- BMO Financial Group (Oakland, CA)
- …Purpose: **To Boldly Grow the Good in Business and Life.** Our Business Banking Relationship Managers provide technical expertise for proactive credit ... rapport and instils confidence to develop credibility and earn their trust as relationship manager . + Identifies business needs, designs/develops tools and… more
- PNC (Walnut Creek, CA)
- …company's success. As a Relationship Manager II within PNC's Healthcare Business Banking organization, you will be based in Walnut Creek, CA. **Job ... Description** + Coordinates relationship management activities with new and/or existing clients in...with new and/or existing clients in a book of business to grow sales, revenue and market share with… more
- JPMorgan Chase (Walnut Creek, CA)
- …providing financial advice to Government Not-for-Profit clients, then a role as a Business Relationship Manager Senior Government Not-for-Profit is for you. ... As a Business Relationship Manager (BRM) Senior...As a Business Relationship Manager (BRM) Senior...and skills** + Minimum of 8 years' experience in business banking relationship management role… more
- BMO Financial Group (Vallejo, 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
- BMO Financial Group (San Ramon, CA)
- …Government banking team within Institutional Markets. We will be adding a relationship manager in both Southern and Northern California that will cover their ... surrounding areas. This role will be focused on business development in addition to maintaining strong relationships within the existing portfolio. Facilitates… more
- Comerica (Napa, CA)
- Relationship Manager , Middle Market The Relationship Manager is responsible for new business development, portfolio management and underwriting to ... Position Responsibilities: * Increase the Bank's profitability by cultivating new business relationships. * Maintain and develop customer relationships, new … more
- Comerica (Walnut Creek, CA)
- …services. * Lead and oversee banking center activities in the absence of Banking Manager . * Consistently assess needs and add value to customers and ... Relationship Banker What we can offer you: *...for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed… more
- BMO Financial Group (Fairfield, 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. US Only: This position will act as an originator of consumer… more
- Umpqua Bank (Walnut Creek, CA)
- …We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who ... Trust Portfolio Manager Wealth Management Walnut Creek, California **Description** **About...deliver results autonomously, and you enjoy all aspects of business development with a commitment to collaboration, relationship… more
- BMO Financial Group (San Ramon, CA)
- …valuations and completes and approves authorizations in compliance with the Bank's business banking lending policy. + Proposed loan solution structures and ... fraud, robbery, counterfeiting, money laundering, or defalcation. + Adheres to business banking lending processes, policies, procedures, legal, regulatory,… more
- Robert Half-Robert Half Corporate (Oakland, CA)
- …accounting, or banking experience preferred. + 2+ years' experience with Business Development in a Metrics Driven environment. At least one with success in ... **JOB REQUISITION** Talent Manager (Contract Finance & Accounting) **LOCATION** CA OAKLAND...team environment and have responsibility for negotiating and developing business with new and current clients. Talent Managers market… more
- City National Bank (Walnut Creek, CA)
- …support the decision are accurate and calculated correctly. + Attends client meetings at Relationship Manager , CBS Manager , or Credit Manager 's request ... financial materials and resources. + Provides balanced and appropriate credit guidance to Relationship Manager and CBS Manager and collaborates in… more
- BMO Financial Group (Vallejo, CA)
- …deliver a personal customer experience. + Basic knowledge of specialized sales and business banking solutions to refer to specialists. + Passionate commitment to ... with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking . + Welcomes and guides… more
- Umpqua Bank (Napa, CA)
- …We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who ... Personal Banker I Retail Banking Group Napa, California **Description** **About Us:** Umpqua...and services, and referring the customer to the appropriate business partners within the Bank when needed. + Provide… more
- BMO Financial Group (Walnut Creek, CA)
- …to create integrated business development plan. + Act as the primary Relationship Manager for assigned client relationships + Leads / assists with creation ... business proposals or presentations (eg relationship plans,...internal/external stakeholders. + Ensures alignment between stakeholders. + Bridges banking , trust and investment disciplines together for client communications… more
- Umpqua Bank (Walnut Creek, CA)
- …We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who ... Client Service Specialist I Retail Banking Group Walnut Creek, California **Description** **About Us:**...up operational duties of the personal banker and/or assistant manager . + Building capabilities to identify relationship -building… more
- Bank of America (Walnut Creek, CA)
- …Demonstrated track record of success + Proficiency in using Sales Force / Client Relationship Manager Tool + Strong understanding of the Financial Advisor role ... self to work. We value diversity in our thoughts, business , and within our employees and clients. Our Wealth...investment strategies for a client + Establishing and maintaining relationship with the management team and informing management of… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …mission, strategies, and compliance guidelines. **Skill in:** * Operating client relationship manager system and other required software applications to ... Advisors for success. In conjunction with a Mentor, Branch Manager , and/or a team of Financial Advisors, the Financial...overall company revenue goals. * Develops a book of business consistent with AMP program goals for assets under… more