- City National Bank (Irvine, CA)
- **SENIOR RELATIONSHIP MANAGER ** **WHAT IS THE OPPORTUNITY?** Develops and manages relationships with commercial clients in the assigned business segment and/or ... quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable… more
- BMO Financial Group (San Diego County, CA)
- …by understanding and planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio ... including checking, savings, and lending needs. As a **Licensed Senior Premier Relationship Manager ** at BMO, you will: + Serve as the customers' relationship… more
- Fifth Third Bank, NA (Newport Beach, CA)
- …with prospecting and CRM sales tools preferred. + Regional /local travel Commercial Relationship Manager - Healthcare Total Base Pay Range 120,400.00 - ... lead and coordinate with One Bank Partners to create and implement a relationship strategy for very large, complex assigned clients and prospects. This position… more
- SMBC (Brea, CA)
- …Real Estate Loans, Cash Management Services, International Services **JOB SUMMARY** The Senior Relationship Manager (RM) position is an integral component of the ... Manager in implementing the sales culture and functions as the account manager for selected deposit relationships to ensure relationship profitability and… more
- Wells Fargo (Irvine, CA)
- …with you. **About this role:** Wells Fargo is seeking a Lead Commercial Banking Relationship Manager to support and grow our Middle Market portfolio in Irvine, ... Develop, retain, and grow complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial… more
- JPMorgan Chase (Mission Viejo, CA)
- …building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship ... existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain… more
- City National Bank (Anaheim, CA)
- ** RELATIONSHIP MANAGER II** **WHAT IS THE OPPORTUNITY?** Responsible for acquiring small business and personal clients, and will be responsible for deepening ... them to the right partner in the CNB ecosystem, championing the Global Relationship Management (GRM) approach. + Interacts in an effective and professional manner… more
- City National Bank (Riverside, CA)
- ** RELATIONSHIP MANAGER II** **WHAT IS THE OPPORTUNITY?** Responsible for acquiring small business and personal clients, and will be responsible for deepening ... them to the right partner in the CNB ecosystem, championing the Global Relationship Management (GRM) approach. + Interacts in an effective and professional manner… more
- EverBank (Irvine, CA)
- **Corporate Banking Relationship Manager ** The Corporate Banking Relationship Manager will develop and manage relationships with high value business ... products and services within an assigned territory. The Corporate Banking Relationship Manager will be the primary contact for borrowing needs providing… more
- Citigroup (Fountain Valley, CA)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...+ Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer… more
- EverBank (Irvine, CA)
- **Commercial Relationship Manager III** The Commercial Relationship Manager (CRM III) has responsibility for establishing, developing and maintaining ... analysis and evaluation of credit relationships. + Assists Regional Commercial Banking Manager with establishing team volume targets and P&L management. + Other… more
- Bank of America (Newport Beach, CA)
- GCB Sr Relationship Manager -R (Middle Market) Newport Beach, California **Job Description:** At Bank of America, we are guided by a common purpose to help make ... **Skills:** + Client Management + Client Solutions Advisory + Prospecting + Relationship Building + Risk Management + Financial Analysis + Leadership Development +… more
- BMO Financial Group (Newport Beach, CA)
- …specialized Government banking team within Institutional Markets. We will be adding a relationship manager in both Southern and Northern California that will ... help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience,… more
- US Bank (Newport Beach, CA)
- …excel at-all from Day One. **Job Description** US Bank has an opportunity for a Relationship Manager . This person manages and grows a very large and very complex ... portfolio of commercial loans. Prospects for and closes new business relationships and retains and expands relationships with existing customers. Sells appropriate bank products and services to those prospects and clients, identifying and successfully… more
- Charles Schwab (San Diego County, CA)
- …the status quo" and transform the finance industry together._ As a Client Relationship Manager , (CRM), you play an essential and impactful leadership role ... deliver exceptional experiences for our clients. You will assist the Branch Manager and sales/support staff with meeting our clients' needs, resolving customer… more
- Carrington (Anaheim, CA)
- …the loan process is handled in the most efficient manner possible. + Professional account manager 's partner with you and your brokers to add value every step of the ... way. + Base pay plus an industry leading commission plan. + Take over existing accounts. **What We Offer:** + Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed. + Access to… 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 ... relationship team and a key relationship support role created to provide an outstanding client experience to the valuable banking and wealth clients and increase… more
- Walgreens (Brea, CA)
- …Opportunity Employer, including disability/veterans". **Job ID:** 1431273BR **Title:** Regional Manager 340B Client Relationship **Company Indicator:** Walgreens ... **Employment Type:** **Job Function:** Retail **Full Store Address:** 1800 E IMPERIAL HWY,STE 150,BREA,CA 92821 **Full District Office Address:** 1800 E IMPERIAL HWY,STE 150,BREA,CA,92821-06015-00101-A **External Basic Qualifications:** + Bachelor's degree and… more
- SMBC (Brea, CA)
- …as necessary, and participating in further centralization efforts. May be assigned as Relationship Manager to a small group of accounts. **PRINCIPAL DUTIES & ... take necessary actions to improve performance as required. May function as Relationship Manager on a small group of accounts. + Transaction Processing: Insure… more
- BMO Financial Group (Newport Beach, CA)
- …agreement covenant and monitoring requirements. + Supports management of the Relationship Manager portfolio by addressing covenant violations, completing annual ... + Prepares a comprehensive credit summary in conjunction with the Relationship Managers and Credit Manager to address all material aspect of the request. +… more