- Umpqua Bank (Irvine, CA)
- Client Engagement Banker Retail Banking Group Irvine, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with ... our team as, following the recent merger with Columbia Bank , we have grown to become a leading western-based...Teamwork, Heart, Enjoyment, and Relationships. **About the Role:** The Client Engagement Banker is responsible… more
- Umpqua Bank (Irvine, CA)
- …personal, business, financial, and market data gathered through relationship reviews, client engagement , market research, and partner collaboration. Participates ... relationship count). Assists Bankers with portfolio management, partner collaboration, and client - engagement to develop and grow new and existing commercial… more
- Bank of America (San Diego, CA)
- …individual with exceptional interpersonal skills * A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment ... full array of Private Bank and the bank 's capabilities and services to meet specific client... bank 's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients.… more
- Comerica (San Francisco, CA)
- …the respective Regional Directors to provide updates and feedback to the field on client engagement and support. Risk Management: * Reduce risk and oversee ... Client Support Manager The Client Support...risk. * Minimize risk of financial loss to the Bank by review of operating procedures, and monitoring unit… more
- Amalgamated Bank (San Francisco, CA)
- …business opportunities for high-value deposit-centric partnerships to contribute to team goals. + Client Engagement : + Lead the delivery of services to prospects ... exciting position is now available at America's Socially Responsible Bank ! Amalgamated Bank is seeking an experienced Commercial Banker to join our team… more
- Capital One (Los Angeles, CA)
- …the ability to prospect and develop lasting relationships, close new business, and deepen client engagement . This is an opportunity to make a meaningful impact ... Senior Business Banker - Los Angeles, CA The Senior Business...market, and close new business opportunities to grow the bank 's client base and revenue. + Build… more
- MUFG (Los Angeles, CA)
- …the Americas. This role is customer centric servicing focusing on customer engagement , client retention, accuracy, and efficiency. **Responsibilities:** + Manage ... 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...performance indicators. + Maintain a high level of employee engagement , assisting with escalations and staff training. + Be… more
- CIBC (San Francisco, CA)
- …to a strong organizational culture through positive, collaborative behaviors resulting in client and employee engagement + Pursue continuous improvement and be ... We're building a relationship-oriented bank for the modern world. We need talented,...CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex transactions required… more
- PNC (Riverside, CA)
- …calling, service to sales, teller interactions, appointment setting and effective lobby engagement , ultimately elevating client loyalty. Delivers a full PNC ... opportunity to contribute to the company's success. As a full-time Regional Banker /Teller, you will engage in proactive sales and customer service activities… more
- PNC (Concord, CA)
- …calling, service to sales, teller interactions, appointment setting and effective lobby engagement , ultimately elevating client loyalty. Delivers a full PNC ... to contribute to the company's success. As a Personal Banker ], you will strengthen customer relationships with a defined...conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem… more
- Citigroup (Norwalk, CA)
- …and respond to customer inquiries promptly and effectively. + Is knowledgeable about the client 's accounts and business with the bank and uses sound judgment ... + Energetically greet and interact with clients on the bank floor to proactively identify and address client...Required Skills: + Experience with face-to-face customer service, digital engagement and basic sales/referrals + Open, client … more
- Citigroup (Los Angeles, CA)
- …and respond to customer inquiries promptly and effectively. + Is knowledgeable about the client 's accounts and business with the bank and uses sound judgment ... + Energetically greet and interact with clients on the bank floor to proactively identify and address client...Required Skills: + Experience with face-to-face customer service, digital engagement and basic sales/referrals + Open, client … more
- PNC (Los Angeles, CA)
- …of the client 's needs and their financial well-being. Focuses on increasing client engagement and loyalty. + Builds an effective network of internal and ... relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client… more
- PNC (San Diego, CA)
- …of the client 's needs and their financial well-being. Focuses on increasing client engagement and loyalty. + Builds an effective network of internal and ... relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client… more
- PNC (Pasadena, CA)
- …of the client 's needs and their financial well-being. Focuses on increasing client engagement and loyalty. + Leverages an established and effective network ... and external relationships, such as community or industry relationships, to enhance the client experience. Focuses on bringing entire bank to the client… more
- PNC (Los Angeles, CA)
- …understanding of the client 's needs and their financial well-being. Drives client engagement and loyalty. Generates ideas and best practices within ... relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client… more
- PNC (Irvine, CA)
- …to be successful in this position. **Preferred Skills** Book Of Business, Client Relationship Building, Customer Engagement , Decision Making, Financial Analysis, ... to the company's success. As a Senior Relationship Strategist within the PNC Private Bank organization, you will be based in Irvine, CA. The position is primarily… more
- Arup (San Francisco, CA)
- …administration software, such as PlanGrid, Procore,FacilityGrid, and BIM360 + Strong client engagement skills, including the ability toleadmultidisciplinary and ... includingengaging inbusiness development activities such asbuilding relationships with clientsand engagement in industry,identifyingworkopportunities forthewider team,writing bid/proposalsanddrivingtechnicalinnovationandworkflow improvements. + Be… more
- Alight (Norco, CA)
- …for Alight and their clients. **Delivery Key responsibilities:** + Support Managers with client engagement ensuring all information is accurate and provided on ... processes, completes root cause analysis as required, and recommends client intervention procedures and communicates variances + Analyzes accounting compliance… more
- US Bank (San Francisco, CA)
- …develops and leads omnichannel, client -centric, marketing programs that maximize client growth, retention and engagement . Identifies and communicates key ... At US Bank , we're on a journey to do our...proven leadership experience to maximize customer growth, retention and engagement . This individual will lead and oversee the execution… more