- Citizens (Newport Beach, CA)
- …prospects + Maintain and deepen client relationships acting as a trusted advisor + Relationship management (in partnership with the RMs, BBs, and PBs) + Refer ... experience when transitioning clients to the bank. You'll maintain a professional relationship while using your excellent customer service skills and ingenuity… more
- Comerica (Los Angeles, CA)
- …and resolve client issues. Engage business partners and communicate with customer , TM Sales Officer and/or Relationship /Portfolio Manager. Identify, evaluate ... Job Description Treasury Management Sales Associate Supervisor The Treasury Management...cross sell / up sell TM Solutions to existing customer . Work closely with TM Sales Officer and Line… 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
- Cognizant (San Francisco, CA)
- …transformation solutions. * Work with the Client Partner team to ensure that the Customer Relationship Management (CRM) system is fully updated. * Develop ... as the client responsible for regional account strategy and relationship for the manufacturing Lab applications and Integration. *...strategies. * Accountable for the review and negotiation of customer contracts * Coordinate with the Lead Team and… more
- Marriott (Pomona, 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
- 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
- Red Hat (Sacramento, CA)
- …within Red Hat * Collaborate with the engineering, research and development, product management , and technical support teams * Create customer engagement plans ... and technical details on how to resolve them * Manage and grow customer relationships by delivering attentive, relationship -based support * Build trust with… more