- City National Bank (Newport Beach, CA)
- ** RELATIONSHIP BANKER ** **WHAT IS THE OPPORTUNITY?** Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for ... exemplary client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. Works with clients… more
- Bank of America (San Juan Capistrano, CA)
- Relationship Banker San Juan Capistrano, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- US Bank (Aliso Viejo, CA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...you excel at-all from Day One. **Job Description** Client Relationship Consultants build relationships with customers, engaging them via… more
- Wells Fargo (Foothill Ranch, CA)
- **About this role:** Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking ... and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the … more
- Bank of America (Newport Beach, CA)
- Small Business Banker - Orange County South Market Newport Beach, California **Job Description:** At Bank of America, we are guided by a common purpose to help ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- Zions Bancorporation (Laguna Hills, CA)
- …in Small Business & Middle Market Excellence Awards. We are looking for a Branch Relationship Banker (Personal Banker ) to provide top notch customer service ... Associates at California Bank & Trust work in a relationship -centered culture where they are provided with the tools, training, and opportunities to build the… more
- Comerica (Lake Forest, CA)
- Relationship Banker What we can offer you: * Career Growth -- promotional opportunities * Incentive program based on performance * Paid Time Off (PTO), Paid ... * Retirement Plan * Employee Stock Purchase Plan The Relationship Banker is responsible for contributing to...center. * Assist in community awareness events to increase bank outreach and foster new business relationships. * Effective… more
- US Bank (Irvine, CA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...in the financial services industry **Preferred Skills/Experience** + Strong relationship management and lending skills + Strong sales and… more
- BMO Financial Group (Irvine, CA)
- …a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with ... risk management framework to the portfolio to protect the Bank 's assets and maintain the quality of the lending...accordance with sound credit granting principles and with the Bank 's policies and procedures. + Acts as a key… more
- Bank of America (Newport Beach, CA)
- Sr. Relationship Manager -Global Commercial Bank - Middle Market - Technology Group Newport Beach, California;Newport Beach, California **Job Description:** At ... Bank of America, we are guided by a common...client problems. + Client Solutions Advisory + Prospecting + Relationship Building + Risk Management + Financial Analysis +… more
- BMO Financial Group (Newport Beach, CA)
- …clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, ... of accounts for team members and customers. + May act as lead relationship manager. + Supports the sales process and client experience, identifying gaps, issues… more
- City National Bank (Irvine, CA)
- ** RELATIONSHIP MANAGER SENIOR** **WHAT IS THE OPPORTUNITY?** This person is responsible for motivating, coaching, directing, and managing the branch sales process ... and monitoring results. This includes results from both the Relationship Managers who report to them, their own portfolio...an effective and professional manner with all levels of Bank personnel, corporate and bank clients demonstrating… more
- City National Bank (Newport Beach, CA)
- …financial health and advise accordingly. + Negotiation - ability to maintain a profitable relationship , balancing bank and client needs. + Policy & Procedures - ... ** RELATIONSHIP MANAGER II** **WHAT IS THE OPPORTUNITY?** Responsible...segments and expand relationships to become our client's main bank option. + Manage a portfolio of existing clients… more
- US Bank (Irvine, CA)
- …recommending financial solutions based on each client's unique goals and needs. US Bank Business Banking Relationship Managers are the primary advisor for our ... At US Bank , we're on a journey to do our...excel at-all from Day One. **Job Description** Business Banking Relationship Managers play a pivotal role in helping our… 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 ... benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of...skills with the goal of transitioning into a Senior Relationship Manager role upon completion of the program. Key… more
- M&T Bank (Costa Mesa, CA)
- …and long-term strategies to achieve sustainable earnings growth and compliance with Bank and Division strategic plans. Participates in development and delivery of ... sources of new business. + Provide coverage and support for other Relationship Managers within assigned Section/Unit as required by absence. + Represent GCM… more
- City National Bank (Irvine, CA)
- …with Relationship Manager. + Maintains up-to-date knowledge on all Bank lending policies and regulations. Confers with the Credit Manager and appropriate ... ensure all loan are documented to fully protect the Bank 's interests in the credit relationship . Reviews...protect the Bank 's interests in the credit relationship . Reviews collateral periodically to minimize credit exposure. **Must-Have… more
- City National Bank (Irvine, CA)
- …position. Follows Bank segmentation policy and collaborates with the appropriate Relationship Managers and Team Leaders at the various business units within the ... and implementation of banking services. Passes off prospects to Relationship Managers per Bank 's segmentation policy, after the deal is closed. Remains alert… more
- Bank of America (Laguna Niguel, CA)
- …Laguna Niguel Financial Center Laguna Niguel, California **Job Description:** At Bank of America, we're creating real, meaningful relationships with individuals and ... through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for… more
- Bank of America (San Diego County, CA)
- …San Diego, California; Rancho Santa Fe, California; San Diego, California **Job Description:** At Bank of America, we are guided by a common purpose to help make ... benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of...prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite… more