- The County of Los Angeles (Los Angeles, CA)
- …Develops measures and metrics to be tracked via the Customer Service Relationship Management system for overall reliable evaluation of the Business Engagement ... partners and analyzing program performance. Experience with business customer relationship management and lead generation, product or service sales/marketing, and… more
- City National Bank (Newport Beach, CA)
- …contribute to the market and regional strategy. From the sales and relationship management perspective, will assist clients to meet their financial needs, providing ... and collect fees, maintaining balance of sales results, client profitability and relationship building; address risk / compliance gaps. * Partnering with a… more
- City National Bank (Los Angeles, CA)
- …pricing and adherence to Bank policies. * Attends client meetings at Relationship Manager, Team Manager or Credit Manager's request to facilitate delivery of ... problem resolution. * Provides balanced and appropriate credit guidance to Relationship and Team Manager and collaborates in determining appropriate credit strategy.… more
- Bank of America (Beverly Hills, CA)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... business management, business development, wealth planning, investment management, or relationship management. Key responsibilities include providing quality client service,… more
- BMO Financial Group (Los Angeles, CA)
- …banking products (eg personal banking, lending, and investments). + Implements a relationship management plan in collaboration with the lead relationship ... reporting. + Works collaboratively and in partnership with members of the client relationship team to apply a consultative sales process and continually enhance the… more
- International Rescue Committee (Oakland, CA)
- …Associate Director of Major Giving will be a dynamic seasoned fundraiser and relationship cultivator who will work closely with the Senior Director of USA ... region of the United States, the Associate Director will serve as a relationship manager throughout the donor life cycle, working across fundraising teams and with… more
- SCI Shared Resources, LLC (Glendale, CA)
- …insurance options (trust), services, as well as use of Customer Relationship Management (CRM) sales software and proprietary contracting software. Responsibilities ... prospective client contact information and detailed notes in the Customer Relationship Management (CRM) sales system. + Take initiative to contact prospective… more
- Columbia Bank (Roseville, 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 ... and analysis of personal and business financial data gathered through relationship review and personal meetings providing integrated delivery of financial services.… more
- Columbia Bank (San Diego, 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 ... complex sectors with sophisticated treasury needs. You will collaborate with Relationship Managers and Division Managers to develop new treasury management business,… more
- Acxiom (Sacramento, CA)
- …addressed, and their overall experience is positive and satisfactory. + ** Relationship Builder:** Ability to initiate, develop, nurture, and maintain positive and ... the client, stakeholders, IPG organizations or external partners. Strong relationship -building skills excel in establishing rapport, trust, and mutual respect,… more