- Comerica (Tustin, CA)
- …confidential. Partnership : * Consistently impact the efforts that improve Banking Center Collaboration. * Identify opportunities to add value to customers by ... for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed...execution of the mentioned areas. This position will support Banking Centers within the District. May require working occasional… more
- Wells Fargo (Alhambra, CA)
- …Advisor in the affluent partnership , you will be working with clients in partnership with Branch Banking and Premier. Learn more about our career areas and ... all the financial needs of the client through enterprise partnerships + Identify and refer clients to other financial...team, with your Premier Banker partner + Engaged in partnership activities with assigned locations + Partner with and… more
- BMO Financial Group (Covina, CA)
- …made for the individual. Premier Relationship Managers play the role of our banking product experts and process all banking solutions, including checking, ... and support necessary for your success. + Work with your internal partnerships to leverage their expertise to provide comprehensive strategies and solutions for… more
- JPMorgan Chase (Long Beach, CA)
- …As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking , you'll be developing and managing a portfolio of large profitable business ... experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their… more
- BMO Financial Group (Long Beach, CA)
- …contacts referral and origination sources identified through the creation of national partnerships and/or creates local partnerships to lead discussions about ... to queries and requests to identify client needs for banking products (eg everyday banking , lending, and investment) and refer to appropriate BMO partners.… more
- US Bank (Corona, CA)
- …relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and ... and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on… more
- US Bank (Canoga Park, CA)
- …relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and ... and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on… more
- City National Bank (Whittier, CA)
- …in targeted segments including business and professional segments, and Preferred Banking as defined, through proactive outside calling efforts and cultivating strong ... partnerships with center of influences in and around the...appropriate to clients. + Assist clients with their branch banking transactions as needed and directed by branch management.… more
- JPMorgan Chase (Irvine, CA)
- …having a strong commitment to diversity and inclusion. Using the latest banking solutions, combined with cutting-edge financial technology and the most welcoming and ... their financial needs. As a Branch Manager in Branch Banking , you will ensure the branch will meet and...invest when, where, and how they want + Builds partnerships with local businesses to build the brand in… more
- BMO Financial Group (Woodland Hills, CA)
- …and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and ... opportunities during customer conversations to generate referrals for personal and commercial banking products (eg personal banking , lending, and investments). +… more
- JPMorgan Chase (Irvine, CA)
- …in the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United ... in an effort to continuously adapt to the ever-changing commercial banking landscape **Required Qualifications, Skills and Capabilities** + Comprehensive knowledge… more
- Umpqua Bank (Newport Beach, CA)
- …Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It's an especially exciting time ... create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core… more
- Synchrony (Costa Mesa, CA)
- …to enhance the overall effectiveness of the entire process. + Foster strong partnerships and engagement with business and risk teams, where necessary, to understand ... currently not available. Track progress on action items. + Foster strong partnership and engagement with relevant stakeholders in the identification of data quality… more
- HCA Healthcare (Riverside, CA)
- …Consumer Discounts + Retirement readiness, rollover assistance services and preferred banking partnerships + Education assistance (tuition, student loan, ... is more than a job? Our Riverside Community Hospital team is committed to partnership , innovation, legacy and improving more lives in more ways. Share your resume… more
- Bank of America (Woodland Hills, CA)
- …guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities ... bank * Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with… more
- JPMorgan Chase (Santa Ana, CA)
- …through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to ... that make our One Chase products work together + Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to… more
- TEKsystems (Riverside, CA)
- …Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision. Provide assistance/training to lower level team ... members. Skills: Customer service team, Inbound call center, Customer service, Banking , Data entry, Finance, Microsoft office Top Skills Details: Customer service… more
- Bank of America (Newport Beach, CA)
- …Description:** The Merchant Specialist (MS) is the primary solutions architect working in partnership with the GTS and LOB sales teams and clients across BB, GCB ... deepen relationships with existing clients by working closely with Business Banking , Global Transaction Services, and the broader Merchant organization. This… more
- Banc of California (Santa Ana, CA)
- …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 premier relationship-based business banks focused on providing banking and treasury management services to small-, middle-market, and venture-backed… more
- Banc of California (Santa Ana, CA)
- …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 premier relationship-based business banks focused on providing banking and treasury management services to small-, middle-market, and venture-backed… more