- Citigroup (Beverly Hills, CA)
- …such as account opening and closing, loan disbursals, etc. + Provide complete service support to client , including solving complex client inquiries ... on Investments + Assist the Banker with prospecting - conduct new client /prospect research, generate leads and develop prospects, network to identify referrals to… more
- JPMorgan Chase (Palo Alto, CA)
- …+ Lead complex contract renegotiations + Makes recommendations on new products and services dependent on client input and general industry observations + ... proper alignment of strategies for all payment solutions. Merchant Services is the global payment processing business for JPMorgan...sales goals + Serves as a trusted advisor and client advocate, leveraging core knowledge, to recommend and promote… more
- Compass Group, North America (San Francisco, CA)
- …Appetit Management Company we are committed to two things, great food and outstanding service ! At Bon Appetit you won't find our managers referring to a corporate ... are a restaurant company that operates in contract food service . That means you will have the freedom to...ensure that the proper management of resources, distribution of services to customers, and analyses of systems are conducted.… more
- JPMorgan Chase (San Francisco, CA)
- …and execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service , Product Leadership (Core Cash, Card and Commerce ... existing customer relationships + Create strategic dialogues around key client -centric issues, incorporating best practices, industry benchmarking, opportunity quantification… more
- HUB International (Santa Barbara, CA)
- …own entrepreneurial journey. You will be the cornerstone of our superior customer service and will be charged with ensuring client satisfaction. Other ... all forms of insurance business + Maximizing growth and client retention through superior customer service +... + Developing accounts and cross-selling available products and services + Generating and pursuing new client … more
- JPMorgan Chase (Irvine, CA)
- …both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an ... maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and… more
- JPMorgan Chase (Long Beach, CA)
- …your role is to be the focal point of maintaining and expanding existing client relationships. Multinational bankers work both independently and as part of a team to ... Multinational Portfolio Bankers will work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore, our ideal candidate… more
- JPMorgan Chase (Santa Clara, CA)
- …revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank ... relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships...of new accounts and full suite of products and services ; follow up with clients after account opening to… more
- JPMorgan Chase (San Francisco, CA)
- …brand awareness in the localmarket including driving the prospecting strategy, client acquisition, channel partner management, and strong collaboration with the ... strategies + Leverage COI relationships to enhance outreach efforts and drive new client acquisition + Partner closely with Banking, Credit, Treasury and Service … more
- Citigroup (San Francisco, CA)
- …relevant Treasury Services experience + Proven track record of successful client -focused activity and ability to design best in class Treasury proposals + Strong ... professional role, who will lead treasury opportunities, with a focus on new client acquisition across all industry verticals. Given that our business continues to… more