- Charles Schwab (Sunnyvale, CA)
- …Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth ... for you. **What you have** **Required Qualifications:** + 1+ years of Client/ Customer Service experience **Preferred Qualifications:** + Previous experience in… more
- US Bank (Los Angeles, CA)
- …retention and drive asset growth. This position will initially focus on sales and relationship management of shareholders for the California Asset Management ... what you excel at-all from Day One. **Job Description** US Bancorp Asset Management , Inc. (USBAM) is currently seeking an **Institutional Sales and Relationship … more
- Bank of America (Ventura, CA)
- …Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development ... Relationship Banker- Central Coast area Ventura, California **To...lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking, online banking, or… more
- Mizuho Corporate Bank (Los Angeles, CA)
- …(Bilingual Korean - English) plays a critical role in supporting the bank's relationship management efforts by processing a variety of client's financial ... this position are expected to demonstrate the ability to deliver high-quality service and maintain regulatory compliance. The role requires proficiency in Korean and… more
- M&T Bank (Costa Mesa, CA)
- …of varying complexity and importance, including all administrative, operational and risk management activities for GCM transactions. Serves as main point of contact ... with the M&A client and internal and external service partners to follow short and long-term strategies to...of assigned accounts in a timely manner to maintain customer satisfaction, working with appropriate internal and external resources… more
- City National Bank (West Hollywood, CA)
- …WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 1 year of customer service experience required. * Minimum 1 year of cash handling experience ... * RELATIONSHIP ASSOCIATE - PBB* WHAT IS THE OPPORTUNITY?...all components related to new accounts, including account maintenance, service requests, and risk management . Responsible for… more
- Banc of California (Santa Ana, CA)
- …resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** Provide exceptional customer service through setup, implementation and training of new and ... Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury...clients on products, systems and services. + Process complex customer service requests and establish products. +… more
- Charles Schwab (Newport Beach, CA)
- …valid FINRA Series 7, 9/10 and 63 licenses + 3+ years' experience with customer service + 3-5 years in a security/financial services capacity **Preferred** ... the status quo" and transform the finance industry together._ As a Client Relationship Manager, (CRM), you play an essential and impactful leadership role that… more
- Comerica (Long Beach, CA)
- Job Description The Relationship Manager is responsible for new business development, portfolio management and underwriting to support the needs of the group. ... annual revenue between $30MM and $500MM. Position Competencies:Successful incumbents are customer focused, have strong decision quality, drive for results, are good… more
- Banc of California (Santa Ana, CA)
- …California (the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management ... offers a broad range of loan and deposit products and services, with full- service branches throughout California and Denver, Colorado, as well as full-stack payment… more