- Columbia Bank (Irvine, CA)
- …+ 4-7 years of prior business development and/or deposit relationship management experience for a Retail/ Commercial Bank.Required + Strong knowledge ... in a segment or geographic territory. + Services and deepens existing Commercial Deposit Relationshipsresulting inprofitable deposit growth for the… more
- City National Bank (Riverside, CA)
- * RELATIONSHIP MANAGER SPECIALTY DEPOSITS* WHAT IS...WHAT WILL YOU DO? * Focus to develop New Deposit Relationships. Prepare a Relationship Plan and ... THE OPPORTUNITY? The Special Deposits Relationship Manager position develops and manages relationships...assist in client calling efforts. Set objectives for each relationship in terms of revenue/ deposit contribution, etc.… 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 ... of California offers a broad range of loan and deposit products and services, with full-service branches throughout California...travel at least 50% of the time, visiting with Relationship Manager , branch staff and corporate officers… more
- Banc of California (Brea, 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 ... businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado,… more
- Banc of California (Irvine, CA)
- …equivalent work experience. + A minimum of twelve years' experience in sales or relationship management + Experience in commercial and other related forms of ... (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… more
- US Bank (Newport Beach, CA)
- …credit approval and loan administration + Oversees a team of Assistant Relationship Managers (ARM) to direct and coordinate the internal credit work flow, ... equivalent work experience + Seven to ten years of commercial lending experience **_Preferred Skills and Experience_** + Advanced...with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may… more
- Comerica (Costa Mesa, CA)
- …(Paid Parental Leave, Adoption Assistance, Infertility Services) Retirement Plan The Relationship Banker is responsible for contributing to the overall success of ... new business relationships. Effective utilization of converge for customer relationship management. Operational Risk: Ensure compliance with applicable federal,… more
- JPMorgan Chase (Irvine, CA)
- …love to speak with you about joining our team. As a Client Service Account Manager Vice President in Healthcare Payments, you will be part of the Relationship ... Morgan Bankers and Treasury Management Officers to stay connected on customer relationship across our lines of business. Develop strong relationships with client… more
- Banc of California (Santa Ana, CA)
- …+ Sources, identifies and prequalifies lending opportunities. Works directly with Relationship Manager to professionally present approved credit solutions to ... to assemble a complete new account proposal. Drives for success in booking commercial deposit opportunities. + Sources, identifies and prequalifies fee income… more
- Banc of California (Santa Ana, CA)
- …received and reviewed. + Coordinate insurance needs with customer, insurance brokers, Relationship Manager to ensure proper insurance is received and collected ... (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… more
- Banc of California (Santa Ana, CA)
- …the best borrowing structures to protect the bank. In conjunction with the Relationship Manager (RM), involved in drafting and negotiating complex loan documents ... (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… more
- PNC (Irvine, CA)
- …local point of contact for clients, assisting with compliance reporting, commercial loan documentation, initiating funding and booking of loans, research regarding ... gathers deliverables to complete the implementation and provide ongoing relationship management. May maintain client-specific procedures. Provides sales or… more
- Columbia Bank (Irvine, CA)
- …liaison with customers, during all phases of onboarding a new banking relationship . Manages and monitors existing customer relationships on an ongoing, day-to-day, ... provide an exceptional customer experience + Partner with the Relationship Team to obtain and review information required for...that are complex in nature, as well as all deposit accounts and other services. + Set up, process,… more
- BMO Financial Group (Newport Beach, CA)
- …management of accounts for team members and customers. + May act as lead relationship manager . + Supports the sales process and client experience, identifying ... and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis,...portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending… more
- Banc of California (Dana Point, 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 ... of California offers a broad range of loan and deposit products and services, with full-service branches throughout California...who can handle the full range of retail and commercial transactions. Performs all duties in accordance with the… more