- Bank of America (San Francisco, CA)
- …the full spectrum of borrowing and banking offerings at each stage of client 's life plan. Key responsibilities include acquiring new and deepening existing client ... Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging expertise. This position is subject to… more
- Bank of America (El Cerrito, CA)
- …and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or ... transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients...financial center where goals were met or exceeded + Retail and/or sales experience in a salary plus incentive… more
- Comerica (San Diego, CA)
- …high performing 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) ... by serving as a resource speaker for related activities. Client Management Determine client needs by meeting...into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on… more
- BMO Financial Group (Palo Alto, CA)
- …key stakeholders in the Bay Area. The RM will be responsible to drive new client acquisition and growth in market share in this middle market segment across all ... will be tasked with leveraging the bank and delivering the integrated BMO One Client focus across all lines of business including Wealth, Retail , Small Business,… more
- Compass Group, North America (Sunnyvale, CA)
- …programs, pastry production, and catering services, while adhering to the client 's culture and guidelines, health department regulations, and Bon Appetit Management ... Chef creates innovative menus and exceptional dining experiences that consistently exceed client expectations. The role also ensures the sanitation and safety of all… more
- Comerica (San Francisco, CA)
- …you will be part of a team of experienced professionals providing exceptional client experience with a robust platform of investments, credit, trust and planning ... by serving as a resource speaker for related activities. Client Management Determine client needs by meeting...into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on… more
- City National Bank (San Francisco, CA)
- …Senior Relationship Manager develops new business prospects and manages existing client relationships in the assigned specialized business segment and/or geographic ... areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Manages overall relationship profitability and portfolio risk… more
- Citigroup (Pleasant Hill, CA)
- …(including opening accounts, credit cards, etc.) referral routines to deepen client relationships. . **Responsibilities:** + Exhibits strong sales and service ... respond to customer inquiries promptly and effectively. + Is knowledgeable about the client 's accounts and business with the bank and uses sound judgment with… more
- BrightSpring Health Services (Union City, CA)
- …position cannot be performed remotely. Required: 3 or more years' experience in client management (customer service) or sales in Long-Term Care. We offer: DailyPay ... Assistance Employee Discount Program 401k Paid-time off Tuition reimbursement Non- retail /Closed-door environment Our Pharmacy group focuses on providing exceptional… more
- BMO Financial Group (Newport Beach, CA)
- …BMO OneClient focus, partnering across all lines of business including Wealth, Retail , Business Banking, and Diversified Industries Group. The ideal candidate will ... Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant… more