- Bank of America (San Jose, CA)
- Business Banking Sr Relationship Manager - Silicon Valley, CA San Jose, California **Job Description:** At Bank of America, we are guided by a common ... is responsible for providing advice and valuable financial solutions to complex Business Banking clients and prospects. Key responsibilities include serving as… more
- BMO Financial Group (San Mateo, 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
- Citigroup (San Jose, CA)
- …summary memo for total credit exposure greater than $250K. Credit certified in small business banking . Follow up on credit referrals >$250M from Branch Managers ... Management * Proactively manage portfolio of assigned high value clients. Expand business banking customer relationships by identifying needs and maximizing… more
- PNC (Sunnyvale, CA)
- …contribute to the company's success. As a Relationship Manager I - Business Banker within PNC's Business Banking organization, you will be based in ... Services, Wholesale and Women in Business . As a Relationship Manager in Business Banking you will develop and cultivate Center of Influence (COI)… more
- BMO Financial Group (San Jose, CA)
- We are seeking a Vice President or Director level Senior Relationship manager in our Diversified Industries Group primarily covering the South Bay Market in the ... integrated BMO One Client focus across all lines of business including Wealth, Retail, Small Business , and...- In-depth + Sales and Service Management -In-depth + Relationship Management - In-depth + Change Leadership - Working… more
- Comerica (San Jose, CA)
- Group Manager II, Business Banking The Group Manager role will manage all aspects of the Middle Market Loan Group including overseeing and assisting ... Relationship Managers in their marketing of lending services and...growth, as well as managing support staff. The Group Manager will also manage a smaller portfolio of loans,… more
- JPMorgan Chase (Santa Clara, CA)
- …enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business ... Manager Senior (BRM) Deepening banker in Business Banking , you'll be managing a portfolio...skills** + Minimum of 5 years' experience in a Business Banking Relationship Management role… more
- JPMorgan Chase (Menlo Park, CA)
- … Relationship Manager is for you. As a Business Relationship Manager I (BRM), in Business Banking , you'll be helping to improve the lives of ... and build relationships. Regularly review processes and strategies with manager , making adjustments as needed + Identify and pursue...skills** + Minimum of 1 year experience in a Business Banking Relationship Management role… more
- BMO Financial Group (San Jose, 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
- City National Bank (San Jose, CA)
- ** RELATIONSHIP MANAGER SENIOR, Commercial Banking :** **_Hybrid Schedule, San Francisco or San Jose, CA._** **WHAT IS THE OPPORTUNITY?** Develops and manages ... Bank products and services in order to establish a total client banking relationship . Discusses financing opportunities and general business conditions; may… more
- City National Bank (Sunnyvale, CA)
- ** RELATIONSHIP MANAGER I** **WHAT IS THE OPPORTUNITY?** Responsible for acquiring small business and personal clients, and will be responsible for deepening ... right partner in the CNB ecosystem, championing the Global Relationship Management (GRM) approach. + Interacts in an effective...in a financial institution required. **Skills and Knowledge** + Banking Products for Personal & Business clients… more
- MUFG (Menlo Park, CA)
- …and High-Risk Industry and Fraud alerts. Client Success + Collaborates with client's Relationship Manager and Transaction Banking teams to remain apprised ... will provide more details. **_Job Summary:_** The Senior Client Relationship Advisor manages a portfolio of both borrowing and...of KYC, Account Opening, and basic MUFG Exchange Online Banking . Risk Advice + Partners with Manager … more
- Citigroup (San Mateo, CA)
- …appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...contribute to the objectives of the function and overall business . Evaluates moderately complex and variable issues with substantial… more
- Comerica (Menlo Park, 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 (San Jose, CA)
- …US We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our ... thriving bank. Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains… more
- BMO Financial Group (Union City, 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
- Zions Bancorporation (Fremont, CA)
- … Business & Middle Market Excellence Awards. We are looking for a Business Center Manager with strong commercial lending and credit experience within the ... Associates at California Bank & Trust work in a relationship -centered culture where they are provided with the tools,...banking products and lending concepts. + Knowledge of business development and sales within the financial industry. +… more
- Meta (Menlo Park, CA)
- …to improve operational efficiency, consistency, and compliance in support of business objectives. **Required Skills:** Application Manager - Treasury ... applications. We are currently looking for an experienced, insightful, forward-thinking Application Manager with a strong ability to design and execute products and… more
- Morgan Stanley (San Jose, CA)
- …products * Excellent verbal and written communication skills * Possess excellent relationship building, business development and service skills and have the ... ("MS") is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management,… more
- PNC (Fremont, CA)
- …to build strong relationships that drive referral activity. + Regularly meets with branch manager and other internal business partners to communicate and review ... Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking , Public Speaking, Relationship Building, Relationship … more