- PNC (San Jose, CA)
- …Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship ... existing clients in a book of business to grow sales , revenue and market share with relevant sales...within stated guidelines to acquire and/or expand and retain client relationships to generate revenue and deepen share of… more
- PNC (San Jose, CA)
- …a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Holds team accountable for deliverables. + Held ... expand his/her external network for business development. + Manages risk through appropriate client selection and ensures that our service delivery is consistent… more
- Maritz (San Francisco, CA)
- …contact point regarding operational issues, escalations, concerns and responses. Communicates any client or service partner inquiries which have the potential to ... communicated for the purpose of developing direct reports and ensuring and improving client satisfaction . Manages various projects that support the overall… more
- Bank of America (El Cerrito, CA)
- … client relationships through platform services, supporting clients with self- service or transactional activities, and providing exceptional client care. ... requirements **Required Qualifications:** + Minimum of one year demonstrated sales experience in a relationship-oriented and client -centric environment… more
- Raymond James Financial, Inc. (San Diego, CA)
- …individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal ... a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success....and required production. + Provides a high level of client service . + Manages the full scope… more
- VCA Animal Hospitals (Los Alamitos, CA)
- …administrative activities related to hospitals providing quality patient care and excellent client service , management of finances and accounting, marketing and ... Under policy direction from the Field Manager with support of and input from Medical Director, the...have Manager experience min of 1-2 years. * Excellent client service skills. * Excellent telephone and… more
- Bank of America (Pleasant Hill, CA)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of...at least one year experience working in the financial service industry and/or a sales environment where… more
- BMO Financial Group (San Francisco, CA)
- …results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition. + Proactively works with branch business ... and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor… more
- The Estee Lauder Companies (San Francisco, CA)
- …targets. They implement brand initiatives, grow brand equity, and manage product sales , inventory, and service offerings. The SDP builds strong relationships ... Observe and provide feedback to salon partners regarding performance. * Communicate sales goals and client engagement strategy. * Proactively identifies… more
- Banc of California (San Diego, CA)
- …a disciplined and organized calling schedule with prospects and clients to meet sales goals and ensure client satisfaction and retention. Performs all duties ... 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