- Citigroup (Morgan Hill, CA)
- …customer service skills + Self-motivated and able to work independently + Strong relationship development and management skills + Expertise of general lending ... The **Community Mortgage Lending Officer ** is an **entry level position** responsible for driving mortgage sales and client relationships through engagement with… more
- UMB Bank (Sacramento, CA)
- …for their banking and HSA needs. As a Senior Healthcare Services Business Development Officer , you will be responsible for lead generation, prospect ... identification and qualification. You will have to understand the prospect's needs and have the knowledge to map those needs back to the UMB products and services that can add value to the prospect's business. You will also be responsible for managing… more
- Highmark Health (Sacramento, CA)
- …In this capacity, the incumbent is responsible for the collaborative and iterative development of the risk and compliance plan for these entities across all areas ... professional representation of the company. **ESSENTIAL RESPONSIBILITIES** + Matrixed working relationship with Risk Operations and Strategic Risk Partner to define… more
- Banc of California (Santa Ana, CA)
- …(the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER… more
- Banc of California (Santa Ana, CA)
- …(the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER… more
- HSBC (San Francisco, CA)
- …all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with ... of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio...grow relationships and develop referral sources + Strong business development skills to work with outside COI's to develop… more
- HSBC (Beverly Hills, CA)
- …share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful relationships ... develops, advises, and retains a portfolio of clients. As the Wealth Relationship Manager, you will: + Build deep, long-lasting and mutually valuable relationships… more
- HSBC (Irvine, CA)
- …share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful relationships ... and retains a portfolio of clients. As the Wealth Relationship Manager, you will: * Provide financial solutions and...HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills… more
- BlackRock (San Francisco, CA)
- …enhancement of the client experience. **Role Responsibility** In the role of Client Service Officer (CSO) you will be a dedicated member of the client servicing team ... BlackRock to clients and provide a differentiated client experience. **Client Service Officer Role** + Independently provides service support to an assigned group of… more
- MUFG (Los Angeles, CA)
- …recruitment team will provide more details. **Job Summary** **:** As a Relationship Manager ("RM"), the individual is responsible for managing business ... development activities related to a portfolio of Japanese corporate...management and financial matters. + Serve as first contact officer for clients for matters relating to all banking… more
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