- BMO Financial Group (San Diego, CA)
- …goals, defines clear expected outcomes, and ensures clear accountability for follow through. + Builds interdependent teams that collaborate across functional and ... to enhance the Bank's visibility and builds a strong referral source for new potential business. + Supports the...and processes within the branch. + Establishes priorities to lead the team in developing sales, service, and people… more
- M&T Bank (Costa Mesa, CA)
- …contact with the M&A client and internal and external service partners to follow short and long-term strategies to achieve sustainable earnings growth and compliance ... receivables. + Manage relationships, cultivating current and prospective clients and referral sources to uncover opportunities and potential sources of new business… more
- M&T Bank (Costa Mesa, CA)
- …contact with the M&A client and internal and external service partners to follow short and long-term strategies to achieve sustainable earnings growth and compliance ... receivables. + Manage relationships, cultivating current and prospective clients and referral sources to uncover opportunities and potential sources of new business.… more
- Citigroup (Walnut Creek, CA)
- …and team experiences aligned with the bank's standards **Responsibilities** : + Lead , coach, and support Universal Bankers and Tellers by modeling excellent service ... as necessary (eg leverage video conference for FA, mortgage specialist , etc.) + Take full ownership of clients' problems...if applicable, etc.) + Exercises ownership and ensure all follow -up items are complete or handled off to the… more
- Volunteers of America Los Angeles (Fullerton, CA)
- …case management, performs outreach and community engagement events, is able to lead these efforts as required. DUTIES AND RESPONSIBILITIES + Identifies and locates ... housing options suitable for homeless clients and their families, including referral to VOALA shelters as appropriate. + Creates and maintains a housing database… more