- BMO Financial Group (San Diego County, 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
- BMO Financial Group (Newport Beach, CA)
- …the client 's/prospect's business and needs. + Assists with sales and service administration and processing ensuring client experience is seamless and ... Beach. The ideal candidate will have a Commercial and/or Corporate Banking Background focusing originating and managing relationships with companies generating… 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 (Irvine, 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
- City National Bank (San Diego County, CA)
- …the Client Manager in supervising and participates in the operations, client service , and internal sales activities of the branch. Monitors and maintains ... 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
- 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 (Newport Beach, 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
- 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
- BMO Financial Group (San Diego County, CA)
- …management services . + Reviews loan applications and cash management service agreements for completeness and accuracy and submits applications to appropriate ... We are seeking a Senior Lead Relationship Manager primarily covering the San Diego Market. The...'s/prospect's business and needs. + Assists with sales and service administration and processing ensuring client experience… more
- Citigroup (Fountain Valley, CA)
- …needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. + With the support of product ... specialists, intuitively recognize and understand a client 's banking , credit and investment needs and...Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to… more
- Zions Bancorporation (Irvine, CA)
- …statements, risk analysis, credit scoring, loan documentation, etc. + Knowledge of banking products, services , policies, procedures and regulations. + Solid ... to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and...active for 70 years and has more than 80 full- service branch offices across the state. This dedication has… more
- Truist (Anaheim, CA)
- …and profitability in lending and non-lending relationships. Provide high touch personal service and extensive availability to dealer and broker clients and document ... and implement strategies to improve, maintain and reward existing dealer/broker client relationships. 3. Meet or exceed production goals for assigned territory.… more
- Deloitte (Costa Mesa, CA)
- …+ Ability to leverage cross-geography insights and delivery professionals to enhance client service delivery + Business-Technology a cumen , exhibited through ... industry depth by harnessing deep sector knowledge, scaling the power of hybrid services and products, and unlocking the power of Process Bionics to deliver… more
- Deloitte (Costa Mesa, CA)
- …industry depth by harnessing deep sector knowledge, scaling the power of hybrid services and products, and unlocking the power of Process Bionics to deliver ... issues in specific sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy… more
- Deloitte (Costa Mesa, CA)
- Operations Technology Transformation Manager , Guidewire PolicyCenter Configuration Technical Lead What we do Operations and Technology Transformation delivers market ... industry depth by harnessing deep sector knowledge, scaling the power of hybrid services and products, and unlocking the power of Process Bionics to deliver… more