- 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
- Comerica (Walnut Creek, CA)
- Small Business Relationship Manager The Small Business Relationship Manager is responsible for acquiring, managing, and retaining a portfolio up ... to ~100 small business clients. This role will support multiple ...deliver services to the client. * Monitors the credit relationship and obtain updated financial information on the existing… more
- BMO Financial Group (Walnut Creek, 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
- 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
- BMO Financial Group (San Ramon, CA)
- We are seeking a Senior Relationship Manager primarily covering the San Ramon (East Bay) Market. The ideal candidate has 7+ years of experience calling on middle ... stakeholders. Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains… 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
- Umpqua Bank (Napa, CA)
- Branch Manager Retail Banking Group Napa, California...place to work by offering a special brand of relationship banking and by providing a culture ... **About** **You:** + Associate degree, or equivalent work experience in banking and finance, business , or a related field + 4-7 years of supervisory/management… 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
- BMO Financial Group (Oakland, CA)
- …that meet their financial objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic ... manages poor performance. + Develops and executes a branch business plan to maximize business growth and... development activities. + Probes to understand customer personal banking and credit card needs and integrates marketing promotions… 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
- 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
- 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