• Private Bank Relationship

    Citizens (Menlo Park, CA)
    … Equity, Venture Capital and innovation economy verticals within the CFG Private Bank . The Relationship Manager works within a designated team to ... PE/VC team based in Menlo Park is adding a Relationship Manager to the team to contribute...opportunities to identify potential credit risks. + Partner with Relationship Managers in the Private Bank more
    Citizens (07/09/25)
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  • Private Client Manager II

    Bank of America (Walnut Creek, CA)
    …least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Walnut-Creek/ Private -Client- Manager -II\_25024451) **Job Description:** At ... Private Client Manager II Walnut Creek,...the client's financial needs and the full array of Private Bank 's capabilities, establishing and deepening relationships… more
    Bank of America (06/05/25)
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  • Private Client Advisor II

    Bank of America (San Jose, CA)
    …enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank 's capabilities and services to meet ... Present to clients a holistic approach, leveraging the entire Private Bank platform * A high touch,...role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will… more
    Bank of America (06/10/25)
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  • Private Client Advisor II

    Bank of America (Walnut Creek, CA)
    …enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank 's capabilities and services to meet ... present to clients a holistic approach, leveraging the entire Private Bank platform * High touch, client-focused...role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will… more
    Bank of America (07/06/25)
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  • JPMorgan Private Client Relationship

    JPMorgan Chase (Palo Alto, CA)
    …developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help ... the opportunity to take initiative, act entrepreneurially, and contribute to the Bank 's growth in a team environment. **Job responsibilities** + Develop new and… more
    JPMorgan Chase (06/22/25)
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  • Business Relationship Manager Senior…

    JPMorgan Chase (Walnut Creek, CA)
    …relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship ... + Develop strong referral network internally in partnership with Private Bank , Asset Wealth Management, Middle Market...business and its owners and develop the full financial relationship + Understand the personal financial goals and needs… more
    JPMorgan Chase (05/25/25)
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  • Credit Officer Lead Corporate Banking

    City National Bank (Walnut Creek, CA)
    …waiver/consent/amendment, as applicable. * Provide balanced and appropriate credit guidance to Relationship Managers, Group Head and Credit Manager . * Respond to ... all Bank lending policies and regulations. Confer with the Credit Manager and appropriate Bank personnel regarding new/existing lending requirements and… more
    City National Bank (06/24/25)
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  • Senior Wealth Advisor

    Umpqua Bank (Walnut Creek, CA)
    …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 ... best practices in segmentation, client engagement processes, team dynamics, and relationship management both internally and with clients. A Senior Wealth Advisor… more
    Umpqua Bank (06/03/25)
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  • SVP, Relationship Manager , Middle…

    Banc of California (Menlo Park, CA)
    …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury… more
    Banc of California (06/05/25)
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  • Business Relationship Manager Senior…

    JPMorgan Chase (Santa Clara, CA)
    …relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship ... banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate...Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience +… more
    JPMorgan Chase (05/24/25)
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  • Senior Special Assets C&I Underwriter

    LTD Global (Livermore, CA)
    …mortgage lending, and wealth management. It distinguishes itself through relationship -based service, local decision-making, and support for regional economic growth ... and community engagement. Position Overview Reporting to the Special Assets Manager , the Senior Special Assets C&I Underwriter is responsible for underwriting… more
    LTD Global (05/03/25)
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