Current jobs related to Account Relationship Manager - Alhambra, California - Allan Cheng - State Farm Agent

  • Relationship Manager

    3 weeks ago

    Alhambra, California, United States New Omni Bank N A Full time

    Job Title: Relationship ManagerJob Summary:We are seeking a skilled Relationship Manager to join our team at New Omni Bank, National Association. As a Relationship Manager, you will be responsible for developing and maintaining relationships with clients and customers, providing excellent service, and generating new business opportunities.Key...

  • Senior Premier Relationship Manager

    2 weeks ago

    Alhambra, California, United States BMO Full time

    About the RoleBMO is seeking a Senior Premier Relationship Manager to join our team. As a key member of our Premier Services team, you will be responsible for managing and growing an assigned portfolio of mass affluent clients.Key ResponsibilitiesManage and grow an assigned portfolio of mass affluent clientsPartner with multiple branch locations and a team...

  • Senior Premier Relationship Manager

    2 weeks ago

    Alhambra, California, United States Bank of Montreal Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Premier Relationship Manager to join our team at Bank of Montreal. As a key member of our Premier Services team, you will be responsible for managing and growing an assigned portfolio of mass affluent clients, providing personalized attention to uncover their specific financial needs and...

  • Senior Premier Relationship Manager

    2 months ago

    Alhambra, California, United States BMO Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Premier Relationship Manager to join our team at BMO. As a key member of our Premier Services team, you will be responsible for managing and growing an assigned portfolio of mass affluent clients across multiple branch locations.Key ResponsibilitiesDevelop and execute comprehensive...

  • Senior Premier Relationship Manager

    4 weeks ago

    Alhambra, California, United States Bank of Montreal Full time

    Job Title: Senior Premier Relationship ManagerAt Bank of Montreal, we're committed to helping our mass affluent clients achieve financial progress by understanding and planning for their future.Job Summary:We're seeking a Senior Premier Relationship Manager to join our team. As a key member of our Premier Services team, you'll be responsible for managing and...

  • Senior Premier Relationship Manager

    3 weeks ago

    Alhambra, California, United States BMO Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Premier Relationship Manager to join our team at BMO. As a key member of our Premier Services team, you will be responsible for managing and growing an assigned portfolio of mass affluent clients across multiple branch locations.Key ResponsibilitiesDevelop and execute comprehensive...

  • Senior Premier Relationship Manager

    2 weeks ago

    Alhambra, California, United States Bank of Montreal Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Premier Relationship Manager to join our team at Bank of Montreal. As a key member of our Premier Services team, you will be responsible for managing and growing an assigned portfolio of mass affluent clients across multiple branch locations.Key ResponsibilitiesDevelop and execute a...

  • Accounting Manager

    2 weeks ago

    Alhambra, California, United States Century Group Full time

    Job OpportunityWe are seeking a highly experienced Accounting Manager to join our team at Century Group. As a key member of our finance team, you will oversee financial operations, ensure accuracy, and contribute to the financial success of our retail property portfolio.Responsibilities:Leverage advanced Yardi software skills for comprehensive property...

  • Senior Premier Relationship Manager

    2 months ago

    Alhambra, California, United States BMO Full time

    About the RoleWe are seeking a highly skilled and experienced Premier Relationship Banking Specialist to join our team at BMO. As a key member of our banking team, you will be responsible for managing and growing an assigned portfolio of mass affluent clients.Key ResponsibilitiesDevelop and maintain strong relationships with clients to understand their...

  • Senior Premier Relationship Manager

    2 weeks ago

    Alhambra, California, United States Bank of Montreal Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Premier Relationship Manager to join our team at Bank of Montreal. As a key member of our Premier Services team, you will be responsible for managing and growing an assigned portfolio of mass affluent clients across multiple branch locations.Key ResponsibilitiesDevelop and execute...

  • Collector and Account Manager

    4 weeks ago

    Alhambra, California, United States Keck Medicine of USC Full time

    Job SummaryKeck Medicine of USC is seeking a highly skilled Collector and Account Manager to join our team. As a key member of our revenue cycle team, you will be responsible for managing patient accounts from discharge through billing edits to contract management, ensuring timely and accurate collection of expected contract amounts.Key...

  • Accounts Payable Specialist

    2 weeks ago

    Alhambra, California, United States Astrana Health Full time

    Job Title: Accounts Payable ClerkAbout the Role:The Accounts Payable Clerk is a key member of our finance team, responsible for ensuring timely and accurate payment processing. This role involves reviewing and verifying invoices, reconciling accounts payable transactions, and maintaining vendor relationships.Key Responsibilities:Process and verify invoices,...

  • Bilingual Accounts Receivable Specialist

    3 weeks ago

    Alhambra, California, United States AppleOne Full time

    Job SummaryWe are seeking a highly skilled Bilingual Spanish Accounts Receivable Clerk to join our team at AppleOne. As a key member of our finance department, you will be responsible for managing a portfolio of accounts, ensuring timely and accurate invoicing, collections, and reconciliation of payments. Your excellent communication skills and attention to...

