- Wells Fargo (Placentia, CA)
- **About this role:** Wells Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of our growing Small & Business ... outlined in the job expectations below **Required Qualifications:** + 4+ years of Business Banking experience, or equivalent demonstrated through one or a… more
- BMO Financial Group (Sherman Oaks, CA)
- …Oaks. The ideal candidate will have a Commercial and/or Corporate Banking Background focusing originating and managing relationships with companies generating ... Sherman Oaks. Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an… more
- City National Bank (Irvine, CA)
- **CREDIT OFFICER SENIOR CORPORATE BANKING ** **WHAT IS THE OPPORTUNITY?** Participates in the loan management process by providing credit and loan underwriting ... expertise to a Commercial Banking team. Analyzes prospective loan transactions and credit worthiness...accurate and calculated correctly. + Attends client meetings at Relationship Manager, Team Leader, Manager or Credit Manager's request… more
- BMO Financial Group (Chino, 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 (Irvine, CA)
- ** RELATIONSHIP MANAGER SENIOR ** **WHAT IS THE...in good standing under the Safe Act. **Personal and Business Banking Division** As a member of ... and monitoring results. This includes results from both the Relationship Managers who report to them, their own portfolio...City National's Personal & Business Banking group, you will have the… more
- City National Bank (Long Beach, 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 CB** **WHAT IS...specialist acting as a technical consultant to clients and Relationship Managers in various business segments and… more
- EverBank (Irvine, CA)
- …Manager leads a team of Commercial Banking Relationship Managers and/or Business Banking Relationship Managers dedicated to sourcing new deposit and ... maintaining disciplined credit underwriting and risk management practices. The Commercial Banking Manager executes and delivers required business goals,… more
- BMO Financial Group (Sherman Oaks, CA)
- We are seeking a Senior Relationship manager in our Diversified Industries Group primarily covering the North LA Market. The ideal candidate has 7+ years of ... and key stakeholders. Candidate should be well connected in North LA market's business community and very familiar with qualified prospects and COIs. Preferable that… more
- SMBC (Brea, CA)
- …years of banking sales experience + Minimum of 5 years' experience in a Business Banking Relationship Management role + Minimum of 2 years' experience in ... ORGANIZATION** SMBC MANUBANK was formed by a group of banking entrepreneurs in June 1962. Our scope is to...Loans, Cash Management Services, International Services **JOB SUMMARY** The Senior Relationship Manager (RM) position is an… 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 ... Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship Management, Customer Experience… more
- Truist (Anaheim, CA)
- …dealer and broker clients. This position is fully remote and required working normal business hours during Pacific Standard Time (for example, 8:30 am - 5:30 pm PST) ... an understanding of current dealer/broker metrics. 5. Implement the Integrated Relationship Management (IRM) strategy to existing dealer and broker clients. Work… more
- Bank of America (Monterey Park, CA)
- …first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering ... small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities * Assists,… more
- JPMorgan Chase (Northridge, 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
- HUB International (Riverside, CA)
- …with a drive for providing excellent customer service. **Impact** The Carrier Team Senior Service Lead supports the build and continuous management of the optimized ... relationship between our accounting departments and external partners. They...least 2 years of experience leading in an accounting, banking , or finance industry + High school diploma/GED required… more
- Banc of California (Santa Ana, 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 ... Regularly attend seminars and conferences to increase knowledge of emerging trends in banking and compliance. + As requested by senior officers, provide support,… more
- City National Bank (Irvine, CA)
- …with the "Nationwide Mortgage Licensing System and Registry"; **Skills and Knowledge** + Banking Products for Personal & Small Business clients - deep knowledge ... **WHAT IS THE OPPORTUNITY?** Responsible for managing a portfolio of personal & business clients and hold responsibility for the overall success of the branch. As… more
- Zions Bancorporation (Irvine, CA)
- …Finance , Business or other related field and 2+ years of banking , relationship management, underwriting and credit experience or other directly related ... Associates at California Bank & Trust work in a relationship -centered culture where they are provided with the tools, training, and opportunities to build the best… more
- Banc of California (Santa Ana, 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 ... supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. **JOB SUMMARY:** Responsible for… more
- JPMorgan Chase (Irvine, CA)
- …Our history spans over 200 years and today we are a leader in investment banking , consumer and small business banking , commercial banking , financial ... + Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management + Manage client… more
- Zions Bancorporation (Irvine, CA)
- …several months. + MUST HAVE at least 4 years of experience in branch banking including assignments as Senior Teller and intermediate-level new accounts. + High ... Associates at California Bank & Trust work in a relationship -centered culture where they are provided with the tools, training, and opportunities to build the best… more