- BMO Financial Group (Rowland Heights, 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
- EverBank (Irvine, CA)
- **Corporate Banking Relationship Manager ** The Corporate Banking Relationship Manager will develop and manage relationships with high value ... business clients. This senior banker will self-source and work...products and services within an assigned territory. The Corporate Banking Relationship Manager will be… more
- Wells Fargo (Irvine, CA)
- …Wells Fargo's Specialized Industries - Healthcare team is seeking a Principal Commercial Banking Relationship Manger. **In this role, you will:** + Develop, ... Banking clients **Required Qualifications:** + 10+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or… 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 valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary point of… more
- Zions Bancorporation (Chino, CA)
- … Business & Middle Market Excellence Awards. We are looking for a Commercial Banking Relationship Manager in Chino, CA. This role focuses on generating ... customer service. + Acts as the principal account and relationship manager for new and existing clients....Tuition Reimbursement for qualifying employees + Employee Ambassador preferred banking products This position is eligible to earn a… more
- JPMorgan Chase (Long Beach, CA)
- …enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business ... Manager Senior (BRM) Acquisition banker in Business Banking , you'll be developing and managing...skills** + Minimum of 5 years' experience in a Business Banking Relationship Management role… more
- JPMorgan Chase (Northridge, CA)
- … Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking , you'll be helping to improve the lives of ... and build relationships. Regularly review processes and strategies with manager , making adjustments as needed + Identify and pursue...skills** + Minimum of 1 year experience in a Business Banking Relationship Management role… more
- BMO Financial Group (Anaheim, CA)
- …progress 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
- Comerica (Costa Mesa, CA)
- … Banking Internship is tailored to students interested in business banking . Whether you desire to become future relationship managers, portfolio managers, ... will provide students the opportunity to experience first-hand the relationship banking environment that has defined Comerica's...Manager as a mentor * Observe how new business is generated through referrals, prospecting, and networking *… more
- City National Bank (Woodland Hills, CA)
- * RELATIONSHIP MANAGER SENIOR* *Woodland Hills Branch* WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be ... right partner in the CNB ecosystem, championing the Global Relationship Management (GRM) approach. * Interacts in an effective...Mortgage Licensing System and Registry"; *Skills and Knowledge* * Banking Products for Personal & Business clients… more
- City National Bank (Long Beach, CA)
- *SENIOR RELATIONSHIP MANAGER COMMERCIAL BANKING * WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in the assigned ... Bank products and services in order to establish a total client banking relationship . Discusses financing opportunities and general business conditions; may… more
- City National Bank (Pasadena, CA)
- …. *Must-Have** * HS Diploma * Minimum 9 years experience in client service, banking operations or Private Banking relationship management support required. * ... *PRIVATE BANKING OFFICER III* WHAT IS THE OPPORTUNITY? Provides...the Bank. * Facilitate new deposit account and small business consumer lending requests by providing disclosures, gathering documents… more
- City National Bank (Irvine, CA)
- …waiver/consent/amendment, as applicable. * Provide balanced and appropriate credit guidance to Relationship Managers, Group Head and Credit Manager . * Respond to ... *CREDIT OFFICER LEAD CORPORATE BANKING - Food and Beverage * WHAT IS...before it is elevated, if necessary, to the Credit Manager . * Have primary role in early problem loan… more
- HSBC (Arcadia, CA)
- …people, our investors, our communities and the planet we all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer ... and retains a portfolio of clients. As the Wealth Relationship Manager , you will: + Build deep,...business + Self-Motivated and Self-driven individual with strong relationship and communications skills + Good understanding of how… more
- PNC (Pasadena, CA)
- …have an opportunity to contribute to the company's success. As a Relationship Manager III within PNC's Corporate Banking organization, you will be based in ... needed to be successful in this position. **Preferred Skills** Book Of Business , Client Relationship Building, Credit, Credit Products, Customer Engagement,… more
- Bank of America (Newport Beach, CA)
- Sr. Relationship Manager /RM - Middle Market (Newport Beach, CA) Newport Beach, California **Job Description:** At Bank of America, we are guided by a common ... for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary… more
- Citigroup (Cerritos, 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
- Citigroup (Fountain Valley, CA)
- The Transaction & Relationship Manager is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by ... considering their application in own job and the business . Responsible for the implementation and maintenance of Agency & Trust transactions for products covering… more
- US Bank (Northridge, CA)
- …strategies to clients and maintains a holistic approach to planning - Strong relationship management, sales and new business development skills - Well-developed ... appropriate, to deliver economic and market views, investment strategy, manager /fund/security research and due diligence, and portfolio construction resulting in… more
- BMO Financial Group (Newport Beach, 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