- Bank of America (San Jose, CA)
- Market Client Relationship Manager San Jose, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... is culture driven, resilient, results focused and effective **Position Overview:** The ** Market Client Relationship Manager (MCRM)** is a direct report… more
- Bank of America (San Jose, CA)
- Market Client Relationship Manager San Jose, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors,… more
- Umpqua Bank (San Jose, CA)
- …Role:** In this role, you will serve as the key banking relationship manager for assigned middle market client relationships. Accountable for prospecting ... Sr. Middle Market Relationship Manager Commercial...a trusted advisor to clients, functions as the Middle Market client "expert" in providing differentiating consult,… more
- BMO Financial Group (San Ramon, CA)
- …an inclusive society. The Liquidity Specialty Group targets the Emerging Middle Market segmentation, $10MM-$50MM in company revenues. This exciting role will focus ... significant business development and excellent portfolio management of key client relationships. Maintains an outstanding and continuous record of significant… more
- City National Bank (San Jose, CA)
- ** RELATIONSHIP MANAGER SENIOR, Commercial Banking:** **_Hybrid Schedule, San Francisco or San Jose, CA._** **WHAT IS THE OPPORTUNITY?** Develops and manages ... demonstrated sales and marketing abilities including cross selling skills. + Superior client relationship skills. + Good understanding of commercial credit… more
- Wells Fargo (San Jose, CA)
- … Market Technology Banking Group is looking to add an outgoing, sales driven Relationship Manager to assist us in building our Early-Stage tech practice in ... primary responsibilities of the role are focused on new client acquisition, client relationship management,...with Commercial Lending Product Management to provide feedback on client and market needs to enable the… more
- BMO Financial Group (San Ramon, CA)
- …by understanding and planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio ... solutions, including checking, savings, and lending needs. As a **Licensed Senior Premier Relationship Manager ** at BMO, you will: + Serve as the customers'… more
- PNC (San Jose, CA)
- …and have an opportunity to contribute to the company's success. As a Dealer Relationship Manager I- Indirect Auto within PNC's Dealer Finance organization, you ... Making, Financial Analysis, Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship Management, Customer Experience Management., Decision… more
- PNC (Sunnyvale, CA)
- …valued and have an opportunity to contribute to the company's success. As a Relationship Manager I - Business Banker within PNC's Business Banking organization, ... Healthcare, Manufacturing, Professional Services, Wholesale and Women in Business. As a Relationship Manager in Business Banking you will develop and cultivate… more
- Bank of America (Walnut Creek, CA)
- Relationship Manager Walnut Creek, California **Job... client 's needs + Manages aspects of the client relationship process, including client ... related to investment strategy, account performance, new products, and market developments to promote growth and acquisition. This position...and reporting on client satisfaction + Attends client review meetings to assist with relationship … more
- JPMorgan Chase (Menlo Park, CA)
- …building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship ... by building relationships and providing financial advice with a focus on client experience and risk management. **Job Responsibilities** + Acquire, manage, and… more
- BMO Financial Group (San Ramon, CA)
- We are looking for a relationship manager to join our team supporting clients based in Japan with US subsidiaries. English and Japanese bi-lingual language ... Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant… more
- Citigroup (San Jose, CA)
- …appropriate client communication to support maximization and satisfaction of client relationship . * Provide Product Specialists with qualified referrals. ... of developing consistent business referral that will contribute to market share growth. Client Management * Proactively...to total RBB Revenue contributions at Citi. * Deliver client satisfaction and relationship profitability. Be primary… more
- BMO Financial Group (San Ramon, CA)
- Works closely with a team of Relationship Managers on structuring and servicing Low Income Housing Tax Credits (LIHTC) equity and debt products to commercial real ... Also, becomes familiar with treasury, FHLB grants and New Market Tax Credits (NMTC) to support the construction and...the Community Capital Solutions Team. Maintains and promotes a client service environment to satisfy and exceed customer needs… more
- BMO Financial Group (Fremont, CA)
- …+ Generates appointments and opportunities to grow business results. + Prioritizes the market 's client and prospect pipeline and schedules for events and ... stakeholder needs. + Recommends program design changes based on client or market segment needs to enhance...customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain… more
- MUFG (Menlo Park, CA)
- …and High-Risk Industry and Fraud alerts ** Client Success** + Collaborates with client 's Relationship Manager and Transaction Banking teams to remain ... apprised of resolution + Identifies broader solutions to support client needs, escalating to RM, TRM, CS Manager...be considered as 2-3 years overall experience + Demonstrated client relationship building experience and/or client… more
- BMO Financial Group (San Ramon, CA)
- …all material aspect of the request. + Supports management of the Relationship Manager portfolio by addressing covenant violations, completing annual ... a part of our amazing Commercial - Emerging Middle Market Team! We are currently looking for a Commercial...Prepares a comprehensive credit summary in conjunction with the Relationship Managers and Credit Manager to address… more
- Robert Half-Robert Half Corporate (Oakland, CA)
- …locally and beyond. + **TOOLS FOR SUCCESS -** We provide world-class training, client relationship management tools and advanced technology to help you succeed. ... **JOB REQUISITION** Client Solutions Manager (Technology) **LOCATION** CA...talent solutions using your proven technology and/or recruiting background. Market via video, telephone as well as conduct in-person… more
- Intuit (Mountain View, CA)
- … (https://youtu.be/bzmPn4A0uxA?si=cVElIKRcaRG2Hwvd?cid=vid\_yt\_gen\_global\_SALES-FY24\_aw\_bb5-mm\_link\_intuit-talentmktg) . The Mid- Market Account Manager ... our customers' most important problems. The solutions we present to each client are backed by collaborative cross-functional teams. We serve customers by finding… more
- Black & Veatch (Walnut Creek, CA)
- …role, you will have the opportunity for business management with priorities on client relationship development in the **Northern California region** , effective ... through client and community activities + Support development of the overall market business plan, market strategies, client engagement strategies and… more