- Comerica (Costa Mesa, CA)
- Job Description Portfolio Manager II Under minimal supervision, manages portfolio of existing, complex customer relationships to ensure ongoing profitability ... internal partners to support servicing of existing customer base.Position Responsibilities: Portfolio and Risk Management Retain and manage existing loan … more
- Bank of America (Newport Beach, CA)
- …18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral- US /job/Newport-Beach/Sr-Relationship- Manager Global-Commercial- Banking ... Sr. Relationship Manager - Global Commercial Banking (Middle...criminal history for the position: FDIC_ **Shift:** 1st shift ( United States of America) **Hours Per Week:**… more
- US Bank (Newport Beach, CA)
- … US Department of Homeland Security E-Verify program in all facilities located in the United States and certain US territories. The E-Verify program is an ... At US Bank, we're on a journey to do...you excel at-all from Day One. **Job Description** The Portfolio Manager partners with assigned Relationship … more
- Comerica (Costa Mesa, CA)
- Job Description Relationship Manager , US Banking The Relationship Manager will be responsible for new business development, portfolio management and ... support of the team and community involvement. Maintain knowledge of corporate banking , credit and non-credit products, trust, real estate, treasury management and… more
- BMO Financial Group (City Of Industry, CA)
- …our Purpose: **To Boldly Grow the Good in Business and Life.** Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a ... sales and business development practices and techniques for an assigned jurisdiction/ portfolio . Actively identifies opportunities and refers to BMO colleagues as… more
- BMO Financial Group (Newport Beach, CA)
- …existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank ... collateral. + Supports credit-granting decisions by making recommendations to manager . + Supports portfolio monitoring and compliance,...+ Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an… more
- City National Bank (Irvine, CA)
- *RELATIONSHIP MANAGER I CORPORATE BANKING * WHAT IS THE OPPORTUNITY? Develops and manages relationships with major market corporate clients with revenues ... client needs. Provides responsive, quality service. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the … more
- City National Bank (Irvine, CA)
- * PORTFOLIO MANAGER II - ESOP *...of industries and geographies. * Provide customized credit and banking solutions to support working capital. WHAT WILL YOU ... WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the Middle...more detailed look at our [Benefits and Perks](https://careers.cnb.com/benefits). ABOUT US Since day one we've always gone further than… more
- BMO Financial Group (Newport Beach, CA)
- …existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank ... Performs financial analysis and calculations and makes recommendations to Manager . + Supports portfolio monitoring and compliance,...+ Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an… more
- BMO Financial Group (Newport Beach, CA)
- …existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank ... to ensure long-term financial performance in collaboration with Relationship Manager and business partners. + Structures and supports new,...+ Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an… more
- BMO Financial Group (Newport Beach, CA)
- … needs. + Coordinates client relationship management with the lead relationship manager for the assigned portfolio . + Applies relationship management principles ... Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists...and techniques to an assigned portfolio of clients providing a value-added client experience. +… more
- CIBC (Newport Beach, CA)
- …CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Private Banking Advisor's primary purpose is identifying, cultivating and introducing ... family offices, endowments and foundations. This person is aligned with Private Banking and works closely building a team around the clients that includes… more
- Banc of California (Santa Ana, CA)
- …BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of ... the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed… more
- BMO Financial Group (Newport Beach, CA)
- Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of ... Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit … more
- BMO Financial Group (Newport Beach, CA)
- …Qualifications: - Experience as a Portfolio Manager , Relationship Manager , or Underwriter in a commercial banking environment. - Strong financial ... Unit (SAMU) is for you! As a SAMU Relationship Manager , you will play a critical role in protecting...and the bank. What You'll Do: - Manage a portfolio of high-risk commercial banking accounts, proactively… 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 of ... individual. Premier Relationship Managers play the role of our banking product experts and process all banking ...and lending needs. As a **Licensed Senior Premier Relationship Manager ** at BMO, you will: + Serve as the… more
- City National Bank (San Diego County, CA)
- …experience, which result in increased sales production. The FSM partners with the Regional Banking Manager ("RBM") in the creation of the regional sales plan, ... Credit Process Oversight & Managing Deal Escalations, Pricing Exceptions, Portfolio Mgmt. * Regional Salesforce Adoption & Integration *...* Works closely with the Region Team (RBM, Business Banking Manager ("BBM"), Regional Risk Service … more
- Columbia Bank (Riverside, CA)
- Middle Market Relationship Manager I Specialty Banking Riverside, California **Description** **About Us :** At Columbia, we create a great place to work by ... offering a unique brand of relationship banking and fostering a culture where associates thrive. We...work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe… more
- Columbia Bank (Irvine, CA)
- Branch Manager Retail Banking Group Irvine, California **Description** **About Us :** At Columbia, we create a great place to work by offering a unique brand ... of relationship banking and fostering a culture where associates thrive. We...work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe… more
- City National Bank (Riverside, CA)
- …variety of product solutions and providing responsive and exemplary service. The Relationship Manager manages the profitability and portfolio risk of the overall ... *RELATIONSHIP MANAGER SPECIALTY DEPOSITS* WHAT IS THE OPPORTUNITY? The...responsible for the continued profitable growth of the assigned portfolio through active calling efforts, service and referrals. Adeptly… more