- Umpqua Bank (Walnut Creek, CA)
- …resolve any violations in a timely manner. + Partners with CSMs and Relationship Managers to offer insights into customer financial needs, including ... and Bank risk tolerances. + Partners with CSMs and Relationship Managers in customer and prospect calls...in learning to train and present. + Demonstrated time management skills, reflecting the ability to juggle multiple tasks… more
- BMO Financial Group (Santa Monica, CA)
- …banking products (eg personal banking, lending, and investments). + Implements a relationship management plan in collaboration with the lead relationship ... to develop a financial plan utilizing appropriate guidance tools. + Implements a relationship management plan in collaboration with the lead relationship … more
- The Cigna Group (Walnut Creek, CA)
- … management **Skills:** + Strong communication, sales negotiation, and relationship -building skills. + Proven ability to manage and grow client relationships, ... focus is on spending time with clients in person to cultivate the relationship , addressing client issues, selling annual renewal rate increases in addition to new… more
- JPMorgan Chase (Irvine, CA)
- …JP Morgan Bankers and Treasury Management Officers to stay connected on customer relationship across our lines of business. Develop strong relationships with ... in Healthcare Payments, you will be part of the Relationship Management team. You will be responsible...could impact customer retention or damage the customer relationship and appropriately communicate and escalate… more
- Wells Fargo (Beverly Hills, CA)
- …worth segments. Develops presentations for prospective clients and in partnership with the Customer Relationship Group (CRG) negotiates and closes the sale of ... custom credit products leveraging excellent sales and relationship management skills, credit skills, and strong...for loan growth and profitability. In conjunction with the Customer Relationship Group and senior members of… more
- Marriott (San Carlos, CA)
- …Uses all information systems (eg, CI/TY SFA Web, MRDW, MarRFP-SAPP, Hoteligence, Account Relationship Management (ARM) to research the deployment and value of ... them to the appropriate owner. * Supports the company's service and relationship strategy, driving customer loyalty by delivering service excellence throughout… more
- Marriott (Los Angeles, CA)
- …Uses all information systems (eg, CI/TY SFA Web, MRDW, MarRFP-SAPP, Hoteligence, Account Relationship Management (ARM) to research the deployment and value of ... them to the appropriate owner. * Supports the company's service and relationship strategy, driving customer loyalty by delivering service excellence throughout… more
- Banc of California (Brea, CA)
- …and risk controls; ability to manage increased complexity of staff or client relationship management , depending on branch size; review and be knowledgeable of ... and external customers; identifies and takes appropriate action based on customer needs; establishes effective working relationship between the department,… more
- CIBC (San Francisco, CA)
- …will be discussed at the time of your interview._ **How you'll succeed** **Client Relationship Management & Service Delivery** + Serve as the primary contact for ... We're building a relationship -oriented bank for the modern world. We need...Your role is critical in delivering consolidated reporting, document management , expense management solutions, and comprehensive administrative… more
- Amazon (San Francisco, CA)
- …technologies. You will work closely with our broader marketing, engineering, product management , sales and customer -facing teams to conceptualize, build, and ... in-market performance for the products they are responsible for across various customer segments. At eero, Product Marketing Managers work backwards from their… more