- 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
- Bank of America (San Francisco, CA)
- …develop and enhance existing client relationships. He or she provides specialized support as a Specialist /Manager in any one of the teams specialized roles ... and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service activities. Works with the… more
- The Brattle Group (San Francisco, CA)
- …for marketing and BD initiatives + Provide strategic oversight and daily support to the Business Development Specialist , ensuring alignment with marketing ... We want to add team members committed to excellence, client service, and collaboration to advance the program and...reviews, while actively coaching and mentoring the Business Development Specialist to enhance skills and support long-term… more
- Paycom Online (Pasadena, CA)
- … usage of Paycom software **RESPONSIBILITIES** + Works closely with Outside Sales Representative and Transition Specialist Representative to ensure a smooth ... transition and continuity of exceptional service. + Cultivates and nurtures existing client relationships for strong retention. + Achieves sales quota and… more
- BMO Financial Group (San Francisco, CA)
- Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional ... experience. Demonstrates an understanding of and care for the client through proactive delivery of holistic advice and solutions.... + Develops and executes the business development strategy, sales targets and the sales results for… more
- City National Bank (Pasadena, CA)
- …and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated ... ensure the credit quality standards of the bank. * Develops relationships and support other CNB departments and colleagues to provided customers and prospects the… more
- BMO Financial Group (San Francisco, CA)
- …monitoring of productivity against benchmarks + Collaborates to generate ideas, identify client solutions, pursue sector solutions that support growth and ... business. + Actively works with specialists as needed to support successful syndication, sales , credit swaps, credit...with timelines. + Provides research and data gathering to sales team to facilitate solution to the client… more
- Bank of America (El Cerrito, CA)
- …requirements **Required Qualifications:** + Minimum of one year demonstrated sales experience in a relationship-oriented and client -centric environment ... and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or… more
- M&T Bank (Costa Mesa, CA)
- … client meetings and presentations and prepare related relevant documentation to support the attraction, retention and expansion of client relationships. + ... **Overview:** Manages client relationships and daily administration of assigned Global...reporting and tickler processing. + Participate, along with GCM Sales , in sales calls to current and… more
- BMO Financial Group (San Diego, CA)
- …market customers, prospects and centers of influence within the market. + Reinforces sales processes and client experiences to identify gaps, issues, and best ... the needs of BMO customers or prospects to provide sales and service in the best interests of the...to resolve the issue for the benefit of the client . + Reviews and continually monitors performance of existing… more