- Citigroup (San Antonio, TX)
- The Wealth Service Escalation Specialist is considered a subject matter expert on investment and banking procedures and processes and will work on a team comprised ... partners, and clients, they handle escalated customer inquiries and ensures client requests/problem resolution is handled promptly and seamlessly. The Wealth Service… more
- ZOLL Medical Corporation (San Jose, CA)
- …advancing customers across a brand belief continuum.The Clinical Sales Specialist (CSS) is responsible for developing and maintaining account relationships ... networking and other methods to store sales opportunities + Act as the Client 's Lead for account post sale implementation and execution inclusive of customer… more
- JPMorgan Chase (San Francisco, CA)
- …of: * the banker that manages the overall bank relationship with the client * the Client Specialist , who initially helps determine the appropriate ... The Client Specialist is a sophisticated wealth...for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** San Francisco,CA $170,000.00 - $260,000.00 /… more
- PNC (San Francisco, CA)
- …needed to be successful in this position. **Preferred Skills** Business Decisions, Client Counseling, Client Relationship Building, Competitive Advantages, ... opportunity to contribute to the company's success. As a Client Solution Specialist Sr within PNC's Corporate...you will be based in Los Angeles, CA or San Francisco, CA. This position is primarily based in… more
- US Bank (New York, NY)
- …value of these relationships to the organization. Reviews and accepts new client relationships based on business line account acceptance policies and procedures. ... Provides quality service based on client needs, wants, and expectations; aligns actions accordingly; remains...the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. US Bank is subject… more
- AON (Fort Washington, PA)
- …revenue targets. Negotiate terms with internal and external underwriting staff + Client Relationship Management: Building and maintaining strong and lasting ... of an Account Specialist I: The Account Specialist I will identify, develop, and maintain client...Negotiate terms with internal and external underwriting staff + Client Relationship Management: Building and maintaining strong… more
- Bank of America (San Antonio, TX)
- Wealth Management Specialist - NPD San Antonio, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/ San -Antonio/Wealth-Management- Specialist NPD\_25028456) **Job Description:** Merrill Wealth Management… more
- Bank of America (Sherman Oaks, CA)
- …(RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for ... Senior Banker - San Fernando Valley East area Van Nuys, California;Van... Experience Branding * Client Management * Client Solutions Advisory * Relationship Building *… more
- City and County of San Francisco (San Francisco, CA)
- …Experience: Two (2) years equivalent to or higher than a 4214 Assessor-Recorder Office Specialist in the City/County of San Francisco; OR Pattern III Education: ... or higher than those assigned to the class of 4214 Assessor-Recorder Office Specialist in the City/County of San Francisco. Substitution: 1) Additional… more
- Bank of America (Charlotte, NC)
- …programs in the technology market. Accountable for all aspects of the client relationship , including overall account strategy, field sales support, capturing ... Sr. Leasing Sales Specialist (Equipment Finance) Charlotte, North Carolina;New York, New...preferably with a large, regulated financial institution + Exceptional client management and relationship -deepening skills + In-depth… more
- City National Bank (Atlanta, GA)
- …representative of CNB, promoting and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client or prospect in ... of company, industry, business and needs to assist in client calling efforts. Sets objectives for each relationship...minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and… more
- US Bank (Missoula, MT)
- …role working directly with customer accounts, inquiries, and items directly related to client satisfaction with the US Bank relationship while working under the ... to identify potential problems, compliance issues, and to maximize client satisfaction and encourage expansion of the relationship...the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. US Bank is subject… more
- PDS Defense (Atlanta, GA)
- **Call Center/Customer Service** **Customer Resolution Specialist ** Atlanta, GA Posted: 5/13/2025 Job Description Job ID#: 211337 Job Category: Call Center/Customer ... - W2 Shift: 1 **PDS Defense, Inc. is seeking a Customer Resolutions Specialist , in Peachtree City, GA. Job ID#211337** **Job Description:** Seeking a Customer… more
- Bloomberg (San Francisco, CA)
- …Data Sales Development Rep, Specialist Sales - Bloomberg Financial Solutions Location San Francisco Business Area Sales and Client Service Ref # 10044609 ... exceptional end-to-end support from sales and implementation, through their ongoing relationship with Bloomberg. Our Team We are Bloomberg Enterprise Data -… more
- MUFG (Jersey City, NJ)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...are seeking a highly skilled and motivated Payments Support Specialist to join our IT team. Based in Jersey… more
- Bank of America (Rancho Cordova, CA)
- Merchant Specialist West Newport Beach, California;Rancho Cordova, California; San Diego, California; Los Angeles, California **To proceed with your application, ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Newport-Beach/Merchant- Specialist -West\_25024753-2) **Job Description:** At Bank of America, we are… more
- Robert Half-Robert Half Corporate (Bloomington, MN)
- …locally and beyond. + **TOOLS FOR SUCCESS -** We provide world-class training, client relationship management tools and advanced technology to help you succeed. ... **JOB REQUISITION** Talent Specialist (Contract Finance & Accounting) **LOCATION** MN BLOOMINGTON...than 75 years, our history of success and strong client relationships provide a level of stability few companies… more
- Zions Bancorporation (San Diego, 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 ... yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions… more
- Capital One (New York, NY)
- Principal Associate, Airport Lounge Specialist (On-Site: LGA) As a member of the Capital One Airport Lounge division, you will be a part of a dynamic and growing ... day. As a successful candidate, you will be an excellent communicator, excel in relationship management, and have a high standard for customer service. You will work… more
- Bank of America (San Antonio, TX)
- Investment Management Specialist San Antonio, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/ San -Antonio/Investment-Management- Specialist \_25030384-2) **Job Description:** Merrill Wealth Management is… more
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