Client Relationship Specialist jobs in California

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CLIENT RELATIONSHIP SPECIALIST- ENCINO, CA

Previous experience in Financial Services/Wealth Management and/or closely related industry. While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or ho...

CompanyCharles Schwab
AddressEncino, CA
CategorySales/marketing
Salary$41,400 - $76,000 a year
Date Posted 4 weeks ago See detail

Client Relationship Specialist- Encino, CA

Charles Schwab

Encino, CA

$41,400 - $76,000 a year

Previous experience in Financial Services/Wealth Management and/or closely related industry. While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or ho...

Client Relationship Consultant 2 (Banker) - El Cajon, CA (40 hrs) New

Us Bank National Association

El Cajon, CA

High school diploma or equivalent Three to four years of customer service experience Three to four years of sales experience Proven ability to build and foster relationships with clients through proactive outreach and follow up Ab...

Client Relationship Consultant 1 (Banker) - Atwater, CA (30hrs)

Us Bank National Association

Los Angeles, CA

High school diploma or equivalent Typically has a minimum of one to two years of job-related, retail banking experience or a combination of experience and commensurate training Proven ability to build and foster relationships with...

Client Relationship Consultant 2 (Banker) - Stockdale Village (35hrs)

Us Bank National Association

Bakersfield, CA

High school diploma or equivalent Three to four years of customer service experience Three to four years of sales experience Proven ability to build and foster relationships with clients through proactive outreach and follow up Ab...

Client Relationship Consultant 4 (Banker) - Westchester Ralphs, Westchester, CA

Us Bank National Association

Los Angeles, CA

High school diploma or equivalent Five or more years of customer service experience Five or more years of sales experience Proven ability to build and foster relationships with clients through proactive outreach and follow up Abil...

Client Relationship Consultant 3 (Banker) - San Clemente Pavilions, CA (35 hrs.)

Us Bank National Association

San Clemente, CA

High school diploma or equivalent Four to five years of customer service experience Four to five years of sales experience Proven ability to build and foster relationships with clients through proactive outreach and follow up Abil...

Client Relationship Consultant 1 (Banker) - Truckee, CA

Us Bank National Association

Tahoe City, CA

High school diploma or equivalent One to three years of customer service experience One to three years of sales experience Bilingual Spanish and English Proven ability to build and foster relationships with clients through proacti...

Temp ACBE Program Relationship Specialist

Chapman University

Orange, CA

Identify the optimal point of contact and their contact information at the targeted organizations. Provide the Dean with background information on targeted companies and their points of contact. Partner with the Dean to develop an...

Client Relationship Consultant 2 (Banker) - Atascadero, CA

U.s. Bank National Association

Atascadero, CA

Healthcare (medical, dental, vision). Basic term and optional term life insurance. Short-term and long-term disability. Pregnancy disability and parental leave. 401(k) and employer-funded retirement plan. Paid vacation (from two t...

Client Relationship Manager - Entry Level

Divergent Marketing Solutions

San Diego, CA

Engage with customers to build and maintain relationships while presenting potential products and services directly available to them. Drive revenue for the associated campaign by strengthening customer relationships using active...

Client Relationship Consultant I

Banner Bank

Los Angeles, CA

$20 - $23 per hour

Client Relationship Consultant Requirements. 1 or more years ofClient Relationship Consultant experience or similar experience required. NMLS registration or ability to obtain required. A passion for providing superior client ser...

Client Relationship Consultant (Banker), Concord-Willow Pass, CA

Us Bank National Association

Concord, CA

High school diploma or equivalent One to three years of customer service experience One to three years of sales experience Proven ability to build and foster relationships with clients through proactive outreach and follow up Abil...

Member Relationship Specialist

Redwood Credit Union

Cloverdale, CA

Provide excellent service to all Members, volunteers, internal employees, and service providers. Cross-sell RCU and RCUSG products and services. Open accounts and match Member needs to RCU and RCUSG products and services. Determin...

Banking Relationship Specialist

Farmers And Merchants Bank Of Long Beach

Seal Beach, CA

$20.09 - $33.11 an hour

Consult with clients and prospects about their financial goals and needs, and identify and promote F&M products and services to best meet those needs. Actively cross-sell bank products by leveraging sales opportunities in assigned...

Client Relationship Manager

The Sra Group

Agoura Hills, CA

$60,000 - $80,000 a year

Serve as a liaison between clients and internal departments to ensure seamless communication and collaboration. Address client inquiries promptly, providing assistance with document drop-offs, form submissions, and general informa...

Entry Level -Associate Member Relationship Specialist (Part-Time Teller 1- Rialto)

Arrowhead Central Credit Union

Rialto, CA

$19.11 - $28.67 an hour

8:30 am - 5:30 pm Monday through Friday. 8:30 am - 2:30 pm Saturday. Excited about providing amazing service to our members and the community. Looking for a position that will establish and grow your career. Interested in learning...

Client Relationship Manager - Entry Level

Experiential Inc.

Orange, CA

Maintain customer satisfaction through developmental marketing strategies. Participate in classroom training sessions and product knowledge seminars. Educating consumers on new marketing services or promotions. Qualify buyers by u...

Entry Level -Associate Member Relationship Specialist (Part-Time Teller 1- Redlands

Arrowhead Credit Union

Redlands, CA

8:30 am - 5:30 pm Monday through Friday. 8:30 am - 2:30 pm Saturday. Excited about providing amazing service to our members and the community. Looking for a position that will establish and grow your career. Interested in learnin...

Entry Level -Associate Member Relationship Specialist (Part-Time Teller 1- Eastvale)

Arrowhead Credit Union

Corona, CA

8:30 am - 5:30 pm Monday through Friday. 8:30 am - 2:30 pm Saturday. Excited about providing amazing service to our members and the community. Looking for a position that will establish and grow your career. Interested in learning...

Entry Level - Associate Member Relationship Specialist (Part-Time Teller 1) Highland

Arrowhead Credit Union

Highland, CA

8:30 am - 5:30 pm Monday through Friday. 8:30 am - 2:30 pm Saturday. Excited about providing amazing service to our members and the community. Looking for a position that will establish and grow your career. Interested in learning...

Member Services Officer 3- Relationship Specialist

Coasthills Credit Union

San Luis Obispo, CA

Prepares and processes loan-related transaction requests, in person or by telephone. Actively explains, promotes and cross-sells Credit Union services, products, programs, and investment opportunities. Resolves errors, member prob...

Member Relationship Specialist

Redwood Credit Union

Sebastopol, CA

$23 - $30 an hour

Provide excellent service to all Members, volunteers, internal employees, and service providers. Cross-sell RCU and RCUSG products and services. Open accounts and match Member needs to RCU and RCUSG products and services. Determin...

Relationship Banking Specialist II

Bank Of Southern California

La Quinta, CA

Promote bank products and services when possible, actively identifying opportunities to cross-sell bank products and services. Provide AMAZING customer experience to all branch clients. Ensure customer problems and complaints are...