• Client Relationship

    Charles Schwab (Fremont, CA)
    …us "challenge the status quo" and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring ... operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help… more
    Charles Schwab (08/21/24)
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  • Client Relationship

    BMO Financial Group (San Jose, CA)
    …+ Contribute to the team's business objectives by building and maintaining client relationships through client acquisition both from internal referrals (within ... calls. + Coordinates marketing activities and sales material to support client / prospect conversations. + Provides knowledge detailed information about products… more
    BMO Financial Group (07/25/24)
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  • Relationship Manager, Senior Technology

    City National Bank (Palo Alto, CA)
    …demonstrated sales and marketing abilities including cross selling skills. + Superior client relationship skills. + Good understanding of commercial credit ... and attracting new colleagues and customers. + Prepares a Relationship Plan and calling schedule for each client...minimize loss exposure. + May serve as a product specialist acting as a technical consultant to clients and… more
    City National Bank (07/30/24)
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  • Relationship Manager Business Banking

    City National Bank (San Jose, CA)
    …representative of CNB, promoting and attracting new colleagues and customers. + Prepares a Relationship Plan and calling schedule for each client or prospect in ... of company, industry, business and needs to assist in client calling efforts. Sets objectives for each relationship...minimize loss exposure. + May serve as a product specialist acting as a technical consultant to clients and… more
    City National Bank (08/21/24)
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  • Sales Specialist

    BRAVAS, Beautiful Places. Smart Spaces. (Dublin, CA)
    …appropriate balance between profitability for the company and competitive pricing for the client . Summary of Position: The Sales Specialist is responsible for ... project manager and installation team, and finally to the service department. The relationship should remain intact with the client beyond that transition and… more
    BRAVAS, Beautiful Places. Smart Spaces. (07/05/24)
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  • Employee Benefits, Technology Specialist

    HUB International (San Ramon, CA)
    …with Affordable Care Act Reporting. + Maintains regular interactions with clients to develop client relationship as well as advise of new product and service ... throughout the insurance community. **Job Summary** The Benefits Technology Specialist is responsible for Benefits Administration system configuration, testing,… more
    HUB International (08/02/24)
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  • Field Service Site Specialist

    ManpowerGroup (Fremont, CA)
    Our client , a leading company in the automotive industry, is seeking a Field Service Site Specialist to join their team. As a Field Service Site Specialist , ... The ideal candidate will have a strong work ethic, excellent customer relationship skills, and strong communication skills, which will align successfully in the… more
    ManpowerGroup (07/24/24)
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  • VP/Director - Commercial Banking…

    BMO Financial Group (San Jose, CA)
    We are seeking a Vice President or Director level Senior Relationship manager in our Diversified Industries Group primarily covering the South Bay Market in the San ... Area. The RM will be responsible to drive new client acquisition and growth in market share in this...Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies… more
    BMO Financial Group (07/03/24)
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  • Senior Specialist , AP (Expense)

    Ross Stores, Inc. (Dublin, CA)
    …following specific position\-related competencies: * Problem Solving * Peer Relationship /Interpersonal Savvy * Organizational Agility * Customer Service * Integrity ... presence, including attending in\-person team interaction, meetings and collaboration, client support, mentoring, coaching, and/or feedback\. However, this role can… more
    Ross Stores, Inc. (05/24/24)
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  • Bank at Work Relationship Manager

    BMO Financial Group (Fremont, CA)
    …appointments and opportunities to grow business results. + Prioritizes the market's client and prospect pipeline and schedules for events and seminars. + Manages ... regional retail sales programs / products to maximize client opportunities across BMO. + Develops solutions and makes...Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies… more
    BMO Financial Group (05/31/24)
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  • Client Proposal Coordinator - HYBRID…

    Allied Universal (San Jose, CA)
    …discounts, perks and more for most full-time positions! Allied Universal(R) is hiring a Client Retention Specialist . The position is a critical member of the ... business sales and operations team reporting directly to the Regional President. The Client Retention Specialist will lead the Client Retention Planning… more
    Allied Universal (08/17/24)
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  • Financial Solutions Advisor Registration Candidate…

    Bank of America (Milpitas, CA)
    …the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and ... of America's **Advisor Development Program** and become an investment specialist in one of over 4,000 financial center locations...be an advisor - from acquiring, building and managing client relationships to considering a client 's complex… more
    Bank of America (07/25/24)
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  • Customer Experience Representative

    Robert Half Finance & Accounting (Fremont, CA)
    …and capable of maintaining a positive rapport with clients. Key Responsibilities: + Client Relationship Management: + Serve as the primary point of contact ... Description Position Summary: The Customer Service Specialist will be responsible for managing and nurturing relationships with our business-to-business (B2B)… more
    Robert Half Finance & Accounting (06/28/24)
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  • Event Operations Manager

    Allied Universal (Oakland, CA)
    …operations of administrative functions at a such as invoicing, scheduling, client relations, event management, compliance, and interviewing/selection for a dedicated ... client (s) for which the Event Operations Manager is responsible....resolution of any shortcomings + In partnership with Hiring Specialist and Recruiting team, maintain active involvement in the… more
    Allied Universal (08/14/24)
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  • Account Manager PC

    Gentiva (Campbell, CA)
    …a Healthcare Account Executive, Business Development Executive, Medical Sales Executive, Client Relationship Manager, Territory Sales Manager, Hospice Liaison, ... home care and understanding their business needs to grow client referrals. + Conduct learning events with referral partners...Home Health Specialist , Clinical Liaison, Hospice Care Consultant, Home Health Sales… more
    Gentiva (06/04/24)
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  • Personal Banker I

    Umpqua Bank (San Jose, CA)
    …at specific training tracks) + Ability to become NMLS certified. + Prior Client Service Specialist or banking experience. + Bilingual, preferred. **Workstyle:** ... place to work by offering a special brand of relationship banking and by providing a culture where associates...contracts, and pay and receive transactions. + Back up Client Service Specialists. + Stay current and demonstrate knowledge… more
    Umpqua Bank (08/15/24)
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  • DoD SkillBridge Internship - Field Technical…

    Siemens (Fremont, CA)
    …within our operations business that you may support during your internship.** **1. Client Service Management** As a SkillBridge Intern, you will help manage a ... age and possess a valid driver's license with limited violations **2. Field Technician/ Specialist ** The Technician/ Specialist is the face of Siemens, and your… more
    Siemens (06/15/24)
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  • Design/Sales Consultant

    Behind the Design (San Jose, CA)
    …the opportunity to grow your career under the guidance of a seasoned drapery specialist with over two decades of expertise. We cater to high-end clientele, including ... consultations. + Professional growth opportunities and direct learning from a true drapery specialist ! A Day in the Life: + Apply your wealth of experience to… more
    Behind the Design (08/15/24)
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  • Sr Enterprise Account Exec - California State…

    ServiceNow, Inc. (Santa Clara, CA)
    …C-suite personas (eg, CFO, CIO, COO, CDO) across all product sales + Oversee client relationship mapping to the account team, orchestrating an account strategy ... leading across a broad virtual team (Solutions Consultants, Solutions Specialist , Success resources, Partners and Marketing, etc.) + Be...help help their IT roadmap + Identify the right specialist / support resources to bring into a deal, at… more
    ServiceNow, Inc. (08/13/24)
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  • SVP, Banker, Tech Venture Banking

    Banc of California (Menlo Park, CA)
    …(the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... primarily accountable for developing the most significant of new client relationships in a specified region or business vertical,...the Bank and know when to call upon their specialist support experts for added help. They will help… more
    Banc of California (07/13/24)
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