- Zions Bancorporation (Los Angeles, CA)
- …policies and practices. **Essential Functions:** + Responsible for managing and servicing a portfolio of existing loan relationships. + Responsible for expanding ... and building relationships with a high degree of resultant customer satisfaction. + Responsible for ensuring financial statements are spread and analyzed, addressing industry risks, monitoring collateral requirements, loan structuring and pricing, credit… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …accurate completion. + Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients. + Prepares various business ... summary reports and client-specific reporting as needed for review by the financial advisor. + Creates and maintains records and files utilizing Client Relationship Management (CRM) software. + Assists Financial Advisors with marketing efforts including… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …serve as a key point of contact for clients, managing day-to-day account servicing and ensuring smooth and timely execution of client requests. This role requires ... strong attention to detail, excellent communication skills, and a proactive approach to client care. Key Responsibilities + Build and maintain strong client relationships through responsive and thoughtful service + Manage client onboarding, account setup, and… more
- Omni Hotels (Carlsbad, CA)
- …promptly, courteously and to serve the guest in any way possible. Responsibilities + Servicing all guests in the dining room in every way possible, ensuring the best ... possible experience in hopes that they will return + To comply with attendance and punctuality standards. + To comply with uniform standards. + To properly set up entire restaurant. + To have complete understanding of bussing standards. + To have a complete… more
- BD (Becton, Dickinson and Company) (Sacramento, CA)
- …products through case support; conducts and/or coordinates one-on-one in- servicing , and/or available internal/external physician education training programs. + ... Establishes and maintains relationships with customers, hospitals and physicians; obtains new users and applications for company products and services. + Observes and reports market trends which affect BD Peripheral Intervention sales, service and product… more
- Experian (CA)
- …platforms supporting licensed agent workflows, CRM, quoting/binding, and policy servicing . + Experience with collaboration with legal, compliance, engineering, ... marketing, and business teams. + Experience improving quality and reliability through proactive controls and issue detection. Benefits/Perks: + Great compensation package and bonus plan + Core benefits including medical, dental, vision, and matching 401K +… more
- Primo Brands (Fresno, CA)
- …up to 50lbs. + Ability to stand for prolonged periods of time when servicing equipment. + Valid Driver's License and ability to meet Company driver qualification ... standards. + Flexibility to work weekends based on business needs. Primo Brands' established portfolio includes billion-dollar brands Poland Spring(R) and Pure Life(R), premium brands like Saratoga(R) and Mountain Valley(R), regional leaders such as… more
- Grant Thornton (San Jose, CA)
- …5 years of related work experience in a similar consulting practice or function servicing cross-industry clients at a national level + One or more of the following ... certifications required: CIPP, CIPM, CIPT, CISSP, or other related certifications + Deep understanding of global privacy and data protection regulations and frameworks, such as the GDPR, CCPA, CPRA, HIPAA, GLBA, NIST, ISO, and more + Experience working with… more
- Banc of California (Santa Ana, CA)
- …OPPORTUNITY** Responsible for providing a full range of best in class professional servicing and fulfillment duties to both internal and external clients. Performs a ... variety of operational functions including, but not limited to, onboarding new deposit accounts and treasury products and services for both consumer and business clients with varying degrees of complexity. Handles incoming calls and emails regarding account… more
- JPMorgan Chase (San Francisco, CA)
- …functions, primarily assisting with acquiring new ultra-high net worth clients, servicing existing ones, explaining strategy and our product offering and managing ... these important relationships. You will work as part of a team of expert client advisors (bankers, global investment specialists, wealth advisors and lending advisors). Banker Analysts support Senior Bankers to oversee private client relationships by providing… more