- Banc of California (Woodland Hills, CA)
- …nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed ... third-party reports such as property appraisals. - In conjunction with Relationship Manager , involved in drafting loan documents prepared by outside law firm or… more
- Banc of California (Los Angeles, CA)
- …nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed ... third party reports such as property appraisals. + In conjunction with Relationship Manager , involved in drafting loan documents prepared by outside law firm or… more
- Banc of California (Anaheim, CA)
- …nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed ... TOGETHER WE WIN(R) **THE OPPORTUNITY** Responsible for developing and managing a portfolio of primarily private clients. Performs all duties in accordance with the… more
- Banc of California (Los Angeles, CA)
- …nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed ... all compliance certifications timely. + **Credit Support:** Works with Credit Administration/ Portfolio Management to facilitate client's credit needs in… more
- SMBC (Brea, CA)
- …Cross-sell products and services including revolving lines of credit, syndicated facilities, treasury and cash management services, and trade finance, loans, ... discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. Our mission is to be "the bank… more
- Zions Bancorporation (Los Angeles, CA)
- …in Small Business & Middle Market Excellence Awards. We are looking for a seasoned ** Treasury Management Portfolio Manager - Remote within California.** ... for portfolio clients of high value, complex Treasury Management relationships. **Essential Functions:** + Provides...for portfolio clients of high value, complex Treasury Management relationships. + Responsible for expanding… more
- Revelyst (Irvine, CA)
- **Job Description** We are seeking a driven and results-oriented ** Treasury Manager ** to join our finance team. This role is ideal for a proactive professional ... who thrives in a dynamic environment and is passionate about optimizing cash flow and treasury operations. The Treasury Manager will play a critical role in… more
- Comerica (Los Angeles, CA)
- …Utilize industry research tools, benchmarking, peer results and new / enhanced treasury management products to identify portfolio sales opportunities. ... Job Description Treasury Management Sales Associate III The...the preparation of proposals. The TMSA III supports a portfolio of clients encompassing a variety of lines of… more
- Bank of America (Newport Beach, CA)
- Treasury Sales Officer Newport Beach, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Newport-Beach/ Treasury -Sales-Officer\_25042157) **Job Description:** At Bank of America, we are… more
- City National Bank (Los Angeles, CA)
- * TREASURY ANALYST* WHAT IS THE OPPORTUNITY? Reporting to the Portfolio Manager , will provide research, analytical, and compliance reports to the Treasury ... Treasurer. Key responsibilities include processing of transaction activity, collateral management , producing portfolio risk reports, assisting ...under the guidance of, and as required by, the Portfolio Manager , Director - Portfolio … more
- Comerica (Los Angeles, CA)
- …and guidelines, ie regulatory compliance, portfolio and credit quality, and portfolio management . Assists with monitoring existing loans to ensure compliance ... development activities, as appropriate. Qualifications Position Qualifications: First Level Officer, Portfolio Manager I + Bachelor's Degree from an accredited… more
- BMO Financial Group (Los Angeles, CA)
- …loan solutions for commercial real estate customers across the US The Portfolio Manager is responsible for preparing well-reasoned credit proposals in ... Risk Management (40%) + Client Performance / Portfolio Management (35%) + Sales Support and...screening and underwriting of loan packages. + Work with Treasury / Capital Markets / Wealth specialists as needed… more
- City National Bank (Los Angeles, CA)
- …or equivalent * Minimum 3 - 5 years relationship management of Treasury Services Deposits based clients/ portfolio in a financial services company * Minimum ... variety of product solutions and providing responsive and exemplary service. The Relationship Manager manages the profitability and portfolio risk of the overall… more
- JPMorgan Chase (Los Angeles, CA)
- …Job Responsibilities + Drive sales for the entire Payments product suite, including treasury services which covers core cash management , liquidity management ... management products. + Familiarity with innovative cutting edge treasury /payments products, in addition to an understanding of the credit/risk process… more
- Enterprise Bank & Trust (Cerritos, CA)
- …+ Identify deposit driven commercial relationships and present solutions using treasury management , wealth products and other services. + Manages ... Develop and maintain comprehensive knowledge of all commercial products including loans, treasury management , trade service products and deposits to facilitate… more
- BMO Financial Group (Newport Beach, CA)
- …divisional leadership team. They will develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well ... We are seeking a highly motivated Regional Manager to lead a team of relationship managers...for the bank through significant business development and excellent management of key client relationships, maintaining an outstanding and… more
- Comerica (Los Angeles, CA)
- …Middle Market The Relationship Manager is responsible for new business development, portfolio management and underwriting to support the needs of the group. ... knowledge of corporate banking, credit and non-credit products, trust, real estate, treasury management and other bank functions. Maintain knowledge of… more
- US Bank (Los Angeles, CA)
- …Demonstrated experience in building relationships and credibility with internal stakeholders ( portfolio management /credit risk management /product partners) - ... with credit underwriting - Experience with traditional bank operating products ( treasury management , corporate card/payables, capital markets, trust and custody)… more
- Comerica (Costa Mesa, CA)
- … Manager role will be responsible for new business development, onboarding, portfolio management and underwriting to support the needs of the group. ... payment systems, corporate banking, credit and non-credit products, trust, real estate, treasury management and other bank functions. Maintain knowledge of… more
- Bank of America (Los Angeles, CA)
- … Management and facilitates client relationships with Product Specialists in Credit, Treasury Management , and Merchant Services in order to design and deliver ... Sr. Relationship Manager - Middle Market (Aerospace, Defense and Space...in Commercial Lending. + Demonstrated leadership ability. + Demonstrates management of an extensive portfolio of middle… more
