- Bank of America (Woodland Hills, CA)
- …+ Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist , Senior Banker, Business Solutions Advisor ... goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging expertise. This position is… more
- BMO Financial Group (San Francisco, CA)
- …strategy objectives.. + Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO. + Influences how teams/groups work ... risk or enhance returns. Analyzes portfolio to identify candidates and advises relationship managers on de-risking strategies and options. Serves as central point of… more
- Cognizant (CA)
- …Lead Location: Midwest or West Coast Cognizant's seeking a Service Line Sales Specialist -Digital Operations to be actively involved in continuing to grow our Capital ... Markets accounts. In this role, the SLS will balance client /project responsibilities with business development and sales responsibilities including identifying,… more
- Zions Bancorporation (Los Angeles, CA)
- …+ Advanced working knowledge of applicable regulatory requirements. + Strong sales, client product and relationship management skills. + Excellent influence, ... Associates at California Bank & Trust work in a relationship -centered culture where they are provided with the tools, training, and opportunities to build the best… more
- Optiv (San Francisco, CA)
- …to reside in the San Francisco Bay Area._** As an Account Executive, aka. Senior Client Manager (Sr. CM) you'll be responsible for selling Optiv security ... this cross-functional team will typically include a Solutions Architect, Client Operations Specialist , and an Executive Advisory...services. An overarching goal is to establish a trusted relationship with the client that results in… more
- WTW (San Francisco, CA)
- …engagements. You will have the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as the pivotal ... As a Health and Benefits Associate Director, you will be a leader on the client service team and will be responsible for fostering relationships cross the client … more
- City Wide Facility Solutions (Los Angeles, CA)
- …Develop and implement effective sales strategies to achieve revenue targets and expand our client base. + Client Relationship Management: Build and maintain ... you will be responsible for driving sales growth, building strong client relationships, and delivering exceptional facility services to our business… more
- City National Bank (Los Angeles, CA)
- …to questions posed by the Data Analytics Lead or Data Scientist. Relationship Building and Client Experience: * Continuously builds trusting relationships ... AUDIT MANAGER- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth Management,… more
- City National Bank (Los Angeles, CA)
- …in order to develop effective data analytics that provide the insights. * Relationship Building and Client Experience: Supports the Audit Director proactively in ... testing performed, and effectively communicate audit results to the Senior Audit Manager/Director and senior management in...Or * CFIRS - Certified Fiduciary and Investment Risk Specialist Or * CFA - Charter Financial Analyst Or… more
- BMO Financial Group (San Diego, CA)
- …the jurisdiction. + Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO. + Influences how teams/groups work together. ... and earn their trust. + Addresses escalated sales or relationship management issues to retain the business and provides...to resolve the issue for the benefit of the client . + Reviews and continually monitors performance of existing… more