- US Bank (Newport Beach, CA)
- …excel at-all from Day One. **Job Description** US Bank has an opportunity for a Relationship Manager . This person manages and grows a very large and very complex ... portfolio of commercial loans. Prospects for and closes new business relationships...other related field - 10 or more years of commercial lending experience - Three or more years of… more
- BMO Financial Group (Newport Beach, CA)
- …developing prospect lists, helping develop client planning tools as well as relationship strategies. In addition, this candidate will have in-depth knowledge with ... & Procedures. + Identifies new sales opportunities for prospects and existing commercial clients through analysis. + May participate in on-site client visits with… 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 ... and services in order to establish a total client banking relationship . Discusses financing opportunities and general...banking experience required. + Minimum 8 years of commercial lending experience within the segment required. + Minimum… more
- Fifth Third Bank, NA (Newport Beach, CA)
- …familiarity with prospecting and CRM sales tools preferred. + Regional /local travel Commercial Relationship Manager - Healthcare Total Base Pay Range ... preferred. + Minimum of 10 years Commercial Banking experience. + 9 years of relationship ... Banking experience. + 9 years of relationship account management experience preferred. + Formalized commercial… more
- Comerica (Costa Mesa, CA)
- Commercial Banking Summer Internship Program, (Intern) Location: Costa Mesa, CA (Hybrid) Start: June 2025 Summary: The Commercial Banking Internship is ... internship program will provide students the opportunity to experience first-hand the relationship banking environment that has defined Comerica's strong ties to… more
- EverBank (Irvine, CA)
- ** Commercial Relationship Manager III** The Commercial Relationship Manager (CRM III) has responsibility for establishing, developing and ... with the analysis and evaluation of credit relationships. + Assists Regional Commercial Banking Manager with establishing team volume targets and P&L… more
- BMO Financial Group (Newport Beach, CA)
- …skills, strong work ethic, relationship building skills and a passion for Commercial Banking . Our Commercial Banking Credit Analyst Internship ... is an exciting opportunity to learn the fundamentals of commercial lending through credit analysis and risk assessment. As an intern, you will have the opportunity… more
- Enterprise Bank & Trust (Cerritos, CA)
- … Manager **Job Description:** **Summary:** Senior level relationship manager that develops and manages new commercial deposit and loan accounts ... This position will service as a mentor to other relationship managers within the organization and could evolve into...minimum of seven years related experience and/or training in commercial banking **Computer and Software Skills:** +… 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 ... with a minimum of seven years related experience and/or training in commercial banking ** + **Demonstrated leadership experience** **Computer and Software… 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 ... implementing the sales culture and functions as the account manager for selected deposit relationships to ensure relationship...+ Minimum of 5 years' experience in a Business Banking Relationship Management role + Minimum of… more
- Bank of America (Newport Beach, CA)
- GCB Sr Relationship Manager -R (Middle Market) Newport Beach, California **Job Description:** At Bank of America, we are guided by a common purpose to help make ... for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving… more
- BMO Financial Group (Newport Beach, CA)
- …Government banking team within Institutional Markets. We will be adding a relationship manager in both Southern and Northern California that will cover their ... on business management and other financial matters. + Develops and manages Commercial banking relationships, plans for prospective clients; + may include… more
- EverBank (Irvine, CA)
- …Work **Career Level** 7IC **Preferred Qualifications** + 7+ years of experience in Commercial Banking relationship management. + Strong understanding of ... Specialist is responsible for delivering exceptional customer service and support to Commercial and Specialty Deposit Group Leaders, Relationship Managers and… more
- Banc of California (Santa Ana, CA)
- …California (the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management ... a variety of activities to support the more complex commercial loans in the Bank's portfolio. Loans include but...and analyze problems and provide resolutions in a timely manager . + Process transactions for special assets loans, such… more
- Enterprise Bank & Trust (Cerritos, CA)
- …with business development efforts. **Essential Duties and Responsibilities:** + Support Private Banking Relationship Managers (PBRM) by opening new accounts for ... **Together, there's no stopping you!** **Job Title:** Private Client Portfolio Manager **Job Description:** **Summary:** The Private Client Portfolio Manager … more
- SMBC (Brea, CA)
- **ABOUT THE ORGANIZATION** SMBC MANUBANK was formed by a group of banking entrepreneurs in June 1962. Our scope is to serve the specialized needs of California ... personal 'high touch' services of a smaller bank. Specialties: Commercial Loans and Lines of Credit, Asset-Based Financing, SBA...As part of the Diversified Industries vertical, the Portfolio Manager will play a crucial role in the execution… more
- Zions Bancorporation (Irvine, CA)
- …and program management, strategic planning, business analysis, preferable in the banking /finance industry. + Strong client relationship and communication skills, ... Associates at California Bank & Trust work in a relationship -centered culture where they are provided with the tools,...powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune… more
- City National Bank (Sherman Oaks, CA)
- …management process by providing credit and loan underwriting expertise to a Commercial Banking team. Analyzes prospective loan transactions and credit worthiness ... accurate and calculated correctly. + Attends client meetings at Relationship Manager , CBS Manager , or...years of experience in underwriting medium sized and moderately-complex commercial loans required. + Minimum 5 years of experience… more
- BMO Financial Group (Woodland Hills, CA)
- …referrals for personal and commercial banking products (eg personal banking , lending, and investments). + Implements a relationship management plan in ... collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer....collaboration with the lead relationship manager . + Determines client needs and provides solutions though… more
- City National Bank (Irvine, CA)
- …covenants and conditions. Communicates and discusses findings with the Relationship Manager and Commercial Real Estate Banking Managers, where necessary. ... risk management. **What you will do** + Works with Relationship Managers, Credit Officers and Credit Analysts to achieve...Annual Credit Reviews (ACRs) are prepared in accordance with Commercial Real Estate Banking ACR format and… more