- Unknown (San Jose, CA)
- Vice President, Corporate Mortgage Finance Relationship Manager About the Company Leading regional bank offering a wide range of financial services and solutions ... requires a professional with a proven track record in commercial business development and relationship management, particularly...a deep understanding of market and industry trends. Hiring Manager Title Relationship Manager Team… more
- Unknown (San Jose, CA)
- …Categories Consulting & Professional Services Marketplace B2B B2C Specialties commercial real estate financing microloans small business lending small business ... with a focus on loan growth, product development, and relationship management. They will also be tasked with providing...minimum of 20 years' experience in credit originations or banking , including at least 5 years in a senior… more
- Unknown (San Jose, CA)
- …5001-10,000 Categories Financial Services Consulting & Professional Services Banking Brokerage Insurance Specialties retirement investments and insurance Business ... knowledge of FINRA, SEC, DOL, and IRS regulations, as well as strong relationship management, communication, and presentation skills. The Chief Counsel will also be… more
- Unknown (San Jose, CA)
- …cross-functional teams (tax, legal, operations) and serve as a lead client relationship manager , steering deal strategy, negotiation support, and post-merger ... ensuring quality and timely delivery of financial, operational, tax, and commercial due diligence, and present insights and recommendations to senior stakeholders.… more
- Unknown (San Francisco, CA)
- …consumer & community banking corporate and investment bank asset management private banking and commercial banking Business Classifications B2B About the ... Public Company Founded 2000 Employees 10,001+ Categories Financial Services Finance Banking Wealth Management Banking & Mortgages Asset Management Investment… more
- US Bank (San Jose, CA)
- …at-all from Day One. **Job Description** We have an exciting opportunity for a talented Relationship Manager to come in and manage and grow a large and complex ... portfolio of commercial loans. This sales and relationship focused...and retain and expand relationships with existing customers. The Relationship Manager will sell appropriate bank products… more
- City National Bank (San Jose, CA)
- * MANAGER COMMERCIAL BANKING * WHAT IS...sales, referrals, cross sales and retention efforts of the Commercial Banking Relationship Managers and ... client strategies for both new and existing clients.Regularly accompanies Commercial Banking Relationship Managers on...recommendations before hand off to Credit Administration.Works with Credit Manager and Relationship Manager to… more
- Zions Bancorporation (Palo Alto, CA)
- …in Small Business & Middle Market Excellence Awards. We are looking for a **Private Banking Relationship Manager ** in **San Francisco or Menlo Park, CA** . ... This role acts as the principal account and relationship manager for new and existing clients....& California Life Insurance licenses. + Advanced knowledge of banking , commercial lending, mortgages, investments, trusts, affinity… more
- BMO Financial Group (San Jose, CA)
- … commercial cards and cross border/international fee income. In addition, the Relationship Manager will be tasked with leveraging the bank and delivering ... on business management and other financial matters. + Develops and manages Commercial banking relationships, plans for prospective clients; + may include… more
- BMO Financial Group (San Jose, CA)
- BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the US We are driven by a single purpose: to ... requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. + Operates at… more
- Columbia Bank (San Jose, CA)
- Healthcare Relationship Manager Wealth Management San Jose, California Walnut Creek, California Addison, Texas Henderson, Nevada **Description** **About Us:** At ... place to work by offering a unique brand of relationship banking and fostering a culture where...business. Together for better. **About the Role:** + The Relationship Manager plays a key role in… more
- Citizens (Menlo Park, CA)
- …on each client's unique circumstances. A PE/VC team based in Menlo Park is adding a Relationship Manager to the team to contribute to the ongoing growth. The ... Relationship Manager is responsible for creating new...management, private banking , wealth management, foreign exchange, commercial banking , capital markets and advisory, etc.).… more
- JPMorgan Chase (Santa Clara, CA)
- … Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking , you'll be managing a portfolio ... capabilities, and skills** + Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience + Strong… more
- Comerica (San Jose, CA)
- Job Description Relationship Manager , Middle Market The Relationship Manager is responsible for new business development, portfolio management and ... position at least 10% of the time. Qualifications Position Qualifications: Vice President, Relationship Manager III, Middle Market + Bachelor's Degree from an… more
- Comerica (Palo Alto, CA)
- Job Description Relationship Manager , Technology and Life SciencesThe Relationship Manager role will be responsible for new business development, ... the team and community involvement. Maintain knowledge of corporate banking , credit and non-credit products, trust, real estate, treasury...Degree from an accredited university + Completion of a Commercial Credit Training Program + 7 years of … more
- Banc of California (Menlo Park, CA)
- …California (the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management ... work experience. + A minimum of fifteen (15) years' experience in sales or relationship management. + Experience in commercial and other related forms of lending… more
- Comerica (Palo Alto, CA)
- …services. Lead and oversee banking center activities in the absence of Banking Manager . Consistently assess needs and add value to customers and prospects. ... Assistance, Infertility Services) Retirement Plan Employee Stock Purchase Plan The Relationship Banker is responsible for contributing to the overall success of… more
- Zions Bancorporation (Fremont, CA)
- Associates at California Bank & Trust work in a relationship -centered culture where they are provided with the tools, training, and opportunities to build the best ... as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register.… more
- Comerica (Cupertino, CA)
- Job Description The Bank Manager is responsible for the overall leadership, management, and success of a Retail Banking Center(s). This is accomplished by ... ensuring banker readiness of all Relationship Bankers, conducting, and leading growth, contributing to a...execution in each of the mentioned areas. The Bank Manager will also provide transformational leadership in all areas.This… more
- Columbia Bank (San Jose, CA)
- …Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to ... production grows. This helps you focus more on client relationship and less on administrative tasks. Management's role is...may manage clients linked to a group of branches, business/ commercial clients, or function as a "hub" or "second… more
