- Home Care Evolution (Modesto, CA)
- …for advancement Vision insurance Home Helpers of Modesto is looking to expand their senior care reach and looking to hire a Social Worker/ Community Educator for the ... periodic on-calls within internal staff. 7 Maintain and manage a (CRM) Customer Relationship Management System to track leads and follow-up on leads. 8 Achieve… more
- KeyBank (CA)
- **Location:** 660 Newport Center Drive, Newport Beach California **Job Description - Senior Relationship Manager , IPG** About the Job The Senior ... primarily active commercial real estate owners, investors and developers. Sr Relationship Managers provide comprehensive financial advice and solutions that enable… more
- Comerica (Costa Mesa, CA)
- Job Description Relationship Manager IV -- FSD The Relationship Manager role will be responsible for new business development, onboarding, portfolio ... in meaningful community and business development activities, as appropriate Provides junior Relationship Managers with functional guidance and may be asked to take… more
- US Bank (San Francisco, CA)
- …Day One. **Job Description** Impact Finance is hiring for a new Affordable Housing Relationship Manager (AH RM). The AH RM manages banking relationships with US ... net revenue year-over-year through lending activities including loan fees and interest income , and non-credit business. 4. Leads periodic relationship reviews… more
- Columbia Bank (Riverside, CA)
- Middle Market Relationship Manager I Specialty Banking Riverside, California **Description** **About Us:** At Columbia, we create a great place to work by ... banking relationships. + Strong knowledge of bankloan,deposit, and core fee income solutions. + Excellent relationship management and business development… more
- Columbia Bank (Walnut Creek, CA)
- CRE Relationship Manager Sr. Commercial Banking Walnut Creek, California **Description** **About Us:** At Columbia, we create a great place to work by offering a ... and Deposit Services to create deep relationships with multiple streams of income . Responsible for driving overall relationship strategy focused on enhancing… more
- MUFG (Los Angeles, CA)
- …of our recruitment team will provide more details. **Job Summary** **:** As a Senior Relationship Manager ("Sr. RM"), the individual is responsible for ... Lead the deal and preparation of lending proposals and pitches as a key senior member to prospective clients with efforts to maximize penetration and returns as well… more
- BMO Financial Group (Los Angeles, CA)
- …all material aspect of the request. + Supports management of the Relationship Manager portfolio by addressing covenant violations, completing annual ... our amazing team! We are currently searching for a Senior Commercial Portfolio Manager to join our...Prepares a comprehensive credit summary in conjunction with the Relationship Managers and Credit Manager to address… more
- City National Bank (El Segundo, CA)
- *CLIENT SUCCESS SENIOR MANAGER AGILLINK* WHAT IS THE OPPORTUNITY? The AgilLink Client Success Consultant is responsible for all aspects of maintaining the client ... relationship after the sale. This will include consultation, planning,...Accounting vocabulary including cash and accrual basics, Balance Sheet, Income Statement, Trial Balance, Bill Payment, Deposits, Bank Reconciliations,… more
- Jacobs (Oakland, CA)
- …development pursuits to capture quality business for the enterprise. As a Capture Manager /Proposal Manager , you will lead the preparation and production of ... client-focused value propositions and win themes and drive a disciplined relationship -based sales (RBS) process to achieve consistent, quality results. You should… more
- Royal Electric (Pleasanton, CA)
- …Story (https://www.royalelect.com/join-team-royal/) We have a current opening for a Sr. Project Manager in Pleasanton, CA. The Sr. Project Manager will support ... through the following duties & responsibilities: + Build and maintain relationship with General Contractors and/or Project Owners, Subcontractors and vendors that… more
- Ventura County (Ventura, CA)
- …securities, economic forecasting, and/or experience managing a multimillion-dollar fixed- income investment portfolio. Senior Investment Officer: Possession ... Investment Officer/ Senior Investment Officer Print (https://www.governmentjobs.com/careers/ventura/jobs/newprint/5071037) Apply Investment Officer/ Senior … more
- Comerica (San Francisco, CA)
- …client needs. Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved ... Job Description Senior Wealth Advisor As a Senior ...with the client until the relationship is fully cemented. Demonstrate expertise by managing or… more
- City National Bank (San Diego County, CA)
- …colleagues into the sales culture of CNB. * The FSM administers monthly Relationship Manager and Relationship Banker job family meetings, consisting ... *REGIONAL FIELD SALES MANAGER * WHAT IS THE OPPORTUNITY? The primary functions...Mgmt. * Regional Salesforce Adoption & Integration * Client Relationship Management * Training and Development These functions will… more
- City National Bank (Los Angeles, CA)
- *SBA 7A LOAN ADMINISTRATOR SENIOR * *Charlotte, NC. or Los Angeles, CA. * WHAT IS THE OPPORTUNITY? Provides SBA 7A loan documentation supports Relationship ... to fully protect the Bank's interests in the credit relationship . WHAT WILL YOU DO? * Loan Processing, Closing...to the loan center. Coordinates with Real Estate Documentation, Income Property Group and Asset Based Lending departments, as… more
- Jacobs (Irvine, CA)
- …focused on cleaning up our communities today to improve tomorrow. We're seeking a Senior Air Quality Modeler to oversee projects on air dispersion modeling in air ... and deliver high-quality reports and presentations to clients' technical and senior leadership in accordance with Jacobs' quality process. Apply your technical… more
- LTD Global (Livermore, CA)
- …initiatives and community engagement. Position Overview Reporting to the Special Assets Manager , the Senior Special Assets C&I Underwriter is responsible for ... mortgage lending, and wealth management. It distinguishes itself through relationship -based service, local decision-making, and support for regional economic growth… more
- Grant Thornton (Los Angeles, CA)
- As the Corporate Tax Manager , you'll be a member of our corporate tax practice and work on business income tax planning, corporate compliance, and ASC 740 ... Corporate Tax Solutions Family generally has the primary tax relationship with the client, and you will help with...and managing to budget + Supervising, training, and mentoring senior associates, associates and interns on tax projects and… more
- Columbia Bank (CA)
- …Collaborate with Banker to make formal recommendations and presentations to Commercial Relationship Manager and Credit Administration. + Ensure the loan ... Client Solutions Manager , Sr Commercial Banking Lake Oswego, Oregon NA,...place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.… more
- City National Bank (Newport Beach, CA)
- * MANAGER BRANCH II* WHAT IS THE OPPORTUNITY? Responsible for managing a portfolio of personal & business clients and hold responsibility for the overall success of ... the branch. As a leader & coach, the Branch Manager will enable their direct reports to be successful...the market and regional strategy. From the sales and relationship management perspective, will assist clients to meet their… more
