- BMO Financial Group (Downey, CA)
- …Ideal candidate facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains ... to sales team to facilitate solution to the client's/prospect's business and needs. + Assists with sales and service...billing to clients. + Focus may be on a business /group. + Thinks creatively and proposes new solutions. +… more
- HSBC (Irvine, CA)
- …role is not expected to provide securities recommendations to clients. As the Wealth Relationship Officer , you will: + Provide high quality sales support to an ... WRO has a strong understanding of the brokerage and banking industry, trading operations, banking products and...under the direction of registered securities representatives, the Wealth Relationship Manager (WRM). This role is a part of… more
- JPMorgan Chase (Woodland Hills, CA)
- …qualifications,** **capabilities, and skills** + Minimum of 1 year experience in a Business Banking Relationship Management role or related business ... is for you. As a Business Relationship Manager I (BRM) in Business Banking , you'll be helping to improve the lives of our clients and the well-being of… more
- Banc of California (Fullerton, 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 ... service. + Serves a dual-purpose role fulfilling responsibilities of both a Customer Relationship Officer and Teller. + Profiles customers while opening or… more
- EverBank (Irvine, CA)
- …of prospects. + Makes sales calls in conjunction with the Consumer and Business Banking strategic partners for cross-sell opportunity to deepen client ... **SBA Business Development Officer ** The SBA ... business referral network. + Interacts effectively with Business Banking Center to efficiently process all… more
- Bank of America (Newport Beach, CA)
- …advisory to deepen relationships with existing clients by working closely with Business Banking , Global Transaction Services, and the broader Merchant ... Merchant Sales Officer Chicago, Illinois;Newport Beach, California; Los Angeles, California...experience, including C-level sales + Consultative sales experience with Business Banking , Large Corporate, and/or Commercial … more
- City National Bank (Sherman Oaks, CA)
- **CREDIT OFFICER II CB** **WHAT IS THE OPPORTUNITY?** Participates in the loan management process by providing credit and loan underwriting expertise to a Commercial ... Banking team. Analyzes prospective loan transactions and credit worthiness...("CRR") is submitted. We start with a basic premise: Business is personal. Since day one we've always gone… more
- Citigroup (Anaheim, CA)
- …via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service ... The Mortgage Lending Officer role is a developing professional role. This...to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact… 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 ... supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. **JOB SUMMARY:** The Project Manager… 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 ... supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. **Job Summary** The Senior Internal… more
- HSBC (Irvine, CA)
- …share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful relationships ... self-sourced business + Self-Motivated and Self-driven individual with strong relationship and communications skills + Good understanding of how to work with… more
- EverBank (Irvine, CA)
- **Commercial Relationship Manager III** The Commercial Relationship Manager (CRM III) has responsibility for establishing, developing and maintaining ... relationships with the banks most complex business clients. The CRM III works with internal partners...and evaluation of credit relationships. + Assists Regional Commercial Banking Manager with establishing team volume targets and P&L… more
- Umpqua Bank (Newport Beach, 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 ... are driven to deliver results autonomously, and you enjoy all aspects of business development with a commitment to collaboration, relationship building, and… more
- Banc of California (Brea, 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 ... supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. **Job Summary** Position includes a… 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 ... client input and feedback to drive client satisfaction + Conduct annual relationship reviews with clients to identify potential customer-level fraud exposure and… 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 ... client experience. You will gather and provide data and feedback to internal business partners and ensure project management tools are developed and published. **Job… 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 ... supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. **Job Summary** Responsible for… more
- PNC (Irvine, CA)
- …mission and grow their organizations. Our team of advisors includes Business Development Officers, Investment Advisors, Relationship Managers, Portfolio ... opportunity to gain exposure to a specific line of business , expand the tools you need to launch your...approach to servicing clients. The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and… more
- PNC (Irvine, CA)
- …mission and grow their organizations. Our team of advisors includes Business Development Officers, Investment Advisors, Relationship Managers, Portfolio ... from development roles into production roles in one of PNC's lines of business . PNC's Asset Management Group (AMG) is comprised of Institutional Asset Management and… more
- AVEVA (Lake Forest, CA)
- …auditors. + Coordinate and work with the Group Controller and Group Chief Accounting officer . + Provide leadership on the banking activities. + Ensure full trial ... and minerals - safely, efficiently and more sustainably.** **We're the first software business in the world to have our sustainability targets validated by the SBTi,… more