- Columbia Bank (Encino, CA)
- …clients and identifies ways to expand existing relationships in collaboration with Client Solutions Manager and internal partners. Identifies opportunities and ... non-credit solutions . + In partnership with the Client Solutions Manager, assembles and leadscross-functional team.... + In partnership with the Client Solutions Manager, assembles and leadscross-functional team to quickly respond… more
- Columbia Bank (Sacramento, CA)
- …workflow + Strong written and verbal skills + Ability to work independently, provide client solutions , prospect new client relationships, and coach and ... areas of the Bank + Advise clients on financial solutions and strategies + Manage and review client... solutions and strategies + Manage and review client relationships + Demonstrate a high level of awareness… more
- WTW (San Francisco, CA)
- …multi country complexity based on context knowledge of trends and innovative multi- client solutions . In particular, we help multinational companies develop ... business, cultural, language and regulatory environments. Our Global Services and Solutions line of business helps these companies navigate the challenges of… more
- Bank of America (San Diego, CA)
- …certification or equivalent preferred **Skills:** + Account Management + Business Development + Client Management + Client Solutions Advisory + Customer and ... **Job Responsibilities:** This job is responsible for the delivery of integrated treasury solutions to clients and prospects that may be in the United States (US)… more
- BMO Financial Group (Los Angeles, CA)
- …monitoring of productivity against benchmarks + Collaborates to generate ideas, identify client solutions , pursue sector marketing efforts, cover clients, and ... through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of...deliver timely solutions . + Oversees documentation and ongoing monitoring of asset… more
- Bank of America (Newport Beach, CA)
- …in sales practices and broader market and industry conditions as needed **Skills:** + Client Management + Client Solutions Advisory + Prospecting + ... This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities… more
- Wells Fargo (Beverly Hills, CA)
- …professionals, fostering deep expertise in custom credit structures and innovative client solutions . + Collaborate extensively with Bankers, financial advisors ... implement lending policies, frameworks, and best practices that encourage innovative client solutions and robust risk controls. + Identify and act on… more
- JPMorgan Chase (Irvine, CA)
- …strategy, serving as a key liaison for Commercial Bank clients. By offering Treasury solutions in conjunction with service, the Client Success Officer plays an ... and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework + Responsible… more
- Bank of America (Westlake Village, CA)
- …+ Oral Communications + Relationship Building + Business Operations Management + Client Solutions Advisory + Planning + Talent Development + Written ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...needs and concerns, and coach Financial Advisors on aligning solutions to goals in a suitable and controlled way… more
- Grant Thornton (San Francisco, CA)
- …with international colleagues to integrate diverse expertise and deliver comprehensive, high-impact client solutions . + Manage, develop, train, and mentor staff ... Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and...a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a… more