- City National Bank (San Diego County, CA)
- …a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic ... Works in cooperation with the appropriate team member and/or client to resolve issues and prevent potential financial...lending experience. * Strong understanding of all products and services applicable to target client segment. *… more
- City National Bank (Santa Monica, CA)
- …a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic ... are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service . Approves...clients to discuss and promote all Bank products and services in order to establish a total client… more
- City National Bank (Beverly Hills, CA)
- …a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic ... geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service . Approves...clients to discuss and promote all Bank products and services in order to establish a total client… more
- City National Bank (Los Angeles, CA)
- …a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic ... geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service . Approves...clients to discuss and promote all Bank products and services in order to establish a total client… more
- City National Bank (Westlake Village, CA)
- …management guidelines are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service . Approves transactions within ... divisions, and by providing the CNB exemplary level of service , identifying and promoting solutions to customer needs, and...clients to discuss and promote all Bank products and services in order to establish a total client… more
- M&T Bank (Costa Mesa, CA)
- …Compliance and/or Audit as required. Research and resolve issues related to control and client service aspects of assigned accounts in a timely manner to ... control environment, existing and new products, internal coordination and collaboration and client service model and implement enhancements as requested to… more
- BMO Financial Group (San Francisco, CA)
- …with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. + ... growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue… more
- Columbia Bank (Benicia, CA)
- …services complex accounts. + May back up new account openings. + May back up client service specialist line when needed. + May engage in business ... operational excellence in the branch, supervising and leading the Client Service Specialists, and by providing Breakthrough...coach other team members to deepen customer relationships using Client and Business Financial Review. + Develops… more
- BMO Financial Group (Los Angeles, CA)
- …the client 's/prospect's business and needs. + Assists with sales and service administration and processing ensuring client experience is seamless and ... plans. Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits to maximize… more
- BMO Financial Group (San Diego, CA)
- …opportunities to improve share of wallet, acquire new customers, and provide full financial services to customers. + Ensures alignment between stakeholders. + ... to resolve the issue for the benefit of the client . + Reviews and continually monitors performance of existing...behaviour. + Communicates goals, plans, and assignments to achieve financial and customer service goals. + Leads… more