- Bank of America (Newport Beach, CA)
- …manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite ... Merrill Market Client Relationship Manager Newport...the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the… more
- BMO Financial Group (Newport Beach, CA)
- …and outbound calls. + Coordinates marketing activities and sales material to support client / prospect conversations. + Provides knowledge detailed information ... you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable… more
- Bank of America (Riverside, CA)
- …client 's sole financial institution + Anticipate client dissatisfaction or relationship -risk and immediately work with manager and partners to resolve ... Premium Elite Relationship Manager Riverside, California **Job Description:**...such as Merrill Lynch Financial Advisors to complement and support their client management approaches + Deliver… more
- City National Bank (City Of Industry, CA)
- ** RELATIONSHIP MANAGER SENIOR CB** **WHAT IS THE OPPORTUNITY?** Develops and manages relationships with commercial clients in the assigned business segment ... demonstrated sales and marketing abilities including cross selling skills. + Superior client relationship skills. + Good understanding of commercial credit… more
- City National Bank (Irvine, 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...than $11 million in charitable contributions to nonprofits that support the communities it serves. _*City National Bank does… more
- BMO Financial Group (San Diego County, CA)
- …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: +...customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help… more
- PNC (Riverside, CA)
- …valued and have an opportunity to contribute to the company's success. As a Relationship Manager I - Business Banker within PNC's Business Banking organization, ... Healthcare, Manufacturing, Professional Services, Wholesale and Women in Business. As a Relationship Manager in Business Banking you will develop and cultivate… more
- JPMorgan Chase (Long Beach, CA)
- …relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship ... revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank… more
- M&T Bank (Costa Mesa, CA)
- …opportunities and potential sources of new business. + Provide coverage and support for other Relationship Managers within assigned Section/Unit as required ... client meetings and presentations and prepare related relevant documentation to support the attraction, retention and expansion of client relationships. +… 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 ... teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of...as needed **Skills:** + Client Management + Client Solutions Advisory + Prospecting + Relationship … 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 ... as needed **Skills:** + Client Management + Client Solutions Advisory + Prospecting + Relationship ...industry-leading benefits, access to paid time off, resources and support to our employees so they can make a… 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...wide range of products, services and tools based on client profiling. + With the support of… more
- Bank of America (Newport Beach, CA)
- Business Banking Sr Relationship Manager - Orange County, CA Newport Beach, California **Job Description:** At Bank of America, we are guided by a common purpose ... teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of... Experience Branding + Client Management + Client Solutions Advisory + Relationship Building +… more
- JPMorgan Chase (City Of Industry, 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 (Tustin, CA)
- …and instils confidence to develop credibility and earn their trust as relationship manager . + Identifies business needs, designs/develops tools and training ... you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable… more
- BMO Financial Group (Newport Beach, CA)
- …you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable ... Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant… more
- Allied Universal (Irvine, CA)
- …+ Excellent benefits and career growth opportunities Allied Universal is currently seeking a Client Manager to lead a business segment in a designated region. ... The primary role of the Client Manager is to enhance ...high-quality, professional, competent and committed service and an outstanding client and employee experience. To support and… more
- Optiv (Newport Beach, CA)
- As a Client Manager (CM) you'll be responsible...services. An overarching goal is to establish a trusted relationship with the client that results in ... of this cross-functional team will typically include a Solutions Architect, Client Operations Specialist and services practices personnel as appropriate for your… more
- JPMorgan Chase (Irvine, CA)
- …banking landscape + Ensures teams proactively consult with clients using regular client relationship reviews, educating them on self-service tools and ... our client stay with Chase! As a Client Service Senior Manager within Commercial Bank,...retirement savings plan, backup childcare, tuition reimbursement, mental health support , financial coaching and more. Additional details about total… more
- MetLife (Irvine, CA)
- Role Value Proposition: This role manages Account Manager (AM), Client Service Consultant (CSC) and Sales Coordinator (SC) associates for a Regional Market ... of end-to-end customer and broker servicing. Manages a team of account managers, client service associates and sales support associates to ensure high customer… more