- Wells Fargo (Oakland, CA)
- **About this role:** Wells Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of our growing Small & Business ... outlined in the job expectations below **Required Qualifications:** + 4+ years of Business Banking experience, or equivalent demonstrated through one or a… more
- US Bank (Walnut Creek, CA)
- …learn new skills and discover what you excel at-all from Day One. **Job Description** Business Banking Relationship Managers play a pivotal role in helping ... Seven or more years of relevant experience Preferred Skills/Experience - Strong relationship management and business development abilities - Portfolio management… more
- City National Bank (Walnut Creek, CA)
- …new client sales, referrals, cross sales and retention efforts of the Commercial Banking Relationship Managers and Commercial Client Services Officers. Develops ... client strategies for both new and existing clients.Regularly accompanies Commercial Banking Relationship Managers on key client visits and assists… more
- JPMorgan Chase (San Rafael, CA)
- …enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business ... Manager Senior (BRM) Acquisition banker in Business Banking , you'll be developing and managing...skills** + Minimum of 5 years' experience in a Business Banking Relationship Management role… more
- BMO Financial Group (Walnut Creek, CA)
- …progress 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: +...knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning… more
- Columbia Bank (Walnut Creek, CA)
- Healthcare Relationship Manager Wealth Management San Jose, California Walnut Creek, California Addison, Texas Henderson, Nevada **Description** **About Us:** At ... place to work by offering a unique brand of relationship banking and fostering a culture where.... Together for better. **About the Role:** + The Relationship Manager plays a key role in… more
- Bank of America (Walnut Creek, CA)
- Merrill Market Client Relationship Manager Walnut Creek, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer ... while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division… more
- Columbia Bank (Walnut Creek, CA)
- CRE Relationship Manager Sr. Commercial Banking Walnut Creek, 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...sense of ownership in all team members. + Excellent relationship management and business development abilities, analytical… more
- BMO Financial Group (San Ramon, CA)
- …US We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our ... are excited to be adding to our Institutional Markets/Government Banking team. We will be adding a senior level... team. We will be adding a senior level Relationship Manger and are open to having the individual… more
- Citigroup (Walnut Creek, CA)
- …appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...contribute to the objectives of the function and overall business . Evaluates moderately complex and variable issues with substantial… more
- BMO Financial Group (San Ramon, CA)
- …US We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our ... thriving bank. Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains… more
- Comerica (Walnut Creek, CA)
- …services. Lead and oversee banking center activities in the absence of Banking Manager . Consistently assess needs and add value to customers and prospects. ... business relationships. Effective utilization of converge for customer relationship management. Operational Risk: Ensure compliance with applicable federal,… more
- Bank of America (Richmond, CA)
- …+ Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + ... Relationship Banker - Richmond Richmond, California **To proceed...the specific Financial Center location will be based on business needs. If you are offered a position, you… more
- Bank of America (Berkeley, CA)
- …+ Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + ... Relationship Banker - Oakland area Oakland, California;Alameda, California;...with conducting transactions through self-service resources, such as mobile banking , online banking , or ATM. Key responsibilities… more
- BMO Financial Group (Orinda, CA)
- … banking , retail investments, lending solutions, home financing (including business -for-self applications)), and small business solutions). + Offers clients ... with BMO partners to deliver the desired customer experience and achieve overall business objectives. + Takes a lead in proactively engaging with existing customers… more
- BMO Financial Group (San Ramon, CA)
- …maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners. + Structures and ... a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives...lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio… more
- BMO Financial Group (San Ramon, CA)
- …maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners. + Structures and ... agreement covenant and monitoring requirements. + Supports management of the Relationship Manager portfolio by addressing covenant violations, completing annual… more
- Columbia Bank (San Rafael, CA)
- …Columbia, 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 ... Branch Manager Retail Banking Group San Rafael,...business acumen that enables solving consumer and small business banking challenges. + Demonstrates proficiency in… more
- Columbia Bank (Walnut Creek, CA)
- …Columbia, 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 ... Trust Portfolio Manager Wealth Management Walnut Creek, California **Description** **About...way forward is together. Together for people. Together for business . Together for better. **About the Role:** A Trust… more
- Wells Fargo (San Rafael, CA)
- …partners, and stakeholders, including customers + Act as the primary relationship manager for a portfolio of small business customers with annual gross sales ... Business Banker (SAFE) in Consumer and Small Business Banking . As a Branch Small ...$500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with… more