- EverBank (Westlake Village, CA)
- …managers, or other delivery channels such as small business, commercial banking, and treasury management. This job understands client needs with the goal to ... client service team member and serves as an advisor to the client 's ongoing financial needs....client relationships through consultative engagement and tailored financial solutions + Exceptional customer service skills, with the ability… more
- JPMorgan Chase (Palo Alto, CA)
- …+ Identify and leverage buying decision makers and centers of influence in a complex target client company + Serve as a trusted advisor and client advocate, ... member of the team, you will drive the end-to-end client experience As a Vice President within Business Development...work closely with an established team of Bankers and Treasury Sales teams. **Job Responsibilities:** + Cultivate new business… more
- CBRE (Sacramento, CA)
- …success metrics. Client Relationship Management + Serve as a trusted advisor to high value corporate buyers throughout the transaction lifecycle. + Maintain ... in enabling renewable energy and energy transition projects through capital markets solutions with an increasing focus on tax credit transactions and strategic… more
- Bank of America (Los Angeles, CA)
- …in sales practices and broader market and industry conditions as needed **Skills:** + Client Management + Client Solutions Advisory + Prospecting + ... including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury … more
- Bank of America (Los Angeles, CA)
- …including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury ... (SRM) is responsible for providing advice and valuable financial solutions to complex A&D Industry clients and prospects, while...to being the primary bank advocate and key financial advisor for the relationship, the SRM is accountable for… more
- US Bank (Glendale, CA)
- …and existing relationships with business clients. + Deliver financial expertise and client -centric solutions that build strong, long-term relationships. + Assess ... strong business development and prospecting. + Be the primary advisor for our business clients. + Build, develop, enrich...deposit and loan products and services. + Recommend financial solutions based on each client 's unique goals… more
- Robert Half Finance & Accounting (Los Angeles, CA)
- …financial leader who thrives in a fast-paced, growth-focused environment? Our client , a well-established and expanding manufacturing company in Los Angeles, is ... strong internal controls and risk management practices. * Serve as a trusted advisor to the CEO and leadership team, providing clear financial insights and guidance.… more
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