- Charles Schwab (Los Angeles, 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
- City National Bank (Los Angeles, CA)
- ** CLIENT CARE SPECIALIST ** **WHAT IS THE OPPORTUNITY?** The Client Care Specialist is responsible for responding to and handling a broad range of complex ... escalation. Escalates issues to Client Care Lead, Client Contact Center Management and Relationship Manager,...Care Lead, Client Contact Center Management and Relationship Manager, as necessary. + Processes telephone transfers in… more
- EverBank (Irvine, CA)
- **Commercial Client Services Specialist ** The Commercial Client Services Specialist is responsible for delivering exceptional customer service and ... support to Commercial and Specialty Deposit Group Leaders, Relationship Managers and their respective clients and prospects. Acting as the primary point of contact… more
- PNC (Pasadena, CA)
- …valued and have an opportunity to contribute to the company's success. As a Client Solution Specialist Sr within PNC's Commercial Banking organization, you will ... Client Relations, Competitive Advantages, Consulting, Customer Experience (CX), Relationship Management, Results-Oriented, Taking Initiative **Competencies** Accuracy and Attention… more
- Banc of California (Santa Ana, 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 ... cards, certificate of deposits and loans. + Troubleshoots and resolves client inquiries regarding online website and mobile application including maintenance and… more
- Bank of America (Newport Beach, CA)
- …key participant in Senior Deal Teams. Drive collaboration between product, sales and client relationship teams to package, market and position leading solutions ... Payment Solutions client base. As a GPS Payment Sales Solutions Specialist , the candidate will have experience working within a highly matrixed organization,… more
- Bank of America (Los Angeles, CA)
- …or market goals in client delight and retention, risk mitigation, new client acquisition, and client relationship deepening. Job expectations may include ... Commercial Support Specialist -Sales-HTS Los Angeles, California **Job Description:** At Bank...Owns, ensures, and manages accuracy of information within the client relationship management system + Manages risk… more
- City National Bank (Long Beach, 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 (Woodland Hills, 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 (Los Angeles, CA)
- …to client needs. Provides responsive, quality service. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of ... 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 (Beverly Hills, CA)
- …representative of CNB, promoting and attracting new colleagues and customers. + Prepares a Relationship Plan and calling schedule for each client or prospect in ... products and services in order to establish a total client banking relationship . Discusses financing opportunities and...minimize loss exposure. + May serve as a product specialist acting as a technical consultant to clients and… more
- Bank of America (Los Angeles, CA)
- RFP Specialist Conshohocken, Pennsylvania;Washington, District of Columbia; Chicago, Illinois; Dallas, Texas; Boston, Massachusetts; Los Angeles, California; New ... York, New York **Job Description:** RFP Specialist supports the request for proposal ("RFP") production for...Capable of managing multiple projects at one time + Relationship and time management skills + Strong professional verbal… more
- Citigroup (Beverly Hills, CA)
- …Wealth at Work client relationships + Conduct wealth team portfolio and client relationship reviews to generate new business + Prepare and present competitor ... Citi Wealth at Work (WaW) Banking & Treasury Management Specialist , you will work closely with Wealth Banker teams...industry insights + Create and maintain a solid working relationship with the overall Deposits team, product partners and… more
- Wells Fargo (Los Angeles, CA)
- …Product Specialist to partner with CIB and Commercial Banking Relationship Managers to deliver effective Open Account financing products to banking clients ... financial positions within the context of individual deals and client relationships + Partner with client teams...History of success in partnering with CIB and CB relationship managers in driving thoughtful, well structured product solutions… more
- JPMorgan Chase (Los Angeles, CA)
- The Life Insurance Specialist will provide support to advisors across JPMorgan Securities on utilizing life insurance solutions to meet client investment, wealth ... Our products, tools, and thought leadership are designed to help strengthen our client 's financial health and achieve peace of mind in retirement by offering… more
- BMO Financial Group (Los Angeles, CA)
- We are seeking a Vice President Relationship Manager in our Diversified Industries Group with regional focus on Los Angeles. The ideal candidate will have a ... Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant… more
- Wells Fargo (Long Beach, CA)
- …with you. **About this role:** Wells Fargo is seeking a Business Accountability Specialist - Fiduciary Fees in the Centralized Fee Unit team in Banking, Lending ... business. + The Centralized Fee Consultant will work closely with both PWM relationship managers and WIM Operations to perform fee oversight activities, including … more
- Robert Half Office Team (Los Angeles, CA)
- …client 's benefit plan needs. General Duties: * Coordinate all aspects of the client relationship within the organization with little or no oversight. * ... knowledge of assigned Plan(s)/ Groups and effectively apply knowledge. * Implement client requirements and changes in benefit programs. * Facilitate all client… more
- Compass Group, North America (Los Angeles, CA)
- …status will be considered. Job Summary Summary: As the Levy Technical Support Specialist for Crypto.com Arena, you will be responsible for facilitating our client ... hardware systems are functioning properly, facilitating the best experience for our client and our customers. Implementing the "best" technology solutions is a key… more
- Zions Bancorporation (Gardena, CA)
- Associates at California Bank & Trust work in a relationship -centered culture where they are provided with the tools, training, and opportunities to build the best ... Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We… more