- Charles Schwab (Irvine, CA)
- **Your opportunity** As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that ... operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help… more
- PNC (Irvine, CA)
- …needed to be successful in this position. **Preferred Skills** Business Decisions, Client Counseling, Client Relationship Building, Competitive Advantages, ... valued and have an opportunity to contribute to the company's success. As a Client Solution Specialist within PNC's Corporate Banking organization, you will be… more
- Columbia Bank (Torrance, CA)
- Client Service Specialist II Retail Banking Group Torrance, California **Description** **About Us:** At Columbia, we create a great place to work by offering a ... unique brand of relationship banking and fostering a culture where associates thrive....the first point of contact for most clients, the Client Service Specialist (Teller) play a key… more
- Banc of California (Santa Ana, CA)
- …variety of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Client Service Specialist is a pivotal member of the HOA Services ... Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury...Organization. This representative will play a key role in client satisfaction and client retention by supporting… more
- Wells Fargo (Irvine, CA)
- …role, you will:** + Manage and service a routine and low complexity affluent client relationship portfolio in lending, credit, and deposit products and services ... role:** Wells Fargo is seeking an Associate Wealth Banking Specialist (SAFE) in Banking, Lending and Trust. Learn more...product lines + Develop solid product knowledge and basic client relationship management skills to meet the… more
- Citizens (Irvine, CA)
- …that results in long-term client loyalty. Ideal candidates will have a client -centered lending specialist with a commitment to excellence to join their team ... and drive the loan process. The Private Bank Lending Specialist - Residential supports the Relationship Manager...candidate will demonstrate a desire for mastery and a client -centered purpose where they can overcome obstacles and function… more
- City National Bank (Sherman Oaks, CA)
- …demonstrated sales and marketing abilities including cross selling skills. * Superior client relationship skills. * Good understanding of commercial credit ... and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client...minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and… more
- Cushman & Wakefield (Irvine, CA)
- …flyers, brochures and other marketing materials as needed for listings **Maintain Client Relationship Management Database:** Maintain and enter new leads and ... **Job Title** Brokerage Specialist **Job Description Summary** We are seeking a...of work related to commercial real estate transactions and client deliverables. This individual must be a collaborative team… more
- EverBank (Chino Hills, CA)
- **Banking Specialist ** The Banking Specialist promotes the organization's banking services, recognizes sales opportunities, opens accounts, delivers exceptional ... client service, and makes appropriate introductions to team specialists...introductions to team specialists such as financial center managers, relationship managers, small business, commercial banking, and treasury management.… 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...minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and… more
- Antech Diagnostics (Fountain Valley, CA)
- …strong relationship building and communication skills. The Customer Support Specialist accurately enters orders and is knowledgeable about Antech products and ... support position in the future. **Job Purpose/Overview** The Customer Support Specialist delivers on the Antech Customer Service Vision of unwavering commitment… more
- Paycom Online (Sherman Oaks, CA)
- The Transition Specialist Representative leads the Paycom implementation by partnering with Outside Sales Reps, Client Relations Representatives (CRR), Paycom ... Specialists (PSD), and New Client Setup (NCS) Specialists to ensure a successful implementation...to all persons in all aspects of the employer-employee relationship . This policy applies to all terms and conditions… more
- Banc of California (Santa Ana, CA)
- …(the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... exception reports and activities within daily deadlines. This will include performing client outreach via phone, email or in-house applications to obtain client… more
- Bob's Discount Furniture (West Hills, CA)
- …areas: Core Competencies & Expertise + Customer Engagement and Active Listening + Relationship Building and Client Follow-Up + Consultative Selling and Product ... Job Title Retail Guest Experience Sales Specialist Job Overview Our Retail Guest Experience Sales...home design and interior decor + Experience with customer relationship management tools or systems Who We Are At… more
- IQVIA (Irvine, CA)
- …healthier future with us. We are hiring a **Physician Assistant Clinical Specialist ** for a leading medical device manufacturer. This position involves observing ... products to provide procedural knowledge and product suggestions. The specialist must reside in the assigned region and be...- to attend surgical procedures. + Potential to represent client company at major conferences across the US. +… more
- Deloitte (Costa Mesa, CA)
- Specialist Leader - Bulk Logistics (Maritime and/or Rail) We are a team of strategic advisors, architects, and implementers who drive business transformations. Our ... Don't miss the chance to be part of a team that provides exceptional client value while advancing your professional journey. Apply now and become a vital part… more
- Deloitte (Costa Mesa, CA)
- …you looking for a role where you can establish a deep and long-term relationship with your client while delivering ongoing support and enhancements for ... role ends on 1/30/2026. Work you'll do As a Specialist Senior, you will: + Directly configure and customize...and FI-GL to deliver tailored solutions in heavily customized client landscapes. + Own the technical delivery of BRIM/CI… more
- Deloitte (Costa Mesa, CA)
- …looking for a role where you can establish a deep and long term relationship with your client while delivering ongoing support and enhancements for technology ... role ends on 1/30/2026 Work you'll do As a Specialist Master you will: + Manage client relationships with excellent written and oral communication + Coordinate… more
- Banc of California (Santa Ana, CA)
- …(the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The ACH Origination Specialist is responsible for onboarding new clients and delivering comprehensive technical… more
- City National Bank (Irvine, CA)
- …other CNB product experts to achieve cross-sell goals and helps solidify the client relationship . * Establishes a referral network through existing relationships ... and other professional activities as appropriate. * May serve as a product specialist to Relationship Managers in other business units. * Complies fully… more