- US Bank (Los Angeles, CA)
- …what you excel at-all from Day One. **Job Description** The Credit Portfolio Manager partners with assigned Relationship Manager (s) to successfully manage ... Consumer and Retail Institutional Client Group credit account relationships. Grows revenue as directed by senior management by successfully closing new business relationships and retaining and expanding relationships with existing customers. Sustains… more
- Cengage Group (Los Angeles, CA)
- …+ Work with other sales personnel (eg Customer Growth Specialist and Account Relationship Manager ) to achieve open territory and regional sales goals + ... tools + Update and maintain our CRM (Salesforce) + Report to the District Manager as required + Fulfill team support roles as required + Communicate & coordinate… more
- Amalgamated Bank (San Francisco, CA)
- …through the Regional Director of Commercial Banking. + Act as day-to-day relationship manager /primary point of contact for assigned client portfolio, liaising ... be someone who has interviewed at least once, in person, with the hiring manager . Amalgamated Bank does not sponsor applicants for work visas. Hybrid Work Model… more
- PNC (Los Angeles, CA)
- …during the Field Exam due diligence process.Participates in meetings with the Relationship Manager and/or existing Borrower's representatives (typically the CFO, ... CEO and/or Controller of the company) to discuss any collateral issues/areas of concern. + Confirms proper reporting of collateral on the Borrowing Base Certificates.Ensures that the Borrowing Base is in-compliance and being managed per the terms and… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …cash flow analyses, and investment reviews. + Serve as a primary relationship manager for clients, providing proactive communication and thoughtful guidance. ... + Collaborate with internal teams and external advisors (CPAs, attorneys, etc.) to deliver holistic wealth management solutions. + Oversee client meeting preparation, follow-up communications, and execution of action items. + Guide clients through complex… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …others live richer lives. Key Responsibilities: + Serve as the primary relationship manager for clients, designing and implementing personalized wealth ... management plans + Coordinate across disciplines including investment management, estate planning, tax strategy, risk management, and general financial planning + Represent the firm's value proposition to prospective clients and build long-term trust + Develop… more
- Huntington National Bank (Sacramento, CA)
- …Preferred Qualifications: + 10+ years' experience working directly as a Technology & Telecom Relationship Manager + Series 63 and 79 + Deep Subject Matter ... Expertise + Successful track record of recommending and cross selling important banking services including Treasury Management, Capital Markets, International Banking, Wealth Management, Private Banking, and Insurance. + Formal credit training and commercial… more
- WTW (Los Angeles, CA)
- …would delete this one for GDPs: In collaboration with the lead client relationship manager , actively expands existing client relationships and supports new ... business prospecting + Engages with sales and broking to understand marketplace changes + Supports the fee/compensation agreement process + Supports defensive RFP responses + Supports the creation of the E365 plan and Client Stewardship report + Supports… more
- Citigroup (San Francisco, CA)
- …financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... Specialists, Portfolio Consultants and Home Lending Officers. **Job Responsibilities:** + Build relationships with new clients with the goal of bringing in new bank and brokerage assets + Deepen relationships with existing clients in Citi Personal Wealth… more
- UWorld, LLC (San Francisco, CA)
- …business through direct outreach. The ideal candidate will be an expert relationship manager securing bulk purchase agreements and institutional purchases with ... universities and colleges within an assigned territory. Requirements QUALIFICATIONS: Minimum Education Required: + Bachelor's degree in science, marketing, communications, business, or relevant field preferred Minimum Experience Required: + Must have at least… more