- Wells Fargo (San Jose, CA)
- …understanding and an in-depth evaluation, by engaging product organizations to develop client specific solutions , leveraging a solid understanding of clients' ... . **In this role you** **will:** + Develop, retain, and grow complex client relationships through the art of relationship management, by understanding the needs and… more
- Bank of America (Beverly Hills, CA)
- …+ Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + ... knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk… more
- Bank of America (San Francisco, CA)
- …vertically, horizontally, and externally + Strong FinTech industry knowledge **Skills:** + Client Solutions Advisory + Financial Analysis + Loan Structuring + ... relationships, working directly with clients and prospects to provide financing solutions for multinational FinTech companies in the payments and financial software… more
- Columbia Bank (San Jose, CA)
- …on client satisfaction. + Ability to work independently. + Ability to provide client solutions . + Extensive knowledge of bank products and services in order ... develops, advises, manages, and retains Healthcare and Professional Banking client relationships. Wealth management services to these clients include: deposit,… more
- Citigroup (East Los Angeles, CA)
- …investment professionals and other product specialists to deliver tailored and robust client solutions + Directly contribute to analytics and proposals to ... in the affluent and high-net worth segments through Citigold(R) and Citigold Private Client and captures wealth management in the workplace through Global Wealth at… more
- BMO Financial Group (San Ramon, CA)
- …Managers. + Collaborate with Relationship Managers to generate ideas, identify client solutions , pursue marketing efforts, cover clients, and deliver ... Estate group, collaborating with Relationship Managers to deliver well-structured loan solutions for commercial real estate customers across the US The Portfolio… 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 ...maximize client opportunities across BMO. + Develops solutions and makes recommendations based on an understanding of… more
- The Cigna Group (Walnut Creek, CA)
- …teams to ensure alignment, build trust, and ensure clients receive tailored, strategic solutions . + Client Experience: Oversee client service requests, ... work effectively across teams + Proactive, creative thinking to develop tailored solutions for each client + A desire to grow with a company that's committed to… more
- Lumen (Sacramento, CA)
- …technology objectives, conducts full technical discovery, and architect (with the technical team) client solutions to meet the requirements gathered. + Acts as ... business requirements, develop a technical sales strategy, and effectively present solutions that address our customers' requirements and provide business value.… more
- WTW (Irvine, CA)
- …mid- and smaller-sized companies. + Support the development and implementation of new client strategies and solutions + Analyze and compare vendor products, ... close team environment + Passion for solving problems and sharing solutions to exceed client standards + Resourceful and creative; inquisitive + Sense of… more