- United Collective (Huntington Beach, CA)
- …attach relevant documents. Herea€ (TM) s what youa€ (TM) ll be doing: Client Relationship Management: Develop and maintain positive relationships with clients, ... Gallegos United is seeking an outgoing, strategic and creative Client Solutions Manager at our agency. You will play a crucial role in managing and nurturing … more
- Banc of California (Santa Ana, CA)
- …employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The VP, Relationship Manager for Payments is responsible for developing new business ... travel at least 50% of the time, visiting with Relationship Manager , branch staff and corporate officers...services. + Manage a portfolio of clients; prepare a Relationship Plan and calling schedule for each client… 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 ... and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Senior Client Services Specialist is a pivotal member of the...large items and non-post resolutions and approvals. Assist department Manager in the mitigation of loss and security. +… more
- HSBC (Arcadia, CA)
- Wealth Relationship Manager Brand: HSBC Area of Interest: Asset and Wealth Management Location: Arcadia, CA, US, 91007 Work style: Office Worker Date: 14 Dec ... communities and the planet we all share. The Wealth Relationship Manager works closely with the Wealth...influencing, and sales skills + Ability to demonstrate strong relationship deepening skills with existing client base… more
- Banc of California (Santa Ana, CA)
- …other third-party reports such as property appraisals. - In conjunction with Relationship Manager , involved in drafting loan documents prepared by outside ... Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury...May make joint customer calls with RM to assess client 's needs, business, and management team. - Ensures compliance… more
- Banc of California (Santa Ana, CA)
- …other third party reports such as property appraisals. + In conjunction with Relationship Manager , involved in drafting loan documents prepared by outside law ... Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury...May make joint customer calls with RM to assess client 's needs, business, and management team. + Ensures compliance… more
- Banc of California (Brea, 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 ... providing leadership, coaching and guidance to a team of Client Banking Officers to ensure our clients and business...training & guidance. At times may act as Team Manager during his/her absence. + Manages a team focused… more
- Banc of California (Santa Ana, CA)
- …reviewed. + Confirms and coordinates insurance needs with customer, insurance brokers, Relationship Manager to ensure proper insurance is received and collected ... + AVP, Senior Loan Administrator collaborates closely and effectively manages expectations with client , Relationship Managers, and others on the loan team to… more
- Paycom Online (Irvine, CA)
- …paid family leave, and many other available benefits. The Strategic Account Manager (internally known as Client Relations Representative) is responsible for ... relationships through usage, retention, and additional revenue. Manages the ongoing relationship with existing clients by: + Leveraging technology to ensure they… more
- Banc of California (Long Beach, CA)
- …+ Sources, identifies and prequalifies lending opportunities. Works directly with Relationship Manager to professionally present approved credit solutions to ... (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… more
- Banc of California (Gardena, 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 ... skills required, together with an entrepreneurial work ethic + Ability to travel for client visits and other meetings as needed + Proficient with Word and Excel +… more
- NetApp (Irvine, CA)
- …Summary** NetApp's **Commercial Sales team** is seeking a driven **Commercial Account Manager ( Client Executive)** to lead growth across customers in **Orange ... for performance and execution. + Exceptional communication, negotiation, and relationship -building skills. + A collaborative approach, working with both customers… more
- Tutor Perini (Irvine, CA)
- …FOR THIS POSITION Rudolph & Sletten, a Tutor Perini Company, is seeking a **Project Manager ** to join our office in Los Angeles or Irvine, CA. **About Rudolph & ... building more award-winning projects for decades to come. Our client focus and technical expertise have made us a...+ Promote a positive work environment + Develop a relationship with team members, establish leadership and assignment of… more
- Banc of California (Laguna Hills, CA)
- …providing clarity, focus and motivation to achieve branch excellence. The Branch Manager is responsible for championing an exceptional client experience, ... Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury...+ Engages in organic growth activities through an exceptional client experience. The Branch Manager will actively… more
- Banc of California (Whittier, 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 ... complicated new accounts deals and relied upon in satisfactorily handle complex client requests on their own, with minimum supervision. + Input new accounts… more
- Banc of California (Irvine, 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 ... manage or guide others as a floating or interim manager when needed is required + Manages high quality...needed is required + Manages high quality and friendly client service and adherence to brand standards; excels in… more
- Bank of America (Newport Beach, CA)
- Merrill Market Client Relationship Manager Newport Beach, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the… more
- Raymond James Financial, Inc. (Brea, CA)
- Blunt Wealth Services is seeking a Client Relationship Manager to manage highly coveted, long-standing client relationships of the firm. The Client ... Relationship Manager will manage day-to-day client relationships and requests, have a strong knowledge of...meetings + Create and maintain records and files utilizing Client Relationship Management (CRM) software + Participate… more
- JPMorgan Chase (Irvine, CA)
- …clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client , you will nurture and ... At JPMorgan Private Client , we are devoted to providing distinguished experiences...10+ years in Financial Services, including affluent or complex relationship management and business development. + Exhibit an entrepreneurial… more
- Charles Schwab (Newport Beach, CA)
- …role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager , both of whom you ... **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… more
