… more