- United Collective (Huntington Beach, CA)
- …attach relevant documents. Herea€ (TM) s what youa€ (TM) ll be doing: Client Relationship Management: Develop and maintain positive relationships with clients, ... Gallegos United is seeking an outgoing, strategic and creative Client Solutions Manager at our agency. You will play a crucial role in managing and nurturing … more
- Bank of America (Newport Beach, CA)
- Merrill Market Client Relationship Manager Newport Beach, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the… more
- 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
- Charles Schwab (Arcadia, CA)
- …role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager , both of whom you ... **Your opportunity** As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that… more
- Bank of America (Newport Beach, CA)
- …** (MSM) is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) ... Market Supervision Manager San Francisco, California;Newport Beach, California; Phoenix, Arizona...+ Business Acumen + Collaboration + Oral Communications + Relationship Building + Business Operations Management + Client… 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
- ADP (La Palma, CA)
- **ADP is hiring an** **Executive Relationship Manager .** In this position you will develop and enhance strategic business partnerships by building trust with our ... the various business partners. + Level I/II - Assigned client base as defined by the Relationship ...+ Ability to interface with multiple levels within a client 's organization (C level to Payroll Manager ).… 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
- BMO Financial Group (Newport Beach, CA)
- …sustainable future, and an inclusive society. We are seeking a Director, Principal Relationship Manager to join our Commercial Emerging Middle Market Group. The ... growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue… 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
- Bank of America (Newport Beach, CA)
- Business Banking Relationship Manager (SB) Newport Beach, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Newport-Beach/Business-Banking- Relationship - Manager --SB-\_25041408-2) **Job Description:** At Bank of America,… more
- KeyBank (Newport Beach, CA)
- **Location:** 660 Newport Center Drive, Newport Beach California **Job Description - Senior Relationship Manager , IPG** About the Job The Senior Relationship ... primarily active commercial real estate owners, investors and developers. Sr Relationship Managers provide comprehensive financial advice and solutions that enable… more
- BMO Financial Group (Newport Beach, CA)
- …growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue ... from sales and syndications. + Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong … 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
