- Bank of America (San Jose, CA)
- Business Banking Relationship Manager/ Senior Relationship Manager - Silicon Valley, CA San Jose, California **Job Description:** At Bank of America, ... is responsible for providing advice and valuable financial solutions to complex Business Banking clients and prospects. Key responsibilities include serving as… more
- Citigroup (San Jose, CA)
- …summary memo for total credit exposure greater than $250K. Credit certified in small business banking . Follow up on credit referrals >$250M from Branch Managers ... Maintain frequent interaction with COIs, diverse industry segments, community leaders and senior business contacts, with the goal of developing consistent … more
- JPMorgan Chase (Santa Clara, CA)
- …qualifications, capabilities, and skills** + Minimum of 5 years' experience in a Business Banking Relationship Management role or related business ... Relationship Manager is for you. As a Business Relationship Manager Senior (BRM)... Manager Senior (BRM) Deepening banker in Business Banking , you'll be managing a portfolio… more
- City National Bank (Burlingame, CA)
- ** RELATIONSHIP BANKER SR ** **WHAT IS THE OPPORTUNITY?** This position is responsible for contributing to overall branch sales efforts, maintaining best in class ... for finding, identifying and developing new clients, in targeted segments including business and professional segments, and Preferred Banking as defined, through… more
- Edward Jones (Capitola, CA)
- …Capitola, CA 95010 **If you find yourself looking for a fulfilling career** , the Senior Branch Office Administrator ( Sr . BOA) role may be the right opportunity ... **Would you call yourself a relationship builder, a problem solver or a critical thinker?...for you. The Sr . BOAs team up with Financial Advisors to help clients… more
- JPMorgan Chase (Palo Alto, CA)
- …influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners + Ability to leverage established ... powering innovation by leveraging a referral network built through business activities and relationship development + Champion...years and today we are a leader in investment banking , consumer and small business banking… more
- BMO Financial Group (San Jose, CA)
- We are seeking a Vice President or Director level Senior Relationship manager in our Diversified Industries Group primarily covering the South Bay Market in the ... integrated BMO One Client focus across all lines of business including Wealth, Retail, Small Business , and...decisions as a trusted advisor. + Makes recommendations to senior leaders on strategy and new initiatives, based on… more
- MUFG (Menlo Park, CA)
- …A member of our recruitment team will provide more details. **_Job Summary:_** The Senior Client Relationship Advisor manages a portfolio of both borrowing and ... client solutioning. As a key member of the client's relationship team, the Senior Client Relationship...and Fraud alerts. Client Success + Collaborates with client's Relationship Manager and Transaction Banking teams to… more
- BMO Financial Group (San Jose, CA)
- …+ Excellent knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning - required. + ... understanding and planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with...solutions that are tailor made for the individual. Premier Relationship Managers play the role of our banking… more
- City National Bank (San Jose, CA)
- …and services in order to establish a total client banking relationship . Discusses financing opportunities and general business conditions; may assist in ... ** RELATIONSHIP MANAGER SENIOR , Commercial Banking...specialist acting as a technical consultant to clients and Relationship Managers in various business segments and… more
- BMO Financial Group (San Ramon, CA)
- We are seeking a Senior Relationship Manager primarily covering the San Ramon (East Bay) Market. The ideal candidate has 7+ years of experience calling on middle ... stakeholders. Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains… more
- Comerica (San Jose, CA)
- Group Manager II, Business Banking The Group Manager role will manage all aspects of the Middle Market Loan Group including overseeing and assisting ... Relationship Managers in their marketing of lending services and...of loans, deposits, and customers in comparison to more senior level Group Managers within the specific lending division.… more
- Banc of California (Menlo Park, 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 ... by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. **JOB SUMMARY:** The Senior … more
- Citigroup (San Mateo, CA)
- The Wealth Relationship Mgmt. (Branch) Sr . Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) + Organize client events to… more
- Comerica (Capitola, CA)
- Bank Manager Senior The Sr . Bank Manager is responsible for the overall leadership, management, and success of a Retail Banking Center(s). This is ... accomplished by ensuring banker readiness of all Relationship Bankers, conducting, and leading growth, contributing to a...involvement activities to increase bank outreach and foster new business client relationships at the banking center.… more
- JPMorgan Chase (Palo Alto, CA)
- …Our history spans over 200 years and today we are a leader in investment banking , consumer and small business banking , commercial banking , financial ... complex treasury and cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you will resolve client requests while… more
- Microsoft Corporation (Mountain View, CA)
- …think strategically and communicate effectively, and ability to establish a trusted advisor relationship with business and engineering clients + Ability to lead ... Microsoft's Cloud + Artificial Intelligence (C+AI) division in the role of Senior Corporate Counsel, Enterprise Cloud Services Regulatory Oversight. The C+AI Trusted… more
- JPMorgan Chase (San Jose, CA)
- …have a unique opportunity to grow your career while making a significant impact on our business . As a Senior Home Lending Advisor in Chase Home Lending, you will ... Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending...of mortgage lending and proven sales experience in retail banking + Knowledge of real estate market in local… more
- PNC (Fremont, CA)
- …Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking , Public Speaking, Relationship Building, Relationship ... PNC Investments, you will be based in Freemont, CA. Senior Financial Advisors within PNC Investments (also referred to...as Centralized Financial Advisors) manage an assigned book of business . PNC Financial advisors execute an advice and planning… more