- Wells Fargo (San Jose, CA)
- **About this role:** Wells Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of our growing Small & Business ... outlined in the job expectations below **Required Qualifications:** + 4+ years of Business Banking experience, or equivalent demonstrated through one or a… more
- US Bank (San Jose, CA)
- …to seven years of relevant experience **Preferred Skills/Experience** - Strong relationship management and business development abilities - Well-developed ... commercial credit - Basic knowledge of credit administration, analysis, - Strong business development and relationship management skills - Self-motivation, team… more
- Zions Bancorporation (Palo Alto, CA)
- …Small Business & Middle Market Excellence Awards. We are looking for a **Private Banking Relationship Manager ** in **San Francisco or Menlo Park, CA** . ... This role acts as the principal account and relationship manager for new and existing clients....of clients. + Responsible for generating, retaining and expanding business in one or more of the following areas:… more
- JPMorgan Chase (Redwood City, CA)
- … Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking , you'll be helping to improve the lives of ... and build relationships. Regularly review processes and strategies with manager , making adjustments as needed + Identify and pursue...skills** + Minimum of 1 year experience in a Business Banking Relationship Management role… more
- BMO Financial Group (San Jose, CA)
- …by understanding and planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio ... savings, and lending needs. As a **Licensed Senior Premier Relationship Manager ** at BMO, you will: +...knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning… more
- Columbia Bank (San Jose, CA)
- **About the Role:** + The Relationship Manager plays a key role in expanding Columbia Bank's Healthcare Banking platform. You'll focus on serving the ... on ownership transitions and growth capital needs, and partner across business lines to deliver full- relationship solutions-including credit, deposits, and… more
- City National Bank (Burlingame, CA)
- * RELATIONSHIP MANAGER I* WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening ... 3 years of experience in a financial institution required. *Additional Qualifications* * Banking Products for Personal & Business clients - deep knowledge of… more
- JPMorgan Chase (Palo Alto, CA)
- …ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop ... + Possess 10+ years in Financial Services, including affluent or complex relationship management and business development. + Exhibit an entrepreneurial spirit,… more
- BMO Financial Group (San Jose, CA)
- …US We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our ... and thriving bank. Ideal candidate facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding… more
- BMO Financial Group (San Jose, CA)
- …US We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our ... and thriving bank Ideal candidate facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding… more
- Banc of California (Menlo Park, CA)
- …"bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our… more
- Columbia Bank (San Jose, CA)
- **About the Role:** The Relationship Development Manager supports the Bank's goal of becoming a high-performing bank, recognized as The Business Bank of ... needs, tailoring solutions to meet client objectives and streamline day-to-day banking , resolve issues, and engage internal partners to bring additional expertise… more
- Citigroup (Sunnyvale, CA)
- …appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...contribute to the objectives of the function and overall business . Evaluates moderately complex and variable issues with substantial… more
- BMO Financial Group (San Jose, CA)
- …and refers business opportunities to key partners. **Identifies and refers business opportunities to key partners, including Commercial Banking and Wealth ... in a real estate agent capacity. + Develops and executes a market business plan, including sales strategies, to achieve retail sales program / product objectives.… more
- Comerica (Palo Alto, CA)
- …services. Lead and oversee banking center activities in the absence of Banking Manager . Consistently assess needs and add value to customers and prospects. ... business relationships. Effective utilization of converge for customer relationship management. Operational Risk: Ensure compliance with applicable federal,… more
- Bank of America (Redwood City, CA)
- …* Client Experience Branding * Client Management * Client Solutions Advisory * Relationship Building * Business Development * Pipeline Management * Prospecting * ... Relationship Banker - Peninsula North Redwood City, California;Belmont,...the specific Financial Center location will be based on business needs. If you are offered a position, you… more
- BMO Financial Group (Menlo Park, CA)
- … banking , retail investments, lending solutions, home financing (including business -for-self applications)), and small business solutions). + Offers clients ... with BMO partners to deliver the desired customer experience and achieve overall business objectives. + Takes a lead in proactively engaging with existing customers… more
- Zions Bancorporation (Fremont, CA)
- …policies, procedures, banking products and lending concepts. + Knowledge of business development and sales within the financial industry. + Ability to make sound ... Associates at California Bank & Trust work in a relationship -centered culture where they are provided with the tools, training, and opportunities to build the best… more
- Comerica (San Jose, CA)
- …in community involvement activities to increase bank outreach and foster new business client relationships at the banking center. Identify opportunities to ... Job Description The Bank Manager is responsible for the overall leadership, management,...and impact the overall management of colleague efforts involving Banking Center Collaboration, ie, referrals and closed business… more
- JPMorgan Chase (Palo Alto, CA)
- …Our history spans over 200 years and today we are a leader in investment banking , consumer and small business banking , commercial banking , financial ... high-quality products that resonate with clients. As a Product Manager in Digital & Design for the Business...the end to end process + Knowledge of electronic banking products and systems + Self starter who thrives… more