- BMO Financial Group (Tustin, CA)
- …Purpose: **To Boldly Grow the Good in Business and Life.** Our Business Banking Relationship Managers provide technical expertise for proactive credit ... rapport and instils confidence to develop credibility and earn their trust as relationship manager . + Identifies business needs, designs/develops tools and… more
- Wells Fargo (Irvine, CA)
- …begins with you. **About this role:** Wells Fargo is seeking a Lead Commercial Banking Relationship Manager that will be responsible for building, ... + Make decisions in complex and multi-faceted situations within the Commercial Banking Relationship Management group requiring solid understanding of relevant… more
- Zions Bancorporation (Chino, CA)
- … Business & Middle Market Excellence Awards. We are looking for a Commercial Banking Relationship Manager in Chino, CA. This role focuses on generating ... customer service. + Acts as the principal account and relationship manager for new and existing clients....Tuition Reimbursement for qualifying employees + Employee Ambassador preferred banking products This position is eligible to earn a… more
- City National Bank (Irvine, CA)
- * BUSINESS BANKING PORTFOLIO MANAGER SENIOR* *Irvine Branch* WHAT IS THE OPPORTUNITY? Primary responsibility is to work directly with assigned business ... and managing a large portfolio of diverse and complex business banking relationships. * Utilizes a high...order to establish a total client banking relationship . Discusses financing opportunities and general business … more
- Wells Fargo (Ontario, CA)
- **About this role:** Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager to support our Middle Market banking teams in Southern CA, Arizona ... the long-term financial objectives and risk tolerance for commercial banking clients. Serves as a key member of a... Portfolio Management functional area + Review and research business financial statements and tax returns that require an… more
- JPMorgan Chase (Sherman Oaks, CA)
- … Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking , you'll be helping to improve the lives of ... and build relationships. Regularly review processes and strategies with manager , making adjustments as needed + Identify and pursue...skills** + Minimum of 1 year experience in a Business Banking Relationship Management role… more
- Citizens (Irvine, CA)
- …support for the client. Primary responsibilities include + Work with the Relationship Manager on client proposals including Treasury solutions, cost/benefit ... 3+ years experience in treasury sales/support or similar financial services products with business banking or private bank clients. + Bachelors degree preferred.… more
- City National Bank (Woodland Hills, CA)
- * RELATIONSHIP MANAGER SENIOR* *Woodland Hills Branch* WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be ... right partner in the CNB ecosystem, championing the Global Relationship Management (GRM) approach. * Interacts in an effective...Mortgage Licensing System and Registry"; *Skills and Knowledge* * Banking Products for Personal & Business clients… more
- City National Bank (City Of Industry, CA)
- …and services in order to establish a total client banking relationship . Discusses financing opportunities and general business conditions; may assist in ... * RELATIONSHIP MANAGER SENIOR, Commercial Bank *...specialist acting as a technical consultant to clients and Relationship Managers in various business segments and… more
- City National Bank (Irvine, CA)
- …waiver/consent/amendment, as applicable. * Provide balanced and appropriate credit guidance to Relationship Managers, Group Head and Credit Manager . * Respond to ... *CREDIT OFFICER LEAD CORPORATE BANKING - Food and Beverage * WHAT IS...before it is elevated, if necessary, to the Credit Manager . * Have primary role in early problem loan… more
- Citigroup (Loma Linda, CA)
- …appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...contribute to the objectives of the function and overall business . Evaluates moderately complex and variable issues with substantial… more
- US Bank (Northridge, CA)
- …strategies to clients and maintains a holistic approach to planning - Strong relationship management, sales and new business development skills - Well-developed ... appropriate, to deliver economic and market views, investment strategy, manager /fund/security research and due diligence, and portfolio construction resulting in… more
- Comerica (Chino Hills, CA)
- …services. * Lead and oversee banking center activities in the absence of Banking Manager . * Consistently assess needs and add value to customers and ... Relationship Banker What we can offer you: *...for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed… more
- Umpqua Bank (Irvine, CA)
- …We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who ... Relationship Banker Retail Banking Group Irvine,...customer experience. They will be proficient in working with business customers to create new relationships and expand existing… more
- BMO Financial Group (Chino, CA)
- … banking , retail investments, lending solutions, home financing (including business -for-self applications)), and small business solutions). + Offers clients ... with BMO partners to deliver the desired customer experience and achieve overall business objectives. US Only: This position will act as an originator of consumer… more
- Banc of California (Woodland Hills, CA)
- …"bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... other third-party reports such as property appraisals. * In conjunction with Relationship Manager , involved in drafting loan documents prepared by outside… more
- JPMorgan Chase (Irvine, CA)
- …Our history spans over 200 years and today we are a leader in investment banking , consumer and small business banking , commercial banking , financial ... clients stay with Chase! As a Client Service Senior Manager within the Commercial Bank, you will lead the business , own a portfolio of clients and manage a group… more
- Bank of America (Ontario, CA)
- …the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) supports the Firm's business objectives and contributes to the ... Merrill Market Supervision Manager Ontario, California **Job Description:** Merrill Wealth Management...Business Acumen + Collaboration + Oral Communications + Relationship Building + Business Operations Management +… more
- BMO Financial Group (Brea, CA)
- …that meet their financial objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic ... manages poor performance. + Develops and executes a branch business plan to maximize business growth and... development activities. + Probes to understand customer personal banking and credit card needs and integrates marketing promotions… more
- Banc of California (Santa Ana, CA)
- …"bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our… more