- BMO Financial Group (Rowland Heights, CA)
- …Purpose: **To Boldly Grow the Good in Business and Life.** Our Business Banking Relationship Managers provide technical expertise for proactive credit ... rapport and instils confidence to develop credibility and earn their trust as relationship manager . + Identifies business needs, designs/develops tools and… more
- US Bank (Los Alamitos, CA)
- …new skills and discover what you excel at-all from Day One. **Job Description** Our Business Banking Relationship Managers are the primary advisor for our ... clients. They play a pivotal role in helping our business clients achieve their financial goals and do this...purpose - to do the right thing by our business clients to help them achieve their vision for… more
- Comerica (Woodland Hills, CA)
- Relationship Manager , Business Banking The Relationship Manager role will be responsible for new business development, portfolio management ... Position Responsibilities: * Increase the Bank's profitability by cultivating new business relationships. * Maintain and develop customer relationships, new … more
- Zions Bancorporation (Chino, CA)
- … Business & Middle Market Excellence Awards. We are looking for a Commercial Banking Relationship Manager in Chino, CA. This role focuses on generating ... customer service. + Acts as the principal account and relationship manager for new and existing clients....Tuition Reimbursement for qualifying employees + Employee Ambassador preferred banking products This position is eligible to earn a… more
- Wells Fargo (West Covina, CA)
- **About this role:** Wells Fargo is seeking a Commercial Banking Portfolio Manager . This position is responsible for credit portfolio management to meet the ... long-term financial objectives and risk tolerance for commercial banking clients. This position serves as a key member... Portfolio Management functional area + Review and research business financial statements and tax returns that require an… more
- JPMorgan Chase (El Monte, CA)
- … Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking , you'll be helping to improve the lives of ... and build relationships. Regularly review processes and strategies with manager , making adjustments as needed + Identify and pursue...skills** + Minimum of 1 year experience in a Business Banking Relationship Management role… more
- BMO Financial Group (Covina, 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 ... savings, and lending needs. As a **Licensed Senior Premier Relationship Manager ** at BMO, you will: +...knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning… more
- City National Bank (Woodland Hills, CA)
- * RELATIONSHIP MANAGER SENIOR* *Woodland Hills Branch* WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be ... right partner in the CNB ecosystem, championing the Global Relationship Management (GRM) approach. * Interacts in an effective...Mortgage Licensing System and Registry"; *Skills and Knowledge* * Banking Products for Personal & Business clients… more
- Bank of America (Pasadena, CA)
- Merrill Market Client Relationship Manager Pasadena, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division… more
- PNC (Ontario, CA)
- …have an opportunity to contribute to the company's success. As a(n) Relationship Manager III - C&IB within PNC's Commercial Banking organization, you will be ... field on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. Commercial Banking provides financial services, both in and… more
- City National Bank (City Of Industry, 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 Bank *...specialist acting as a technical consultant to clients and Relationship Managers in various business segments and… more
- HSBC (Arcadia, CA)
- …people, our investors, our communities and the planet we all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer ... and retains a portfolio of clients. As the Wealth Relationship Manager , you will: + Build deep,...business + Self-Motivated and Self-driven individual with strong relationship and communications skills + Good understanding of how… more
- Citigroup (Cerritos, CA)
- …appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...contribute to the objectives of the function and overall business . Evaluates moderately complex and variable issues with substantial… more
- Comerica (La Puente, CA)
- Relationship Manager , Middle Market The Relationship Manager is responsible for new business development, portfolio management and underwriting to ... Position Responsibilities: * Increase the Bank's profitability by cultivating new business relationships. * Maintain and develop customer relationships, new … more
- Wells Fargo (Van Nuys, CA)
- … Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business ... and services, based on customers' needs + Analyze tactical business challenges related to full-service banking experience...partners and connect customer with the appropriate partner or relationship manager to meet their needs +… more
- Comerica (Chino Hills, CA)
- …services. * Lead and oversee banking center activities in the absence of Banking Manager . * Consistently assess needs and add value to customers and ... Relationship Banker What we can offer you: *...for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed… more
- BMO Financial Group (Rowland Heights, CA)
- … banking , retail investments, lending solutions, home financing (including business -for-self applications)), and small business solutions). + Offers clients ... with BMO partners to deliver the desired customer experience and achieve overall business objectives. US Only: This position will act as an originator of consumer… more
- US Bank (Buena Park, CA)
- …strategies to clients and maintains a holistic approach to planning - Strong relationship management, sales and new business development skills - Well-developed ... appropriate, to deliver economic and market views, investment strategy, manager /fund/security research and due diligence, and portfolio construction resulting in… more
- City National Bank (Commerce, CA)
- …with the "Nationwide Mortgage Licensing System and Registry"; *Skills and Knowledge* * Banking Products for Personal & Small Business clients - deep knowledge ... * MANAGER BRANCH II* *City of Commerce Branch* WHAT...OPPORTUNITY? Responsible for managing a portfolio of personal & business clients and hold responsibility for the overall success… more
- Banc of California (Woodland Hills, 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 ... other third-party reports such as property appraisals. * In conjunction with Relationship Manager , involved in drafting loan documents prepared by outside… more