- City National Bank (Los Angeles, CA)
- …Patriot Act. Responsible for the quality assurance and integrity of the "Know Your Client " (KYC) program on new and existing client relationships. Perform review ... negative news alerts for new clients or during periodic client reviews. Perform prospect client reviews and...units. WHAT WILL YOU DO? * The KYC Review ( Specialist - Senior) will perform Enhance Due Diligence (EDD)… more
- TD Bank (San Francisco, CA)
- …confidentiality of client information + Accountable for providing expertise and support to senior coverage team members in execution of transactions and deal ... coverage officers informed as required) + Liaises and maintains client relationships + Acts as an experienced specialist...a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work… more
- M&T Bank (Costa Mesa, CA)
- …chairing client meetings and presentations and preparing relevant documentation to support the attraction, retention and expansion of client relationships. + ... **Overview:** Manages client relationships and daily administration of assigned Global...or over the phone and prepare fee proposals to support new business opportunities. Evaluate fees for suitability and… more
- NCR VOYIX (Sacramento, CA)
- …Products - West Coast Virtual Position Summary: The Senior Edge Sales Specialist is responsible for driving sales growth through the development and implementation ... allows you to effectively position our offerings to meet client objectives and achieve sales excellence. Key Areas of...NCR Voyix has an ongoing responsibility to respect and support a globally diverse environment. Statement to Third Party… more
- Kelly Services (San Francisco, CA)
- …We are seeking a strategic, resourceful, and high-performing Omni-Channel Loyalty Signage Design Specialist to join our client 's Digital Ordering team. In this ... Title: Omni-Channel Design Specialist Contract Duration: Until March 2026 Contract Type:...for partner merchants, as well as conducting tests to support the launch and scaling of client 's… more
- Antech Diagnostics (Thousand Oaks, CA)
- …imaging and technology; veterinary professional education and training; and board-certified specialist support services. _Antech offers an industry competitive ... serve as an advisor, leader, and technical expert to support peer mentorships and will support colleagues/functions...timeline for the sales process to demonstrate respect for client time by including thorough analysis in client… more
- BMO Financial Group (Los Angeles, CA)
- …will lead and develop all key strategic initiatives required to meet overall client experience and financial objectives. This mandate is to drive and influence the ... external opportunities, threats and challenges to determine how the analytics support the strategic initiatives. + Develops different strategic solutions aimed at… more
- BMO Financial Group (Los Angeles, CA)
- …a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products and ... management plan in collaboration with the lead relationship manager. + Determines client needs and provides solutions though the sales of managed products and… more
- Chenega Corporation (Edwards AFB, CA)
- …Inter-Service Support Agreements). + Supports the FAP Secondary Prevention and Client Engagement (SPaCE) and New Parent Support Program (NPSP) prevention ... and/or intimate partners impacted by domestic abuse (DA). FAP offers the support of **Domestic Abuse Victim Advocates (DAVA)** to provide DAF personnel, their… more
- Zions Bancorporation (Walnut Creek, CA)
- …Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We ... **Walnut Creek, CA** . **Essential Functions:** + Provides primary servicing support for portfolio clients of high value, complex Treasury Management relationships.… more