- Raymond James Financial, Inc. (Brea, CA)
- Blunt Wealth Services is seeking a Client Relationship Manager to manage highly coveted, long-standing client relationships of the firm. The Client ... Relationship Manager will manage day-to-day client relationships and requests, have a strong knowledge of...meetings + Create and maintain records and files utilizing Client Relationship Management (CRM) software + Participate… more
- JPMorgan Chase (Irvine, CA)
- …clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client , you will nurture and ... At JPMorgan Private Client , we are devoted to providing distinguished experiences...10+ years in Financial Services, including affluent or complex relationship management and business development. + Exhibit an entrepreneurial… more
- Ankura (Irvine, CA)
- …of relevant experience in claims consulting to serve as a key technical expert and client relationship manager for our growing practice. Value Proposition: + ... including reconciling claim amounts to accounting systems. + Prepare comprehensive client communications and technical work product, coordinating with senior team… more
- City National Bank (Riverside, CA)
- * RELATIONSHIP MANAGER SPECIALTY DEPOSITS* WHAT IS THE OPPORTUNITY? The Special Deposits Relationship Manager position develops and manages relationships ... a variety of product solutions and providing responsive and exemplary service. The Relationship Manager manages the profitability and portfolio risk of the… more
- PNC (Irvine, CA)
- …opportunity to contribute to the company's success. As a Managing Director, Senior Relationship Manager within PNC's Corporate Banking organization, you will be ... certifications/licensures needed to be successful in this position. **Preferred Skills** Client Prospecting, Client Relationship Building, Credit Risk… more
- City National Bank (Sherman Oaks, CA)
- * RELATIONSHIP MANAGER CB* WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in the assigned business segment and/or geographic ... demonstrated sales and marketing abilities including cross selling skills. * Superior client relationship skills. * Good understanding of commercial credit… more
- City National Bank (Ontario, CA)
- * RELATIONSHIP MANAGER BUSINESS BANKING II* *Inland Empire* WHAT IS THE OPPORTUNITY? Develops and manages relationships with business banking clients in the ... and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client... Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business… more
- City National Bank (Ontario, CA)
- * RELATIONSHIP MANAGER II* WHAT IS THE...Act, Fair Lending Practices, Code of Conduct, etc.). * Client Centricity & Relationship Management - to ... advise accordingly. * Negotiation - ability to maintain a profitable relationship , balancing bank and client needs. * Policy & Procedures - knowledge of CNB's… more
- Banc of California (Santa Ana, CA)
- …employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The VP, Relationship Manager for Payments is responsible for developing new business ... travel at least 50% of the time, visiting with Relationship Manager , branch staff and corporate officers...services. + Manage a portfolio of clients; prepare a Relationship Plan and calling schedule for each client… more
- Columbia Bank (Irvine, CA)
- **About the Role:** The Relationship Development Manager supports the Bank's goal of becoming a high-performing bank, recognized as The Business Bank of Choice ... for businesses, their owners, and employees by delivering a highly differentiated client experience. Develop an advisory approach to grow, nurture, and expand … more
- JPMorgan Chase (Mira Loma, 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
- Wells Fargo (Northridge, CA)
- **About this role:** Wells Fargo is seeking a Senior Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team. This ... relationship development + Deepen existing relationships by understanding client priorities and proactively identifying opportunities for engagement and expansion… more
- BMO Financial Group (City Of Industry, CA)
- …**To Boldly Grow the Good in Business and Life.** Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of ... products and services to meet their needs. + Develops client rapport and instils confidence to develop credibility and...confidence to develop credibility and earn their trust as relationship manager . + Understands the local market… more
- Columbia Bank (Irvine, CA)
- …who is comfortable developing new business opportunities. Secondarily, manages client relationships, monitors credit quality of loans and manages multifaceted ... asset management portfolios to meet complex client financial needs. This position requires expertise in simple...especially the Credit team when there is a borrowing relationship . + Demonstrates compliance with all bank regulations for… more
- Banc of California (Ontario, CA)
- …(the "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 successfully prospecting for new business and retaining and expanding existing client relationships via interest income, fee income and cash management revenue. +… more
- Columbia Bank (Irvine, CA)
- …relationships. Develop and maintain Public, Commercial and/or Commercial Real Estate client relationships by calling on prospective and existing customers, including ... + 4-7 years of prior business development and/or deposit relationship management experience for a Retail/Commercial Bank.Required + Strong knowledge… more
- US Bank (Brea, CA)
- …what you excel at-all from Day One. **Job Description** Our Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their ... existing relationships with business clients. + Deliver financial expertise and client -centric solutions that build strong, long-term relationships. + Assess and… more
- Wells Fargo (Wilmington, CA)
- …opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with financial ... us! **About this role:** Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as...meeting customer and enterprise needs + Ability to make client calls and actively participate in the sales development… more
- JPMorgan Chase (Irvine, CA)
- …leader, we would love to speak with you about joining our team. As a Client Service Account Manager Vice President in Healthcare Payments, you will be part ... of the Relationship Management team. You will be responsible for managing...strategic and operational, deigned to promote value to ensure client satisfaction. + Identify and build strategic relationships with… more
- Pegasystems (Anaheim, CA)
- Senior Client Success Manager (Healthcare - West) Job Category: Client Success Location: US - Arizona - Remote | US - California - Remote | US - Colorado - ... empower them to become more efficient, smarter, and most importantly, customer-centric. Our Client Success team is an integral part of our rapid growth trajectory,… more