- Umpqua Bank (San Jose, CA)
- Retail Business Banker Retail Banking Group San Jose, California **Description** **About Us:** At Umpqua, we create a great place to work by offering a unique brand ... of relationship banking and fostering a culture where associates thrive....In this role, you will serve as the business banker for new and existing small to medium size… more
- BMO Financial Group (San Lorenzo, CA)
- …real financial progress by understanding and planning for what comes next._ A BMO Senior Premier Relationship Manager is charged with managing and growing an ... process all banking solutions, including checking, savings, and lending needs. As a **Licensed Senior Premier Relationship Manager** at BMO, you will: + Serve as… more
- PNC (San Jose, CA)
- …have an opportunity to contribute to the company's success. As a Senior Relationship Strategist within the PNC Private Bank organization, you can be based in ... and prospective clients. Responsible for the development and execution of a relationship management plan to acquire and retain clients. Is accountable for ongoing… more
- Global Foundries (Santa Clara, CA)
- …from investment accounts. + Coordinates company activities relating to banking. Evaluates bank services and fees, monitors bank performance and recommends ... level for general proficiency levels pertaining to Job Complexity, Accountability, Relationship Focus, and Knowledge, Skills & Abilities. These proficiency levels… more
- Umpqua Bank (San Jose, CA)
- Commercial Relationship Manager Commercial Banking San Jose, California **Description** **About Us:** At Umpqua, we create a great place to work by offering a unique ... brand of relationship banking and fostering a culture where associates thrive....prospect's business and industry.Performs client reviews to ensure the bank provides relevant solutions as clients grow and adapt.… more
- Bank of America (San Jose, CA)
- Relationship Manager - EGP San Jose, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to… more
- Umpqua Bank (San Jose, CA)
- …we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting ... Together for better. **About the Role:** This position reports to the Sr . Credit Officer and is responsible for reviewing approving, declining, or recommending… more
- BMO Financial Group (San Ramon, CA)
- Additional Job Description BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the US We are ... a highly valued segment within a stable and thriving bank . Facilitates growth initiatives for the Bank ...thriving bank . Facilitates growth initiatives for the Bank through significant business development and excellent management of… more
- Bank of America (Palo Alto, CA)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...ManagementSpecialistposition may be filled at a Trainee, Specialist or Senior level depending on experience of the candidate and… more
- City National Bank (Oakland, CA)
- …contribute to the market and regional strategy. From the sales and relationship management perspective, will assist clients to meet their financial needs, providing ... promoting solutions to client needs, and actively embracing the Bank 's segmentation strategy by referring new business to the...new client relationships and deepen existing client relationships; provide senior support and act as a role model to… more
- MUFG (Menlo Park, CA)
- …initiating, developing, and enhancing relationships and will seek to expand the bank 's client portfolio within the vertical. The position strives to up-tier existing ... Accountants, etc.). You will identify, negotiate, and present to senior credit committee on all aspects of a lending...strategic in nature and as such you will utilize bank capital in an effective manner that will ultimately… 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 ... other key product and support partners within the Commercial Bank across the various geographies to deliver an exceptional...decisions as a trusted advisor. + Makes recommendations to senior leaders on strategy and new initiatives, based on… more
- JPMorgan Chase (Palo Alto, CA)
- …of the team, you will drive the end-to-end client experience.** As a Relationship Manager within Merchant Services, you will primarily be responsible for a select ... of global large corporate clients. You will partner closely with the firm-wide bank coverage team, JPMorgan Payments Treasury Services. As a Relationship … more
- MUFG (Menlo Park, CA)
- …daily activities outlined below: **Responsibilities:** + Create and maintain Relationship Management team's sales pitch materials, including external pitchbooks, ... up to date with current, relevant content. + Support senior leadership on strategic projects and broader team initiatives....+ Internship or training program with a money center bank ; formal credit training is a decisive asset. +… more
- Citigroup (Sunnyvale, CA)
- …business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through ... wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our… more
- Lincoln Financial Group (San Ramon, CA)
- …ability to build both technical and leadership skills. * Demonstrated strong relationship management skills with internal clients (eg senior management, peers ... Lincoln's capital. **The Role at a Glance** As a Senior Reinsurance Accounting resource, you will manage staff, help...monthly and quarterly financial close process. * Understand the relationship of applicable systems and data required to account… more
- Zions Bancorporation (Oakland, CA)
- Associates at California Bank & Trust work in a relationship -centered culture where they are provided with the tools, training, and opportunities to build the ... offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse...4 years of experience in branch banking, assignments as Senior Teller and intermediate level new accounts. A combination… more
- BMO Financial Group (San Jose, CA)
- Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional ... to create integrated business development plan. + Act as the primary Relationship Manager for assigned client relationships + Leads / assists with creation… more
- Citigroup (Oakland, CA)
- The Branch Manager SAFE Act is a senior management professional responsible for providing full leadership and direction to a team of employees, grow sales and client ... skill set to achieve personal/branch goals + Develop and execute integrated sales, relationship , and credit strategies that are aligned with the Retail Bank 's… more
- Aimbridge Hospitality (Sunnyvale, CA)
- …of counseling and disciplinary steps. + Maintain a professional working relationship and promote open lines of communication with managers employees and ... ability to handle cash prepare and deposit cash drops secure and balance bank + Interact and occasionally have unsupervised contact with guests and/or colleagues +… more