- Wells Fargo (Concord, CA)
- **About this role:** Wells Fargo is seeking a Commercial Banking Portfolio Manager for clients with annual revenue of $25M to $100M supporting the ... a fast-paced, dynamic environment while managing multiple priorities. + Experience as a commercial banking Portfolio Manager , with a focus on Middle… more
- BMO Financial Group (San Ramon, CA)
- …and make informed decisions + Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking ... support lending decisions and processes for new and existing Commercial banking loans and credit solutions in...banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in… more
- BMO Financial Group (San Ramon, CA)
- …solutions for commercial real estate customers across the US The Portfolio Manager is responsible for preparing well-reasoned credit proposals in accordance ... authority. + 7 or more years of underwriting and portfolio management experience, preferably in a commercial ...for loan sizes > $15MM. + In-depth understanding of commercial banking products, commercial real… more
- BMO Financial Group (San Ramon, CA)
- …and make informed decisions + Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking ... credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio… more
- US Bank (Walnut Creek, CA)
- …and discover what you excel at-all from Day One. **Job Description** Business Banking Relationship Managers play a pivotal role in helping our business clients ... solutions that build strong, long-term relationships. + Assess and attend to clients' banking needs. + Obtain and process client and account information. + Educate… more
- BMO Financial Group (San Ramon, CA)
- …or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred. + Bachelor's degree required; Business ... largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the US...+ Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns… more
- BMO Financial Group (San Ramon, CA)
- …on business management and other financial matters. + Develops and manages Commercial banking relationships, plans for prospective clients; + may include ... largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the US...services is in accordance with corporate policies, pricing guidelines, portfolio considerations. + Follows up after closing to insure… more
- Columbia Bank (Walnut Creek, CA)
- …office buildings (MOB). + This role combines healthcare industry fluency with commercial banking expertise. You'll originate and manage complex credit ... Healthcare Relationship Manager Wealth Management San Jose, California Walnut Creek,...to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We… more
- Columbia Bank (Walnut Creek, CA)
- CRE Relationship Manager Sr. Commercial Banking Walnut Creek, California **Description** **About Us:** At 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 supporting our customers and communities, and we… more
- Comerica (Walnut Creek, CA)
- …services. Lead and oversee banking center activities in the absence of Banking Manager . Consistently assess needs and add value to customers and prospects. ... efforts to retain, expand and increase the number of portfolio customers in the banking center. Assist...and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's… more
- LTD Global (Livermore, CA)
- …for underwriting and managing adversely graded loans within the Bank's classified loan portfolio . This includes secured and unsecured commercial loans, land and ... institution headquartered in the Bay Area, known for its personalized banking services and long-standing commitment to local communities. The organization offers… more