- US Bank (Seal Beach, CA)
- …skills and discover what you excel at-all from Day One. **Job Description** Client Relationship Consultants build relationships with customers, engaging them via ... the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking… more
- City National Bank (Irvine, CA)
- …to client needs. Provides responsive, quality service. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of ... and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client...serve as a product specialist acting as a technical consultant to clients and Relationship Managers in… more
- Eliassen Group (Huntington Beach, CA)
- …internal teams (Data, Documents, Support, Product) to ensure seamless migration of client data and workflows. + Deliver tailored training via Zoom, documentation, ... and hands-on sessions to support client adoption. + Configure bespoke onboarding and training curriculums...clear communication with clients. + Act as a technical consultant , advising clients on best practices for system performance,… more