- Bank of America (Los Angeles, CA)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/Credit-Solutions-Advisor Pico-LA-Cienaga\_25020715) **Job Description:** At Bank of America, we are ... we make an impact in the communities we serve. Bank of America is committed to an in-office culture...and Core Banking products. Job expectations include effectively balancing sales performance, operational risk, and client relationship care. This… more
- Bank of America (Rohnert Park, CA)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Rohnert-Park/Financial-Center-Assistant-Manager\_25032055) **Job Description:** At Bank of America, we are ... we make an impact in the communities we serve. Bank of America is committed to an in-office culture...exceeded + Bilingual skills **Skills:** + Coaching + Customer Service Management + Customer and Client Focus + Performance… more
- City National Bank (San Francisco, CA)
- …variety of product solutions to client needs. Provides responsive, quality service . Manages overall relationship profitability and portfolio risk and is responsible ... * Lead retail syndications for large credit relationships in conjunction with the Bank 's syndications team. * Calls on existing or prospective clients to discuss and… more
- City National Bank (Los Angeles, CA)
- …that support corporate defined strategies and initiatives and contribute to the bank 's competitive edge in the marketplace. Creates new products to increase market ... share. Develops and enhances strategic products to meet the bank 's profitability goals. Provides direction and support relative to...and recommendations to enhance the product to provide better service to clients or to be more competitive in… more
- PNC (Walnut Creek, CA)
- …Building, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities **Competencies** Customer Experience Management., Customer ... As a Senior Relationship Strategist within the PNC Private Bank organization, you can be based in San Francisco,...client commitment and advocacy by delivering proactive and responsive service to meet client goals. Holds team accountable for… more
- City National Bank (Los Angeles, CA)
- …development, retention, and portfolio management efforts. Assist clients with escalated service and operational requests. Adheres to CNS and CNB policies and ... Operations to open, fund, and provide ongoing support and service . Ensure all CIP and KYCQ requirements are complete....the day-to-day administration of client accounts. * Interact with bank and CNS personnel as needed and keep Financial… more
- M&T Bank (Costa Mesa, CA)
- …main point of contact with the M&A client and internal and external service partners to follow short and long-term strategies to achieve sustainable earnings growth ... and compliance with Bank and Division strategic plans. Participates in development and...Research and resolve issues related to control and client service aspects of assigned accounts in a timely manner… more
- City National Bank (Los Angeles, CA)
- …vendor management, and product financials management. The TMS PM works with bank stakeholders, vendors and clients to continuously improve the product offering, ... and cost; analyze and report on program performance to bank management. * Financial management: keep track of costs...relationship support: works directly with clients in partnership with Sales teams in order to fully understand clients, client… more
- M&T Bank (Costa Mesa, CA)
- …main point of contact with the M&A client and internal and external service partners to follow short and long-term strategies to achieve sustainable earnings growth ... and compliance with Bank and Division strategic plans. Manages daily administration of...Manages daily administration of assigned transactions, including delivering exceptional service to clients, contract negotiations, and ensuring all internal… more
- UMB Bank (Sacramento, CA)
- …+ You have 5 years sales experience with 2 years in Agricultural Commercial Bank Sales . + Bachelor's degree or equivalent experience in related field. + You ... time that might create a change in their financial service needs. The Ag Relationship Manager leads a team...analyze the business in order to qualify clients for bank products and services. **We're excited to talk with… more