- Citizens (Chicago, IL)
- …of clients/credits included in the portfolio when interacting with peers, Relationship Manager , team leader, and senior managers across departments/work teams. + ... to go and bring the tools, data, and strategic insights to help them get there. As a Corporate...help them get there. As a Corporate Banking Portfolio Manager II, you will be responsible for credit underwriting,… more
- BMO Financial Group (Chicago, IL)
- …+ Conducts sales discussions, introducing innovative products and services, sharing insights on industry trends, and fostering proactive client engagement. ... Funds. **Role Overview** As a Treasury Advisor, you will partner with senior sales professionals (Treasury Consultants) to deliver treasury solutions to US… more
- CIBC (Chicago, IL)
- …Management's Chicago office, you will play a key role in supporting a Senior Relationship Manager to deliver comprehensive financial planning and exceptional ... rebalance portfolios, and implement investment recommendations in collaboration with Senior Relationship Manager . + **Optimize Portfolio Outcomes:** Prepare… more
- Bowman (Chicago, IL)
- …Bowman. Leverage thorough understanding of the market to capitalize on existing client relationships to enable growth while strategically seeking and winning new ... **Leadership and Direction** + Receive broad guidance from Division Manager relating to overall key objectives, critical issues, new...firm. + Serves as a resource in resolving potential client issues. **Do the Work** + Hire, train, retain,… more
- BMO Financial Group (Chicago, IL)
- …of accounts for team members and customers. + May act as lead relationship manager . + Supports the sales process and client experience, identifying gaps, issues ... for prospects and clients. + Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits. + Negotiates directly with… more
- Oracle (Springfield, IL)
- **Job Description** The Client Manager for our Customer Health team ensures that AI-generated customer metrics for all customers meet the same high standard as ... those crafted by a seasoned client manager -delivering decision-grade quality, not generic output....role is for you. You will validate that AI-generated insights meet the rigor required by senior … more
- Google (Chicago, IL)
- …advertising solutions to their customers. You work directly with clients and develop client relationships with key decision makers, including senior leaders in ... Google Marketing Platform, especially in Display and Video 360 and Campaign Manager 360. + Experience working closely with clients, advising on marketing/business… more
- BMO Financial Group (Chicago, IL)
- …+ Develops, maintains, and executes a business plan to achieve client retention objectives. + Continuously monitors program performance and external environment ... input into business decisions as a trusted advisor. + Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of… more
- Parexel (Springfield, IL)
- …in assigned studies and propose /execute remediation plan in coordination with line manager and Project Leader in case of client dissatisfaction Business ... sponsorship as needed with the support of the designated Senior Medical Director/ Global Head of TA (as appropriate)...events. * Support regulatory safety reporting activities * Ensure client needs and concerns are addressed to ensure customer… more
- Bank of America (Northbrook, IL)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.… more