- 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 ... quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable… 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 ... quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable… 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 the fundamentals of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio of clients. As our… 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 ... 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 (Newport Beach, CA)
- Merrill Market Client Relationship Manager Newport Beach, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client… 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
- 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 ... covering San Gabriel Valley Formal credit training **Job Description** + Sets relationship strategies and directs relationship management activities with new… 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 ... business and its owners and develop the full financial relationship + Understand the personal financial goals and needs...Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience +… more
- JPMorgan Chase (City Of Industry, 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
- 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 ... 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 (Irvine, 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
- 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 ... and skills** + Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience + Strong knowledge of deposit… more
- EverBank (Irvine, CA)
- **Corporate Banking Relationship Manager ** The Corporate Banking Relationship Manager will develop and manage relationships with high value business ... products and services within an assigned territory. The Corporate Banking Relationship Manager will be the primary contact for borrowing needs providing… more
- Enterprise Bank & Trust (Cerritos, CA)
- …our communities.** **Together, there's no stopping you!** **Job Title:** SVP, Relationship Manager **Job Description:** **Summary:** Senior level relationship ... with regulatory requirements. This position will service as a mentor to other relationship managers within the organization and could evolve into a management or… more
- BMO Financial Group (Rowland Heights, CA)
- …and instils confidence to develop credibility and earn their trust as relationship manager . + Identifies business needs, designs/develops tools and training ... Grow the Good in Business and Life.** Our Business Banking Relationship Managers provide technical expertise for proactive credit analysis, structuring, pricing,… more
- Citigroup (Cerritos, 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
- Bank of America (Newport Beach, CA)
- Sr. Relationship Manager - Global Commercial Banking (Middle Market) Newport Beach, California **Job Description:** This job is responsible for providing advice ... **Skills:** + Client Management + Client Solutions Advisory + Prospecting + Relationship Building + Risk Management + Financial Analysis + Leadership Development +… 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 Development… 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 ... **Skills:** + Client Management + Client Solutions Advisory + Prospecting + Relationship Building + Risk Management + Financial Analysis + Leadership Development +… more
- FREEMAN (Anaheim, CA)
- …well as new technologies to deliver moments that matter. **Summary** The Client Relationship Manager develops relationships and solicits business with new and ... existing accounts. Responsible for processing orders, complete billing, and solicit new & repeat business while providing excellent customer service to all clients, both internal & external. Assists in resigning existing business. Focuses on monitoring,… more