- CIBC (Newport Beach, CA)
- …dynamic sales professional with a successful track record of business development, relationship management , and proven ability to effectively gather wealth ... comply with internal policies, processes and procedures to effect prudent risk management and judgment. Recognizes relationship risk issues and seeks appropriate… more
- Umpqua Bank (CA)
- …(Required) + Expert knowledge of commercial underwriting, credit monitoring, and portfolio management . + Proven advanced relationship management and business ... appropriate risk identification & mitigation, and ongoing risk & relationship management of a commercial portfolio. +...with individuals and groups across the company to manage customer relationships. Ability to partner with team. Ability to… more
- Comerica (Costa Mesa, CA)
- …challenging career path designed to develop Commercial Banking Associates into well-rounded Relationship Managers that exhibit a solid credit foundation and strong ... relationship development skills. 20-month rotational program that includes formal...of lending and non-lending products and services, including Treasury Management , Wealth Management , Foreign Exchange, and Global… more
- US Bank (West Hollywood, CA)
- …determine trends in a given marketplace - Effective interpersonal communication, leadership, relationship management , time management , sales activities ... determine trends in a given marketplace - Effective interpersonal communication, leadership, relationship management , time management , sales activities … more
- Cushman & Wakefield (Irvine, CA)
- …practices to enhance overall client satisfaction and sales efforts Key competencies: + Customer Relationship Management + Leadership + Communication (oral ... + Experience in resource allocation and implementation + Superior relationship building and management skills along with...retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition… 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
- Scholastic (Walnut Creek, CA)
- …demonstrated. + Proficiency with MS Office software; experience with Sales Automation, Customer Relationship Management or Web-based software programs. + ... of proven successful sales experience in retail or district/territory sales, event management , personal selling, and customer service with noted leadership… more
- Comerica (San Mateo, CA)
- …ResponsibilitiesCustomer Relationship Activities Service, execute and impact the customer relationship activities for the attraction, expansion, and ... Lead portfolio management efforts to retain and expand current portfolio relationship and increasing the number of portfolio customers in the banking center.… 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
- 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