- Wells Fargo (Pacific Palisades, CA)
- …with annual gross sales between $500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with ... to colleagues, internal partners, and stakeholders, including customers + Act as the primary relationship manager for a portfolio of small business customers… more
- Comerica (Tustin, CA)
- …and foster new business relationships. + Effective utilization of converge for customer relationship management . Operational Risk: + Ensure compliance ... new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer questions, eg, how-to use products… more