- BMO Financial Group (Newport Beach, CA)
- Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems promptly and effectively, ... align with client business objectives, ensuring exceptional value and service delivery . + Presents strategic reports to management, outlining key client … more
- Deloitte (Costa Mesa, CA)
- Dynamics CRM Technical Architect & Delivery Lead ( Specialist Leader) Our Deloitte Sales & Service team empowers organizations to build deeper relationships with ... utilize Microsoft platforms and integrate with other technologies, focusing primarily on client service delivery while also driving sales activities and thought… more
- Wells Fargo (Irvine, CA)
- …role:** Wells Fargo is seeking a Senior Lead Credit Vendor Program Sales Specialist to support Equpment Finance and Vendor Finance new program development efforts ... goals for highly complex business and technical needs across Commercial Banking or Corporate & Investment Banking + Lead...financial positions within the context of individual deals and client relationships + Partner with client teams… more
- BMO Financial Group (Newport Beach, CA)
- …for prospects and clients. + Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits. + Negotiates directly with ... May act as lead relationship manager. + Supports the sales process and client experience, identifying gaps, issues and best practices. + Ensures timely resolution of… more
- Stantec (Irvine, CA)
- …of multi-disciplinary project teams in all phases of the execution and delivery of siting and licensing of energy production, including renewable energy, and ... familiarity and experience with regulatory permitting, and project and client management. This position requires coordination with clients, resource agencies,… more