- JPMorgan Chase (Irvine, CA)
- …the use of our complex treasury and cash management products and services. As a Client Relationship Manager (CRM) within the Commercial Bank, you will serve ... client experience globally through the handling of the service and account management needs of designated high-profile clients...solicit client input and feedback to drive client satisfaction + Conduct annual relationship reviews… more
- US Bank (Toluca Lake, CA)
- …and discover what you excel at-all from Day One. **Job Description** Float Client Relationship Consultants build relationships with customers by meeting face to ... 6 days per week + Reports to float pool manager at market level We're looking for people who...empathy, taking ownership, and consistent follow up. -Float Pool Client Relationship Consultant for Multiple Branch Locations… more
- BMO Financial Group (Brea, CA)
- …by understanding and planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio ... solutions, including checking, savings, and lending needs. As a **Licensed Senior Premier Relationship Manager ** at BMO, you will: + Serve as the customers'… more
- City National Bank (Irvine, CA)
- …their own portfolio growth and development, and referrals and cross-sells from the service team.Managing each Relationship Manager includes making sure each ... ** RELATIONSHIP MANAGER SENIOR** **WHAT IS THE...personnel, corporate and bank clients demonstrating commitment to quality client service . + Represents the Bank by… more
- JPMorgan Chase (Newport Beach, CA)
- … needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in the Firm's ... their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a… more
- SMBC (Brea, CA)
- …as the account manager for selected deposit relationships to ensure relationship profitability and customer service levels are maintained. + Requires ... Estate Loans, Cash Management Services, International Services **GENERAL SUMMARY** The Senior Relationship Manager (RM) position is an integral component of the… more
- Citigroup (Fountain Valley, CA)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...+ Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.… more
- BMO Financial Group (Sherman Oaks, CA)
- We are seeking a Senior Relationship manager in our Diversified Industries Group primarily covering the North LA Market. The ideal candidate has 7+ years of ... the client 's/prospect's business and needs. + Assists with sales and service administration and processing ensuring client experience is seamless and… more
- BMO Financial Group (City Of Industry, CA)
- …in English and either Chinese, Japanese or Korean. We are looking for a relationship manager to join our Pacific Rim Business and Commercial group supporting ... the client 's/prospect's business and needs. + Assists with sales and service administration and processing ensuring client experience is seamless and… 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 ... Sales referral process development + Risk Management - In-depth + Sales and Service Management -In-depth + Relationship Management - In-depth + Change Leadership… more
- US Bank (Irvine, CA)
- …discover what you excel at-all from Day One. **Job Description** Business Banking Relationship Managers play a pivotal role in helping our business clients achieve ... our business clients today and into the future. Strong client relationships are based on trust, assessing and attending...'s unique goals and needs. US Bank Business Banking Relationship Managers are the primary advisor for our business… more
- US Bank (Irvine, CA)
- …discover what you excel at-all from Day One. **Job Description** Business Banking Relationship Managers play a pivotal role in helping our business clients achieve ... our business clients today and into the future. Strong client relationships are based on trust, assessing and attending...'s unique goals and needs. US Bank Business Banking Relationship Managers are the primary advisor for our business… more
- TEKsystems (Costa Mesa, CA)
- …and/or Audit as required. + Research and resolve issues related to control and client service aspects of assigned accounts in a timely manner to maintain ... transactions. Serves as main point of contact with the client and internal and external service partners...and procedure. + Provide coverage and support for other Relationship Mangers within assigned Section/Unit as required by absence.… more
- Bank of America (Brea, CA)
- …environment. In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions ... client relationships through platform services, supporting clients with self- service or transactional activities, and providing exceptional client...Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at… more
- Wells Fargo (Foothill Ranch, CA)
- …opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with financial ... **About this role:** Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division.… more
- Robert Half-Robert Half Corporate (Irvine, CA)
- …assignment to ensure both receive exceptional customer service . In addition, the client solutions manager will resolve any customer service issues ... **JOB REQUISITION** Client Solutions Manager (Technology) **LOCATION** CA...+ **TOOLS FOR SUCCESS -** We provide world-class training, client relationship management tools and advanced technology… more
- CTG (Costa Mesa, CA)
- …and/or Audit as required. + Research and resolve issues related to control and client service aspects of assigned accounts in a timely manner to maintain ... **Description** CTG is seeking to fill a Banking Client Services Manager opening for our...transactions. Serves as main point of contact with the client and internal and external service partners… more
- US Bank (Newport Beach, CA)
- …appropriate, to deliver economic and market views, investment strategy, manager /fund/security research and due diligence, and portfolio construction resulting in ... tailored investment management and insurance services based upon a client 's unique situation. Basic Qualifications - Bachelor's degree, or equivalent work experience… 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 ... colleague schedules and internal workflow. They may assist the Client Manager in interviewing perspective new colleagues...+ Functions as part of a cohesive unit to service client transactions and is responsible for… more
- M&T Bank (Costa Mesa, CA)
- …for accounts under responsibility, with supervision. **Primary Responsibilities:** + Support the Relationship Manager with oversight of client relationships, ... by business) and/or complex clients. Serves as point of contact for client regarding routine daily administration. Maintains daily contact with clients to address… more