Current jobs related to Client Relationship Manager - Rancho Cucamonga, California - Daevon Parks - State Farm Agent
-
Insurance Client Relationship Specialist
5 days ago
Rancho Cucamonga, California, United States Daevon Parks - State Farm Agent Full timeRole OverviewWe are seeking a highly motivated and customer-focused individual to join our team as an Insurance Client Relationship Specialist. As a key member of our State Farm Agency team, you will play a vital role in generating exceptional client experiences that drive the growth of our successful insurance agency.Key ResponsibilitiesEstablish and...
-
Business Relationship Manager
4 weeks ago
Rancho Cucamonga, California, United States Inland Empire Health Plan Full timeJob Title: Business Relationship ManagerAt Inland Empire Health Plan, we are seeking a highly skilled Business Relationship Manager to join our team. As a Business Relationship Manager, you will play a critical role in ensuring that business project requests are aligned with our strategic goals and initiatives.Key Responsibilities:Act as a liaison between...
-
Relationship Banker
4 weeks ago
Rancho Cucamonga, California, United States BankTalent HQ Full timeJob Title: Relationship BankerAt BankTalent HQ, we're seeking a skilled Relationship Banker to join our team in Rancho Cucamonga, CA. As a key member of our commercial lending team, you'll be responsible for identifying and developing business opportunities, analyzing client relationships, and providing tailored banking solutions to meet their needs.Key...
-
Client Associate-Relationship Manager
4 weeks ago
Rancho Santa Fe, California, United States Tate Asset Management Full timeAbout Tate Asset ManagementTate Asset Management is a premier boutique wealth management firm based in Rancho Santa Fe, CA, offering comprehensive wealth management and tax planning strategies to high net worth families and individuals.Job SummaryThis is a full-time role on-site at Tate Asset Management, with potential flexibility for future occasional...
-
Relationship Banker
4 weeks ago
Rancho Cucamonga, California, United States BankTalent HQ Full timeJob Title: Relationship Banker - Commercial LendingAt BankTalent HQ, we are seeking a skilled Relationship Banker - Commercial Lending to join our team. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and providing exceptional customer service.Key...
-
Relationship Solutions Advisor
2 days ago
Rancho Cucamonga, California, United States The Bank of America Corporation Full timeAt The Bank of America Corporation, we strive to make a positive impact on our clients' financial lives through responsible growth and innovation.Key Responsibilities:Develop and maintain strong relationships with clients to understand their financial needs and goals.Provide personalized financial solutions and advice to help clients achieve their...
-
Client Intake Specialist
1 month ago
Rancho Cucamonga, California, United States The Matian Firm, APC Full timeJob Title: Client Intake Sales SpecialistWe are seeking an experienced Client Intake Sales Specialist to join our team at The Matian Firm, APC. As the first point of contact for prospective clients, you will play a crucial role in screening leads, obtaining case details, and determining whether a case should be retained.Key Responsibilities:Screening and...
-
Customer Relationship Liaison
1 month ago
Rancho Cucamonga, California, United States Apria Full timeJob SummaryThis role is responsible for maintaining relationships with current accounts and patients, ensuring they have the necessary equipment to support their home healthcare needs.Key ResponsibilitiesAct as a single point of contact for specific accounts and patients.Respond to customer needs, concerns, and complaints in a timely manner.Consult with...
-
Client Intake Specialist
3 weeks ago
Rancho Cucamonga, California, United States The Matian Firm, APC Full timeJob Title: Client Intake Sales SpecialistWe are seeking an experienced Client Intake Sales Specialist to join our team at The Matian Firm, APC. As the first point of contact for prospective clients, you will play a crucial role in screening leads, obtaining case details, and determining whether a case should be retained.Key Responsibilities:Screening and...
-
Client Intake Specialist
1 week ago
Rancho Cucamonga, California, United States The Matian Firm, APC Full timeJob OverviewThe Matian Firm, APC is seeking a highly skilled Client Intake Specialist to join our team. As the first point of contact for prospective clients, this individual will play a critical role in screening leads, obtaining case details, and determining whether a case should be retained.Key Responsibilities:Screen telephone calls and schedule...
-
Client Relationship Consultant
3 weeks ago
Rancho Palos Verdes, California, United States U.S. Bank Full timeJob DescriptionAt U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a Client Relationship Consultant, you'll play a key role in building strong relationships with our clients, providing them with expert advice and guidance to help them make informed financial decisions.Key ResponsibilitiesBuild and maintain...
-
Client Relationship Specialist
3 weeks ago
Rancho Palos Verdes, California, United States U.S. Bank Full timeJob Title: Client Relationship ConsultantAt U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a Client Relationship Consultant, you'll play a key role in building strong relationships with our clients, providing them with expert guidance and support to help them make informed financial decisions.Key...
