- Charles Schwab (Newport Beach, CA)
- …us "challenge the status quo" and transform the finance industry together._ As a Client Relationship Manager , (CRM), you play an essential and impactful ... experiences for our clients. You will assist the Branch Manager and sales/ support staff with meeting our...customer escalations, helping to deepen both internal and external client relationships, and acting as the Branch Manager… more
- Bank of America (Los Angeles, CA)
- …expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ongoing development of the ... Private Wealth Client Relationship Manager Los...be highly motivated to drive firm-wide initiatives such as Client Support Enhancer, SQA+, Client … more
- Bank of America (Beverly Hills, CA)
- …Market Client Relationship Manager in managing the Client Associates, Service Support Staff, and the Market's Operations functions where ... Merrill Associate Client Relationship Manager Beverly...the management and training & development of the Market's Client Associates and Service Support Staff +… more
- JPMorgan Chase (Los Angeles, CA)
- … needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and ... Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to… more
- City National Bank (Ontario, CA)
- * RELATIONSHIP MANAGER SENIOR CB* WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in the assigned business segment and/or ... demonstrated sales and marketing abilities including cross selling skills. * Superior client relationship skills. * Good understanding of commercial credit… more
- City National Bank (Santa Monica, CA)
- * RELATIONSHIP MANAGER BUSINESS BANKING SR* WHAT IS THE OPPORTUNITY? Develops and manages relationships with business banking clients in the assigned business ... representative of CNB, promoting and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client or prospect in… more
- PNC (Los Angeles, CA)
- …opportunity to contribute to the company's success. As a Managing Director - Sr Relationship Manager - C&IB (F) within PNC's Public Finance organization, you ... certifications/licensures needed to be successful in this position. **Preferred Skills** Client Prospecting, Client Relationship Building, Credit Risk… more
- BMO Financial Group (Burbank, CA)
- …by understanding and planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio ... savings, and lending needs. As a **Licensed Senior Premier Relationship Manager ** at BMO, you will: +...customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help… more
- City National Bank (Westlake Village, CA)
- * RELATIONSHIP MANAGER BUSINESS BANKING II* *Oxnard Branch or Westlake Village Branch* WHAT IS THE OPPORTUNITY? Develops and manages relationships with business ... and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client...than $11 million in charitable contributions to nonprofits that support the communities it serves. *City National Bank does… 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 ... client 's needs + Manages aspects of the client relationship process, including client ...support sound decisions + Ability to research escalated client issues for response/resolution **The following laws or regulations… 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 ... Act, Fair Lending Practices, Code of Conduct, etc.). * Client Centricity & Relationship Management - to...than $11 million in charitable contributions to nonprofits that support the communities it serves. *City National Bank does… more
- SMBC (Los Angeles, CA)
- …partners to enhance client relationships. Acting as a "trusted advisor," the Relationship Manager engages in executive-level client contacts to assess ... SUMMARY** As part of the Diversified Industries vertical, the Relationship Manager will be pivotal in managing...and credit and credit quality skills. * Confirmed superior client relationship and internal partnering skills. Ability… more
- JPMorgan Chase (Pasadena, 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
- City National Bank (Los Angeles, CA)
- * RELATIONSHIP MANAGER SENIOR, AFFORTABLE HOUSING* WHAT IS THE OPPORTUNITY? Responsible for building and maintaining Affordable Housing loan portfolio and will be ... and prevent potential financial liability/loss. * Works with Regional Manager , Credit Manager and Credit Administration to...experts to achieve cross-sell goals and helps solidify the client relationship . * Establishes a referral network… more
- PNC (Calabasas, CA)
- …valued and have an opportunity to contribute to the company's success. As a Relationship Manager I within PNC's Commercial Banking organization, you will be ... to be successful in this position. **Preferred Skills** Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision… more
- Umpqua Bank (Los Angeles, 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 (Encino, CA)
- …business. Together for better. **About the Role:** Commercial Relationship Manager develops, advises, manages, and retains client relationships. They also ... Commercial Banking Relationship Manager Commercial Banking Encino, California...results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial… more
- JPMorgan Chase (Irvine, CA)
- …relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship ... by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships,… more
- Wells Fargo (Los Angeles, CA)
- **About this role:** Wells Fargo is seeking a Principal Relationship Manager for the Financial Sponsors Coverage team within Specialized Industries as a part of ... disciplines, by keeping information current in relevant systems such as Customer Relationship Management systems + Strategically lead and support Business… more
- JPMorgan Chase (Glendale, CA)
- …relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship ... revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank… more