• Customer Relationship Officer

    Banc of California (Wilmington, CA)
    … service. + Serves a dual-purpose role fulfilling responsibilities of both a Customer Relationship Officer and Teller. + Profiles customers while opening or ... and recognizing opportunities. They will serve as a hybrid Relationship Banker to ensure exceptional customer experience...a hybrid Relationship Banker to ensure exceptional customer experience as well as focusing on sales and… more
    Banc of California (08/01/25)
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  • Sr Customer Relationship Officer

    Banc of California (Downey, CA)
    …employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** Senior Customer Relationship Officers are primarily responsible for coaching and ... accurately, efficiently, and in accordance with established policies and procedures. Senior Customer Relationship Officers create a positive team environment in… more
    Banc of California (07/01/25)
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  • Customer Relationship & Distribution…

    Zurich NA (Sacramento, CA)
    Customer Relationship & Distribution Manager (CRDM) 124656 We have an exciting opportunity for a Customer Relationship & Distribution Manager (CRDM) to ... business, coordinating tenders, and identifying cross-sell opportunities + Act as the customer 's first point of entry into the Zurich organization for Global… more
    Zurich NA (06/17/25)
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  • Customer Relationship Consultant 3…

    US Bank (San Diego, CA)
    …what you excel at-all from Day One. **Job Description** Client Relationship Consultants build relationships with customers, engaging them via multiple channels ... assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available… more
    US Bank (07/29/25)
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  • Customer Relationship Liaison - POV

    Owens & Minor (Irvine, CA)
    …a single point of contact for a specific account or accounts. + Responds to customer needs, concerns and complaints in a timely manner. + Consults with clients and ... basis. + Effectively works and coordinates timely discharges with Customer Care Center and/or Branch Customer Service...discharges with Customer Care Center and/or Branch Customer Service Team. + Operates a Personally Owned Vehicle… more
    Owens & Minor (07/27/25)
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  • Commercial Middle Market Relationship

    Fifth Third Bank, NA (El Segundo, CA)
    …credit support, treasury management, and capital markets + Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking, call ... with One Bank Partners to create and implement a relationship strategy for very large, complex assigned clients and...and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite,… more
    Fifth Third Bank, NA (08/08/25)
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  • Branch Relationship Banker - Kearny Mesa

    Zions Bancorporation (San Diego, CA)
    customer service issues. + Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the ... Associates at California Bank & Trust work in a relationship -centered culture where they are provided with the tools,...Relationship Banker (Personal Banker)** to provide top notch customer service to our clients and customers at our… more
    Zions Bancorporation (08/10/25)
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  • Relationship Banker

    Comerica (Westlake Village, CA)
    …and foster new business relationships. Effective utilization of converge for customer relationship management. Operational Risk: Ensure compliance with ... Assistance, Infertility Services) Retirement Plan Employee Stock Purchase Plan The Relationship Banker is responsible for contributing to the overall success of… more
    Comerica (08/10/25)
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  • Relationship Banker

    Comerica (Tustin, CA)
    …and foster new business relationships. + Effective utilization of converge for customer relationship management. Operational Risk: + Ensure compliance with ... Infertility Services) + Retirement Plan + Employee Stock Purchase Plan The Relationship Banker is responsible for contributing to the overall success of a… more
    Comerica (08/08/25)
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  • Wealth Relationship Manager

    Citigroup (San Rafael, CA)
    …opportunities to grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) + Organize client events to enhance… more
    Citigroup (07/25/25)
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