- 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
- US Bank (Los Alamitos, CA)
- …new skills and discover what you excel at-all from Day One. **Job Description** Our Business Banking Relationship Managers are the primary advisor for our ... clients. They play a pivotal role in helping our business clients achieve their financial goals and do this...purpose - to do the right thing by our business clients to help them achieve their vision for… 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
- Wells Fargo (Woodland Hills, CA)
- **About this role:** Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager to support our Middle Market banking teams in Southern CA, Arizona ... the long-term financial objectives and risk tolerance for commercial banking clients. Serves as a key member of a... Portfolio Management functional area + Review and research business financial statements and tax returns that require an… 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 (Sherman Oaks, 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
- JPMorgan Chase (Irvine, CA)
- …building relationships, and providing support to your team and clients, then a role as a Business Relationship Manager Area Manager is for you. As an ... Area Manager in Business Banking , you'll lead a...skills** + Minimum of 7 years' experience in a Business Banking Relationship Management role or… more
- Citizens (Irvine, CA)
- …support for the client. Primary responsibilities include + Work with the Relationship Manager on client proposals including Treasury solutions, cost/benefit ... 3+ years experience in treasury sales/support or similar financial services products with business banking or private bank clients. + Bachelors degree preferred.… more
- BMO Financial Group (Alhambra, 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
- Fifth Third Bank, NA (El Segundo, CA)
- …sales tools preferred. + Regional /local travel #LI-JB1 Senior Commercial Middle Market Relationship Manager Total Base Pay Range 119,500.00 - 256,900.00 USD ... conducting relationship strategy review meetings with internal Fifth Third Business Partners and Client's trusted advisors (eg attorney, accountants) + Ensure… 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 (City Of Industry, 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, Commercial Bank *...specialist acting as a technical consultant to clients and Relationship Managers in various business segments and… 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
- 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
- Wells Fargo (Long Beach, 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 (Newport Beach, CA)
- …management and enhanced return initiatives for the Bank. Working with lines of business and product partners, develops options to de-risk or reduce loan exposures ... risk or enhance returns. Analyzes portfolio to identify candidates and advises relationship managers on de-risking strategies and options. Serves as central point of… more
- BMO Financial Group (Newport Beach, CA)
- …US We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our ... thriving bank. Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains… 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