- Citigroup (Miami, FL)
- …Independently review all docs and link all client accounts to the appropriate relationship . + Proactively follow up with clients on post-sale and address concerns. + ... client's needs + Open, link, and close accounts. Coordinate with Relationship Officer/Private Banker to obtain approval on account openings, independently reviewing… more
- Janus Henderson Investors (New York, NY)
- …sales and profitability across the region. + Take a pro-active approach to relationship building, with local and global institutions, in the region. Also, with the ... build the JHI brand through direct client calling, appropriate marketing and face to face meetings + Manage a...experience and an experience in multicultural and international Customer Relationship + Supports their customers by providing them with… more
- Bank of America (New York, NY)
- …product functions and can operate independently in handling transactions. Strong client relationship skills used to control and coordinate all aspects of a ... transaction, from marketing and documentation to closing. The Private Equity/Real Assets...for the management of existing products and external fund relationship efforts will include but not be limited to:… more
- Johns Hopkins University (Baltimore, MD)
- …activities impacting the GYN/OB's outpatient units. With a direct reporting relationship to the Administrator of the Department of Gynecology and Obstetrics ... evaluation of strategic business plans, feasibility studies, market assessment, marketing plans, data gathering, implementation plans, and presentation of written… more
- Intuit (Mountain View, CA)
- …SMBs we jointly serve. The ideal candidate will possess exceptional relationship -building skills, strategic thinking, deep product understanding with an ability to ... Strategic thinker with a results-oriented approach. Skills + Expertise in relationship management and stakeholder engagement. + Strong analytical skills for… more
- Regions Bank (Atlanta, GA)
- …your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such ... on existing and potential credit exposure. Assists coverage banker in optimizing relationship through cross sell activities of credit products + Leads the credit… more
- American Red Cross (Liverpool, NY)
- …completing ongoing training requirements to maintain proficiency with casework and relationship management. **WHERE YOUR CAREER IS A FORCE GOOD:** ** Relationship ... training, meetings, presentations, and workshops as well as scheduling, recruitment, marketing and providing materials and support throughout the community. **Hero… more
- Grant Thornton (Bellevue, WA)
- Technology Modernization - Client Relationship Executive - NetSuite As a Client Relationship Executive, you will be a core member of our national sales team and ... across their assigned industry and region, as well as expanding our relationship with key Alliance vendors including NetSuite, Oracle, Workday, OneStream, etc. Grant… more
- University of Iowa Community Credit Union (Naperville, IL)
- …managing client relationship and expectations of insureds. + Attends outside marketing events at the Insurance Risk Advisor discretion to find other sources of ... underwriting guidelines and eligibility requirements. + Diligently tracks insured relationship correspondence and history with agency management and CRM systems.… more
- Hilton (Augusta, ME)
- …will collaborate with others:** + Work with other departments, such as marketing , Honors, the brands, our hotels, and your customers\. Collaborating with colleagues ... and a holistic approach to customer needs + Use a CRM \(Customer Relationship Management\) system to track interactions and collaborate on customer accounts +… more