Relationship Manager
4 weeks ago
- Maintain an outstanding record of revenue generation from new customers and existing portfolios
- Develop new business by contacting prospects and clients, and by cross-selling Bank products and services
- Participate and provide leadership in Bank and community activities to increase Banks brand visibility and to enhance new business opportunities
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Commercial Banking Relationship Executive
3 weeks ago
Portola Valley, California, United States BMO Financial Group Full timeAbout BMO Financial GroupBMO is proud to be a leading bank in North America, with a strong presence in the U.S. market. We are driven by a single purpose: to boldly grow the good in business and life.The Liquidity Specialty Group targets the Emerging Middle Market segmentation, with a focus on delivering exceptional service and expertise to clients. This...
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Senior Business Development Manager
3 weeks ago
Portola Valley, California, United States BMO Financial Group Full timeAbout BMO Financial GroupBMO is the 8th largest bank in North America and a leading commercial lender with aggressive growth ambitions in the U.S. Our purpose drives our strategy, fuels our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society.The Liquidity Specialty Group targets the...
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Client Relationship Manager
3 days ago
Castro Valley, California, United States Bank of America Full timeJob DescriptionThe Client Relationship Manager plays a critical role in developing and maintaining strong relationships with existing and potential clients. This involves working closely with internal stakeholders to understand client needs, providing tailored solutions, and ensuring seamless delivery of products and services.If you are a results-driven...
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Client Relationship Manager
3 weeks ago
Scotts Valley, California, United States Edward Jones Full timeAbout Edward Jones: We are a financial services firm that partners for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we are a Fortune 5001 company that values diversity, equity, and inclusion.">Job...
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Insurance Relationship Manager
3 weeks ago
Simi Valley, California, United States Jobot Full timeJob Overview">">The Personal Lines Account Manager is responsible for managing client relationships, policy renewals, endorsements, claims handling, and providing excellent customer service to personal insurance clients.">">About the Role">">Maintain and service a book of personal insurance clients, addressing inquiries related to policies, coverage options,...
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Wealth Relationship Development Manager
5 days ago
Fountain Valley, California, United States Citigroup Inc Full timeAbout the JobWe are seeking a skilled Wealth Relationship Development Manager to join our team in Fountain Valley, California. As a key member of our Private Client Coverage team, you will be responsible for developing and maintaining relationships with high-value clients to drive revenue growth.Key Responsibilities Develop and execute plans to identify,...
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Client Relationship Manager
16 hours ago
Simi Valley, California, United States Edward Jones Full timeKey ResponsibilitiesClient Service: Deliver exceptional personalized service to ensure clients feel understood and informed.Relationship Building: Deepen and broaden client relationships through proactive communication and timely follow-up.Process Improvement: Identify opportunities to create efficiency and implement process improvements that benefit the...
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Customer Relationship Manager
3 weeks ago
Simi Valley, California, United States Jayson Wimmer - State Farm Agent Full timeCompensation and BenefitsWe offer competitive hourly pay plus commission/bonus structure, providing a stable income and opportunities for growth. Additionally, we provide valuable benefits including 401K, health insurance, and paid time off.Job DescriptionThe ideal candidate will be responsible for building and developing customer relationships within the...
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Lead Business Growth Specialist
2 weeks ago
Portola Valley, California, United States BMO Financial Group Full timeAbout BMO Financial GroupBMO is committed to helping its clients achieve their financial goals. We offer a range of commercial banking services, including deposits, cash management, commercial cards, and fee income.This role will focus on building and maintaining relationships with key clients, identifying new business opportunities, and delivering...
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Client Relationship Executive
3 weeks ago
Castro Valley, California, United States Walmart Full timeCareer OpportunityWe are seeking a Client Relationship Executive to join our team in San Bruno, California. As a Client Relationship Executive at Walmart, you will be responsible for managing client relationships to ensure long-term partnerships and driving sales growth. Salary Range: $91,000 - $169,000 per year (annual bonuses included)Key...
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Urban Planning Specialist
2 days ago
Portola Valley, California, United States WBCP, Inc. Full timeInfrastructure Management Role">We are seeking a qualified Town Engineer to manage our town's infrastructure, including streets, roads, and public facilities. The successful candidate will have experience in infrastructure planning, management, and maintenance, as well as strong communication and interpersonal skills.The Town Engineer will be responsible for...
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Commercial Banking Lead
3 weeks ago
Portola Valley, California, United States BMO Financial Group Full timeSalary: $87,000 - $161,400 per annumAbout Us: At BMO, we are driven by a single purpose: to Boldly Grow the Good in business and life.Job Description: We are seeking a highly skilled and experienced individual to join our Liquidity Specialty Group as a Commercial Banking Lead. This exciting role will focus on creating relationships across our footprint with...
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Relationship Building Professional
6 days ago
Spring Valley, California, United States Boundless Promotions Full timeBecome a Relationship Building Professional at Boundless PromotionsWe are seeking a skilled and results-driven individual to join our team as a Relationship Building Professional. As a key member of our sales and support team, you will be responsible for building and maintaining strong relationships with our clients and customers.About the Role:In this role,...
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Client Relationship Manager
5 days ago
Simi Valley, California, United States Edward Jones Full timeCompany OverviewEdward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Salary InformationThe estimated hourly salary range for this position is between $23.25 and...
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Tree Care Sales Professional
4 days ago
Portola Valley, California, United States Bartlett Tree Experts Full timeOverview">If you have a passion for arboriculture and enjoy working outdoors, consider this career opportunity with Bartlett Tree Experts.We value a strong culture of excellence in safety, scientific research, lifelong learning, and career development.Bartlett Tree Experts is seeking an Arborist Representative to join our team. This role combines your...
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Financial Relationship Specialist
3 days ago
Castro Valley, California, United States Bank of America Full timeAbout Us: At Bank of America, we are driven by a shared purpose to help our clients achieve their financial goals. We strive to be a great place to work for our teammates, and we prioritize diversity, equity, and inclusion in all that we do.">Job Description: As a Relationship Banker, you will play a key role in engaging clients and building strong...
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Financial Relationship Specialist
3 days ago
Mill Valley, California, United States Bank of America Full timeJob Description:We are seeking a highly motivated and customer-focused Financial Relationship Specialist to join our team. As a key member of our banking operations, you will be responsible for engaging clients in the lobby, educating them on self-service resources, and assisting with transactions.This role involves accurately processing cash transactions,...
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Private Client Relationship Specialist
3 days ago
Fountain Valley, California, United States Citigroup Inc Full timeCitigroup Inc invites applications for the position of Private Client Relationship Specialist. As a key member of our team, you will play a vital role in providing exceptional service to our affluent and High Net Worth clients.Your primary responsibilities will include building and maintaining strong relationships with clients, using your expertise in...
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Family Relationship Counselor
3 weeks ago
Moreno Valley, California, United States ALL OF GODS CHILDREN GROUP STRTP Full timeAt ALL OF GODS CHILDREN GROUP STRTP, we seek a skilled Marriage and Family Therapist to join our team. This role offers an attractive salary range of $75,000 - $100,000 annually, along with a comprehensive benefits package.Job OverviewThe successful candidate will be responsible for delivering high-quality mental health services to individuals, couples,...
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Customer Relationship Manager
3 weeks ago
Mill Valley, California, United States Trevor Lam - State Farm Agent Full time**Competitive Salary and Benefits**The estimated annual salary for this position is $60,000 - $80,000, depending on experience. As an Agent Team Member, you will also receive benefits such as 401k, health insurance, paid time off, flexible hours, and growth potential/Opportunity for advancement within the agency.