- 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 ... developing and managing a large portfolio of diverse and complex business banking relationships. * Utilizes a high degree of creativity and independence in… more
- Wells Fargo (Irvine, CA)
- **About this role:** Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager to support our Middle Market banking teams in Southern CA, ... banking as well as consumer and mortgage relationships within Commercial Banking Portfolio Management functional area + Review and research business… more
- BMO Financial Group (Tustin, CA)
- …makes a difference; help us live our Purpose: **To Boldly Grow the Good in Business and Life.** Our Business Banking Relationship Managers provide technical ... fraud, robbery, counterfeiting, money laundering, or defalcation. + Adheres to business banking lending processes, policies, procedures, legal, regulatory,… more
- Wells Fargo (Carson, CA)
- **About this role:** Wells Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of our growing Small & Business ... products and services can support businesses in the portfolio + Ensure the overall success and growth of...job expectations below **Required Qualifications:** + 4+ years of Business Banking experience, or equivalent demonstrated through… more
- Bank of America (Newport Beach, CA)
- Sr. Relationship Manager - Global Commercial Banking (Middle Market) Newport Beach, California **Job Description:** This job is responsible for providing advice ... and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary point of contact or… 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 and ... service. + Acts as the principal account and relationship manager for new and existing clients. + Develops, generates...and spreadsheets. + Manages a small to medium commercial portfolio . Benefits: + Medical, Dental and Vision Insurance -… more
- Comerica (Costa Mesa, CA)
- …The Commercial Banking Internship is tailored to students interested in business banking . Whether you desire to become future relationship managers, ... * Collect and monitor financial information. * Work with Portfolio Manager and Relationship Managers on client...Manager as a mentor * Observe how new business is generated through referrals, prospecting, and networking *… more
- City National Bank (Irvine, CA)
- *CREDIT OFFICER LEAD CORPORATE BANKING - Food and Beverage * WHAT IS THE OPPORTUNITY? Participates in the loan management process by providing credit and loan ... agreements, amendments, consents, waivers, forbearance agreements, etc. * Manage a portfolio of borrowers across multiple food and beverage subsectors with various… more
- Banc of California (Santa Ana, 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 ... by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our… more
- JPMorgan Chase (Costa Mesa, CA)
- … Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking , you'll be helping to improve the lives ... financial solutions, education, and advice. You will manage a portfolio of new and existing business clients... business clients by providing comprehensive and customized business banking solutions tailored to the financial… more
- JPMorgan Chase (Long Beach, CA)
- …you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking , you'll be developing and managing a portfolio of large ... relationships. **Job Responsibilities** + Acquire, retain and deepen a portfolio of approximately 40 business clients and... business clients by providing comprehensive and customized business banking solutions tailored to the financial… more
- BMO Financial Group (Anaheim, CA)
- …+ Excellent knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning - required. + ... for what comes next._ A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned... is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with… more
- City National Bank (Woodland Hills, CA)
- …with the "Nationwide Mortgage Licensing System and Registry"; *Skills and Knowledge* * Banking Products for Personal & Business clients - deep knowledge of ... *RELATIONSHIP MANAGER SENIOR* *Woodland Hills Branch* WHAT IS THE...Branch* WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for… more
- City National Bank (Long Beach, CA)
- *SENIOR RELATIONSHIP MANAGER COMMERCIAL BANKING * WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in the assigned business ... all Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; may… more
- EverBank (Irvine, CA)
- …with the analysis and evaluation of credit relationships. + Assists Regional Commercial Banking Manager with establishing team volume targets and P&L management. ... **Commercial Relationship Manager III** The Commercial Relationship Manager ...developing and maintaining relationships with the banks most complex business clients. The CRM III works with internal partners… 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 ... our 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… more
- Bank of America (Newport Beach, CA)
- Sr. Relationship Manager /RM - Middle Market (Newport Beach, CA) Newport Beach, California **Job Description:** At Bank of America, we are guided by a common purpose ... for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary… more
- Deloitte (Costa Mesa, CA)
- …for an organization with start-up spirit AND enterprise strength? Deloitte's ConvergePROSPERITY business offers both! We are looking for talented individuals with an ... be part of the ConvergePROSPERITY product leadership team working across Banking , Insurance, and Investment Management solutions. ConvergePROSPERITY is committed to… more
- US Bank (Northridge, CA)
- …where appropriate, to deliver economic and market views, investment strategy, manager /fund/security research and due diligence, and portfolio construction ... for facilitating the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance. WMAs partner… more
- BMO Financial Group (Newport Beach, CA)
- …business management and other financial matters. + Develops and manages Commercial banking relationships. + Develops plans for new business production, to ... a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives...in accordance with the corporate policies, pricing guidelines, and portfolio considerations. + Follows up after closing to insure… more