- City National Bank (Newport Beach, CA)
- * RELATIONSHIP BANKER * WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their ... exemplary client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. Works with clients… more
- City National Bank (Irvine, CA)
- * RELATIONSHIP BANKER SR* WHAT IS THE OPPORTUNITY? This position is responsible for contributing to overall branch sales efforts, maintaining best in class ... exemplary client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. Works with clients… more
- Bank of America (Foothill Ranch, CA)
- Relationship Banker - Mandarin Language Preferred Tustin, California;Irvine, California; Irvine, California; Irvine, California; Irvine, California; Rancho Santa ... California; Daly City, California; Foothill Ranch, California; Irvine, California **Job Description:** At Bank of America, we are guided by a common purpose to help… more
- Bank of America (Santa Ana, CA)
- Relationship Banker - Spanish Required Santa Ana, California **Job Description:** At Bank of America, we are guided by a common purpose to help make ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- Bank of America (Oceanside, CA)
- Relationship Banker - Escondido - Oceanside area Carlsbad, California;Escondido, California; Oceanside, California; San Marcos, California; Vista, California; ... Carlsbad, California **Job Description:** At Bank of America, we are guided by a common...Branding * Client Management * Client Solutions Advisory * Relationship Building * Business Development * Pipeline Management *… more
- US Bank (Lake Elsinore, CA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...you excel at-all from Day One. **Job Description** Client Relationship Consultants build relationships with customers by meeting face… more
- US Bank (Lake Elsinore, CA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...you excel at-all from Day One. **Job Description** Client Relationship Consultants build relationships with customers, engaging them via… more
- US Bank (Lake Elsinore, CA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...you excel at-all from Day One. **Job Description** Client Relationship Consultants build relationships with customers, engaging them via… more
- Umpqua Bank (Irvine, CA)
- Client Engagement Banker Retail Banking Group Irvine, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ ... our team as, following the recent merger with Columbia Bank , we have grown to become a leading western-based...place to work by offering a special brand of relationship banking and by providing a culture where associates… more
- Bank of America (Irvine, CA)
- …(RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for ... Senior Banker - Mandarin Language Preferred Irvine, California;Irvine, California;...Preferred Irvine, California;Irvine, California; Irvine, California **Job Description:** At Bank of America, we are guided by a common… more
- Comerica (Chino Hills, CA)
- Relationship Banker What we can offer you: * Career Growth -- promotional opportunities * Incentive program based on performance * Paid Time Off (PTO), Paid ... * Retirement Plan * Employee Stock Purchase Plan The Relationship Banker is responsible for contributing to...center. * Assist in community awareness events to increase bank outreach and foster new business relationships. * Effective… more
- Wells Fargo (Chino, CA)
- …completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties: ... you will:** + Participate in the Branch Banking Licensed Banker licensing program. This is a temporary position until...partners and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with… more
- JPMorgan Chase (Irvine, CA)
- …ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in ... Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them… more
- BMO Financial Group (Santa Ana, CA)
- …a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with ... risk management framework to the portfolio to protect the Bank 's assets and maintain the quality of the lending...accordance with sound credit granting principles and with the Bank 's policies and procedures. + Acts as a key… more
- JPMorgan Chase (San Diego County, CA)
- …providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select ... as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate… more
- BMO Financial Group (Mission Viejo, CA)
- …BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. + Welcomes and guides customers as ... goal of making it easy, simple, and fast to bank with BMO. + As a lobby leader, assists...and regulatory requirements for the jurisdiction. + Protects the Bank 's assets in compliance with all regulatory, legal, and… more
- City National Bank (Irvine, CA)
- * RELATIONSHIP MANAGER BUSINESS BANKING SR* WHAT IS THE OPPORTUNITY? Develops and manages relationships with business banking clients in the assigned business segment ... quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable… more
- Bank of America (Newport Beach, CA)
- Merrill Market Client Relationship Manager Newport Beach, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to… more
- City National Bank (Irvine, CA)
- * AFFORDABLE HOUSING LENDING RELATIONSHIP MANAGER, SENIOR* WHAT IS THE OPPORTUNITY? This person is responsible for building and maintaining a profitable loan ... portfolio including selling related bank products and services. This may be accomplished through...to achieve cross-sell goals and helps solidify the client relationship . * Establishes a referral network through existing relationships… more
- Bank of America (Newport Beach, CA)
- Sr. Relationship Manager - Global Commercial Banking (Middle Market) Newport Beach, California **Job Description:** This job is responsible for providing advice and ... with Product Specialists. Job expectations include having knowledge of the bank 's products and services in order to identify cross-selling opportunities and… more