- BMO Financial Group (Huntington Beach, CA)
- …**To Boldly Grow the Good in Business and Life.** 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
- US Bank (Long Beach, CA)
- …client relationships are based on trust, assessing and attending to clients' banking needs, obtaining and processing client and account information, educating ... services , and recommending financial solutions based on each client 's unique goals and needs. US Bank Business ...client 's unique goals and needs. US Bank Business Banking Relationship Managers are the primary advisor for our… more
- US Bank (Torrance, CA)
- …client relationships are based on trust, assessing and attending to clients' banking needs, obtaining and processing client and account information, educating ... services , and recommending financial solutions based on each client 's unique goals and needs. US Bank Business ...client 's unique goals and needs. US Bank Business Banking Relationship Managers are the primary advisor for our… more
- BMO Financial Group (Sherman Oaks, CA)
- …the client 's/prospect's business and needs. + Assists with sales and service administration and processing ensuring client experience is seamless and ... Oaks. The ideal candidate will have a Commercial and/or Corporate Banking Background focusing originating and managing relationships with companies generating… 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 ... and either Chinese, Japanese or Korean. We are looking for a relationship manager to join our Pacific Rim Business and Commercial group supporting clients based… more
- City National Bank (Irvine, CA)
- …analytics used to support the decision are accurate and calculated correctly. + Attends client meetings at Relationship Manager , Team Leader, Manager or ... + Provides balanced and appropriate credit guidance to Relationship Manager , Team Leader and Manager and collaborates...required. + Minimum 7 years of experience in a banking or financial services environment required **Skills… more
- JPMorgan Chase (Irvine, CA)
- …may arise with the use of our complex treasury and cash management products and services . As a Client Relationship Manager (CRM) within the Commercial Bank, ... serve as the primary point of contact for each client assigned to your portfolio within Commercial Banking...client experience globally through the handling of the service and account management needs of designated high-profile clients… 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 (Anaheim, 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
- Fifth Third Bank, NA (Ontario, CA)
- …and acts as a trusted advisor and primary point of contact for all TM services . This client service professional possesses treasury management expertise and ... Make banking a Fifth Third better(R) We connect great... services . + 1 to 3 years demonstrated client service experience preferred (phone and face… 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
- BMO Financial Group (Chino, 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
- Enterprise Bank & Trust (Anaheim, CA)
- …commercial loan portfolio and related commercial deposit accounts along with delivering superior client services to retain and grow the portfolio. This role will ... deepen the client relationship while providing superior client service . + Support the Bank's RM/BDOs...Nevada. Enterprise offers a range of business and personal banking services , and wealth management services… more
- US Bank (Toluca Lake, CA)
- …procedures, documentation and systems - Advanced knowledge of all retail products and services - Proven customer service and interpersonal skills - Experience in ... and discover what you excel at-all from Day One. **Job Description** Float Client Relationship Consultants build relationships with customers by meeting face to face… more
- City National Bank (Irvine, CA)
- …levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service . + Represents the Bank by actively participating in ... their own portfolio growth and development, and referrals and cross-sells from the service team.Managing each Relationship Manager includes making sure each has… more
- City National Bank (Irvine, 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
- Bank of America (Ontario, CA)
- … Banking , Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant ... GCB Sr. Relationship Manager - Middle Market Ontario, California **Job Description:**...advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as… more
- 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 ... **COMMERCIAL BANKING RELATIONSHIP MANAGER ** **WHAT IS THE...geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service . Approves… more
- SMBC (Brea, CA)
- …Specialized Financing, Real Estate Loans, Cash Management Services , International Services **JOB SUMMARY** The Senior Relationship Manager (RM) position is ... **ABOUT THE ORGANIZATION** SMBC MANUBANK was formed by a group of banking entrepreneurs in June 1962. Our scope is to serve the specialized needs of California… more