- City National Bank (Newport Beach, CA)
- ** RELATIONSHIP BANKER ** **WHAT IS THE OPPORTUNITY?** Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for ... exemplary client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. Works with clients… more
- Bank of America (Laguna Niguel, CA)
- Relationship Banker Laguna Niguel, California;Mission Viejo, California; Lake Forest, California; Aliso Viejo, California **Job Description:** At Bank of ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- Bank of America (Westminster, CA)
- Relationship Banker - Vietnamese Language Required Westminster, California **Job Description:** At Bank of America, we are guided by a common purpose to help ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- US Bank (Lake Forest, CA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...you excel at-all from Day One. **Job Description** Client Relationship Consultants build relationships with customers, engaging them via… more
- Wells Fargo (Foothill Ranch, CA)
- **About this role:** Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking ... and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the … more
- Bank of America (Anaheim, CA)
- Senior Banker Anaheim, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... 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 (Newport Beach, CA)
- Small Business Banker - Orange County South Market Newport Beach, California **Job Description:** At Bank of America, we are guided by a common purpose to help ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- Zions Bancorporation (Laguna Hills, CA)
- …in Small Business & Middle Market Excellence Awards. We are looking for a Branch Relationship Banker (Personal Banker ) to provide top notch customer service ... Associates at California Bank & Trust work in a relationship -centered culture where they are provided with the tools, training, and opportunities to build the… more
- Comerica (Lake Forest, CA)
- Relationship Banker What we can offer you: * Career Growth -- promotional opportunities * Incentive program based on performance * Paid Time Off (PTO), Paid ... * Retirement Plan * Employee Stock Purchase Plan The Relationship Banker is responsible for contributing to...center. * Assist in community awareness events to increase bank outreach and foster new business relationships. * Effective… more
- US Bank (Irvine, CA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...in the financial services industry **Preferred Skills/Experience** + Strong relationship management and lending skills + Strong sales and… more
- JPMorgan Chase (Huntington Beach, CA)
- …ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in ... Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them… more
- BMO Financial Group (Irvine, CA)
- …a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with ... risk management framework to the portfolio to protect the Bank 's assets and maintain the quality of the lending...accordance with sound credit granting principles and with the Bank 's policies and procedures. + Acts as a key… 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:** At ... Bank of America, we are guided by a common...client problems. + Client Solutions Advisory + Prospecting + Relationship Building + Risk Management + Financial Analysis +… more
- Wells Fargo (Chino Hills, CA)
- …Apply today. **About this role:** Wells Fargo is seeking a Branch Small Business Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. ... this role you will:** + Act as the primary relationship manager for a portfolio of small business customers...and systems and coordinate efforts with partners across the bank + Work proactively to build and grow relationships… more
- BMO Financial Group (Anaheim, CA)
- …a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with ... and sell real estate lending products and insurance that meet the Bank 's mortgage growth and profitability objectives. + Assists with the implementation of… 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, ... of accounts for team members and customers. + May act as lead relationship manager. + Supports the sales process and client experience, identifying gaps, issues… more
- Enterprise Bank & Trust (Anaheim, 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 ... financial companies, we provide our clients with the personal relationship afforded at a small community bank .**...personal relationship afforded at a small community bank .** **By remaining steadfast in our mission, we now… more
- City National Bank (Irvine, CA)
- ** RELATIONSHIP MANAGER SENIOR** **WHAT IS THE OPPORTUNITY?** This person is responsible for motivating, coaching, directing, and managing the branch sales process ... and monitoring results. This includes results from both the Relationship Managers who report to them, their own portfolio...an effective and professional manner with all levels of Bank personnel, corporate and bank clients demonstrating… more
- City National Bank (Newport Beach, CA)
- …financial health and advise accordingly. + Negotiation - ability to maintain a profitable relationship , balancing bank and client needs. + Policy & Procedures - ... ** RELATIONSHIP MANAGER II** **WHAT IS THE OPPORTUNITY?** Responsible...segments and expand relationships to become our client's main bank option. + Manage a portfolio of existing clients… more
- M&T Bank (Costa Mesa, CA)
- …and long-term strategies to achieve sustainable earnings growth and compliance with Bank and Division strategic plans. Participates in development and delivery of ... sources of new business. + Provide coverage and support for other Relationship Managers within assigned Section/Unit as required by absence. + Represent GCM… more