- Alight (IL)
- …and reports to inform management 's strategic decision-making **Client Relationship Management ** + Serve as a strategic partner/trusted advisor , understanding ... while achieving client business goals and objectives + Deploy sound bid management and optimization strategies across client portfolio at scale; proactively… more
- CIBC (Chicago, IL)
- …bank requirements. Act as Strategic Advisor to clients as needed. + **Relationship Management ** - Collaborate with Portfolio Managers as part of a team to ... Business Prospecting, Client Prospecting, Client Service, Customer Experience (CX), Lending, Portfolio Management , Sales Prospecting At CIBC, we are in… more
- AbbVie (Mettawa, IL)
- …experience, including 9+ years of work experience involving business analysis, project management , portfolio management , strategic planning, and 2+ years ... and eye care - and products and services in our Allergan Aesthetics portfolio . For more information about AbbVie, please visit us at www.abbvie.com. Follow @abbvie… more
- BMO Financial Group (Chicago, IL)
- Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of ... Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit … more
- BankFinancial (Downers Grove, IL)
- …business owners and their business. As a specialist and trusted advisor , responsibilities include identifying needs, recommending deposit, treasury, and loan ... Bank in the small business segment. Business Specialists manage an existing portfolio of clients, seeks opportunities to work with employees of clients, introduces… more
- Fiserv (IL)
- …portfolio of payment processing solutions. This person will provide strategic and consultative management for a portfolio of existing and new clients in our ... government solutions vertical. As the strategic advisor to the client, you will be required to...will do:** + Expand existing accounts within an assigned portfolio for the organization's key or national, large complex… more
- Huntington National Bank (Chicago, IL)
- …for shaping and executing strategies to maintain and enhance the value of our portfolio , including managing a portfolio of highly valued accounts, aimed at ... profitability. + Engage regularly with assigned clients and become a trusted advisor to their business. + Address client issues promptly, working collaboratively… more
- City National Bank (Springfield, IL)
- …and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the new accounts and ... new business development * Masters Degree preferred * Working knowledge of portfolio management , including knowledge of investment techniques and asset… more
- Capital One (Springfield, IL)
- …their business, their small business or commercial card needs. As their trusted advisor , you will help optimize the rebates and benefits received from Capital One. ... of contact at Capital One. **Responsibilities:** + Manage a portfolio of clients with key focus on retention, growth...clients with key focus on retention, growth and risk management + Analyze the company's total business spend to… more
- World Insurance Associates, LLC. (Barrington, IL)
- …as data gathering and analysis, development of recommendations, implementation, and ongoing portfolio management - within a financial planning context. + Assist ... and other forms as needed + Client service, including planning updates, portfolio changes and reviews, information data gathering, portfolio returns, and… more