- Lincoln Financial (Sacramento, CA)
- …at a Glance** We are excited to bring on a **Retirement Call Center Manager ** to support the Retirement Plan Services organization in a work from home environment. ... _Background Details_ As a Retirement Call Center Manager , you will manage an assigned team within the Call Center to provide leadership, coaching and process… more
- CIBC (Newport Beach, CA)
- …as a trusted advisor, while surrounding the relationship with specialists (Private Banker , Investment Manager and Trust Advisor). + Focus on external calling ... We're building a relationship -oriented bank for the modern world....investments, trust, and wealth advisory. + Develop and maintain personal referral source networks for calling on individuals, families… more
- BrightSpring Health Services (San Diego, CA)
- …services company, you will be vital in the company's success! TheAccount Manager of Client Servicescultivates and maintains an on-going strategic relationship ... as employees from our company. Beware of anyone requesting financial or personal information. We take pride in creating a best-in-class candidate experience. During… more
- BrightSpring Health Services (Union City, CA)
- …clients live their best life we encourage you to apply today! TheAccount Manager , Senior Living cultivates and maintains an on-going strategic relationship with ... as employees from our company. Beware of anyone requesting financial or personal information. We take pride in creating a best-in-class candidate experience. During… more
- Citigroup (San Francisco, CA)
- …for managing the relationship with, and overall delivery to, the US Personal Banking (USPB) leadership. They do this by driving alignment across all Real Estate ... The Northern California VP Asset Manager is a critical position within the retail...objectives. The Northern California territory consists of 100+ retail bank branches. **Responsibilities:** Ownership and Value Add: Portfolio Management… more
- Otsuka America Pharmaceutical Inc. (Sacramento, CA)
- …are informed. - Able to establish close communications and working relationship with cross functional teams to meet business objectives. Results-oriented, ... At Otsuka we take security and protection of your personal information very seriously. Please be aware individuals may...We do not require any financial, credit card or bank account information and/or any payment of any kind… more
- Banc of California (San Luis Obispo, CA)
- …reviewed. + Confirms and coordinates insurance needs with customer, insurance brokers, Relationship Manager to ensure proper insurance is received and collected ... CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one...Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury… more
- Comerica (San Diego, CA)
- …client needs. Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved ... book of business and being accountable for the success of the client relationship . What we can offer you Comerica Funded Retirement Plan and 401(K) Matching… more
- Comerica (Palo Alto, CA)
- …the preparation of new account paperwork and effectively hand off the relationship to a Comerica Personal Trust Officer for administration. Qualifications ... and America's Greenest Companies Position Responsibilities: Develop current fee personal trust business through Comerica's various strategic alliance partners.… more
- LTD Global (Livermore, CA)
- …The organization offers a full range of financial products including personal and business banking, mortgage lending, and wealth management. It distinguishes ... itself through relationship -based service, local decision-making, and support for regional economic...community engagement. Position Overview Reporting to the Special Assets Manager , the Senior Special Assets C&I Underwriter is responsible… more