- Banc of California (Indian Wells, 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 (Long Beach, 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
- Owens & Minor (Bakersfield, 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
- Fifth Third Bank, NA (Newport Beach, 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
- Zions Bancorporation (Chula Vista, 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, training, and opportunities to build the best… more
- Wells Fargo (San Francisco, CA)
- …pipeline disciplines, by keeping information current in relevant systems such as Customer Relationship Management systems + Strategically lead and support ... **About this role:** Wells Fargo is seeking a Principal Mid-Corporate Relationship Manager within Commercial Banking's Food & Agribusiness Specialized Industry… more
- Comerica (Burlingame, 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 (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
- BMO Financial Group (San Francisco, CA)
- …+ Customer Service + Stakeholder Management + Negotiation + Customer Relationship Building **Salary:** $122,400.00 - $228,000.00 **Pay Type:** Salaried ... requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. + Operates at… more
- Citigroup (Loma Linda, 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