- CTG (Costa Mesa, CA)
- **Description** CTG is seeking to fill a Banking Client Services Manager opening for our client in Costa Mesa, CA. **Location:** Costa Mesa, CA ... of protected classes. Submit a referral to this job (https://usjobs-ctg.icims.com/jobs/10620/ banking - client - services - manager /job?mode=apply&apply=yes&in\_iframe=1&hashed=-1834384795) **ID** _2024-10620_… more
- City National Bank (Long Beach, CA)
- …retention efforts of the Commercial Banking Relationship Managers and Commercial Client Services Officers. Develops business opportunities by being active in ... ** MANAGER COMMERCIAL BANKING ** **WHAT IS THE...ability. + Excellent understanding of all bank products and services applicable to target client segment. +… more
- BMO Financial Group (Newport Beach, CA)
- …lending decisions and processes for the bank. You will maintain and promote a client service environment to satisfy and exceed customer needs and expectations. ... the bank that defines great customer experience. The Commercial banking team offers clients a unique combination of deep... specialists. **What Will You Do?** As a Portfolio Manager , you will facilitate decisioning and analysis of all… 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
- US Bank (Long Beach, 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 (Newport Beach, CA)
- …the client 's/prospect's business and needs. + Assists with sales and service administration and processing ensuring client experience is seamless and ... Beach. The ideal candidate will have a Commercial and/or Corporate Banking Background focusing originating and managing relationships with companies generating… more
- Deloitte (Costa Mesa, CA)
- …and technology management + 4+ years of techno-functional experience with Financial Services - Banking & Capital Markets Industry + 3+ years experience leading, ... Engineering. We serve as a trusted advisor and managed service provider bringing a mix of capability and capacity...and ML. Through our unrivaled breadth and depth of services across every major industry and domain, we help… more
- BMO Financial Group (City Of Industry, CA)
- …the client 's/prospect's business and needs. + Assists with sales and service administration and processing ensuring client experience is seamless and ... and either Chinese, Japanese or Korean. We are looking for a relationship manager to join our Pacific Rim Business and Commercial group supporting clients based… more
- BMO Financial Group (Newport Beach, CA)
- …support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. ... is interconnected, as well as the many factors that can impact our client 's business like commodity price fluctuations and changing consumer tastes. Our dedicated… 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 (La Palma, CA)
- ** MANAGER - CLIENT ** **WHAT IS THE OPPORTUNITY?** The Client manager is responsible for contributing to overall branch sales efforts, maintaining ... procedures are being met.* For de novo branches the Client Manager will be engaged in some...for managing and conducting annual reviews for the internal sales/ service team. + CLIENT SERVICE … 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 (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
- BMO Financial Group (Brea, 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
- US Bank (Toluca Lake, CA)
- …procedures, documentation and systems - Advanced knowledge of all retail products and services - Proven customer service and interpersonal skills - Experience in ... and discover what you excel at-all from Day One. **Job Description** Float Client Relationship Consultants build relationships with customers by meeting face to face… 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
- Fifth Third Bank, NA (Newport Beach, CA)
- Make banking a Fifth Third better(R) We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth ... products and financial statement analysis, in order to offer beneficial banking solutions (eg loans, treasury management, capital markets) based on clients… 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
- 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 ... GCB Sr Relationship Manager -R (Middle Market) San Diego, California;Newport Beach, California...advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as… more