- Charles Schwab (Woodland Hills, 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 (Irvine, 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 (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 (Long Beach, 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
- Moss Adams LLP (Anaheim, CA)
- **Inclusion & Social Responsibility Operations Specialist ** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of ... business challenges. The Inclusion & Social Responsibility \(ISR\) Operations Specialist supports the development and implementation of programs and initiatives… more
- WM (Long Beach, CA)
- …Growth. People-First Culture (https://www.wm.com/us/en/inside-wm/who-we-are) . **About the Environmental Specialist Role** Coordinates all onsite activities at ... plans activities of onsite personnel. Serves as liaison between client and vendors in relation to service issues. Maintains...employees **What Does it Take to be a Environmental Specialist ?** The requirements listed below are representative of the… more
- Tradesmen International, Inc. (Cypress, CA)
- **Description** The Staffing Specialist (internally titled Project Coordinator) is part of a centrally managed team responsible for effectively and consistently ... filling client orders with qualified, safety-minded Tradesmen Field Employees (FE's)...trust, and partnerships in a remote environment + Exceptional relationship building skills, able to relate, trustworthy and credible… more
- Zions Bancorporation (Irvine, 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
- BMO Financial Group (Sherman Oaks, CA)
- …Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant ... deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities. + Conducts independent analysis… more
- Sulzer Pumps US Inc. (Santa Fe Springs, CA)
- …with regional sales and service managers / directors + Ensure that effective client contact, relationship building, and management processes are in place to ... positively influence the client and create a pre-disposition to view Sulzer as...preferred source of supply and actively utilize the customer relationship management (CRM) system + Maintain knowledge of market… more
- ADP (Irvine, CA)
- …sales and win new business exclusively through our CPA accountant channel and client referrals as part of our Human Resources Outsourcing (HRO) business. You'll ... a college degree, other acceptable experience could include: + Payroll experience, relationship sales experience, or HRO experience. + Military experience -- We… more
- Amazon (Irvine, CA)
- …including whitepapers, blogs, podcast, videos, and presentations * Respond to detailed client and prospect proposals (RFP/RFI/RFx) About the team About AWS Diverse ... and Company policies. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include… 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 ... **Job Description:** Lead product expert supporting Global Payment Solutions (GPS) client sales engagements and account management activities by closing complex and… more
- Bank of America (Newport Beach, CA)
- …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
- BMO Financial Group (Newport Beach, CA)
- …accountants) to create integrated business development plan. + Act as the primary Relationship Manager for assigned client relationships + Leads / assists with ... between stakeholders. + Bridges banking, trust and investment disciplines together for client communications when the full relationship exists. + Breaks down… more
- Bank of America (Orange, CA)
- …+ Has a minimum of one year demonstrated sales experience in a relationship -oriented and client -centric environment. In lieu of this requirement, has previously ... Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at... Experience Branding + Client Management + Client Solutions Advisory + Relationship Building +… more
- Bank of America (Westminster, CA)
- …* Has a minimum of one year demonstrated sales experience in a relationship -oriented and client -centric environment. In lieu of this requirement, has previously ... Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at... Experience Branding * Client Management * Client Solutions Advisory * Relationship Building *… more
- Bank of America (Irvine, 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 (Newport Beach, CA)
- …product proposals, price/cost analysis, submission of implementation documentation, ongoing client relationship management and contract renewals. Associates ... California; Los Angeles, California **Job Description:** **Job Description:** The Merchant Specialist (MS) is the primary solutions architect working in partnership… more
- WTW (Irvine, CA)
- …standards + Proactively advising clients and ensuring the delivery of superior client service + Facilitating specialist resources and subject matter experts ... generate business by participating in new business activities and expanding existing client engagements. You will have the opportunity to position yourself to grow… more