- Wells Fargo (Atlanta, GA)
- …of profitable clients through pro-active, strategic, and consistent business development and client retention efforts + Partner with mid-level bankers providing ... for guidance and development of mid-level bankers engaged in client coverage efforts across the portfolio. As a leader...Manager will be responsible for helping develop and execute client coverage projects and initiatives including client … more
- Bank of America (Dallas, TX)
- … client traffic, engaging and appropriately routing clients, and fostering client retention * Manages business results through formalized management routines ... owner and fostering a team environment, instilling an effective client -centric and risk culture in the center, and helping...and coaching * Creates a world class client experience environment * Manages market-level initiative prescribed by… more
- The Cigna Group (Bloomfield, CT)
- …brokers/consultant by supporting the medical sales teams with the Cigna Pharmacy Management client retention and growth strategies as well provide expertise with ... within the Cigna Medical Sales organization + Participate in client meetings and presentations to review client ...in client meetings and presentations to review client performance and to offer and successfully sell in… more
- Fortive Corporation (New York, NY)
- …Manage multiple accounts; develop positive working relationships with all customers. + Drive client retention , renewals, upsells and client satisfaction. + ... proposals + Ability to train contractors in Gordian software, client procedure and assist in client contract...Gordian software, client procedure and assist in client contract bidding + Communicate clearly and effectively with… more
- Bank of America (Washington, DC)
- … client traffic, engaging and appropriately routing clients, and fostering client retention * Manages business results through formalized management routines ... owner and fostering a team environment, instilling an effective client -centric and risk culture in the center, and helping...and coaching * Creates a world class client experience environment * Manages market-level initiative prescribed by… more
- Iteris, Inc. (TX)
- …contract negotiations + Cultivate strategic thinking to grow business and increase client retention rates + Periodically participate in coordination meetings and ... sustainable for everyone. Responsibilities will include project business development, client relationship management, and staff mentorship within transportation planning,… more
- Lexitas Legal (Plano, TX)
- …distribute reports related to job execution and performance. + Liaise with sales to support client retention and flag potential client issues or new lead ... role is critical in ensuring the accuracy, timeliness, and responsiveness of client interactions, with a strong focus on onboarding new clients, managing service… more
- Truist (Philadelphia, PA)
- …driving positive client outcomes, contribute to impact revenue, and enhance client retention . Leverages and sources internal and external resources and ... complex diagnostic review of financial and estate planning documents, along with client objectives and priorities, leading to delivery of a comprehensive analysis… more
- Truist (Houston, TX)
- …estate plans using their background and strong technical planning expertise to enhance client retention , drive positive client outcomes, and significantly ... contribute to impact revenue. Working with multi-generational, complex client and prospect families, provide planning subject matter expertise in conjunction with… more
- Commerce Bank (St. Louis, MO)
- …trust management to develop strategy for the achievement of financial goals and client retention + Ensure all regulation and compliance activities meet company ... charged with the management of assigned Commerce Trust Company (CTC) client portfolios which are considered key relationships, including establishment of investment… more