- City National Bank (Los Angeles, CA)
- …Qualifications** * Minimum 4 years experience in client service, banking operations or relationship management support required. * Minimum 4 years experience in ... existing clients. Participates in client call program either independently or with Relationship Manager. Prepares call reports for management . * Provides… more
- 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 ... program partners and analyzing program performance. Experience with business customer relationship management and lead generation, product or 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 ... to develop a financial plan utilizing appropriate guidance tools. + Implements a relationship management plan in collaboration with the lead relationship … more
- Conduent (Los Angeles, CA)
- …a culture where individuality is noticed and valued every day. **Director, Account Management - Tolling** **Are you a strong relationship manager with experience ... experience managing transportation, tolling, or public sector accounts + Excellent client relationship and stakeholder management skills + Ability to understand… more
- CIBC (San Francisco, CA)
- …will be discussed at the time of your interview._ **How you'll succeed** **Client Relationship Management & Service Delivery** + Serve as the primary contact for ... We're building a relationship -oriented bank for the modern world. We need...Your role is critical in delivering consolidated reporting, document management , expense management solutions, and comprehensive administrative… more
- BMO Financial Group (Santa Monica, CA)
- …banking products (eg personal banking, lending, and investments). + Implements a relationship management plan in collaboration with the lead relationship ... to develop a financial plan utilizing appropriate guidance tools. + Implements a relationship management plan in collaboration with the lead relationship … more
- BMO Financial Group (San Francisco, CA)
- Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional ... integrated business development plan. + Act as the primary Relationship Manager for assigned client relationships + Leads /...regular and ad-hoc reports, and dashboards. + Builds change management plans of varying scope and type; leads or… more
- Wells Fargo (Beverly Hills, CA)
- …and closes the sale of custom credit products leveraging excellent sales and relationship management skills, credit skills, and strong knowledge of products and ... + Custom and Commercial lending experience + Excellent sales and relationship management skills + Credit risk experience + Knowledge of traditional banking… more
- WTW (San Francisco, CA)
- …team. You will have the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as the pivotal point of ... your experience to make recommendations on plan design and management for the full array of M&A projects. In...expectations and raise appropriate issues to Senior Consultants and Relationship Managers + Develop a trusted advisor relationship… more
- Cushman & Wakefield (Santa Clara, CA)
- … delivery for all project types (expansions, relocations, consolidations, refreshes); client relationship management ; vendor relationship management ; ... The Senior Occupancy Planner is a critical role for strategic space management , driving efficiency, scalability, and alignment with business goals. This role The… more