- City National Bank (City Of Industry, CA)
- ** RELATIONSHIP MANAGER SENIOR CB** **WHAT IS THE OPPORTUNITY?** Develops and manages relationships with commercial clients in the assigned business segment ... quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable… more
- BMO Financial Group (Pasadena, CA)
- …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
- PNC (Pasadena, CA)
- …valued and have an opportunity to contribute to the company's success. As a Relationship Manager III within PNC's Corporate Banking organization, you will be ... covering San Gabriel Valley Formal credit training **Job Description** + Sets relationship strategies and directs relationship management activities with new… more
- JPMorgan Chase (Pasadena, CA)
- …relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship ... business and its owners and develop the full financial relationship + Understand the personal financial goals and needs...Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience +… more
- JPMorgan Chase (Calabasas, 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 (Glendale, CA)
- ** RELATIONSHIP MANAGER II** **WHAT IS THE OPPORTUNITY?** Responsible for acquiring small business and personal clients, and will be responsible for deepening ... them to the right partner in the CNB ecosystem, championing the Global Relationship Management (GRM) approach. + Interacts in an effective and professional manner… more
- SMBC (Encino, CA)
- …Real Estate Loans, Cash Management Services, International Services **JOB SUMMARY:** As a Relationship Manager you will provide a selection of services to ... business clients through active business development and relationship management. Develop relationships with clients with large/complex businesses. Develop and… more
- Umpqua Bank (Encino, CA)
- Commercial Banking Relationship Manager III Commercial Banking Encino, California **Description** **About Us:** Umpqua Bank is headquartered in the Pacific ... Teamwork, Heart, Enjoyment, and Relationships. **About the Role:** A commercial relationship manager develops, advises, manages, and retains client… more
- Citigroup (La Canada Flintridge, CA)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...+ Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer… more
- BMO Financial Group (City Of Industry, CA)
- …help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, ... and broaden your skillset. To find out more visit us at https://jobs.bmo.com/us/en BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO is… more
- HSBC (Beverly Hills, CA)
- …Work is often performed under the direction of registered securities representatives, the Wealth Relationship Manager (WRM). This role is a part of the overall ... to the valuable banking and wealth clients and increase the Wealth Relationship Manager 's client facing time. While the Wealth Relationship Manager… more
- City National Bank (Beverly Hills, CA)
- …Manager is positioned to proactively execute on the concepts developed by the Relationship Manager with minimal supervision. Is also instrumental as a liaison ... and recommending solutions to customers/prospects. + Follows-through with plan designed by Relationship Manager for customer, as defined. + Resolves problems,… more
- Bank of America (Beverly Hills, CA)
- …(MSM) is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) supports the ... Merrill Market Supervision Manager Los Angeles, California;Beverly Hills, California **Job Description:**...clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.… more
- BMO Financial Group (Sherman Oaks, CA)
- …agreement covenant and monitoring requirements. + Supports management of the Relationship Manager portfolio by addressing covenant violations, completing annual ... + Prepares a comprehensive credit summary in conjunction with the Relationship Managers and Credit Manager to address all material aspect of the request. +… more
- HD Supply (Pasadena, CA)
- …meet or exceed total sales and margin plan using a company designated customer relationship manager tool. + Focuses on new account opportunities by utilizing ... or exceed sales goals in a remote position. As a Field Account Manager (Institutional) you will be responsible for selling MRO (maintenance, repair and operations)… more
- City National Bank (Sherman Oaks, CA)
- …support the decision are accurate and calculated correctly. + Attends client meetings at Relationship Manager , CBS Manager , or Credit Manager 's request ... and resources. + Provides balanced and appropriate credit guidance to Relationship Manager and Manager and collaborates in determining appropriate credit… more
- City National Bank (Beverly Hills, CA)
- …support the decision are accurate and calculated correctly. + Attends client meetings at Relationship Manager , Team Manager , or Credit Manager 's request ... and resources. + Provides balanced and appropriate credit guidance to Relationship Manager and Manager and collaborates in determining appropriate credit… more
- City National Bank (Beverly Hills, CA)
- …Manager is positioned to proactively execute on the concepts developed by the Relationship Manager with minimal supervision. Is also instrumental as a liaison ... and recommending solutions to customers/prospects. + Follows-through with plan designed by Relationship Manager for customer, as defined. + Resolves problems,… more
- BMO Financial Group (Pasadena, CA)
- …accountants) to create integrated business development plan. + Act as the primary Relationship Manager for assigned client relationships + Leads / assists with ... Provides advisory-based sales and relationship management to attract, retain and grow a...customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain… more
- Raymond James Financial, Inc. (Beverly Hills, 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