- US Bank (Newport Beach, CA)
- …relationships along with prospecting and developing new relationships in this industry. The Commercial Banking Relationship Manager manages relationships ... finance, accounting or other related field - 10 or more years of commercial lending experience - Three or more years of management experience **Preferred… more
- Bank of America (Newport Beach, CA)
- Relationship Manager Development Program - Global Commercial Banking San Diego, California;Newport Beach, California **Job Description:** At Bank of ... 12-month program designed to help develop foundational knowledge and commercial bank-specific sales and credit skills with the goal...skills with the goal of transitioning into a Senior Relationship Manager role upon completion of the… more
- BMO Financial Group (Newport Beach, CA)
- …regional focus on Newport Beach. The ideal candidate will have a Commercial and/or Corporate Banking Background focusing originating and managing relationships ... + Risk Management - In-depth + Sales and Service Management -In-depth + Relationship Management - In-depth + Change Leadership - Working + Conflict Management &… more
- Zions Bancorporation (Chino, CA)
- …of analysis and prepares summary, recommendations and may make joint presentations with Relationship Manager (RM) to Credit Approvers on renewals and new loans ... Middle Market Excellence Awards. We are looking for a Commercial /Business Banking Underwriter in Chino, CA ....exceptions based on findings. + May work closely with Relationship Manager on the more complex aspects… more
- Fifth Third Bank, NA (Newport Beach, CA)
- …familiarity with prospecting and CRM sales tools preferred. + Regional /local travel Commercial Relationship Manager - Healthcare Total Base Pay Range ... preferred. + Minimum of 10 years Commercial Banking experience. + 9 years of relationship ... Banking experience. + 9 years of relationship account management experience preferred. + Formalized commercial… more
- Bank of America (Newport Beach, CA)
- Sr. Relationship Manager -Global Commercial Bank - Middle Market - Technology Group Newport Beach, California;Newport Beach, California **Job Description:** ... difference. Join us! Great opportunity to join our Global Commercial Banking (GCB) Healthcare, Technology & Sponsors...client problems. + Client Solutions Advisory + Prospecting + Relationship Building + Risk Management + Financial Analysis +… more
- Banc of California (Santa Ana, CA)
- …Reinvestment Act (CRA) + 10 years' minimum experience in the Financial Institution and Commercial Banking environment + 7+ years with online Digital Banking ... 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
- JPMorgan Chase (Irvine, CA)
- …Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking , you'll be developing and ... capabilities, and skills** + Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience + Strong… more
- Bank of America (Newport Beach, CA)
- GCB Sr Relationship Manager -R (Middle Market) San Diego, California;Newport Beach, California **Job Description:** At Bank of America, we are guided by a common ... providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities...overall client satisfaction. Position may be filled as a Relationship Manager or a Sr. Relationship… more
- JPMorgan Chase (Irvine, CA)
- …use of our complex treasury and cash management products and services. As a Client Relationship Manager (CRM) within the Commercial Bank, you will serve as ... contact for each client assigned to your portfolio within Commercial Banking . The CRM is expected to...and feedback to drive client satisfaction + Conduct annual relationship reviews with clients to identify potential customer-level fraud… more
- BMO Financial Group (Newport Beach, CA)
- …territory to create an effective internal and external network for successful Commercial Banking / Emerging Middle Market (EMM) client acquisition opportunities. ... of wallet, and loyalty targets. Supports the RM team in sales of commercial banking (EMM) products and comprehensive, holistic financial solutions, and… more
- City National Bank (San Diego County, CA)
- …providing credit and loan underwriting expertise to a team of Personal & Business Banking Relationship Managers. Is client facing and manages all aspects of ... initiative to respond to past dues based on information provided by the Relationship Manager . + Assists with quarterly, semi-annual, and annual financial reviews… more
- BMO Financial Group (Anaheim, CA)
- … relationship sales and management. + Functional knowledge of personal banking , investments, trust services, business and commercial lending, and cash ... in a timely manner. + Identifies client needs for banking products (eg everyday banking , lending, and...customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain… more
- BMO Financial Group (Newport Beach, CA)
- …+ Leads a deal team to meet client needs when acting as the lead relationship manager . + Manages the retention and expansion of client relationships through a ... Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of… more
- BMO Financial Group (Newport Beach, CA)
- …management of accounts for team members and customers. + May act as lead relationship manager . + Supports the sales process and client experience, identifying ... clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions,… more