- PNC (San Jose, CA)
- …have an opportunity to contribute to the company's success. As a Senior Relationship Strategist within the PNC Private Bank organization, you can be based in ... and prospective clients. Responsible for the development and execution of a relationship management plan to acquire and retain clients. Is accountable for ongoing… more
- Comerica (Cupertino, CA)
- Relationship Banker Senior The Relationship Banker Senior is responsible for contributing to the overall success of a Retail Banking Center(s) by ... committing to banker -readiness to be viewed as a trusted resource for...center. * Assist in community awareness events to increase bank outreach and foster new business relationships. * Effective… more
- BMO Financial Group (Morgan Hill, 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
- Banc of California (Menlo Park, CA)
- …of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Senior Vice President, Banker is primarily accountable for developing the most ... Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury...with the team to reach budgeted financial goals. The Banker will work to market the Bank … more
- Bank of America (San Jose, CA)
- Relationship Manager - EGP San Jose, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to… more
- Bank of America (Palo Alto, 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 ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...ManagementSpecialistposition may be filled at a Trainee, Specialist or Senior level depending on experience of the candidate and… more
- Umpqua Bank (San Jose, CA)
- …California Tacoma, Washington Liberty Lake, Washington **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and ... our team as, following the recent merger with Columbia Bank , we have grown to become a leading western-based...place to work by offering a special brand of relationship banking and by providing a culture where associates… more
- MUFG (Menlo Park, CA)
- …initiating, developing, and enhancing relationships and will seek to expand the bank 's client portfolio within the vertical. The position strives to up-tier existing ... Accountants, etc.). You will identify, negotiate, and present to senior credit committee on all aspects of a lending...strategic in nature and as such you will utilize bank capital in an effective manner that will ultimately… more
- Anywhere Real Estate (San Jose, 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
- MUFG (Menlo Park, CA)
- …daily activities outlined below: **Responsibilities:** + Create and maintain Relationship Management team's sales pitch materials, including external pitchbooks, ... up to date with current, relevant content. + Support senior leadership on strategic projects and broader team initiatives....+ Internship or training program with a money center bank ; formal credit training is a decisive asset. +… more
- Citigroup (Sunnyvale, CA)
- …business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through ... wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our… more
- Anywhere Real Estate (San Jose, CA)
- …collaboration track record with a diverse set of constituencies, including peers, senior stakeholders, internal and external customers, and teams + Direct and clear ... in cross-functional and executive settings. + Strong consensus and relationship -building skills, with experience working with team members across different… more
- Anywhere Real Estate (Los Gatos, CA)
- …Clara County area. The ideal candidate must have experience as an escrow officer or senior escrow assistant with the ability to cover a desk in the absence of the ... and T's are crossed to fund and complete transactions. + ** Relationship building:** Establishing and maintaining relationships with essential industry players -… more
- Citigroup (Palo Alto, CA)
- The Branch Manager SAFE Act is a senior management professional responsible for providing full leadership and direction to a team of employees, grow sales and client ... skill set to achieve personal/branch goals + Develop and execute integrated sales, relationship , and credit strategies that are aligned with the Retail Bank 's… more
- Aimbridge Hospitality (Cupertino, CA)
- …of counseling and disciplinary steps. + Maintain a professional working relationship and promote open lines of communication with managers employees and ... ability to handle cash prepare and deposit cash drops secure and balance bank + Interact and occasionally have unsupervised contact with guests and/or colleagues +… more