- City National Bank (Whittier, CA)
- ** SENIOR RELATIONSHIP MANAGER** **WHAT IS THE OPPORTUNITY?** Responsible for acquiring small business and personal clients, and will be responsible for deepening ... and advise accordingly. + Negotiation - ability to maintain a profitable relationship , balancing bank and client needs. + Policy & Procedures - knowledge of… more
- BMO Financial Group (Covina, CA)
- …real financial progress by understanding and planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an ... process all banking solutions, including checking, savings, and lending needs. As a **Licensed Senior Premier Relationship Manager** at BMO, you will: + Serve as… more
- City National Bank (Long Beach, CA)
- ** SENIOR RELATIONSHIP MANAGER COMMERCIAL BANKING** **WHAT IS THE OPPORTUNITY?** Develops and manages relationships with commercial clients in the assigned ... quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable… more
- JPMorgan Chase (Long Beach, CA)
- …a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be ... to increase primary bank share. As a Senior Deepening banker , you will provide a...Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience +… more
- BMO Financial Group (Newport Beach, CA)
- BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the US We are driven by a single purpose: to ... a highly valued segment within a stable and thriving bank . This role facilitates growth initiatives for the ...bank . This role facilitates growth initiatives for the Bank through significant business development and excellent management of… more
- SMBC (Brea, CA)
- …Real Estate Loans, Cash Management Services, International Services **JOB SUMMARY** The Senior Relationship Manager (RM) position is an integral component of ... to its employees. Our mission is to be "the bank of choice" for middle market and professional service...the account manager for selected deposit relationships to ensure relationship profitability and customer service levels are maintained. +… more
- Bank of America (Newport Beach, CA)
- …the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of ... Merrill Market Client Relationship Manager Newport Beach, California **Job Description:** Merrill...insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to… more
- Enterprise Bank & Trust (Cerritos, CA)
- …offering annual paid volunteer time off and charitable-matching opportunities. Voted a** **_Best Bank to Work For_** **by American Banker for multiple years, we ... **Enterprise Bank & Trust was founded in the spirit...communities.** **Together, there's no stopping you!** **Job Title:** SVP, Relationship Manager **Job Description:** **Summary:** Senior level… more
- Bank of America (Irvine, CA)
- Senior Banker - Mandarin Language Preferred Irvine, California;Irvine, California; Irvine, California **Job Description:** At Bank of America, we are guided ... Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months. *… more
- Citigroup (Arcadia, CA)
- The Business Banker is responsible for proactively sourcing, acquiring, expanding, and retaining customer relationships by maximizing sales opportunities in an ... Accountable to scorecard metrics and KPI's as defined by Senior Management + Support the development of small business...assigned book of high valued clients, to deepen the relationship and retain their business, while owning, responding to,… more
- US Bank (Newport Beach, CA)
- …The Senior Underwriter supports the Commercial Real Estate platform's Relationship Managers, Portfolio Managers, and Credit partners to manage an assigned ... At US Bank , we're on a journey to do our...for existing clients, author credit analyses and collaborate with Relationship Managers and Credit Approvers within the Commercial Real… more
- City National Bank (Woodland Hills, CA)
- **FINANCIAL ADVISOR SENIOR ** **WHAT IS THE OPPORTUNITY?** The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned ... provides mentoring to further develop the FA's sales and relationship management skills. The FA progression can include complete...point of contact for Personal & Business Banking (PBB) Bank + Responsible for revenue production goals related to… more
- Bank of America (Van Nuys, CA)
- …II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker , Business Solutions Advisor or Financial Solutions Advisor ... Credit Solutions Advisor - Sepulveda and Sherman Van Nuys, California **Job Description:** At Bank of America, we are guided by a common purpose to help make… more
- Bank of America (Newport Beach, CA)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to… more
- City National Bank (Commerce, CA)
- …contribute to the market and regional strategy. From the sales and relationship management perspective, will assist clients to meet their financial needs, providing ... promoting solutions to client needs, and actively embracing the Bank 's segmentation strategy by referring new business to the...new client relationships, and deepen existing client relationships; provide senior support and act as a role model to… more
- Bank of America (Newport Beach, CA)
- …while providing critical feedback to the product owners within the commerce organization. At Bank of America, we are guided by a common purpose to help make ... benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of...travel to in-person meetings with clients, internal partners, and senior leaders within the firm. The role also includes… more
- Regions Bank (Irvine, CA)
- …for their business financing needs. Ascentium Capital, a division of Regions Bank , provides convenient access to financing for business equipment and technology and ... Demonstrated results meeting production sales goals + Experience using Customer Relationship Management (CRM) platforms and other applicable sales tools **Skills and… more
- EverBank (Irvine, CA)
- …Manager will develop and manage relationships with high value business clients. This senior banker will self-source and work with internal business partners ... **Corporate Banking Relationship Manager** The Corporate Banking Relationship ...sharing best practices and creating operational efficiencies. + Engages bank partners to provide a complete suite of deposit,… more
- Wells Fargo (Ontario, CA)
- …the loan portfolio. General responsibilities in this role include working with senior Portfolio Managers (PMs), Relationship Managers (RMs), and Independent Risk ... maintaining client relationships. + Participate in meetings with customer/prospects along with senior Portfolio Manager and/or Relationship Manager to gather and… more
- Anywhere Real Estate (Riverside, CA)
- …changes to scope. + reporting status accurately via our PPM tool for senior leadership review. + Demonstrate effective critical thinking skills in crafting project ... the appropriate level of detail to project participants and senior executives. A bias for "no surprises" is critical...."no surprises" is critical. + Build a trusted adviser relationship with key project stakeholders and enthusiasm across project… more