- Bank of America (Los Angeles, CA)
- …Relationship Manager (SRM) is responsible for providing advice and valuable financial solutions to complex A&D Industry clients and prospects, while managing a ... to being the primary bank advocate and key financial advisor for the relationship, the SRM is accountable for...banks perspective for development and implementation of an overall client strategy. The SRM is also responsible for leading,… more
- ADP (CA)
- …80% of the Fortune 500 -- count on our Human Capital Management solutions . As a **Sales Representative, Enterprise Accounts** , you'll grow new market share ... for ADP's cloud-based Human Resources solutions to large market prospects (1,000 or more employees)...report identifying potential business and activities necessary to close client accounts. + **Market - Conduct Market Research.** You'll… more
- BMO Financial Group (Newport Beach, CA)
- …to key partners, including Commercial Banking and Wealth Management, to deliver holistic client solutions .** **U.S. Only:** This position will act as an ... Manages regional retail sales programs / products to maximize client opportunities across BMO. + Develops solutions ...Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy… more
- Bank of America (Walnut Creek, CA)
- …of individuals with certain specified criminal history for the position Credit Solutions Advisor : FDIC, Safe Act/Loan Originators **Shift:** 1st shift (United ... the full spectrum of borrowing and banking at each stage of the client 's life plan, including mortgage referrals and lending. Job expectations may include hiring,… more
- Deloitte (Los Angeles, CA)
- …Through a combination of tools developed by Deloitte's Securitization and Partnerships Solutions practices, we can assist with the complex tax and reporting needs ... reports, communicating with clients, their servicers and/or administrators and lead client resources. Specific responsibilities of the PSG - TARDI team include:… more
- BMO Financial Group (Los Angeles, CA)
- …the highest level of products and services for the Private Banking client segment. The individual must have strong Private Banking credit administration experience ... for prospects and clients. + Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits. + Provides day to… more
- BMO Financial Group (San Francisco, CA)
- …oversight. Client Relationship Management: * Serve as a trusted advisor to high-net-worth individuals and families, addressing their fiduciary needs with ... to work in one of our downtown or suburban Chicago offices as a client -facing individual contributor on a high performing team. The Director of Trust Administration… more
- BMO Financial Group (Sacramento, CA)
- …support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This ... poor performance. + Establishes cross-selling initiatives to increase penetration with client . + Applies deep expertise in bank products, processes and systems… more
- Citigroup (Palo Alto, CA)
- …the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ... clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business which have significant financial implications. + Serve as a… more
- Cognizant (Sacramento, CA)
- …and Azure services. The ideal candidate will act as a strategic advisor , guiding teams through onboarding, environment planning, and service integration across the ... with Azure PaaS service capabilities. + Recommend and finalize solution design changes during intake before environment provisioning. +...project you're engaged in, as well as business and client requirements. Rest assured; we will always be clear… more
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