- Bank of America (Lake Forest, CA)
- Relationship Banker - Spanish Language Preferred Lake Forest, California **Job Description:** At Bank of America, we are guided by a common purpose to help ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- Bank of America (Aliso Viejo, CA)
- Relationship Banker - Orange County South Market Laguna Niguel, California;Aliso Viejo, California; San Juan Capistrano, California; San Clemente, California; ... Dana Point, California; Mission Viejo, California **Job Description:** At Bank of America, we are guided by a common...Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management +… more
- US Bank (Costa Mesa, CA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...you excel at-all from Day One. **Job Description** Client Relationship Consultants build relationships with customers, engaging them via… more
- US Bank (Corona, CA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...you excel at-all from Day One. **Job Description** Client Relationship Consultants build relationships with customers, engaging them via… more
- US Bank (Costa Mesa, CA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...you excel at-all from Day One. **Job Description** Client Relationship Consultants build relationships with customers, engaging them via… more
- Citigroup (Costa Mesa, CA)
- …notes, and maintain all client call records including call reports + Assist the Banker in deepening the existing client relationship through deep-dive analysis + ... The Associate Banker SAFE Act is a strategic professional who...in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client/prospect meetings - Organize the pre-call… more
- Umpqua Bank (Irvine, CA)
- Personal Banker II Retail Banking Group Irvine, California **Description** **About Us:** At Umpqua, we create a great place to work by offering a unique brand of ... relationship banking and fostering a culture where associates thrive....business. Together for better. **About the Role:** The Personal Banker is responsible for delivering exceptional client experience by… more
- Citigroup (Costa Mesa, CA)
- The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. ... that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can and cannot be… more
- JPMorgan Chase (Yorba Linda, CA)
- …ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking , you will take a lead role ... Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them… more
- BMO Financial Group (Irvine, CA)
- …a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with ... risk management framework to the portfolio to protect the Bank 's assets and maintain the quality of the lending...accordance with sound credit granting principles and with the Bank 's policies and procedures. + Acts as a key… more
- Zions Bancorporation (Irvine, CA)
- Associates at California Bank & Trust work in a relationship -centered culture where they are provided with the tools, training, and opportunities to build the ... offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly...Market Excellence Awards. We are looking for a Commercial Banker in Irvine, CA. This role focuses on acquiring… more
- Citigroup (Montrose, CA)
- The Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The ... effectively. + Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions + Energetically greet… more
- JPMorgan Chase (Huntington Beach, CA)
- …providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select ... as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate… more
- BMO Financial Group (Mission Viejo, CA)
- …BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. + Welcomes and guides customers as ... goal of making it easy, simple, and fast to bank with BMO. + As a lobby leader, assists...and regulatory requirements for the jurisdiction. + Protects the Bank 's assets in compliance with all regulatory, legal, and… more
- City National Bank (City Of Industry, CA)
- *SENIOR RELATIONSHIP MANAGER , Commercial Bank * *Hybrid Schedule, City of Industry, CA. * WHAT IS THE OPPORTUNITY? Develops and manages relationships with ... quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable… more
- City National Bank (Woodland Hills, CA)
- …financial health and advise accordingly. * Negotiation - ability to maintain a profitable relationship , balancing bank and client needs. * Policy & Procedures - ... * RELATIONSHIP MANAGER SENIOR* *Woodland Hills Branch* WHAT IS...segments and expand relationships to become our client's main bank option. * Manage a portfolio of existing clients… more
- Umpqua Bank (Irvine, CA)
- Healthcare Relationship Manager Wealth Management Irvine, California **Description** **About Us:** At Umpqua, we create a great place to work by offering a unique ... brand of relationship banking and fostering a culture where associates thrive....+ Business development of client relationships. + Engage with bank partners for wealth management and implementation strategies to… more
- City National Bank (Irvine, CA)
- * RELATIONSHIP MANAGER III CRE* WHAT IS THE OPPORTUNITY? This person is responsible for building and maintaining a profitable loan portfolio including selling related ... bank products and services. This may be accomplished through...to achieve cross-sell goals and helps solidify the client relationship . * Establishes a referral network through existing relationships… more
- US Bank (Irvine, CA)
- …and deliver comprehensive financial solutions. They take a holistic approach to relationship management, leveraging deep partnerships across the Bank to deliver ... At US Bank , we're on a journey to do our...at-all from Day One. **Job Description** Healthcare Business Banking Relationship Managers ("BBRMs") serve as primary advisors to US… more
- Enterprise Bank & Trust (Anaheim, CA)
- …offering annual paid volunteer time off and charitable-matching opportunities. Voted a** **_Best Bank to Work For_** **by American Banker for multiple years, we ... **Enterprise Bank & Trust was founded in the spirit...objectives and lobby and personal goals. As the experienced banker , this individual would be expected to work closely… more