- City National Bank (Long Beach, CA)
- * RELATIONSHIP BANKER SR * WHAT IS THE OPPORTUNITY? This position is responsible for contributing to overall branch sales efforts, maintaining best in class ... exemplary client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. Works with clients… more
- Umpqua Bank (Irvine, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Encino, California Los Angeles, California Newport Beach, California ... especially the Credit team when there is a borrowing relationship . + Demonstrates compliance with all bank ...train and present to small and large audiences of senior and executive level professionals. + Proven business development,… more
- Bank of America (Newport Beach, CA)
- Sr . Relationship Manager - Commercial Real Estate -... of America's Commercial Real Estate Team is seeking a Senior Relationship Manager (SRM) . Bank ... Newport Beach Newport Beach, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the… more
- Bank of America (Walnut, CA)
- Senior Banker - Central Heights, Bilingual Mandarin Required Hacienda Heights, California;Walnut, California **Job Description:** At Bank of America, we are ... Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months +… more
- Bank of America (Northridge, CA)
- Senior Banker - West San Fernando...Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank ... California; Northridge, California; Chatsworth, California; Northridge, California **Job Description:** At Bank of America, we are guided by a common purpose to… more
- Bank of America (Newport Beach, CA)
- Sr . Merchant Specialist San Diego, California;Newport Beach, California; Rancho Cordova, California; Los Angeles, California **Job Description:** At Bank of ... we make an impact in the communities we serve. Bank of America is committed to an in-office culture...merchant business either self-sourced or in partnership with the banker and TSO * Deep understanding of a client's… more
- Citizens (Irvine, CA)
- Description The Sr Private Bank Lending Specialist supports the Relationship Manager with their loan portfolio with extraordinary care and service. The Sr ... control from the loan application through closing process. The Senior Lending Specialist is expected to lead, mentor, and...verifying accuracy of financial and loan documents. + The senior lending specialist will have more access and authority… more
- Bank of America (Newport Beach, CA)
- GWIM Sr Operations Rep Newport Beach, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office… more
- Citizens (Newport Beach, CA)
- Description The Private Bank Sr Lending Specialist supports the Relationship Manager with their client's loan portfolio with extraordinary care and service. ... The Senior Lending Specialist works in primarily operational, processing, and...Bank guidelines and lead the conversation with the Relationship Manager, Client Relations Team, or Credit Risk Officer… more
- City National Bank (Irvine, CA)
- * SENIOR COMMERCIAL BANKING RELATIONSHIP MANAGER * WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in the assigned business ... quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable… 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 ... and advise accordingly. * Negotiation - ability to maintain a profitable relationship , balancing bank and client needs. * Policy & Procedures - knowledge of… more
- Anywhere Real Estate (Riverside, CA)
- The ** Senior Growth Consultant** , **ERA Real Estate** is responsible for driving growth and brand engagement strategies on behalf of and in partnership with ERA ... practices affecting the business preferred. + Strong skills in influencing, relationship management, collaboration, and conflict resolution. + Strategic and creative… more
- Enterprise Bank & Trust (Cerritos, CA)
- …offering annual paid volunteer time off and charitable-matching opportunities. Voted a** **_Best Bank to Work For_** **by American Banker for multiple years, we ... **Enterprise Bank & Trust was founded in the spirit...communities.** **Together, there's no stopping you!** **Job Title:** SVP, Relationship Manager **Job Description:** **Summary:** Senior level… more
- Bank of America (Newport Beach, CA)
- Relationship Manager - EGP Newport Beach, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office… more
- US Bank (Newport Beach, CA)
- …lead our US Bank team in growing revenue as directed by Senior Management through developing new credit, capital markets and treasury business, while balancing ... At US Bank , we're on a journey to do our...California are encouraged to apply ** The REIT Group Relationship Manager (RM) solicits, develops and services a portfolio… more
- Umpqua Bank (Irvine, CA)
- …dynamics, and relationship management both internally and with clients. A Senior Wealth Advisor may manage clients linked to a group of branches, ... Senior Wealth Advisor Wealth Management Scottsdale, Arizona Greenwood...place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.… more
- Bank of America (Newport Beach, CA)
- Senior Credit Underwriter, Global Wealth & Investment Management Custom Lending Saint Louis, Missouri;Newport Beach, California; Atlanta, Georgia; Pasadena, ... North Carolina; Miami, Florida; Chicago, Illinois **Job Description:** At Bank of America, we are guided by a common...and make an impact. Join us! Job Description: The Senior Credit Underwriter (SCU) is aligned with the Credit… more
- JPMorgan Chase (Irvine, CA)
- …a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be ... to increase primary bank share. As a Senior Deepening banker , you will provide a...Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience +… more
- KeyBank (Newport Beach, CA)
- …platform which includes traditional bank products and capital markets executions. Sr Relationship Managers also drive the financial performance of the team ... **Location:** 660 Newport Center Drive - Newport Beach, California 92660 **Job Description - Senior Relationship Manager, IPG** About the Job The Senior … more
- SMBC (Brea, CA)
- …Real Estate Loans, Cash Management Services, International Services **Role Description** The Senior Relationship Manager (RM) position is an integral component ... to its employees. Our mission is to be "the bank of choice" for middle market and professional service...the account manager for selected deposit relationships to ensure relationship profitability and customer service levels are maintained. .… more