- City National Bank (Anaheim, CA)
- …making appropriate product/service recommendations to clients they interact with. **Personal and Business Banking Division** As a member of City National's ... **CLIENT OFFICER - Southern California locations** **This position is a common...Personal & Business Banking group, you will have the opportunity to… more
- PNC (Los Angeles, CA)
- …Government, Public Entities, Higher Ed and Non-profits **Job Description** + Sets relationship strategies and directs relationship management activities with new ... and/or existing clients in a book of business to grow sales, revenue and market share with...engagement and loyalty. Generates ideas and best practices within Relationship Management and may mentor others. + Manages effective… more
- PNC (Irvine, CA)
- …may be performed remotely, at manager's discretion. **Job Description** + Coordinates relationship management activities with new and/or existing clients in a book ... of business to grow sales, revenue and market share with...to apply this knowledge appropriately to diverse situations. Client Relationship Management - Knowledge and ability to determine and… more
- Banc of California (Santa Ana, CA)
- …"bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. **Job Summary** Responsible for… more
- HSBC (Arcadia, CA)
- …share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful relationships ... image and maintain and grow a referral network for additional relationship opportunities while maintaining an active prospect pipeline. Business development… more
- JPMorgan Chase (Irvine, CA)
- …of our complex treasury and cash management products and services. As a Client Relationship Manager (CRM) within the Commercial Bank, you will serve as the primary ... for each client assigned to your portfolio within Commercial Banking . The CRM is expected to be the client...and feedback to drive client satisfaction + Conduct annual relationship reviews with clients to identify potential customer-level fraud… more
- Banc of California (Santa Ana, CA)
- …"bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... organizations that provide financial literacy and job training, small business support, affordable housing, and more. **JOB SUMMARY:** The...and support for a wide variety of legal and banking related topics under the direction of the EVP,… more
- JPMorgan Chase (Irvine, CA)
- …a project team that supplies support for the implementation of Treasury and Banking products and services. Partner with client and internal stake holders to help ... + Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management + Manage client… more