• Business Relationship Manager

    JPMorgan Chase (Northridge, CA)
    …focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business ... Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives...influence (COIs), and existing clients at their places of business . Follow a disciplined relationship development process… more
    JPMorgan Chase (11/10/24)
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  • Small Business Officer

    BMO Financial Group (City Of Industry, CA)
    …rapport and instils confidence to develop credibility and earn their trust as relationship manager . + Identifies business needs, designs/develops tools and ... timely, accurate, and efficient service. + Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer… more
    BMO Financial Group (12/17/24)
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  • Private Banking Officer III

    City National Bank (Pasadena, CA)
    *PRIVATE BANKING OFFICER III* WHAT IS THE OPPORTUNITY? Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private Bankers ... the Bank. * Facilitate new deposit account and small business consumer lending requests by providing disclosures, gathering documents...existing clients to the Private Banker or Private Banker Manager . *Must-Have** * HS Diploma * Minimum 9 years… more
    City National Bank (12/19/24)
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  • Wealth Relationship Manager

    HSBC (Arcadia, CA)
    …Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful relationships with ... and retains a portfolio of clients. As the Wealth Relationship Manager , you will: + Build deep,...business + Self-Motivated and Self-driven individual with strong relationship and communications skills + Good understanding of how… more
    HSBC (11/09/24)
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  • Vehicle Condition Assessor

    CARMAX (Canoga Park, CA)
    …needed for Buyers to generate accurate appraisal offers. By communicating clearly with business partners and customers, you will help to ensure that each customer ... etc.) about customer appraisals for a Buyer, Senior Buyer, or Purchasing Manager 's analysis. * Accurate optioning of vehicles during assessments and CarMax… more
    CARMAX (11/19/24)
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  • Senior Wealth Advisor

    Citigroup (Chino Hills, CA)
    …financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer , etc.) ....limited to Small Business Partners, Home Lending Officer , etc.) . Acquire new clients through converting referral… more
    Citigroup (01/02/25)
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