- City National Bank (Long Beach, CA)
- …Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; may ... **RELATIONSHIP MANAGER BUSINESS BANKING SR** **WHAT IS...are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service . Approves… more
- BMO Financial Group (Rowland Heights, CA)
- …**To Boldly Grow the Good in Business and Life.** Our Business Banking Relationship Managers provide technical expertise for proactive credit analysis, structuring, ... and procedures. + Identifies prospective customers, and/or refers customers with Personal Banking and/or more complex needs to appropriate personnel. + Breaks down… more
- Wells Fargo (Ontario, CA)
- **About this role:** Wells Fargo is seeking a Lead Commercial Banking Portfolio Manager within the Commercial Auto Group. Learn more about the career areas and ... The position will partner with the Commercial Auto Relationship Manager to manage client credit relationships. This...well as sales partners, to monitor quality of customer service and internal partnerships. + Maintain regular contact with… more
- PNC (Irvine, CA)
- …disciplines of banking , enabling you to hone your financial and client -facing skills across many industries and develop deep understanding of PNC's product ... success. As an Intern within PNC's Commercial & Corporate Banking organization, you will be based based across the...to support experienced bankers in their engagement with PNC's client base. The program enables you to observe and… more
- PNC (Irvine, CA)
- …disciplines of banking , enabling you to hone your financial and client -facing skills across many industries and develop deep understanding of PNC's product ... to the company's success. As an Associate within PNC's Commercial & Corporate Banking organization, you will be based across the PNC footprint. **Job Description**… more
- US Bank (Irvine, CA)
- …holistic approach to solving client needs. Clients within this segment of business banking range from $2.5 million to $25 million in annual sales revenue + Get ... roles including Business Banking Relationship Analyst (BBRA) and Business Banking Relationship Manager (BBRM) + Develop technical and business acumen… more
- PNC (Irvine, CA)
- …to contribute to the company's success. As a Corporate & Institutional Banking Undergraduate Intern within PNC's Treasury Management] organization, you will be based ... to clients. Intern responsibilities throughout the summer may include creating client deliverables, client and industry research, payment trend analysis,… more
- BMO Financial Group (City Of Industry, CA)
- …the client 's/prospect's business and needs. + Assists with sales and service administration and processing ensuring client experience is seamless and ... plans. Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits to maximize… more
- BMO Financial Group (Irvine, CA)
- …support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. ... Policies & Procedures. + Establishes cross-selling initiatives to increase penetration with client . + Applies deep expertise in bank products, processes and systems… more
- City National Bank (Pasadena, CA)
- ** MANAGER - CLIENT ** **WHAT IS THE OPPORTUNITY?** The Client manager is responsible for contributing to overall branch sales efforts, maintaining ... procedures are being met. For de novo branches the Client Manager will be engaged in some...30, 2024. Founded in 1954, City National provides personalized banking , investment and trust services in select… more
- City National Bank (Whittier, CA)
- ** MANAGER - CLIENT SENIOR** **WHAT IS THE OPPORTUNITY?** The Client manager is responsible for contributing to overall branch sales efforts, maintaining ... and procedures are being met.For de novo branches the Client Manager will be engaged in some...for managing and conducting annual reviews for the internal sales/ service team. + CLIENT SERVICE … more
- EverBank (Irvine, CA)
- **Sr Commercial Client Services Specialist** The Senior Commercial Client Services Specialist is responsible for delivering exceptional customer ... timely problem resolution and professional servicing. Additionally, the Senior Commercial Client Services Specialist assists in mentoring and training associates… more
- City National Bank (Whittier, CA)
- …the Client Manager in supervising and participates in the operations, client service , and internal sales activities of the branch. Monitors and maintains ... and administers colleague schedules and internal workflow. They may assist the Client Manager in interviewing perspective new colleagues and providing… more
- City National Bank (La Palma, CA)
- …the Client Manager in supervising and participates in the operations, client service , and internal sales activities of the branch. * Monitors and ... and administers colleague schedules and internal workflow. They may assist the Client Manager in interviewing perspective new colleagues and providing… more
- Banc of California (Santa Ana, CA)
- …the company operates. **Responsibilities** + Assists with escalated issues for the Client Services Contact Center, other business areas and clients. Ensures ... banking support, Zelle increases, etc. Collaborates internally with service partners to route calls, documents or other action...to ECCHO and NACHA Rules. + Strong passion for client services . + Ability to work in… more
- BMO Financial Group (Covina, CA)
- …of study preferred, not required. + 7+ years of experience in a financial services organization with knowledge of banking products, services , pricing, and ... of brokerage and insurance products. + Excellent knowledge of business services , including retirement plans, business banking solutions, insurance, and… more
- City National Bank (Riverside, CA)
- …all levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service . + Maximize client contact - networking & being ... trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and service ...30, 2024. Founded in 1954, City National provides personalized banking , investment and trust services in select… more
- JPMorgan Chase (Long Beach, CA)
- …delivery of new accounts and full suite of products and services . Leverage service team to deliver an outstanding client experience + Protect the firm by ... Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking...relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring… more
- City National Bank (Whittier, CA)
- …the activities of branch personnel towards attainment of branch goals, including sales, client service and proper credit quality and risk management. Responsible ... of assigned branch with particular emphasis on managing a client -driven sales and service environment. This may...appropriately, & consistent delivery centered on key areas of client needs. + Improve Sales & Banking … more
- City National Bank (Anaheim, CA)
- …all levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service . + Maximize client contact - networking & being ... trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and service ...appropriately, & consistent delivery centered on key areas of client needs. + Improve Sales & Banking … more