• Client Onboarding Success

    City National Bank (Los Angeles, CA)
    * CLIENT ONBOARDING SUCCESS MGR II* WHAT IS THE OPPORTUNITY? The Treasury Management Solutions (TMS) Client Onboarding Success Manager is ... client kick-off call for handoff from Sales to Client Success Manager to confirm scope and...to policies and procedures that have arisen during the client onboarding process to improve future … more
    City National Bank (10/05/24)
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