- Umpqua Bank (San Diego, CA)
- Sr. Commercial Relationship Manager Commercial Banking San Diego, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest ... Relationships. **About the Role:** Serves as the key banking relationship manager for assigned middle market client relationships. Accountable for prospecting… more
- BMO Financial Group (Spring Valley, CA)
- …progress by understanding and planning for what comes next._ A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio ... including checking, savings, and lending needs. As a **Licensed Senior Premier Relationship Manager ** at BMO, you will: + Serve as the customers' relationship… more
- Fifth Third Bank, NA (San Diego, CA)
- …with prospecting and CRM sales tools preferred. + Regional /local travel Commercial Relationship Manager IV Total Base Pay Range 119,500.00 - 256,900.00 USD ... lead and coordinate with One Bank Partners to create and implement a relationship strategy for very large, complex assigned clients and prospects. This position… more
- JPMorgan Chase (San Diego, CA)
- …building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship ... existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain… more
- City National Bank (San Diego County, CA)
- * RELATIONSHIP MANAGER I* WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing ... them to the right partner in the CNB ecosystem, championing the Global Relationship Management (GRM) approach. * Interacts in an effective and professional manner… more
- JPMorgan Chase (San Diego, CA)
- …relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship ... and skills** + Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience + Strong knowledge of deposit… more
- Enterprise Bank & Trust (San Diego, CA)
- …our communities.** **Together, there's no stopping you!** **Job Title:** SVP, Relationship Manager **Job Description:** **Summary:** Senior level relationship ... with regulatory requirements. This position will service as a mentor to other relationship managers within the organization and could evolve into a management or… more
- JPMorgan Chase (San Diego, CA)
- …developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help ... net worth referral network and strong community presence + Proven trusted relationship builder with a track record of delivering an exceptional client experience… more
- Comerica (San Diego, CA)
- Relationship Manager , Middle Market The Relationship Manager is responsible for new business development, portfolio management and underwriting to ... support the needs of the group. This role will focus on clients that typically have an annual revenue between $30MM and $500MM. Position Competencies: Successful incumbents are customer focused, have strong decision quality, drive for results, are good… more
- Enterprise Bank & Trust (San Diego, CA)
- …our communities.** **Together, there's no stopping you!** **Job Title:** SVP, Relationship Manager Team Lead **Job Description:** **Summary:** **Leads a ... team of lenders that develops and manages new commercial deposit and loan accounts and client relationships while enhancing existing relationships. To achieve this, it is expected that the role be proactive in providing financial solutions to both existing and… more
- US Bank (San Diego, CA)
- …you excel at-all from Day One. **Job Description** Healthcare Business Banking Relationship Managers ("BBRMs") serve as primary advisors to US Bank's Healthcare ... and deliver comprehensive financial solutions. They take a holistic approach to relationship management, leveraging deep partnerships across the Bank to deliver a… more
- US Bank (San Diego, CA)
- …Healthcare Business Banking Relationship Analysts partner with assigned Relationship Manager (s) to successfully manage relationships and the loan ... results in successfully capitalizing on all opportunities to deepen the relationship - Advanced knowledge of healthcare credit administration, analysis, and credit… more
- Banc of California (San Diego, CA)
- …other third-party reports such as property appraisals. * In conjunction with Relationship Manager , involved in drafting loan documents prepared by outside ... (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… more
- HD Supply (San Diego, CA)
- …meet or exceed total sales and margin plan using a company designated customer relationship manager tool. + Focuses on new account opportunities by utilizing ... effective cold call strategies to facilitate territory account growth opportunities. + Implements approved sales strategies to achieve targeted sales outcomes and foster valuable customer relationships, all while maintaining industry-specific product knowledge… more
- Enterprise Bank & Trust (Encinitas, CA)
- …Sr. Loan Coordinator (Sr. LC) is the primary associate that works alongside the Relationship Manager (RM), in a collaborative fashion in the generation of new ... reports. + Interacts, both verbal and written, with clients per Relationship Manager 's direction on collecting data, documents and various general customer… more
- PNC (San Diego, CA)
- …comprehensive financial wellness advice and solutions to clients and consumers. As a Relationship Manager I - Financial Wellness Consultant you will develop and ... a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. PNC Organizational Financial Wellness is a collaborative business segment… more
- Enterprise Bank & Trust (San Diego, CA)
- …jobs according to department protocols. + Communicate on a daily basis with Relationship Manager 's, Loan Coordinators and staff regarding status of appraisal ... and evaluation workflow within the bank. Act as a resource to Relationship Managers and Loan Coordinators pertaining to best practices and specialized guidance… more
- Raymond James Financial, Inc. (San Diego, CA)
- …mission, strategies, and compliance guidelines. **Skill in:** * Operating client relationship manager system and other required software applications to ... fully position new Advisors for success. In conjunction with a Mentor, Branch Manager , and/or a team of Financial Advisors, the Financial Advisor Trainee will learn… more
- Stantec (San Diego, CA)
- …the levels of the decision-making responsibilities of the role as a Sr. Project Manager . + Maintain client relationship . + Lead the client and project team ... Sr. Architectural Project Manager - Federal - ( 2400039P ) **Description**...GSA, and more. We are seeking a Senior Project Manager to join our integrated buildings practice. This position… more
- Banc of California (San Diego, 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 ... retaining relationships and recognizing opportunities. They will serve as a hybrid Relationship Banker to ensure exceptional customer experience as well as focusing… more