- 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...business. Together for better. **About the Role:** + The Relationship Manager plays a key role in… more
- Citigroup (Berkeley, CA)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...of product specialists, intuitively recognize and understand a client's banking , credit and investment needs and goals to provide… more
- Bank of America (Walnut Creek, CA)
- …obtain licenses within 90 days of start date * 12+ years of private banking and/or complex financial services experience or equivalent financial ... Private Client Advisor II Walnut Creek, California **To...advisor, providing integrated recommendations including wealth structuring, credit facilities, banking , and asset management + Encourages use and adoption… more
- BMO Financial Group (San Ramon, CA)
- …key member of the Bank's Commercial Real Estate group, collaborating with Relationship Managers to deliver well-structured loan solutions for commercial real estate ... customers across the US The Portfolio Manager is responsible for preparing well-reasoned credit proposals in...and attend meetings with lending clients in conjunction with Relationship Managers. + Collaborate with Relationship Managers… 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 ... service assistants as production grows. This helps you focus more on client relationship and less on administrative tasks. Management's role is to remove obstacles… more