- CIBC (Newport Beach, CA)
- We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... team around the clients that includes Private Bankers, Asset Relationship Managers, Wealth Specialists, and other CIBC lines of...Individual will be the lead overall strategy of the relationship , serving as a trusted advisor, while surrounding the… more
- Columbia Bank (Walnut Creek, CA)
- …we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting ... than $5 million. Collaborates with Client Solutions Managers ("CSMs") and Relationship Managers to accurately present findings, including business rationale and risk… more
- JPMorgan Chase (Irvine, CA)
- …delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by ... start to finish and completing servicing requests as needed. + Support Relationship Managers in deepening client relationships by taking client inquiry calls,… more
- City National Bank (Beverly Hills, CA)
- …is positioned to proactively execute on the concepts developed by the Relationship Manager with minimal supervision. Is also instrumental as a liaison with ... recommending solutions to customers/prospects. * Follows-through with plan designed by Relationship Manager for customer, as defined. * Resolves problems, answers… more
- JPMorgan Chase (San Francisco, CA)
- **Innovation Economy Venture Capital Relationship Team, Life Sciences Coverage - Managing Director** The Venture Capital Relationship Team is a key component of ... and growth stage companies. As a Managing Director within the Venture Capital Relationship Team covering Life Sciences venture firms, you will play a pivotal role… more
- The County of Los Angeles (Los Angeles, CA)
- …of information systems; and in which the work performed is in direct relationship to the IT requirements and initiatives of the department or major organizational ... whether your conviction history has a direct or adverse relationship with the specific duties of the job, and...whether your conviction history has a direct and adverse relationship with the specific duties of the job, and… more
- City National Bank (Los Angeles, CA)
- …decision are accurate and calculated correctly. * Attends client meetings at Relationship Manager, Team Manager, or Credit Manager's request to facilitate delivery ... and resources. * Provides balanced and appropriate credit guidance to Relationship Manager, Team Manager, and Manager and collaborates in determining appropriate… more
- City National Bank (San Jose, CA)
- …COMMERCIAL BANKING* WHAT IS THE OPPORTUNITY? Develops sales management and relationship development strategies to promote the revenue growth and profitability of ... referrals, cross sales and retention efforts of the Commercial Banking Relationship Managers and Commercial Client Services Officers. Develops business opportunities… more
- The Cigna Group (Walnut Creek, CA)
- …focus is on spending time with clients in person to cultivate the relationship , addressing client issues, selling annual renewal rate increases in addition to new ... products and services to expand the relationship . You will be the trusted advisor and go-to...address both their immediate needs and long-term goals. + Relationship Building: Engage at all levels with both decision-makers… more
- Cushman & Wakefield (Irvine, CA)
- …bundle of Occupier accounts within his/her respective territory. As a senior relationship manager for our clients, this individual will provide oversight and support ... and responsibilities: + Responsible for driving a proactive strategy to expanding our relationship with clients, including but not limited to: + In coordination with… more