- BMO Financial Group (Los Angeles, CA)
- …with customers, COIs, and key stakeholders. The RM will be responsible to drive new client acquisition and growth in market share in this middle market ... cross-selling, retention, and profitability. + Implements cross-selling initiatives, driving client engagement and successfully transitioning opportunities into… more
- City National Bank (Los Angeles, CA)
- *PRIVATE BANKER* WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families within a ... the portfolio. May serve as a segment or industry specialist acting as a technical consultant to clients and...the Safe Act. WHAT WILL YOU DO? * Develop new relationships externally through referrals from clients and Center… more
- City National Bank (Santa Monica, CA)
- …guidelines are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service. Approves transactions within delegated ... through extensive business development activity. Works closely with existing and new clients to understand their specific financial requirements and provide… more
- BMO Financial Group (San Francisco, CA)
- …to enhance client experiences and business outcomes. Manages sales processes, client engagement and outcomes. + Leads business development efforts by ... and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance. Monitors implementation activities… more
- City National Bank (City Of Industry, CA)
- …and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated ... activities as a representative of CNB, promoting and attracting new colleagues and customers. * Prepares a Relationship Plan...Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business… more
- Citigroup (Inglewood, CA)
- …experience + Required Skills: + Experience with face-to-face customer service, digital engagement and basic sales/referrals + Open, client service orientation ... risk and control, driving lobby leadership, and ensuring consistent delivery of client and team experiences aligned with the bank's standards **Responsibilities** :… more
- City National Bank (Beverly Hills, CA)
- …and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated ... activities as a representative of CNB, promoting and attracting new colleagues and customers. * Prepares a Relationship Plan...Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business… more
- Parexel (Sacramento, CA)
- …meetings, training module development, white papers, slide sets, publications etc. ** Client Relationship Building & Engagement ,** including soliciting and ... services that help clients across the globe transform scientific discoveries into new treatments. From clinical trials to regulatory, consulting, and market access,… more
- Netchannels (San Francisco, CA)
- …+ Act as a central point of contact, or oversee a dedicated onboarding specialist /team, to ensure new partners effectively navigate available resources. + Define ... looking to hire a Channel Manager/Partner Marketing for our client : Google Public Sector. This a FTE position of...highly motivated person to lead the implementation of our new Partner Support Programmatic Approach. This is a critical… more
- City National Bank (Irvine, CA)
- …This may be accomplished through identifying and promoting solutions to fulfill client needs, obtaining referrals from existing customers, and maintaining an active ... relationships and supports other CNB departments and colleagues to provide client and prospect solutions. Participates in community activities as a representative… more