- JPMorgan Chase (Simi Valley, CA)
- …the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying ... on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity… more
- Wells Fargo (San Francisco, CA)
- …administration of trust and other fiduciary accounts. + Administer a book of fiduciary relationships, including analyzing trust and estate documents, implementing ... and applicable law. + Engage clients, advisors and internal partners to deliver a high-touch client experience within a strong risk management framework. +… more
- Barnes & Noble (Redding, CA)
- …make the customer experience pleasurable and provide the perfect complement to any book . Your passion for coffee, creating inspiring drinks and your knowledge of the ... lifting, climbing, operating espresso machines) and sales floor when needed. * Deliver the perfect beverage that exceeds customer with your ability to engage,… more
- Citigroup (Gardena, CA)
- …grow the small business client and implement appropriate sales plans to target Book of Business customers + Deliver client services/outbound calls/inbound calls ... to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience + Provide Tellers and other branch staff with coaching and guidance on products and special… more
- Saia, Inc (Fresno, CA)
- …+ Collaborates across operations, service center, and internal partners to deliver quality service and ensure customer satisfaction. + Develops client growth ... and retention plans to build a profitable, long-term book of business. + Leads contract negotiations and closes sales to exceed performance targets. + Prepares and… more
- Lincoln Financial (San Diego, CA)
- …AZ, Las Vegas NV, or Southern CA** . In this role, you will deliver retirement planning, education, and world class service to complex retirement plan sponsors and ... and increased revenue & market share with assigned Plan Sponsor/Participant book of business + Develop a comprehensive understanding of existing/targeted Plan… more
- Microsoft Corporation (Sunnyvale, CA)
- …with cutting-edge technologies. This team is on a mission to define and deliver a world class storage infra for relational database, that position infrastructure as ... business strategy when it comes to COGS and Gross Margins. Opportunity to write the book for a capability that hasn't existed in the business before. + Embody our… more
- Travel + Leisure Co. (Anaheim, CA)
- …calls and processes for all Over Night Stay Packages. + Properly schedule and book tour appointment in Journey + Provide any needed follow up concierge service or ... at Travel + Leisure Co. Here, you'll find an inclusive environment where we deliver excellence and take time to have fun, celebrate together, and support one… more
- Lincoln Financial (Sacramento, CA)
- …expanding the Virtual Relationship Manager team to support continued sales growth and deliver exceptional client service. In this role, you will oversee a defined ... book of business, developing and executing strategic plans to meet sales targets and organizational goals. You will implement standardized relationship management and… more
- Jet Aviation (Los Angeles, CA)
- …review of currency and upcoming training/evaluation requirements + Conduct annual aircraft black book audits (work with Flight Ops and ACP) + Ensure compliance with ... events, etc.) **Competencies And Skills** + Create strong customer relations and deliver customer-centric solutions. + Take on new opportunities and challenges with… more