- Pacific Western Bank (Santa Ana, CA)
- …trend analysis for the delivery of the Banks credit products and services to middle market and other business clients and prospects. Monitors assigned credit ... banks focused on providing banking and treasury management services to small, middle - market , and venture-backed businesses. Banc of California offers a broad… more
- PIMCO (Newport Beach, CA)
- …/ PhD is a plus. Strong understanding of end-to-end functions of a full-service asset manager OR deep expertise in one Middle Office / Operations / Investment ... Our ideal candidate will have end-to-end functional knowledge of an asset manager , from attracting new clients, aligning their needs to investments and the… more
- PIMCO Ltd. - Pacific Investment Management Company (Newport Beach, CA)
- …a plus. Strong understanding of end-to-end functions of a full-service asset manager OR deep expertise in one Middle Office/Operations/Investment Accounting, ... Our ideal candidate will have end-to-end functional knowledge of an asset manager , from attracting new clients, aligning their needs to investments and the… more
- Comerica (La Puente, 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 Vice President, Relationship Manager III, Middle Market Position Qualifications: + 5 years in middle… more
- Columbia Bank (Los Angeles, CA)
- **About the Role:** Responsible for managing and leading middle market banking activity and production in an assigned market , overseeing a portfolio of ... serving clients with $15+MM of annual revenue. Manages a team of Middle Market Relationship Managers to meet strategic objectives, production goals, and client… more
- Banc of California (Santa Ana, CA)
- …banks focused on providing banking and treasury management services to small, middle - market , and venture-backed businesses. Banc of California offers a broad ... experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors. Banc of California is an equal opportunity… more
- City National Bank (Irvine, CA)
- * MANAGER CLIENT OPERATIONS* WHAT IS THE OPPORTUNITY? Directs and manages the client and operational services of a Commercial, Specialty or Corporate Banking Services ... Identifies and escalates exception conditions to the Division Operations Manager , the Relationship Manager and/or Manager , as appropriate. * Manages deposit… more
- City National Bank (Irvine, CA)
- * MANAGER CLIENT OPERATIONS II* WHAT IS THE OPPORTUNITY? This role is responsible for leading a team dedicated to resolving client requests and enhancing service ... Identifies and escalates exception conditions to the Division Operations Manager , the Relationship Manager and/or Manager , as appropriate. * Manages deposit… more
- City National Bank (Long Beach, CA)
- *PORTFOLIO MANAGER I - Emerging Middle Market * WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team focused on the ... institutional and regulatory requirements. * Collaboration: Partners with Relationship Manager (s) to successfully manage credit account relationships. Work closely… more
- BMO Financial Group (City Of Industry, CA)
- …for a Senior Commercial Portfolio Manager to join our team in the Emerging Middle Market , Pac Rim Division. The main responsibility of this role is to ... a comprehensive credit summary in conjunction with the Relationship Managers and Credit Manager to address all material aspect of the request. + Supports management… more
- BMO Financial Group (Sherman Oaks, CA)
- …are seeking a Director, Principal Relationship Manager to join our Commercial Emerging Middle Market Group. The Emerging Middle Market segmentation ... will have a strong COI (Center of Influences) network, established in the market place, and a proven track record in sales performance. This individual will… more
- BMO Financial Group (Sherman Oaks, CA)
- …a thriving economy, a sustainable future, and an inclusive society. The Emerging Middle Market segmentation targets $10MM-$50MM in company revenues. The ideal ... will have a strong COI (Center of Influences) network, established in the market place, and a proven track record in sales performance. This individual will… more
- Banc of California (Santa Ana, CA)
- …the identification and development of new commercial banking business, specifically targeting the middle market segment. Actively engages in the sales process to ... banks focused on providing banking and treasury management services to small, middle - market , and venture-backed businesses. Banc of California offers a broad… more
- The Hartford (Brea, CA)
- …accomplish theirs, too. Join our team as we help shape the future. The Middle Market Underwriting internship program is designed to prepare college students for ... the other interns on any group/team activities, as assigned by the manager * Effectively use on-line resources, automation tools, and computer software packages*… more
- Columbia Bank (Los Angeles, CA)
- **About the Role:** Serves as the key banking relationship manager for assigned middle market client relationships. Accountable for prospecting new business ... level, the relationship manager generally supports a portfolio of mid-size middle market clients with $25MM or more in annual revenue, with varying levels of… more
- City National Bank (Irvine, CA)
- *Portfolio Manager II - Middle Market , Food and Beverage* WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team focused on ... institutional and regulatory requirements. * Collaboration: Partners with Relationship Manager (s) to successfully manage credit account relationships. Work closely… more
- Columbia Bank (Los Angeles, CA)
- **About the Role:** Responsible for being the key banking advisor for Middle Market client relationships. Accountable for prospecting new business and working ... with Client Solutions Manager to expand existing relationships. Ability to identify loan,...as a trusted advisor to clients, functions as the Middle Market client "expert" in providing differentiating… more
- Zions Bancorporation (Huntington Beach, CA)
- …multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. _We are seeking a seasoned_ **_Loan ... sets work schedules, allocates and monitors work. + Assists manager in providing efficient and effective services to customers....queue and assigns due diligence and closing tasks to middle office loan closers. + Manages any overflow of… more
- PNC (Irvine, CA)
- …major PNC markets may be considered. Preferences: Formal Credit Training Experience with middle market clients (revenue 50mm+) PNC will not provide sponsorship ... to contribute to the company's success. As a Managing Director, Senior Relationship Manager within PNC's Corporate Banking organization, you will be a key member of… more
- The Hartford (Brea, CA)
- …review, essential services, rating, prepare work orders for quoting and issuance of middle market business. Serves as the point of contact for agents ... information and writes effective letters, emails, reports, etc.Qualifications* Prior Commercial Market Insurance Industry experience as an Account Manager , Rater… more