- Bank of America (San Jose, CA)
- Business Banking Relationship Manager /Senior Relationship Manager - Silicon Valley, CA San Jose, California **Job Description:** At Bank of ... 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
- 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 ... Francisco, Atlanta or Boston **_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
- 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
- City National Bank (Palo Alto, CA)
- …management. The Technology Banking Manager will collaborate on business development activities with relationship managers and team members in order ... BANKING ** **WHAT IS THE OPPORTUNITY?** The Technology Banking Manager is responsible for the development...the development and expansion of the company's broad Technology business . This executive will work collaboratively with the line… more
- Comerica (San Jose, CA)
- …International Trade Services, Foreign Exchange, and Global Capital Markets. * Lines of Business : Business Banking , Middle Market, Commercial Real Estate, ... demonstrates Sales and Credit skills learned in the program. * Initial placement into Relationship Manager I, First Level Officer position. Placement out of the… more
- BMO Financial Group (Fremont, 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 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
- City National Bank (Palo Alto, CA)
- …and services in order to establish a total client banking relationship . Discusses financing opportunities and general business conditions; may assist in ... ** RELATIONSHIP MANAGER SENIOR, TECHNOLOGY** **WHAT IS...specialist acting as a technical consultant to clients and Relationship Managers in various business segments and… more
- Citigroup (San Carlos, 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
- HSBC (Fremont, CA)
- …people, our investors, our communities and the planet we all share. As a VP Premier Relationship Manager , you will be our customer's point of contact for all of ... to develop and deepen relationships as well as performing business development in the local community. To thrive in...offered and built client trust As the VP Premier Relationship Manager you will: + Call customers… more
- BMO Financial Group (San Ramon, CA)
- We are seeking a Senior Relationship Manager primarily covering the San Ramon (East Bay) Market. The ideal candidate has 7+ years of experience calling on middle ... stakeholders. Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains… more
- Wells Fargo (Livermore, CA)
- … Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business ... and services, based on customers' needs + Analyze tactical business challenges related to full-service banking experience...partners and connect customer with the appropriate partner or relationship manager to meet their needs +… more
- BMO Financial Group (San Jose, CA)
- …business management and other financial matters. + Develops and manages Commercial banking relationships. + Develops plans for new business production, to ... a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives...customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain… more
- Comerica (San Mateo, 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)
- …proactive outreach to branch-managed small business clients, personal prospects from business banking , and other selected personal customers. + Supports the ... grounded in an understanding of the personal and small business banking needs of the customer. +...an exceptional customer experience. + A focus on results, relationship management and the ability to thrive in a… more
- BMO Financial Group (Castro Valley, 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
- Umpqua Bank (San Jose, CA)
- Branch Manager Retail Banking Group San Jose,...place to work by offering a special brand of relationship banking and by providing a culture ... **About** **You:** + Associate degree, or equivalent work experience in banking and finance, business , or a related field + 4-7 years of supervisory/management… more
- BMO Financial Group (San Ramon, CA)
- …valuations and completes and approves authorizations in compliance with the Bank's business banking lending policy. + Proposed loan solution structures and ... fraud, robbery, counterfeiting, money laundering, or defalcation. + Adheres to business banking lending processes, policies, procedures, legal, regulatory,… more