- City National Bank (Palo Alto, CA)
- * RELATIONSHIP BANKER SR * WHAT IS THE OPPORTUNITY? This position is responsible for contributing to overall branch sales efforts, maintaining best in class ... exemplary client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. Works with clients… more
- Bank of America (San Jose, CA)
- Senior Banker - Capitol Berryessa Financial Center San Jose, California **Job Description:** At Bank of America, we are guided by a common purpose to help ... Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months. *… more
- Bank of America (San Jose, CA)
- Business Banking Sr Relationship Manager - Silicon Valley, CA San Jose, California **Job Description:** At Bank of America, we are guided by a common purpose ... 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
- Umpqua Bank (San Jose, CA)
- …market environment and Bank risk tolerances. + Partners with CSMs and Relationship Managers in customer and prospect calls as appropriate. May shadow manage a ... Middle Market Underwriter, Sr Commercial Banking San Jose, California **Description** **About...Commercial Banking San Jose, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+… more
- BMO Financial Group (San Jose, CA)
- …real financial progress by understanding and planning for what comes next._ A BMO Senior Premier Relationship Manager is charged with managing and growing an ... process all banking solutions, including checking, savings, and lending needs. As a **Licensed Senior Premier Relationship Manager** at BMO, you will: + Serve as… more
- Banc of California (Menlo Park, CA)
- …of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Senior Vice President, Banker is primarily accountable for developing the most ... Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury...with the team to reach budgeted financial goals. The Banker will work to market the Bank … more
- PNC (San Jose, CA)
- …have an opportunity to contribute to the company's success. As a Senior Relationship Strategist within the PNC Private Bank organization, you can be based in ... and prospective clients. Responsible for the development and execution of a relationship management plan to acquire and retain clients. Is accountable for ongoing… more
- Anywhere Real Estate (San Jose, CA)
- …our corporate applications!** Anywhere Real Estate is seeking a dynamic and experienced Senior Product Manager I to join our Product & Technology team. This pivotal ... such as Finance, Human Resources, Legal, and Corporate Communications. The Senior Product Manager I will collaborate closely with technical teams, business… more
- Automation Anywhere, Inc. (San Jose, CA)
- …declaration and any other funding / cash centralization methodologies **Banking Relationship & Compliance** + Serving as coordinator of relationships with external ... and annual compliance + Assisting with credit management (including LC/ Bank guarantee) **Currency Risk Management** + Identification and analysis of entity's… more
- Bank of America (San Jose, CA)
- Relationship Manager - EGP San Jose, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to… more
- JPMorgan Chase (Castro Valley, CA)
- …a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be ... to increase primary bank share. As a Senior Deepening banker , you will provide a...Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience +… more
- BMO Financial Group (Redwood City, CA)
- BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the US We are driven by a single purpose: to ... a highly valued segment within a stable and thriving bank Facilitates growth initiatives for the Bank ...thriving bank Facilitates growth initiatives for the Bank through significant business development and excellent management of… more
- Bank of America (San Jose, CA)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...ManagementSpecialistposition may be filled at a Trainee, Specialist or Senior level depending on experience of the candidate and… more
- Umpqua Bank (San Jose, CA)
- …California Tacoma, Washington Liberty Lake, Washington **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and ... our team as, following the recent merger with Columbia Bank , we have grown to become a leading western-based...place to work by offering a special brand of relationship banking and by providing a culture where associates… more
- MUFG (Menlo Park, CA)
- …initiating, developing, and enhancing relationships and will seek to expand the bank 's client portfolio within the vertical. The position strives to up-tier existing ... Accountants, etc.). You will identify, negotiate, and present to senior credit committee on all aspects of a lending...strategic in nature and as such you will utilize bank capital in an effective manner that will ultimately… more
- Anywhere Real Estate (San Jose, CA)
- **Summary of Role:** A Sr Project Manager will typically manage a few large and complex projects in parallel that involve applications and/or infrastructure and ... changes to scope. + reporting status accurately via our PPM tool for senior leadership review. + Demonstrate effective critical thinking skills in crafting project… more
- BMO Financial Group (San Jose, CA)
- We are seeking a Vice President or Director level Senior Relationship manager in our Diversified Industries Group primarily covering the South Bay Market in the ... other key product and support partners within the Commercial Bank across the various geographies to deliver an exceptional...decisions as a trusted advisor. + Makes recommendations to senior leaders on strategy and new initiatives, based on… more
- MUFG (Menlo Park, CA)
- …daily activities outlined below: **Responsibilities:** + Create and maintain Relationship Management team's sales pitch materials, including external pitchbooks, ... up to date with current, relevant content. + Support senior leadership on strategic projects and broader team initiatives....+ Internship or training program with a money center bank ; formal credit training is a decisive asset. +… more
- Citigroup (Sunnyvale, CA)
- …business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through ... wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our… more
- Anywhere Real Estate (San Jose, CA)
- …collaboration track record with a diverse set of constituencies, including peers, senior stakeholders, internal and external customers, and teams + Direct and clear ... in cross-functional and executive settings. + Strong consensus and relationship -building skills, with experience working with team members across different… more