- HD Supply (Los Angeles, CA)
- …accounts to meet or exceed total sales and margin plan using a company designated customer relationship manager tool. + Focuses on new account opportunities ... Tasks, Responsibilities, and Key Accountabilities** + Manages sales and customer retention initiatives efficiently to enhance overall sales performance,… more
- Wells Fargo (West Hollywood, CA)
- …to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with financial advisors to ... us! **About this role:** Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as...serviced, banking services and options of various customers, and customer needs. **In this role you will:** + Employees… more
- Wells Fargo (Foothill Ranch, CA)
- …to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs * Partner with financial advisors to ... About this role: Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network...serviced, banking services and options of various customers, and customer needs. In this role you will: * Employees… more
- Principal Financial Group (Bakersfield, CA)
- …Trust and Custody Customer Care team, the role of ** Relationship Manager -** **Principal Custody Solutions** develops lasting relationships with ... identifyingadditional products/services to help our clients achieve their goals. + Relationship plan reviews for your book of businesshighlighting best practices and… more
- City National Bank (Beverly Hills, CA)
- …and recommending solutions to customers/prospects. * Follows-through with plan designed by Relationship Manager for customer , as defined. * Resolves ... to proactively execute on the concepts developed by the Relationship Manager with minimal supervision. Is also... customer call program either independently or with Relationship Manager . Prepares call reports for management.… more
- Banc of California (San Luis Obispo, CA)
- …list as received and reviewed. + Confirms and coordinates insurance needs with customer , insurance brokers, Relationship Manager to ensure proper insurance ... (the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to… more
- BMO Financial Group (Modesto, CA)
- …by understanding and planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio ... savings, and lending needs. As a **Licensed Senior Premier Relationship Manager ** at BMO, you will: +...maintain acceptable asset and credit quality. + Executes quality customer review meetings for retention and relationship … more
- Bank of America (Los Angeles, CA)
- Private Wealth Client Relationship Manager Los Angeles, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer ... an immediate opening for a Merrill Private Wealth Client Relationship Manager . The ideal candidate is a...Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills,… more
- Fifth Third Bank, NA (El Segundo, CA)
- …credit support, treasury management, and capital markets + Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking, call ... and CRM sales tools preferred. + Regional /local travel Commercial Middle Market Relationship Manager Total Base Pay Range 119,500.00 - 256,900.00 USD Annual… more
- Bank of America (Walnut Creek, CA)
- Merrill Market Client Relationship Manager Walnut Creek, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer ... while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division… more