- PNC (San Jose, CA)
- …have an opportunity to contribute to the company's success. As a Senior Relationship Strategist within the PNC Private Bank organization, you can be based in ... and prospective clients. Responsible for the development and execution of a relationship management plan to acquire and retain clients. Is accountable for ongoing… more
- Bank of America (Oakland, CA)
- Business Banking Senior Relationship Manager - East Bay Market Oakland, California **Job Description:** At Bank of America, we are guided by a common purpose ... 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
- Comerica (Cupertino, CA)
- Relationship Banker Senior The Relationship Banker Senior is responsible for contributing to the overall success of a Retail Banking Center(s) by ... committing to banker -readiness to be viewed as a trusted resource for...center. * Assist in community awareness events to increase bank outreach and foster new business relationships. * Effective… more
- BMO Financial Group (Redwood City, CA)
- BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the US We are driven by a single purpose: to ... a highly valued segment within a stable and thriving bank Facilitates growth initiatives for the Bank ...thriving bank Facilitates growth initiatives for the Bank through significant business development and excellent management of… more
- BMO Financial Group (San Leandro, CA)
- …real financial progress by understanding and planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an ... process all banking solutions, including checking, savings, and lending needs. As a **Licensed Senior Premier Relationship Manager** at BMO, you will: + Serve as… more
- Bank of America (Redwood City, CA)
- Senior Banker - Redwood Shore Financial Center Redwood City, California **Job Description:** At Bank of America, we are guided by a common purpose to help ... Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months. *… more
- Banc of California (Menlo Park, CA)
- …of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Senior Vice President, Banker is primarily accountable for developing the most ... Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury...with the team to reach budgeted financial goals. The Banker will work to market the Bank … more
- Bank of America (San Jose, CA)
- Relationship Manager - EGP San Jose, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... 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
- Bank of America (Palo Alto, CA)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...ManagementSpecialistposition may be filled at a Trainee, Specialist or Senior level depending on experience of the candidate and… more
- City National Bank (Oakland, CA)
- …contribute to the market and regional strategy. From the sales and relationship management perspective, will assist clients to meet their financial needs, providing ... promoting solutions to client needs, and actively embracing the Bank 's segmentation strategy by referring new business to the...new client relationships and deepen existing client relationships; provide senior support and act as a role model to… more
- Umpqua Bank (San Jose, CA)
- …California Tacoma, Washington Liberty Lake, Washington **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and ... 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
- MUFG (Menlo Park, CA)
- …initiating, developing, and enhancing relationships and will seek to expand the bank 's client portfolio within the vertical. The position strives to up-tier existing ... Accountants, etc.). You will identify, negotiate, and present to senior credit committee on all aspects of a lending...strategic in nature and as such you will utilize bank capital in an effective manner that will ultimately… more
- Anywhere Real Estate (San Jose, CA)
- …changes to scope. + reporting status accurately via our PPM tool for senior leadership review. + Demonstrate effective critical thinking skills in crafting project ... the appropriate level of detail to project participants and senior executives. A bias for "no surprises" is critical...."no surprises" is critical. + Build a trusted adviser relationship with key project stakeholders and enthusiasm across project… more
- MUFG (Menlo Park, CA)
- …daily activities outlined below: **Responsibilities:** + Create and maintain Relationship Management team's sales pitch materials, including external pitchbooks, ... up to date with current, relevant content. + Support senior leadership on strategic projects and broader team initiatives....+ Internship or training program with a money center bank ; formal credit training is a decisive asset. +… more
- Citigroup (Sunnyvale, CA)
- …business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through ... wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our… more
- Lincoln Financial Group (San Ramon, CA)
- …ability to build both technical and leadership skills. * Demonstrated strong relationship management skills with internal clients (eg senior management, peers ... Lincoln's capital. **The Role at a Glance** As a Senior Reinsurance Accounting resource, you will manage staff, help...monthly and quarterly financial close process. * Understand the relationship of applicable systems and data required to account… more
- Anywhere Real Estate (San Jose, CA)
- …collaboration track record with a diverse set of constituencies, including peers, senior stakeholders, internal and external customers, and teams + Direct and clear ... in cross-functional and executive settings. + Strong consensus and relationship -building skills, with experience working with team members across different… more
- Anywhere Real Estate (Los Gatos, CA)
- …Clara County area. The ideal candidate must have experience as an escrow officer or senior escrow assistant with the ability to cover a desk in the absence of the ... and T's are crossed to fund and complete transactions. + ** Relationship building:** Establishing and maintaining relationships with essential industry players -… more
- Zions Bancorporation (Oakland, CA)
- Associates at California Bank & Trust work in a relationship -centered culture where they are provided with the tools, training, and opportunities to build the ... offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly...years of experience in branch banking including assignments as Senior Teller and intermediate-level new accounts. + Ability to… more
- Zions Bancorporation (Oakland, CA)
- Associates at California Bank & Trust work in a relationship -centered culture where they are provided with the tools, training, and opportunities to build the ... offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly...4 years of experience in branch banking, assignments as Senior Teller and intermediate level new accounts. A combination… more