- Comerica (Costa Mesa, CA)
- …Identify and close appropriate incremental financial solutions with the goal of retention and expansion (cross sales ) with minimal supervision. Retain existing ... portfolio and associated profitability. Client Involvement Attends meetings with clients with minimal assistance from GM or RM. Additional Duties Promotes public… more
- Sevita (Lakeport, CA)
- …informative activities and programs about company services. May participate in the development and implementation of mentor retention programs. * Utilizes CRM ... * Works with Program Director and other designated Program staff to facilitate client match meetings. * Compiles and submits application packet when all components… more