- JPMorgan Chase (Irvine, CA)
- …rates, or sending pre-approval letters. + Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open ... houses or inviting clients to events. + Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and… more
- ADP (Long Beach, CA)
- …analysis. Provides virtual safety awareness training to our client to increase product /service penetration and client retention. This position is an integral part of ... or designee + Interface with internal associates including the General Manager , VP of Client Services, Client Retention Executive, Finance Executive, Director… more
- Comerica (Costa Mesa, CA)
- …Bank Group to analyze/structure debt facilities, conduct relationship reviews, create marketing plans, identify ancillary product opportunities, and conduct ... and services, including Treasury Management, Wealth Management, Foreign Exchange, and Global Capital Markets. Lines of Business: Business Banking and Middle Market.… more
- CDM Smith (Los Angeles, CA)
- …and oversight to the AEC practices at CDM Smith, engaging in new product research, testing, and the incubation of data technology-related ideas that arise from ... Eagerness to learn and work as part of a multidisciplinary team across a global practice. * Stay abreast of the latest developments and advancements, including new… more