- 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
- 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
- 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
- Comerica (La Puente, CA)
- Job Description Relationship Manager , Middle Market The Relationship Manager is responsible for new business development, portfolio management and ... required of this position at least 10% of the time. Qualifications Vice President, Relationship Manager III, Middle Market Position Qualifications: + 5 years in… 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
- 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
- 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
- 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
- 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
- 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
- Bank of America (Upland, CA)
- …Management * Client Experience Branding * Client Management * Client Solutions Advisory * Relationship Building * Business Development * Pipeline ... Relationship Banker -Ontario Market San Dimas, California;Upland, California;...traffic, appointments, and outbound calls effectively * Drives the client experience * Manages cash responsibilities **Required Qualifications:** *… more
- Bank of America (North Hollywood, CA)
- …Management * Client Experience Branding * Client Management * Client Solutions Advisory * Relationship Building * Business Development * Pipeline ... Relationship Banker - Glendale Burbank area Burbank, California;Los...traffic, appointments, and outbound calls effectively * Drives the client experience * Manages cash responsibilities Required Qualifications: *… more
- Bank of America (Anaheim, CA)
- …Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline ... Relationship Banker - Orange County Central Market Santa...traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** +… more
- Banc of California (Brea, 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 ... providing leadership, coaching and guidance to a team of Client Banking Officers to ensure our clients and business...training & guidance. At times may act as Team Manager during his/her absence. + Manages a team focused… more
- City National Bank (Ontario, CA)
- …off to Credit Administration.Works with Credit Manager and Relationship Manager to approve credit transactions that meet client needs and ensures ... *COMMERCIAL BANKING MANAGER * WHAT IS THE OPPORTUNITY? Develops sales management...cross sales and retention efforts of the Commercial Banking Relationship Managers and Commercial Client Services Officers.… more
- City National Bank (Sherman Oaks, CA)
- …with institutional and regulatory requirements. * Collaboration: Partners with Relationship Manager (s) to successfully manage credit account relationships. ... their clients' credit needs with an elevated level of client service and credit acumen to address their needs...tailored credit solutions. Participate in joint sales pitches with Relationship Manager (s). WHAT DO YOU NEED TO… more
- City Wide Facility Solutions (Van Nuys, CA)
- …address any client issues or problems that arise. + Use CRM to perform client inspections, add extra charges, Night Manager routing, etc. + Update and keep ... plan with the Director of Operations and the Night Manager to resolved any client complaints or...follow-through on commitments. + Positive and out-going personality; great relationship building skills. + Excellent verbal and strong written… more