- United Collective (Huntington Beach, CA)
- …attach relevant documents. Herea€ (TM) s what youa€ (TM) ll be doing: Client Relationship Management: Develop and maintain positive relationships with clients, ... Gallegos United is seeking an outgoing, strategic and creative Client Solutions Manager at our agency. You will play a crucial role in managing and nurturing … more
- Bank of America (Newport Beach, CA)
- Merrill Market Client Relationship Manager Newport Beach, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the… more
- Raymond James Financial, Inc. (Brea, CA)
- Blunt Wealth Services is seeking a Client Relationship Manager to manage highly coveted, long-standing client relationships of the firm. The Client ... Relationship Manager will manage day-to-day client relationships and requests, have a strong knowledge of...meetings + Create and maintain records and files utilizing Client Relationship Management (CRM) software + Participate… more
- JPMorgan Chase (Irvine, CA)
- …clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client , you will nurture and ... At JPMorgan Private Client , we are devoted to providing distinguished experiences...10+ years in Financial Services, including affluent or complex relationship management and business development. + Exhibit an entrepreneurial… more
- Bank of America (Newport Beach, CA)
- …** (MSM) is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) ... Market Supervision Manager San Francisco, California;Newport Beach, California; Phoenix, Arizona...+ Business Acumen + Collaboration + Oral Communications + Relationship Building + Business Operations Management + Client… more
- Ankura (Irvine, CA)
- …of relevant experience in claims consulting to serve as a key technical expert and client relationship manager for our growing practice. Value Proposition: + ... including reconciling claim amounts to accounting systems. + Prepare comprehensive client communications and technical work product, coordinating with senior team… more
- City National Bank (Riverside, CA)
- * RELATIONSHIP MANAGER SPECIALTY DEPOSITS* WHAT IS THE OPPORTUNITY? The Special Deposits Relationship Manager position develops and manages relationships ... a variety of product solutions and providing responsive and exemplary service. The Relationship Manager manages the profitability and portfolio risk of the… more
- PNC (Irvine, CA)
- …opportunity to contribute to the company's success. As a Managing Director, Senior Relationship Manager within PNC's Corporate Banking organization, you will be ... certifications/licensures needed to be successful in this position. **Preferred Skills** Client Prospecting, Client Relationship Building, Credit Risk… more
- City National Bank (Irvine, CA)
- * RELATIONSHIP MANAGER ASSOCIATE * WHAT IS THE OPPORTUNITY? Develops and manages relationships with major market corporate clients with revenues typically greater ... demonstrated sales and marketing abilities including cross selling skills. * Superior client relationship skills. * Good understanding of commercial credit… more
- City National Bank (Newport Beach, CA)
- * RELATIONSHIP MANAGER II* WHAT IS THE...Act, Fair Lending Practices, Code of Conduct, etc.). * Client Centricity & Relationship Management - to ... advise accordingly. * Negotiation - ability to maintain a profitable relationship , balancing bank and client needs. * Policy & Procedures - knowledge of CNB's… more
- Banc of California (Santa Ana, CA)
- …employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The VP, Relationship Manager for Payments is responsible for developing new business ... travel at least 50% of the time, visiting with Relationship Manager , branch staff and corporate officers...services. + Manage a portfolio of clients; prepare a Relationship Plan and calling schedule for each client… more
- Bank of America (Newport Beach, CA)
- Business Banking Relationship Manager (SB) Newport Beach, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Newport-Beach/Business-Banking- Relationship - Manager --SB-\_25041408-2) **Job Description:** At Bank of America,… more
- KeyBank (Newport Beach, CA)
- **Location:** 660 Newport Center Drive, Newport Beach California **Job Description - Senior Relationship Manager , IPG** About the Job The Senior Relationship ... primarily active commercial real estate owners, investors and developers. Sr Relationship Managers provide comprehensive financial advice and solutions that enable… more
- Columbia Bank (Irvine, CA)
- **About the Role:** The Relationship Development Manager supports the Bank's goal of becoming a high-performing bank, recognized as The Business Bank of Choice ... for businesses, their owners, and employees by delivering a highly differentiated client experience. Develop an advisory approach to grow, nurture, and expand … more
- JPMorgan Chase (Oceanside, CA)
- …building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship ... by building relationships and providing financial advice with a focus on client experience and risk management. **Job Responsibilities** + Acquire, manage, and… more
- Wells Fargo (Irvine, CA)
- **About this role:** Wells Fargo is seeking a Senior Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team. This ... relationship development + Deepen existing relationships by understanding client priorities and proactively identifying opportunities for engagement and expansion… more
- Columbia Bank (Irvine, CA)
- …who is comfortable developing new business opportunities. Secondarily, manages client relationships, monitors credit quality of loans and manages multifaceted ... asset management portfolios to meet complex client financial needs. This position requires expertise in simple...especially the Credit team when there is a borrowing relationship . + Demonstrates compliance with all bank regulations for… more
- Columbia Bank (Irvine, CA)
- …relationships. Develop and maintain Public, Commercial and/or Commercial Real Estate client relationships by calling on prospective and existing customers, including ... + 4-7 years of prior business development and/or deposit relationship management experience for a Retail/Commercial Bank.Required + Strong knowledge… more
- Banc of California (Irvine, CA)
- …(the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... by successfully prospecting for new business and retaining and expanding existing client relationships via interest income, fee income and cash management revenue. +… more
- US Bank (Brea, CA)
- …what you excel at-all from Day One. **Job Description** Our Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their ... existing relationships with business clients. + Deliver financial expertise and client -centric solutions that build strong, long-term relationships. + Assess and… more
