- Fidelity TalentSource LLC (Walnut Creek, CA)
- Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and ... is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry.… more
- US Bank (Livermore, 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
- Bank of America (Oakland, CA)
- …solutions + Multi-lingual ability is a plus + High school diploma + CRM ( Client Relationship Management System) + Industry business acumen **Shift:** 1st shift ... Merchant Consultant - San Francisco Market San Francisco, California;Oakland,...revenue goals while balancing operational excellence, risk management, and client experience expectations, maintaining accurate records and adhering to… more
