- BMO Financial Group (Sacramento, CA)
- …interest of the customer. Determines client needs and provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap ... with the lead relationship manager . + Determines client needs and provides solutions though the sales of managed products and services . + Develops… more
- Comerica (San Diego, CA)
- …trust seminars for communities and individuals in order to identify prospects for services . Design and implement the sales process by carefully matching ... needs. Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved with the … more
- Comerica (San Francisco, CA)
- …planning and trust seminars for communities and individuals to identify prospects for services . Design and implement the sales process by carefully matching ... needs. Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved with the … more
- BMO Financial Group (San Diego, CA)
- …customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises ... Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet...and centers of influence within the market. + Reinforces sales processes and client experiences to identify… more
- Bank of America (Oakland, CA)
- …Key responsibilities include deepening client relationships through platform services , supporting clients with self- service or transactional activities, and ... requirements **Required Qualifications:** + Minimum of one year demonstrated sales experience in a relationship-oriented and client -centric environment… more
- WSP USA (Riverside, CA)
- …pursuit teams to successful sales + Commitment to internal and external client service and broad knowledge of and experience with Navy environmental project ... signed Service Agreement where WSP has expressly requested recruitment/staffing services specific to the position at hand. Any unsolicited resumes, including… more
- MarketSource (Aliso Viejo, CA)
- …visit the assigned locations, manage the local client relationship, and increase sales and revenue of products and services through direct selling within our ... Job Functions: * Drives sales productivity and customer satisfaction within Client 's retail locations on various products and services to customers *… more
- Bank of America (Beverly Hills, CA)
- …help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by ... borrowing and banking to recommend alternative or additional financial services that best align with the client 's...spreadsheets and financial skills + Experience with in-person customer service and sales + Experience working with… more
- Bank of America (Downey, CA)
- …help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by ... borrowing and banking to recommend alternative or additional financial services that best align with the client 's...spreadsheets and financial skills. + Experience with in-person customer service and sales . + Experience working with… more
- ADP (Long Beach, CA)
- …of Loss Control or designee + Interface with internal associates including the General Manager , VP of Client Services , Client Retention Executive, ... Service Excellence and works collaboratively with our other Client Service teams including our HR team... issues directly related to Safety and Loss Prevention client services . **QUALIFICATIONS REQUIRED** + 5+ years… more