- BMO Financial Group (San Mateo, CA)
- …Purpose: **To Boldly Grow the Good in Business and Life.** Our Business Banking Relationship Managers provide technical expertise for proactive credit ... rapport and instils confidence to develop credibility and earn their trust as relationship manager . + Identifies business needs, designs/develops tools and… more
- Citigroup (San Jose, CA)
- …summary memo for total credit exposure greater than $250K. Credit certified in small business banking . Follow up on credit referrals >$250M from Branch Managers ... Management * Proactively manage portfolio of assigned high value clients. Expand business banking customer relationships by identifying needs and maximizing… more
- US Bank (Cupertino, CA)
- …learn new skills and discover what you excel at-all from Day One. **Job Description** Business Banking Relationship Managers play a pivotal role in helping ... financial solutions based on each client's unique goals and needs. US Bank Business Banking Relationship Managers are the primary advisor for our business… more
- US Bank (Hayward, CA)
- …learn new skills and discover what you excel at-all from Day One. **Job Description** Business Banking Relationship Managers play a pivotal role in helping ... financial solutions based on each client's unique goals and needs. US Bank Business Banking Relationship Managers are the primary advisor for our business… more
- PNC (Campbell, CA)
- …contribute to the company's success. As a Relationship Manager I - Business Banker within PNC's Business Banking organization, you will be based in ... Services, Wholesale and Women in Business . As a Relationship Manager in Business Banking you will develop and cultivate Center of Influence (COI)… more
- Bank of America (Palo Alto, CA)
- Sr. Relationship Manager - Global Commercial Banking - For Profit Healthcare San Francisco, California;Palo Alto, California **Job Description:** At Bank of ... make a difference. Join us! **Job Summary** The Sr. Relationship Manager to be part of our...and capital markets-agented transactions, and maintains a close working relationship with Global Corporate & Investment Banking .… more
- Umpqua Bank (San Jose, CA)
- …Relationships. **About the Role:** In this role, you will serve as the key banking relationship manager for assigned middle market client relationships. ... Sr. Middle Market Relationship Manager Commercial Banking ...and provide adequate risk management for Bank. + Excellent relationship management and business development abilities. +… more
- BMO Financial Group (San Jose, CA)
- …by understanding and planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio ... savings, and lending needs. As a **Licensed Senior Premier Relationship Manager ** at BMO, you will: +...knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning… more
- City National Bank (San Jose, CA)
- ** RELATIONSHIP MANAGER I** **WHAT IS THE...Mortgage Licensing Act of 2008" (Safe Act). **Personal and Business Banking Division** As a member of ... City National's Personal & Business Banking group, you will have the...actively managing a portfolio of discerning clients. + Excellent business development and client relationship skills. +… more
- City National Bank (San Jose, CA)
- ** RELATIONSHIP MANAGER SENIOR, Commercial Banking :** **_Hybrid Schedule, San Francisco or San Jose, CA._** **WHAT IS THE OPPORTUNITY?** Develops and manages ... Bank products and services in order to establish a total client banking relationship . Discusses financing opportunities and general business conditions; may… more
- Citigroup (San Jose, CA)
- …field, on sales appointments, generating leads to new to bank opportunities and closing business within retail business banking target market to maximize ... + 6-10 years banking experience, preferably 5+ years in Business Banking + Exceptional consulting skills; ability to probe, listen, clarify and present… more
- Bank of America (San Jose, CA)
- Market Client Relationship Manager San Jose, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we...results focused and effective **Position Overview:** The **Market Client Relationship Manager (MCRM)** is a direct report… more
- Bank of America (San Jose, CA)
- Market Client Relationship Manager San Jose, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... + Leads the service delivery model and wealth management banking strategy of respective markets to drive business...employees and clients, aligned to company D&I goals. + Manager of Process & Data: Demonstrates deep process knowledge,… more
- Wells Fargo (San Jose, CA)
- … Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business ... and services, based on customers' needs + Analyze tactical business challenges related to full-service banking experience...partners and connect customer with the appropriate partner or relationship manager to meet their needs +… more
- BMO Financial Group (San Jose, CA)
- …US We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our ... and will facilitate growth initiatives for the Bank through significant business development and excellent portfolio management of key client relationships.… more
- BMO Financial Group (San Mateo, CA)
- … banking , retail investments, lending solutions, home financing (including business -for-self applications)), and small business solutions). + Offers clients ... with BMO partners to deliver the desired customer experience and achieve overall business objectives. US Only: This position will act as an originator of consumer… more
- Zions Bancorporation (Mountain View, CA)
- … Business & Middle Market Excellence Awards. We are looking for a Business Center Manager with strong commercial lending and credit experience within the ... Associates at California Bank & Trust work in a relationship -centered culture where they are provided with the tools,...banking products and lending concepts. + Knowledge of business development and sales within the financial industry. +… more
- SMBC (San Jose, CA)
- …needs. + Meet with customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met. + Attend community and ... history, SMBC Group offers a diverse range of financial services, including banking , leasing, securities, credit cards, and consumer finance. The Group has more… more
- BMO Financial Group (Palo Alto, CA)
- …rapport and instils confidence to develop credibility and earn their trust as relationship manager . + Identifies business needs, designs/develops tools and ... business relationships and proactively developing and retaining high potential business banking relationships with lending needs up to $100,000. Assists… more
- US Bank (Pleasanton, CA)
- …from Day One. **Job Description** Partners with assigned Relationship Manager (s) to successfully manage Commercial Banking credit account relationships. ... Secondarily, provides customer service, participates in joint sales calls with Relationship Manager (s) and identifies customer needs. Basic Qualifications -… more