- JPMorgan Chase (Woodland Hills, CA)
- …focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business ... Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives...influence (COIs), and existing clients at their places of business . Follow a disciplined relationship development process… more
- HSBC (Irvine, CA)
- …Work is often performed under the direction of registered securities representatives, the Wealth Relationship Manager (WRM). This role is a part of the overall ... role is not expected to provide securities recommendations to clients. As the Wealth Relationship Officer , you will: + Provide high quality sales support to an… more
- Banc of California (Wilmington, CA)
- …service. + Serves a dual-purpose role fulfilling responsibilities of both a Customer Relationship Officer and Teller. + Profiles customers while opening or ... California (the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management… more
- Banc of California (Santa Ana, CA)
- …California (the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management ... by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. **JOB SUMMARY:** The Project … more
- City National Bank (Sherman Oaks, CA)
- …support the decision are accurate and calculated correctly. + Attends client meetings at Relationship Manager , CBS Manager , or Credit Manager 's request ... **CREDIT OFFICER II CB** **WHAT IS THE OPPORTUNITY?** Participates...resources. + Provides balanced and appropriate credit guidance to Relationship Manager and Manager and… more
- Banc of California (Santa Ana, CA)
- …California (the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management ... supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. **Job Summary** The Senior Internal… more
- EverBank (Irvine, CA)
- **Commercial Relationship Manager III** The Commercial Relationship Manager (CRM III) has responsibility for establishing, developing and maintaining ... relationships with the banks most complex business clients. The CRM III works with internal partners...evaluation of credit relationships. + Assists Regional Commercial Banking Manager with establishing team volume targets and P&L management.… more
- PNC (Irvine, CA)
- …managing investment portfolios, providing sound advice as an Outsourced Chief Investment Officer (OCIO), Fixed Income manager and Defined Contribution and ... mission and grow their organizations. Our team of advisors includes Business Development Officers, Investment Advisors, Relationship Managers, Portfolio… more
- PNC (Irvine, CA)
- …managing investment portfolios, providing sound advice as an Outsourced Chief Investment Officer (OCIO), Fixed Income manager and Defined Contribution and ... mission and grow their organizations. Our team of advisors includes Business Development Officers, Investment Advisors, Relationship Managers, Portfolio… more
- CARMAX (Canoga Park, CA)
- …needed for Buyers to generate accurate appraisal offers. By communicating clearly with business partners and customers, you will help to ensure that each customer ... etc.) about customer appraisals for a Buyer, Senior Buyer, or Purchasing Manager 's analysis. * Accurate optioning of vehicles during assessments and CarMax… more
- Citigroup (Fullerton, CA)
- …financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer , etc.) ....limited to Small Business Partners, Home Lending Officer , etc.) . Acquire new clients through converting referral… more