- EverBank (Irvine, CA)
- **Regional Banking Manager ** The Regional Banking Manager oversees the financial centers within the assigned region, responsible for the effective ... refine processes, procedures and best practices with the ultimate result being exceptional client service . + Manages performance of team through regular, timely… more
- Bank of America (Newport Beach, CA)
- Relationship Manager Development Program - Global Commercial Banking San Diego, California;Newport Beach, California **Job Description:** At Bank of America, we ... and credit skills with the goal of transitioning into a Senior Relationship Manager role upon completion of the program. Key responsibilities include acquiring and… more
- BMO Financial Group (San Diego County, CA)
- …**To Boldly Grow the Good in Business and Life.** Business Banking Relationship Managers provide technical expertise for proactive credit analysis, structuring, ... and procedures. + Identifies prospective customers, and/or refers customers with Personal Banking and/or more complex needs to appropriate personnel. + Breaks down… more
- US Bank (Irvine, CA)
- …client relationships are based on trust, assessing and attending to clients' banking needs, obtaining and processing client and account information, educating ... services , and recommending financial solutions based on each client 's unique goals and needs. US Bank Business ...client 's unique goals and needs. US Bank Business Banking Relationship Managers are the primary advisor for our… more
- BMO Financial Group (San Diego County, CA)
- …the client 's/prospect's business and needs. + Assists with sales and service administration and processing ensuring client experience is seamless and ... Jolla. The ideal candidate will have a Commercial and/or Corporate Banking Background focusing originating and managing relationships with companies generating… more
- City National Bank (Irvine, CA)
- …analytics used to support the decision are accurate and calculated correctly. + Attends client meetings at Relationship Manager , Team Leader, Manager or ... + Provides balanced and appropriate credit guidance to Relationship Manager , Team Leader and Manager and collaborates...required. + Minimum 7 years of experience in a banking or financial services environment required **Skills… more
- JPMorgan Chase (Irvine, CA)
- …may arise with the use of our complex treasury and cash management products and services . As a Client Relationship Manager (CRM) within the Commercial Bank, ... serve as the primary point of contact for each client assigned to your portfolio within Commercial Banking...client experience globally through the handling of the service and account management needs of designated high-profile clients… more
- City National Bank (Irvine, CA)
- …the Client Manager in supervising and participates in the operations, client service , and internal sales activities of the branch. + Monitors and ... and administers colleague schedules and internal workflow. They may assist the Client Manager in interviewing perspective new colleagues and providing… more
- City National Bank (San Diego County, CA)
- …the Client Manager in supervising and participates in the operations, client service , and internal sales activities of the branch. Monitors and maintains ... and administers colleague schedules and internal workflow. They may assist the Client Manager in interviewing perspective new colleagues and providing… more
- JPMorgan Chase (Newport Beach, CA)
- …solutions and delivering an exceptional client experience. As a Relationship Manager in the Firm's Consumer and Community Banking division, you will ... Are you passionate about building and maintaining high-network worth client relationships across banking , lending, and investments?...Skills** + A minimum of five years of financial services or service sales experience, established high… more
- City National Bank (Irvine, CA)
- …levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service . + Represents the Bank by actively participating in ... their own portfolio growth and development, and referrals and cross-sells from the service team.Managing each Relationship Manager includes making sure each has… more
- Bank of America (Newport Beach, CA)
- … Banking , Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant ... Sr. Relationship Manager -Global Commercial Bank - Middle Market -...Join us! Great opportunity to join our Global Commercial Banking (GCB) Healthcare, Technology & Sponsors (HTS) Team focusing… more
- City National Bank (Irvine, CA)
- …the activities of branch personnel towards attainment of branch goals, including sales, client service and proper credit quality and risk management. Responsible ... of assigned branch with particular emphasis on managing a client -driven sales and service environment. This may...appropriately, & consistent delivery centered on key areas of client needs. + Improve Sales & Banking … more
- BMO Financial Group (San Diego County, CA)
- …of study preferred, not required. + 7+ years of experience in a financial services organization with knowledge of banking products, services , pricing, and ... of brokerage and insurance products. + Excellent knowledge of business services , including retirement plans, business banking solutions, insurance, and… more
- City National Bank (Newport Beach, CA)
- …all levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service . + Maximize client contact - networking & being ... trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and service ...appropriately, & consistent delivery centered on key areas of client needs. + Improve Sales & Banking … more
- BMO Financial Group (San Diego County, CA)
- …management services . + Reviews loan applications and cash management service agreements for completeness and accuracy and submits applications to appropriate ... We are seeking a Senior Lead Relationship Manager primarily covering the San Diego Market. The...'s/prospect's business and needs. + Assists with sales and service administration and processing ensuring client experience… more
- Banc of California (Santa Ana, CA)
- …-facing teams. + Proactively collaborate with cross-functional teams including Finance, Client Service , Operations, Legal, Compliance, and Sales to improve ... the nation's premier relationship-based business banks focused on providing banking and treasury management services to small-,...a broad range of loan and deposit products and services through more than 70 full- service branches… more
- Zions Bancorporation (Irvine, CA)
- …statements, risk analysis, credit scoring, loan documentation, etc. + Knowledge of banking products, services , policies, procedures and regulations. + Solid ... to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and...active for 70 years and has more than 80 full- service branch offices across the state. This dedication has… more
- Deloitte (Costa Mesa, CA)
- …+ Ability to leverage cross-geography insights and delivery professionals to enhance client service delivery + Business-Technology a cumen , exhibited through ... industry depth by harnessing deep sector knowledge, scaling the power of hybrid services and products, and unlocking the power of Process Bionics to deliver… more
- BMO Financial Group (Newport Beach, CA)
- …and diverse background in financial service industry and expert knowledge of the banking services for the high net worth / ultra high net worth markets. ... Provides a superior level of customer service and portfolio management in lending services...prospects and clients. + Identifies cross-selling opportunities to increase client penetration for banking , investments and deposits.… more