-
Client Relationship Consultant
2 weeks ago
Rancho Santa Margarita, California, United States U.S. Bank Full timeAt U.S. Bank, we're dedicated to helping our customers and businesses achieve their financial goals. As a Client Relationship Consultant, you'll play a vital role in building strong relationships with our clients, providing personalized support and guidance to help them navigate their financial needs. With a focus on delivering exceptional customer service,...
-
Client Relationship Specialist
1 month ago
Rancho Santa Margarita, California, United States U.S. Bank Full timeJob DescriptionAt U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a Client Relationship Consultant, you'll play a key role in building strong relationships with our clients, providing them with expert guidance and support to help them make informed financial decisions.Key ResponsibilitiesBuild and maintain...
-
Client Relationship Consultant
3 weeks ago
Rancho Palos Verdes, California, United States U.S. Bank Full timeJob DescriptionAt U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a Client Relationship Consultant, you'll play a key role in building strong relationships with our clients, providing them with expert advice and guidance on our deposit and loan products and services.Key ResponsibilitiesBuild and maintain...
-
Client Relations and Office Assistant
1 week ago
Rancho Cucamonga, California, United States Zapata Private Wealth Group LLC Full timeJob SummaryThe Client Relations and Office Assistant is responsible for building and maintaining client relationships, providing exceptional service, and supporting administrative tasks. This role requires a strong ability to build and nurture relationships to drive business growth and exceed goals.Key ResponsibilitiesGenerate new client contacts through...
-
Client Relationship Specialist
4 weeks ago
Rancho Palos Verdes, California, United States U.S. Bank Full timeAt U.S. Bank, we're dedicated to delivering exceptional customer experiences. As a Client Relationship Consultant, you'll play a vital role in building strong relationships with our customers, providing personalized guidance and support to help them achieve their financial goals. Our team is passionate about making a positive impact in the communities we...
-
Licensed Therapist
7 days ago
Rancho Cucamonga, California, United States My Serenity Mental Wellness Full timeJob DescriptionAt My Serenity Mental Wellness, we are seeking a licensed Marriage and Family Therapist to provide high-quality care and relationship solutions to our clients. In this role, you will diagnose and treat psychological disorders, teach communication skills, and assist patients in addressing dysfunctional behaviors. If you are an experienced...
-
Client Relationship Specialist
4 weeks ago
Rancho Palos Verdes, California, United States U.S. Bank Full timeAt U.S. Bank, we're committed to delivering exceptional customer experiences. As a Client Relationship Consultant, you'll play a key role in building strong relationships with our customers, providing personalized guidance and support to help them achieve their financial goals. Key Responsibilities • Develop and maintain strong relationships with...
-
Client Relationship Consultant 2
1 week ago
Rancho Palos Verdes, California, United States U.S. Bank Full timeAbout the RoleAt U.S. Bank, we're committed to delivering exceptional client experiences and fostering long-term relationships with our customers. As a Client Relationship Consultant, you'll play a critical role in building trust and understanding the unique needs of our clients, providing personalized guidance and support to help them achieve their...
Client Relationship Manager
2 months ago
Are you a personable and service-oriented individual? If you thrive in a dynamic environment and enjoy assisting clients, a role with Daevon Parks - State Farm Agent could be the perfect fit for you. Our agency specializes in providing State Farm insurance and financial service products.
Key Responsibilities- Build and maintain strong customer relationships while ensuring follow-up as necessary.
- Deliver prompt, accurate, and courteous customer service, addressing inquiries related to insurance options, eligibility, policy modifications, claims, and billing.
- Utilize a customer-centric, needs-based review approach to inform clients about various insurance choices.
- Collaborate with the agent to set and achieve marketing objectives.
- Generate leads, arrange meetings, assess customer requirements, and promote suitable products and services.
- Competitive hourly wage plus commission and bonuses.
- Paid time off, including vacation and personal/sick days.
- Flexible working hours.
- Valuable industry experience.
- Opportunities for professional growth and advancement within the agency.
- Preferred experience in sales, whether in retail, telemarketing, or as a sales representative.
- Genuine interest in marketing products and services tailored to customer needs.
- Passionate about the role of insurance and financial products in helping individuals manage everyday risks and achieve their aspirations.
- Strong interpersonal skills and a people-oriented mindset.
- Self-driven and detail-oriented.
- Commitment to exceptional customer service.
- Aim to meet mutually established marketing targets.
- Ability to obtain a Property and Casualty license.
- Ability to obtain a Life and Health license.
If you are driven to excel and envision yourself thriving in this role, we encourage you to explore this opportunity further.