- Charles Schwab (Brea, 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
- BMO Financial Group (Pasadena, CA)
- …+ Contribute to the team's business objectives by building and maintaining client relationships through client acquisition both from internal referrals (within ... calls. + Coordinates marketing activities and sales material to support client / prospect conversations. + Provides knowledge detailed information about products… 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
- 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 (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
- International Rescue Committee (Glendale, CA)
- … specialist will be expected to provide strengths-based, trauma-informed, client -centered intake services to single-headed asylum seeking households; survivors of ... Requisition ID: req51910 Job Title: Intake Specialist , Asylum Seekers Case Management Pilot Program Sector: Program Administration Employment Category: Fixed Term… 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
- 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
- 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 ... and thought leadership are designed to help strengthen our client 's financial health and achieve peace of mind in...role + Experience in working with advisors + Excellent relationship building, written, and verbal communication skills + Ability… 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
- Carrington (Anaheim, CA)
- …of PC amounts and posting ticket submissions to Cashiering Department + Work with Client Relationship Managers to secure PC Funds from prior servicers + Perform ... team and work onsite in Anaheim!** The Loss Mitigation Finalization Specialist will be responsible for the finalization, post-closing, and reporting processes… more
- Zions Bancorporation (Los Angeles, 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 ... bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence...Excellence Awards. We are looking for a Customer Service Specialist in Los Angeles, CA . This role focuses… more
- M&T Bank (Costa Mesa, CA)
- **Overview:** Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts of varying complexity and importance, including ... transactions. Serves as main point of contact with the client and internal and external service partners to follow...and procedure. + Provide coverage and support for other Relationship Mangers within assigned Section/Unit as required by absence.… 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 (Culver City, 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 -- skills… more