- City National Bank (Palo Alto, CA)
- ** RELATIONSHIP MANAGER TECH** **WHAT IS THE OPPORTUNITY?** Develops and manages relationships with commercial clients in the assigned business segment and/or ... quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable… more
- BMO Financial Group (San Jose, CA)
- …progress by understanding and planning for what comes next._ A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio ... including checking, savings, and lending needs. As a **Licensed Senior Premier Relationship Manager ** at BMO, you will: + Serve as the customers' relationship… more
- Bank of America (San Mateo, CA)
- Relationship Manager - EGP San Mateo, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust… more
- JPMorgan Chase (Santa Clara, CA)
- …building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship ... existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain… more
- Stanford University (Stanford, CA)
- Relationship Manager **School of Medicine, Stanford, California, United States** Project Management Post Date Sep 10, 2024 Requisition # 102834 The healthcare ... including physicians, faculty, and sr. staff. Stanford University is seeking a Relationship Manager to manage the entire collection of projects undertaken by an… more
- City National Bank (San Jose, CA)
- ** RELATIONSHIP MANAGER II** **WHAT IS THE OPPORTUNITY?** Responsible for acquiring small business and personal clients, and will be responsible for deepening ... them to the right partner in the CNB ecosystem, championing the Global Relationship Management (GRM) approach. + Interacts in an effective and professional manner… more
- City National Bank (Sunnyvale, CA)
- ** RELATIONSHIP MANAGER I** **WHAT IS THE OPPORTUNITY?** Responsible for acquiring small business and personal clients, and will be responsible for deepening ... them to the right partner in the CNB ecosystem, championing the Global Relationship Management (GRM) approach. + Interacts in an effective and professional manner… more
- PNC (Sunnyvale, CA)
- …valued and have an opportunity to contribute to the company's success. As a Relationship Manager I - Business Banker within PNC's Business Banking organization, ... Manufacturing, Professional Services, Wholesale and Women in Business. As a Relationship Manager in Business Banking you will develop and cultivate Center of… more
- HSBC (Fremont, CA)
- …investors, our communities and the planet we all share. The Community Development Relationship Manager will be responsible to support a comprehensive community ... provide direction and recommendations to improve performance. As our Community Development Relationship Manager you will: + Establish and maintain relationships… more
- Citigroup (San Carlos, CA)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...+ Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer… more
- Comerica (San Jose, CA)
- Relationship Manager , Middle Market The Relationship Manager is responsible for new business development, portfolio management and underwriting to ... support the needs of the group. This role will focus on clients that typically have an annual revenue between $30MM and $500MM. Position Competencies: Successful incumbents are customer focused, have strong decision quality, drive for results, are good… more
- BMO Financial Group (San Jose, CA)
- We are seeking a Vice President or Director level Senior Relationship manager in our Diversified Industries Group primarily covering the South Bay Market in the ... + Risk Management - In-depth + Sales and Service Management -In-depth + Relationship Management - In-depth + Change Leadership - Working + Conflict Management &… more
- GRAIL (Menlo Park, CA)
- …information, please visit grail.com . GRAIL is seeking a Kit & Logistics Manager within the Supply Chain & Procurement ("SC/Proc") Organization. This position will ... change + Interface with the SC/Proc + New Product Manager to work through new geographies and new products...also sit with planning) + Interface with SC/Proc Logistics Manager for seamless delivery of kit & tube shipments… more
- BMO Financial Group (San Jose, CA)
- …help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, ... and broaden your skillset. To find out more visit us at https://jobs.bmo.com/us/en BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO is… more
- Morgan Stanley (Menlo Park, CA)
- …help address various institutional and employee financial challenges and complexities. The Relationship Manager (RM) position is responsible for the equity ... compensation relationship within MSAW. They are responsible for partnering with...within the industry. At initial entrance into Morgan Stanley's relationship team, you will be supporting clients as part… more
- Charles Schwab (Campbell, CA)
- …the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager , both of whom you will assist ... the status quo" and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer… more
- Wells Fargo (Campbell, CA)
- …opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with financial ... licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties: + Participate… more
- Bank of America (San Jose, CA)
- …Team, along with the Merrill Market Supervision Manager (MSM) and Merrill Client Relationship Manager (CRM). This is a role in which the associates will ... Merrill Associate Market Supervision Manager San Jose, California **Job Description:** Merrill Wealth...clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …retainer and billing agreements. * Act as the primary point of contact and relationship manager for clients, their families, and outside service providers. * ... We are offering an exciting opportunity for a Tax Manager in the public sector, based in Mountain View,...minimum of 7 years of experience as a Tax Manager in a public setting. * Proficiency in CCH… more
- Deloitte (San Jose, CA)
- …and functions. Required Qualifications: + At least 10 years' experience as a relationship and/or business development manager serving state and local clients. + ... local government? If so, a career as a Client Relationship Executive could be the role of a lifetime...seeking high performing candidates with an entrepreneurial spirit, strong relationship management skills and a proven track record in… more