- M&T Bank (Costa Mesa, CA)
- …waivers as identified or instructed and per established controls and procedure. + Provide coverage and support for other Relationship Mangers within assigned ... 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… more
- Wolters Kluwer (Sacramento, CA)
- …preferred; other candidates will be considered) **OVERVIEW** As an Account & Relationship Management Executive, you will manage a portfolio of national accounts in ... Lippincott Nursing portfolio, with a significant role in setting and negotiating product/ service terms. You will leverage your deep understanding of business and… more
- Banc of California (Santa Ana, CA)
- …(the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... offers a broad range of loan and deposit products and services, with full- service branches throughout California and Denver, Colorado, as well as full-stack payment… more
- Banc of California (Santa Ana, CA)
- …of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** Provide exceptional customer service through setup, implementation and training of ... (the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to… more
- Sharp HealthCare (San Diego, CA)
- …medical billing. + Experience in sales and marketing with customer relationship responsibilities. **Essential Functions** + Provider RelationsMaintains close ... Word, Excel, PowerPoint, and Access required. + Knowledge of customer relationship management, provider management, customer survey, project management, and… more
- Deloitte (Los Angeles, CA)
- …processes, and functions. Required Qualifications: + 10+ years' experience as a relationship and/or business development manager serving state and local clients. ... Client Relationship Executive (State of California Local Government) -...close sales. + Play a leadership role in pursuits, provide client insights the development of proposals, often coordinating… more
- HSBC (Irvine, CA)
- …closely with the Wealth Relationship Manager and the overall Relationship Team to provide an outstanding customer experience to valuable banking and ... Provide a pivotal role in supporting the Wealth Relationship Manager for the banking portions of...for the banking portions of their assigned portfolio + Provide dedicated assistance in the delivery of service… more
- Wells Fargo (Santa Paula, CA)
- …opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with financial ... (SAFE) role. The following job profile is intended to provide a general sense of what Relationship ...needs of customers with investment or retirement needs + Provide self- service digital banking options to customers… more
- Wells Fargo (Azusa, CA)
- …opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs * Partner with financial ... (SAFE) role. The following job profile is intended to provide a general sense of what Relationship ...needs of customers with investment or retirement needs * Provide self- service digital banking options to customers… more
- Banc of California (Anaheim, CA)
- …and recognizing cross sales opportunities. Educate customers on alternative channels that provide service . + Performs daily check scanning, vault settlement, ATM ... (the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to… more