- Financial Partners Credit Union (Costa Mesa, CA)
- …offered through Learning and Development for your position or approved by your Manager as required. Provide solutions to member financial needs by: identifing member ... appropriate solution using benefit statements and asking for the business. Make referrals to CUSO for financial planning, investments, insurance and mortgage loan… more
- Bank of America (Woodland Hills, CA)
- …to meet client needs + Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs + Partners with financial ... Home Service Specialist II, Lending Client Associate, Lending Client Support Manager , Lending Specialist, Senior Banker, Business Solutions Advisor or Financial… more
- Volunteers of America Los Angeles (Los Angeles, CA)
- …JOB SUMMARY AND PURPOSE Under the direct supervision of the Program Manager , the Registered Nurse (RN) provides professional nursing services for this residential ... monitoring vitals, direct communication with medical providers on-site for referrals to other providers and community health resources, health...Other Tasks that may be required by the Program Manager + Other duties as required ESSENTIAL DUTIES: +… more
- City and County of San Francisco (San Francisco, CA)
- …procurement practices. About the Position Reporting to the Assistant General Manager for Infrastructure, the Director of Contract Administration Bureau (CAB) acts ... at 525 Golden Gate Avenue and provides support to the Building Manager , Chief Building Superintendent, and building staff. The Director of Contract Administration… more
- Robert Half Office Team (Stockton, CA)
- …ongoing relationships with clients after sign-up to encourage satisfaction and secure referrals . * Generate leads through social media platforms and online research ... exceed daily and monthly sales targets established by your manager . * Stay informed about industry trends and adapt...and improve sales strategies. * Communicate effectively with your manager and adhere to company policies and standards. *… more
- Open Mind Health (CA)
- LOCATION: REMOTE REPORTS TO: CLIENT LIAISON MANAGER ABOUT OPEN MIND HEALTH We are a collaborative team of mind-body-spirit experts who provide innovative, ... They assist existing clients in setting up recurring appts, facilitate new referrals , identify opportunities for new clients, and accommodate clients in available… more
- Owens & Minor (South San Francisco, CA)
- …on increasing sales. In addition, the Sales Executive II will work with the General Manager / Sales Manager to develop and execute specific strategies to achieve ... community. + Creates and maintains call plans to qualify new and maintain existing referrals to grow the business. + Enters call plan and outcomes into the CRM… more
- Hyundai Autoever America (Fountain Valley, CA)
- …Sourcing Lead to join the team. Under the guidance of the Talent Acquisition Manager , this role will have the opportunity to be the company's ambassador for ... channels such as, but not limited to, applicant tracking system, company referrals , social media, LinkedIn, and other channels. + Proactively source and connect… more
- BMO Financial Group (San Diego, CA)
- …products and strategies that meet their financial objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities ... complex or unresolved customer situations or escalates to the next higher manager for resolution. + Maintains current knowledge of personal banking and credit… more
- Horizon Services, Inc. (Hayward, CA)
- …to assure security and safety during the shift + Identify and inform manager or office manager of any household, environmental, participant, and personnel ... steps. + Answer phones and provide reception coverage to furnish information and/or referrals to callers, clients and potential clients. + Follow HSI policies and… more