- KeyBank (CA)
- …identification of integrated solutions to unmet client needs. Partner with Relationship Manager 's in identifying opportunities for clients and prospects. ... client needs and provide solutions, and participate in various aspects of client management , in-person client calling, and relationship reviews for clients. +… more
- CIBC (Newport Beach, CA)
- …dynamic sales professional with a successful track record of business development, relationship management , and proven ability to effectively gather wealth ... the relationship , serving as a trusted advisor, while surrounding the relationship with specialists (Private Banker, Investment Manager and Trust Advisor). +… more
- Marriott (Los Angeles, CA)
- …(eg, Account Executives and Senior Account Executives) * Partners with account /selling manager to develop creative aspects of site visit * Gathers all ... important customer data from account /selling manager in order to plan appropriately (eg customers goals, specific needs, key account info, etc.). * Develops… more
- Marriott (Burlingame, CA)
- …(eg, Account Executives and Senior Account Executives) * Partners with account /selling manager to develop creative aspects of site visit * Gathers all ... important customer data from account /selling manager in order to plan appropriately (eg customers goals, specific needs, key account info, etc.). * Develops… more
- Cushman & Wakefield (Los Angeles, CA)
- …and written) 2. Technical Proficiency 3. Problem-Solving/Analysis 4. Customer Focus 5. Financial Management 6. Leadership 7. Relationship Management 8. Team ... most profitable and/or cost-effective manner and consistent with the management contract and account plan for each...of the real estate life cycle * Certified Facility Manager (CFM), Facilities Management Association (FMA), Certified… more
- Bank of America (Beverly Hills, CA)
- …environment. In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions ... Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at...Client Focus * Oral Communications * Problem Solving * Account Management * Client Experience Branding *… more
- Bank of America (El Cerrito, CA)
- …lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor ... (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at...Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding +… more
- WTW (San Francisco, CA)
- …team. You will have the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as the pivotal point of ... your experience to make recommendations on plan design and management for the full array of M&A projects. In...In this role you will serve as the project manager and day-to-day communication liaison with our clients, trouble… more
- Comerica (San Diego, CA)
- …client needs. Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved ... and being accountable for the success of the client relationship . What we can offer you Comerica Funded Retirement...advisors; and setting the stage for follow-up sales opportunities. Account Management Oversee the preparation of new… more
- Comerica (Costa Mesa, CA)
- …demonstrates Sales and Credit skills learned in the program. Initial placement into Relationship Manager I, First Level Officer position. Placement out of the ... challenging career path designed to develop Commercial Banking Associates into well-rounded Relationship Managers that exhibit a solid credit foundation and strong … more