- JPMorgan Chase (San Jose, CA)
- …solutions to meet their generational wealth management needs. As a Supervisory Manager in Chase Wealth Management, you will exhibit leadership and operational ... stakeholders. **Job Responsibilities:** + Monitor and analyze the progress of active account and book reviews, as well as staff productivity. + Identify… more
- Oracle (Sacramento, CA)
- …hiring, and training new reps on the Oracle sales process. May manage a Regional Manager or Branch Manager . Sells and promotes the sales of Oracle products to ... field managers in the respective territory to develop joint account plans. Develops and execute a territory plan to...meetings with sales team. Disclaimer: **Certain US customer or client -facing roles may be required to comply with applicable… more
- Banc of California (San Diego, CA)
- …a variety of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The VP , Client Manager is responsible for owning all aspects of ... and service offerings, and delivering an outstanding client experience. The VP , Client Manager takes responsibility for independently monitoring the… more
- Banc of California (Brea, CA)
- …for supervising and providing leadership, coaching and guidance to a team of Client Banking Officers to ensure our clients and business partners receive exceptional ... schedules, providing necessary training & guidance. At times may act as Team Manager during his/her absence. + Manages a team focused on contractual based accounts… more
- RxBenefits (Los Angeles, CA)
- …Maintain accurate information on all assigned client accounts. + Provide support to Account Manager , when needed, as they act as liaison in conjunction with ... value-add solutions and any potential challenges/issues. + Partners with Account Manager to ensure benefit changes are...Meet or exceed departmental goals established by the Senior Vice President - Account Management. +… more
- Banc of California (Los Angeles, CA)
- …of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The VP , Relationship Manager for Payments is responsible for developing new ... opportunities and to sell those services to ensure that client needs are met. This position also works in...at least 50% of the time, visiting with Relationship Manager , branch staff and corporate officers in various locations… more
- BMO Financial Group (Newport Beach, CA)
- …growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue ... from sales and syndications. + Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong … more
- Banc of California (San Diego, CA)
- …third-party reports such as property appraisals. + In conjunction with Relationship Manager , involved in drafting loan documents prepared by outside law firm or ... and the CAM. + May make joint customer calls with RM to assess client 's needs, business, and management team. + Ensures compliance with all applicable regulations,… more
- Covr Financial Technologies (San Francisco, CA)
- CA - VP , Regional Insurance Consultant REPORTS TO: Chief Revenue Officer DEPARTMENT: Sales, National Sales Team FLSA STATUS: Exempt WORK SCHEDULE: M-F, hours subject ... plus uncapped monthly incentive bonus INTERNAL JOB TITLE REFERENCE: VP , Regional Insurance Consultant LOCATION: This position is located...have a strong culture based on our core values: Client First, Integrity, Keep It Simple, and Fun! JOB… more
- American Express Global Business Travel (Sacramento, CA)
- …where your voice is valued. Reporting to the Client Solutions Vice President . The Client Solutions Manager is responsible for strategic management of ... management components and beneficial services. This position is also responsible for client retention, profitability of the account portfolio, growth, and… more