- Nesco Resource (Irvine, CA)
- …and customer interface for Parker at assigned customers. o Coordinate with each MBU Client Lead regional manager on tasks and programs to be worked and ... This is more like a Customer Support / Regional Manager role focusing on working with program managers, engineers,...Navy RM on activities and working with the PI&R Client RM on expediting PI&R programs for all services.… more
- Enterprise Bank & Trust (Anaheim, CA)
- …with proactive calling activity and identifying bank products to deepen the client relationship while providing superior client service.Support the ... exceptions and financial performance updates for all clients.Along with the Relationship Manager /BDO, reinforce the application of a proactive outreach… more
- Walgreens (Brea, CA)
- …Equal Opportunity Employer, including disability/veterans". **Job ID:** 1431273BR **Title:** Regional Manager 340B Client Relationship **Company Indicator:** ... **Job Description:** **Job Summary** Accountable for maintaining and growing a client 's 340B program. Drives incremental sales by collaborating with field operations… more
- Citigroup (Fountain Valley, CA)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- City National Bank (Sherman Oaks, CA)
- …and analytics used to support the decision are accurate and calculated correctly. + Attends client meetings at Relationship Manager , CBS Manager , or ... financial materials and resources. + Provides balanced and appropriate credit guidance to Relationship Manager and Manager and collaborates in determining… more
- Deloitte (Costa Mesa, CA)
- …relationships with clients across state and local government? If so, a career as a Client Relationship Executive could be the role of a lifetime for you. ... Government & Public Services (GPS) clients. As the California Client Relationship Executive, you will: + Drive...Qualifications: + At least 10 years' experience as a relationship and/or business development manager serving state… more
- City National Bank (Irvine, CA)
- **SENIOR RELATIONSHIP MANAGER ** **WHAT IS THE OPPORTUNITY?** Develops and manages relationships with commercial clients in the assigned business segment and/or ... demonstrated sales and marketing abilities including cross selling skills. + Superior client relationship skills. + Good understanding of commercial credit… more
- City National Bank (Long Beach, CA)
- ** RELATIONSHIP MANAGER BUSINESS BANKING SR** **WHAT IS THE OPPORTUNITY?** Develops and manages relationships with business banking clients in the assigned ... and attracting new colleagues and customers. + Prepares a Relationship Plan and calling schedule for each client... Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business… more
- BMO Financial Group (Chino, CA)
- …by understanding and planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio ... solutions, including checking, savings, and lending needs. As a **Licensed Senior Premier Relationship Manager ** at BMO, you will: + Serve as the customers'… more
- HSBC (Irvine, 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,...influencing, and sales skills + Ability to demonstrate strong relationship deepening skills with existing client base… more
- JPMorgan Chase (Chino Hills, CA)
- …relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship ... by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships,… more
- SMBC (Brea, CA)
- …Real Estate Loans, Cash Management Services, International Services **JOB SUMMARY** The Senior Relationship Manager (RM) position is an integral component of the ... Manager in implementing the sales culture and functions as the account manager for selected deposit relationships to ensure relationship profitability and… more
- JPMorgan Chase (Mission Viejo, CA)
- …building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship ... by building relationships and providing financial advice with a focus on client experience and risk management. **Job Responsibilities** + Acquire, manage, and… more
- BMO Financial Group (Newport Beach, CA)
- …specialized Government banking team within Institutional Markets. We will be adding a relationship manager in both Southern and Northern California that will ... Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant… more
- Enterprise Bank & Trust (Cerritos, CA)
- …our communities.** **Together, there's no stopping you!** **Job Title:** SVP, Relationship Manager **Job Description:** **Summary:** Senior level relationship ... that develops and manages new commercial deposit and loan accounts and client relationships while enhancing existing relationships. To achieve this, it is expected… more
- BMO Financial Group (Sherman Oaks, CA)
- …Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant ... deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities. + Conducts independent analysis… more
- BMO Financial Group (Rowland Heights, CA)
- …and instils confidence to develop credibility and earn their trust as relationship manager . + Identifies business needs, designs/develops tools and training ... Grow the Good in Business and Life.** Our Business Banking Relationship Managers provide technical expertise for proactive credit analysis, structuring, pricing,… more
- Enterprise Bank & Trust (Cerritos, CA)
- …our communities.** **Together, there's no stopping you!** **Job Title:** SVP, Relationship Manager Team Lead **Job Description:** **Summary:** **Leads a ... that develops and manages new commercial deposit and loan accounts and client relationships while enhancing existing relationships. To achieve this, it is expected… more
- HSBC (Irvine, CA)
- …Work is often performed under the direction of registered securities representatives, the Wealth Relationship Manager (WRM). This role is a part of the overall ... client facing time. While the WRM is the defined owner of the client relationship , the WRO plays a pivotal role in supporting the WRM for the banking… more
- City National Bank (San Diego County, CA)
- ** CLIENT MANAGER ** **WHAT IS THE OPPORTUNITY?** Is primary point of contact and service provider for existing and newly developed relationships. Retains and ... grows client relationships through high touch service and delivering investment...Partners with the Private Bankers in business development and relationship management activities to support high-net-worth and ultra-high-net prospects… more
