- Citigroup (La Canada Flintridge, CA)
- …(including opening accounts, credit cards, etc.) referral routines to deepen client relationships. . **Responsibilities:** + Exhibits strong sales and service ... inquiries promptly and effectively. + Is knowledgeable about the client 's accounts and business with the bank and uses...as necessary (eg leverage video conference for FA, mortgage specialist , etc.) + Take full ownership of clients' problems… more
- BMO Financial Group (Newport Beach, CA)
- …Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant ... of productivity against benchmarks + Collaborates to generate ideas, identify client solutions, pursue sector marketing efforts, cover clients, and deliver timely… more
- BMO Financial Group (Los Angeles, CA)
- …in the local markets leveraging a strong local network, including an existing client base and prospect relationships to drive profitable new client acquisition. ... Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant… more
- City National Bank (Ontario, CA)
- … to develop solutions to minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and Relationship Managers in ... and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated… more
- Amergis (Oakland, CA)
- …to those applicable under the jurisdiction of the state and client . Essential Duties and Responsibilities: + Completes multi-factored evaluations (initial and ... school(s) + Observing the student(s) + Serving an assessment specialist who may do any or all of the...research in current best practice and presents recommendations to client for review and potential implementation as requested, including… more
- BMO Financial Group (Newport Beach, CA)
- …by being able to conduct quality analysis, address issues appropriately, balance client needs and risk appetite, collaborate expertly to arrive at optimal solutions ... developing deep knowledge of the bank's exposure management tools and programs, including target client profile for each option in order to advise client teams… more
- Deloitte (San Jose, CA)
- …ServiceNow Certified System Administrator (CSA), ServiceNow Certified Implementation Specialist (CIS) (Security Incident Response/Vulnerability Response), Certified ... security services in the following areas based on the client 's immediate and long-term needs. By coupling our business...programs ranging from keeping the lights on for the client 's environment (eg upgrades, access help desk) to full-service… more
- City National Bank (Oxnard, CA)
- … to develop solutions to minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and Relationship Managers in ... guidelines are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service. Approves transactions within delegated… more
- City National Bank (Santa Monica, CA)
- … to develop solutions to minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and Relationship Managers in ... guidelines are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service. Approves transactions within delegated… more
- Citigroup (Beverly Hills, CA)
- …for significant business results. Ability to provide authoritative advice regarding client acquisitions or deaccessions. Necessitates a degree of responsibility over ... technical strategy. Responsible for handling resource management and allocation...and allocation of work within the team/project. **Key Responsibilities:** ** Client Management** + Assist clients in all geographies globally… more
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