  • Accounts Payable Specialist

    7 days ago

    Alhambra, California, United States AHMC Healthcare Full time

    Job Summary:As a key member of the AHMC Healthcare team, the Accounts Payable Coordinator will be responsible for verifying, reconciling, and processing account payables in a timely and accurate manner. This role requires strong analytical and organizational skills, as well as excellent communication and interpersonal skills.Key Responsibilities:Review and...

  • Accounts Payable Specialist

    2 weeks ago

    Alhambra, California, United States AHMC Healthcare Full time

    {"Overview": "At AHMC Healthcare, we are seeking a highly skilled and detail-oriented Accounts Payable Coordinator to join our team. The successful candidate will be responsible for verifying, reconciling, and processing account payables in a timely and accurate manner.", "Responsibilities": "Key responsibilities include:Reviewing all invoices for...

  • Senior Accountant

    4 weeks ago

    Alhambra, California, United States LHH Recruitment Solutions Full time

    Job Title: Senior AccountantJob Summary:LHH Recruitment Solutions is seeking a highly skilled Senior Accountant to join our team. As a Senior Accountant, you will be responsible for overseeing and managing the month-end close process, ensuring accuracy and timeliness. You will also prepare and review financial statements, ensuring compliance with GAAP.Key...

  • Collector of Patient Accounts

    4 weeks ago

    Alhambra, California, United States Keck Medicine of USC Full time

    Job SummaryWe are seeking a highly skilled Collector of Patient Accounts to join our team at Keck Medicine of USC. As a key member of our revenue cycle team, you will be responsible for managing patient accounts from discharge through billing edits to contract management, ensuring timely and accurate reimbursement for hospital services.Key...

  • Patient Account Specialist

    4 weeks ago

    Alhambra, California, United States Keck Medicine of USC Full time

    Job SummaryKeck Medicine of USC is seeking a highly skilled Collector and Account Manager to join our team. As a key member of our revenue cycle team, you will be responsible for managing patient accounts from discharge through billing edits to contract management, ensuring timely and accurate collection of expected contract amounts.Key...

  • Accounts Payable Specialist

    2 weeks ago

    Alhambra, California, United States Astrana Health Full time

    Job Title: Accounts Payable SpecialistAbout the Role:The Accounts Payable Specialist is responsible for providing financial, administrative, and clerical support by ensuring payments are completed and expenses are controlled.This role involves processing, verifying, and reconciling invoices according to established policies and procedures in an efficient,...

  • Bilingual Accounts Receivable Specialist

    2 weeks ago

    Alhambra, California, United States AppleOne Full time

    Job SummaryWe are seeking a highly skilled Bilingual Spanish Accounts Receivable Specialist to join our team. As a key member of our finance department, you will be responsible for managing a portfolio of accounts, ensuring timely and accurate invoicing, collections, and reconciliation of payments.Key ResponsibilitiesManage a portfolio of 300+ accounts,...

Account Relationship Manager

2 months ago

Alhambra, California, United States Allan Cheng - State Farm Agent Full time
Job Overview

We are seeking a highly motivated and customer-focused individual to join our team as a Customer Relations Representative. As a key member of our agency, you will play a vital role in building and maintaining strong relationships with our customers, providing exceptional service, and promoting our insurance and financial products.

Key Responsibilities
  • Customer Relationship Building
    • Establish and maintain strong relationships with customers, understanding their needs and preferences.
    • Provide personalized service, responding to customer inquiries and resolving issues in a timely and professional manner.
  • Product Education and Sales
    • Use a customer-centric approach to educate customers about our insurance and financial products, highlighting the benefits and features that meet their needs.
    • Identify opportunities to upsell and cross-sell products, ensuring customers receive the best possible solutions.
  • Administrative and Reporting Tasks
    • Manage customer records, ensuring accurate and up-to-date information.
    • Prepare and submit activity reports to the agent, highlighting customer interactions and sales performance.
Requirements
  • Communication and Interpersonal Skills
    • Excellent written, verbal, and listening skills, with the ability to communicate effectively with customers and colleagues.
  • Product Knowledge and Sales Skills
    • Strong understanding of insurance and financial products, with the ability to educate customers and promote sales.
  • Organizational and Time Management Skills
    • Ability to prioritize tasks, manage time effectively, and meet deadlines.
  • Teamwork and Adaptability
    • Collaborate with the agent and other team members to achieve sales and customer service goals.
    • Adapt to changing circumstances, prioritizing customer needs and agency objectives.
What We Offer
  • Competitive Compensation
    • Hourly pay plus commission/bonus structure, providing opportunities for earnings growth.
  • Benefits and Perks
    • Paid time off, including vacation and personal/sick days.
    • Flexible hours, allowing for work-life balance.
  • Professional Development
    • Opportunities for growth and advancement within the agency.