- Wells Fargo (Foothill Ranch, CA)
- **About this role:** Wells Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of our growing Small & Business ... outlined in the job expectations below **Required Qualifications:** + 4+ years of Business Banking experience, or equivalent demonstrated through one or a… more
- Bank of America (Newport Beach, CA)
- …bank-specific sales and credit skills with the goal of transitioning into a Senior Relationship Manager role upon completion of the program. Key responsibilities ... Relationship Manager Development Program - Global Commercial Banking San Diego, California;Newport Beach, California **Job Description:** At Bank of America, we… more
- US Bank (Newport Beach, CA)
- …Commercial Banking Relationship Manager manages relationships with Commercial Banking customers. Grows revenue as directed by senior management by ... or more years of management experience **Preferred Skills/Experience** - Strong relationship management and business development/sales skills - Well-developed… more
- BMO Financial Group (Newport Beach, CA)
- …Beach. The ideal candidate will have a Commercial and/or Corporate Banking Background focusing originating and managing relationships with companies generating ... Newport Beach. Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains… more
- JPMorgan Chase (Irvine, CA)
- …qualifications, capabilities, and skills** + Minimum of 5 years' experience in a Business Banking Relationship Management role or related business ... Relationship Manager is for you. As a Business Relationship Manager Senior (BRM)... Manager Senior (BRM) Acquisition banker in Business Banking , you'll be developing and managing… more
- BMO Financial Group (Chino, CA)
- …+ Excellent knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning - required. + ... understanding and planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with...solutions that are tailor made for the individual. Premier Relationship Managers play the role of our banking… more
- Zions Bancorporation (Chino, CA)
- … Business & Middle Market Excellence Awards. We are looking for a Commercial/ Business Banking Underwriter in Chino, CA . Essential Functions: + Responsible ... Associates at California Bank & Trust work in a relationship -centered culture where they are provided with the tools,...the approving or denying of commercial, commercial RE, and/or business banking loan applications. + Responsible for… more
- City National Bank (Irvine, CA)
- ** RELATIONSHIP MANAGER SENIOR ** **WHAT IS THE...in good standing under the Safe Act. **Personal and Business Banking Division** As a member of ... and monitoring results. This includes results from both the Relationship Managers who report to them, their own portfolio...City National's Personal & Business Banking group, you will have the… more
- Fifth Third Bank, NA (Newport Beach, CA)
- …conducting relationship strategy review meetings with internal Fifth Third Business Partners and Client's trusted advisors (eg attorney, accountants) + Ensure ... on a regular basis to enhance the trusted advisor relationship and ensure business needs are being...work experience preferred. + Minimum of 10 years Commercial Banking experience. + 9 years of relationship … more
- BMO Financial Group (Newport Beach, CA)
- …clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, ... new lending proposals or presentations to clients/prospects. + Ensures new business meets policy and procedures requirements for profitability and risk management.… more
- Bank of America (Placentia, CA)
- …first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering ... small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities * Assists,… more
- BMO Financial Group (Newport Beach, CA)
- …the business relationship . + Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives. + Develops ... to create integrated business development plan. + Addresses escalated sales or relationship management issues to ensure the retention of the business and… more
- BMO Financial Group (Newport Beach, CA)
- …experience to partner collaboratively with other planning professionals and Relationship Managers (Private Bankers, Investment Counsellors, Investment Advisors) to ... planning solutions that help to broaden the dialogue and enhance the client relationship in order to consolidate client assets and increase revenues. Contributes to… more
- JPMorgan Chase (Mission Viejo, CA)
- …have a unique opportunity to grow your career while making a significant impact on our business . As a Senior Home Lending Advisor in Chase Home Lending, you will ... Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending...of mortgage lending and proven sales experience in retail banking + Knowledge of real estate market in local… more
- HUB International (Riverside, CA)
- …with a drive for providing excellent customer service. **Impact** The Carrier Team Senior Service Lead supports the build and continuous management of the optimized ... relationship between our accounting departments and external partners. They...least 2 years of experience leading in an accounting, banking , or finance industry + High school diploma/GED required… more
- Banc of California (Santa Ana, CA)
- …"bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. **Job Summary** The Benefits… more
- BMO Financial Group (Newport Beach, CA)
- …providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining ... to meet client needs when acting as the lead relationship manager. + Manages the retention and expansion of...a contact strategy and an ongoing review the client's banking needs. + Makes recommendations to senior … more
- BMO Financial Group (Newport Beach, CA)
- …to create integrated business development plan. + Act as the primary Relationship Manager for assigned client relationships + Leads / assists with creation ... business proposals or presentations (eg relationship plans,...assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy and new initiatives, based on… more
- Banc of California (Santa Ana, CA)
- …"bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. **Job Summary** Responsible for… more
- US Bank (Irvine, CA)
- …solutions, which includes identification of other experts such as mortgage, small business banking and personal trust services. Responsible for developing, ... work experience - Five or more years of experience in Wealth Management private banking and/or senior level financial services experience - **Series 6-63 or… more