- Charles Schwab (Arcadia, CA)
- **Your opportunity** As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that ... 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
- JPMorgan Chase (San Francisco, CA)
- …Managing Director to manage team capability by aligning Client Experience Specialist team members to Relationship Manager, and solicit feedback to identify ... Are you ready to lead a team towards redefining client experience excellence? Join JPMorgan Private Client ...is able to act as an extension of our Relationship Manager team, provide exceptional service to our clients,… more
- UMB Bank (Sacramento, CA)
- **COMMERCIAL RELATIONSHIP SPECIALIST -FRANCHISE FINANCE & HEALTHCARE** At UMB Bank, the Commercial Relationship Specialist provides a highly skilled level ... contact for Commercial Banking clients for all servicing requests related to client relationship + Manage post-closing requirements such as exception citing's,… more
- Wolters Kluwer (Sacramento, CA)
- **Sr. Account & Relationship Executive (Sr. Sales Executive , Risk & Controls Specialist , Audit & Assurance)- Remote (West Coast) R0052136 | CP/ESG TeamMate | WK ... Inc.** **About the Role:** As a **Sr. Account & Relationship Executive (Sr. Sales Executive , Risk & Controls... Executive (Sr. Sales Executive , Risk & Controls Specialist , Audit & Assurance** ), you will manage the… more
- Griswold Home Care, Inc (Irvine, CA)
- …ones. * Track marketing activities and outcomes in our CRM/operations system. Client Specialist / Administrative Support (Occasional Secondary Function) * Assist ... Business Development & Client Care Specialist (Non-Medical Home Care)...partnerships, and delivering exceptional service. We're seeking a dynamic, relationship -driven Business Development Specialist who can also… more
- PNC (Pasadena, CA)
- …needed to be successful in this position. **Preferred Skills** Business Decisions, Client Counseling, Client Relationship Building, Competitive Advantages, ... valued and have an opportunity to contribute to the company's success. As a Client Solution Specialist Sr within PNC's Corporate Banking organization, you will… more
- Banc of California (Irvine, CA)
- …of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Senior Client Services Specialist is a pivotal member of the HOA Services ... Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury...Organization. This representative will play a key role in client satisfaction and client retention by supporting… more
- Banc of California (Escondido, CA)
- …variety of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Client Service Specialist is a pivotal member of the HOA Services ... Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury...Organization. This representative will play a key role in client satisfaction and client retention by supporting… more
- Zions Bancorporation (San Diego, CA)
- …Small Business & Middle Market Excellence Awards. We are looking for a **Premier Client Support Specialist ** in **San Diego, CA.** This role focuses on ... 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… more
- PNC (San Diego, CA)
- …and have an opportunity to contribute to the company's success. As a Client & Community Relations Specialist within PNC's Regional President organization, you ... * Exceptional Organizational and Event Planning Skills * Outstanding Collaborative and Relationship Skills * Ability to Multi-Task * Strong Attention to Detail PNC… more
- BMO Financial Group (Newport Beach, CA)
- …as needed. **Qualifications:** + 3 - 5 years of relevant experience in Client Relationship , Financial Services, or Service Excellence in a Commercial Banking ... Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems promptly and effectively, while… 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 ... or new clients with account maintenance. + Troubleshoots and resolves client inquiries regarding online websites and mobile applications including maintenance and… more
- Ventura County (Ventura, CA)
- …maintain client confidentiality and uphold professional ethical code, including client /counselor relationship ; acquire knowledge of laws applicable to the ... maintain client confidentiality, and uphold professional ethical code, including client -counselor relationship ; acquire knowledge of laws applicable to the… more
- Bank of America (Los Angeles, CA)
- …a specified timeframe to be eligible for Specialist position. ** Relationship Managers** further develop and enhance existing client relationships. They ... clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist… more
- NTT America, Inc. (Santa Clara, CA)
- …with internal teams, as well as client teams. + Co-owns the client relationship and continuously build a professional relationship within assigned ... at NTT DATA** As a Senior Networking Technology Sales Specialist at NTT DATA, you will use your expertise...pursue and secure qualified leads, working closely with our Client Management team and other departments. As a Sales… more
- EverBank (Westlake Village, CA)
- … client 's needs a priority. + Provides support to financial center managers or relationship managers as important client service team member and serves as an ... **Banking Specialist Sr** The Banking Specialist Senior...makes introductions to team specialists including financial center managers, relationship managers, or other delivery channels such as small… more
- Cognizant (Sacramento, CA)
- …both top line & bottom-line growth. . Lead end-to-end sales, solutioning, and client relationship management within the Life Sciences vertical. . Cultivate and ... **Job Title: Solution Sales Specialist - Medical Device R&D | Life Sciences...technologies with engineering and security capabilities to help our client 's business take advantage of the almost unlimited synergies… more
- Citizens (El Segundo, CA)
- …that results in long-term client loyalty. Ideal candidates will have a client -centered lending specialist with a commitment to excellence to join their team ... and drive the loan process. The Private Bank Lending Specialist - Residential supports the Relationship Manager...candidate will demonstrate a desire for mastery and a client -centered purpose where they can overcome obstacles and function… more
- Cognizant (Sacramento, CA)
- …currently seeking a highly skilled **Cloud & Infrastructure Solution - Service Line Specialist ** who will be a part of the Cognizant's Cloud, Infrastructure and ... in hyperscale and hybrid cloud & Infrastructure solutions. Service Line Sales Specialist , partner with the customer to identify areas of opportunity to improve… more
- City National Bank (Los Angeles, 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