- Bank of America (Newport Beach, CA)
- Merrill Market Client Relationship Manager Newport Beach, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the… more
- FREEMAN (Anaheim, CA)
- …as well as new technologies to deliver moments that matter. **Summary** The Client Relationship Manager develops relationships and solicits business with ... understanding of the business and assigned accounts. This position will support our Client Relationships group under our Growth (Sales) team. It is eligible to work… more
- Bank of America (Newport Beach, CA)
- …the Private Wealth Supervision Manager will partner with and backup the Client Relationship Manager . The Private Wealth Supervision Manager ... client goals. **Position Overview:** The Private Wealth Supervision Manager (PWSM)positionreports to the Merrill Private Wealth Business Segment Supervision… more
- HSBC (Arcadia, CA)
- … experience to the valuable banking and wealth clients and increase the Wealth Relationship Manager 's client facing time. While the Wealth Relationship ... under the direction of registered securities representatives, the Wealth Relationship Manager (WRM). This role is a... Manager is the defined owner of the client relationship , the Wealth Relationship … more
- Citigroup (Cerritos, CA)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- City National Bank (Sherman Oaks, CA)
- …and analytics used to support the decision are accurate and calculated correctly. + Attends client meetings at Relationship Manager , CBS Manager , or ... financial materials and resources. + Provides balanced and appropriate credit guidance to Relationship Manager and Manager and collaborates in determining… more
- City National Bank (City Of Industry, CA)
- ** RELATIONSHIP MANAGER SENIOR CB** **WHAT IS THE OPPORTUNITY?** Develops and manages relationships with commercial clients in the assigned business segment ... demonstrated sales and marketing abilities including cross selling skills. + Superior client relationship skills. + Good understanding of commercial credit… more
- BMO Financial Group (Newport Beach, CA)
- …+ Contribute to the team's business objectives by building and maintaining client relationships through client acquisition both from internal referrals (within ... calls. + Coordinates marketing activities and sales material to support client / prospect conversations. + Provides knowledge detailed information about products… more
- City National Bank (Long Beach, CA)
- ** RELATIONSHIP MANAGER BUSINESS BANKING SR** **WHAT IS THE OPPORTUNITY?** Develops and manages relationships with business banking clients in the assigned ... and attracting new colleagues and customers. + Prepares a Relationship Plan and calling schedule for each client... Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business… more
- BMO Financial Group (Covina, CA)
- …by understanding and planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio ... solutions, including checking, savings, and lending needs. As a **Licensed Senior Premier Relationship Manager ** at BMO, you will: + Serve as the customers'… more
- HSBC (Arcadia, CA)
- …people, our investors, our communities and the planet we all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and ... of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains...influencing, and sales skills + Ability to demonstrate strong relationship deepening skills with existing client base… more
- 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 ... Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). + Client Centricity & Relationship Management - to understand a client 's realities and… more
- City National Bank (Irvine, CA)
- ** RELATIONSHIP MANAGER II** **WHAT IS THE...Act, Fair Lending Practices, Code of Conduct, etc.). + Client Centricity & Relationship Management - to ... advise accordingly. + Negotiation - ability to maintain a profitable relationship , balancing bank and client needs. + Policy & Procedures - knowledge of CNB's… more
- PNC (Pasadena, CA)
- …valued and have an opportunity to contribute to the company's success. As a Relationship Manager III within PNC's Corporate Banking organization, you will be ... to be successful in this position. **Preferred Skills** Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision… more
- JPMorgan Chase (Pasadena, CA)
- …relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship ... by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships,… more
- JPMorgan Chase (Long Beach, CA)
- …relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship ... revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank… 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 the ... Manager in implementing the sales culture and functions as the account manager for selected deposit relationships to ensure relationship profitability and… more
- M&T Bank (Costa Mesa, CA)
- …service delivery and policy and procedures. + Direct and/or monitor less experienced Relationship Managers and Client Administrators in the timely execution of ... **Overview:** Manages client relationships and daily administration of assigned Global...new business. + Provide coverage and support for other Relationship Managers within assigned Section/Unit as required by absence.… more
- Bank of America (Newport Beach, CA)
- Sr. Relationship Manager /RM - Middle Market (Newport Beach, CA) Newport Beach, California **Job Description:** At Bank of America, we are guided by a common ... as needed **Skills:** + Client Management + Client Solutions Advisory + Prospecting + Relationship ...+ Client Solutions Advisory + Prospecting + Relationship Building + Risk Management + Financial Analysis +… more
- Bank of America (Newport Beach, CA)
- Business Banking Sr Relationship Manager - Orange County, CA Newport Beach, California **Job Description:** At Bank of America, we are guided by a common purpose ... Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Account Management + Financial Analysis + Leadership… more