- Cognizant (Costa Mesa, CA)
- …revenue, and margin. Cognizant Technology Solutions is currently seeking a highly skilled ** Client Relationship Manager ** who will be responsible for a ... **Overview** Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. They support the Client Partner… more
- Charles Schwab (Dana Point, CA)
- …role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager , both of whom you ... the status quo" and transform the finance industry together._ As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for… more
- Bank of America (Ontario, CA)
- …** (MSM) is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) ... Merrill Market Supervision Manager Ontario, California **Job Description:** Merrill Wealth Management...+ Business Acumen + Collaboration + Oral Communications + Relationship Building + Business Operations Management + Client… more
- Thrivent Financial (Costa Mesa, CA)
- …the phone so that the clients feel valued + Oversee the client relationship management system. + Project manager for all Thrivent community and marketing ... Summary As a Relationship Manager , you will be responsible for building and maintaining strong relationships with our clients, understanding their needs, and… more
- Broadcom (Irvine, CA)
- …project outcomes and client retention. Key responsibilities of the Engagement Manager : + ** Client Relationship Management:** Establish and nurture strong ... before you apply.** **Job Description:** The Technical Consulting Engagement Manager is primarily responsible for building and maintaining strong relationships… more
- Citigroup (Corona, CA)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- Publicis Groupe (Irvine, CA)
- …personality and will be efficient and effective in providing support to their Client Relationship Manager and colleagues. Senior Account Executives are ... clear project request forms. + Develop project briefs with input from Client Relationship Managers; manage changes and approvals to ensure alignment. + Prepare… more
- Deloitte (Costa Mesa, CA)
- …'s organization. Recruiting for this role ends on May 31, 2025 As the Client Relationship Executive, you will: + Build trusted advisor relationships with key ... and develop strategic relationships within the National Reconnaissance Office (NRO) Client Business Unit. Candidates should have strong relationship management… more
- City National Bank (Irvine, CA)
- * RELATIONSHIP MANAGER BUSINESS BANKING SR* *Irvine, CA* WHAT IS THE OPPORTUNITY? Develops and manages relationships with business banking clients in the assigned ... and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client... Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business… more
- BMO Financial Group (Anaheim, 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
- Bank of America (Newport Beach, CA)
- Relationship Manager - EGP Newport Beach,... client 's needs + Manages aspects of the client relationship process, including client ... and reporting on client satisfaction + Attends client review meetings to assist with relationship ...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- City National Bank (Woodland Hills, CA)
- * RELATIONSHIP MANAGER SENIOR* *Woodland Hills Branch* WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be ... Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * Client Centricity & Relationship Management - to understand a client 's realities and… more
- JPMorgan Chase (Irvine, CA)
- …and providing financial advice to Not-for-Profit clients, then a role as a Business Relationship Manager Senior Not-for-Profit is for you. As a Business ... Relationship Manager (BRM) Senior Not-for-Profit in Business...(BRM) Senior Not-for-Profit in Business Banking, you'll manage existing client relationships and develop new business strategies focused on… more
- KeyBank (Newport Beach, CA)
- …660 Newport Center Drive - Newport Beach, California 92660 **Job Description - Senior Relationship Manager , IPG** About the Job The Senior Relationship ... primarily active commercial real estate owners, investors and developers. Sr Relationship Managers provide comprehensive financial advice and solutions that enable… more
- Banc of California (Santa Ana, CA)
- …employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The VP, Relationship Manager for Payments is responsible for developing new business ... travel at least 50% of the time, visiting with Relationship Manager , branch staff and corporate officers...services. + Manage a portfolio of clients; prepare a Relationship Plan and calling schedule for each client… more
- Umpqua Bank (Irvine, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Encino, California Los Angeles, California Newport Beach, California **Description** ... we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting… more
- Umpqua Bank (Irvine, CA)
- Healthcare Relationship Manager Wealth Management Irvine, California Los Angeles, California San Diego, California **Description** **About Us:** At Umpqua, we ... Together for business. Together for better. **About the Role:** A Healthcare Relationship Manager develops, advises, manages, and retains Healthcare and… more
- SMBC (Brea, CA)
- …Estate Loans, Cash Management Services, International Services **Role Description** 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
- Enterprise Bank & Trust (Cerritos, CA)
- …our communities.** **Together, there's no stopping you!** **Job Title:** SVP, Relationship Manager **Job Description:** **Summary:** Senior level relationship ... that develops and manages new commercial deposit and loan accounts and client relationships while enhancing existing relationships. To achieve this, it is expected… more
- US Bank (Irvine, CA)
- …you excel at-all from Day One. **Job Description** Healthcare Business Banking Relationship Managers ("BBRMs") serve as primary advisors to US Bank's Healthcare ... and deliver comprehensive financial solutions. They take a holistic approach to relationship management, leveraging deep partnerships across the Bank to deliver a… more