- Banc of California (Santa Ana, CA)
- … Banking Unit portfolios. + Analyzes and reviews credits within the bank's product suite that encompass various commercial and retail credit types. Analysis ... range of commercial and specialty credit portfolios including the Venture Banking portfolio with exposure to Life Sciences and Technology sectors, as well as… more
- Banc of California (Santa Ana, CA)
- …BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of ... the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed… more
- City National Bank (Irvine, CA)
- * COMMERCIAL BANKING PRODUCT SOLUTIONS SALES MANAGER* WHAT IS THE OPPORTUNITY? This colleague will be responsible for managing and directing the ... capital, treasury process improvement and change management for enterprise banking technology solutions . Ensures that the Treasury...support model optimizes the client experience. * Partner with Product Solutions to launch core product… more
- Comerica (Costa Mesa, CA)
- Job Description Commercial Banking Development Program The Commercial Banking Development Program is an accelerated and challenging career path designed ... to develop Commercial Banking Associates into well-rounded Relationship Managers...associated with credit requests. Determine appropriate loan structures and banking solutions to meet customer needs. Monitor… more
- BMO Financial Group (Newport Beach, CA)
- …experience in Client Relationship, Financial Services, or Service Excellence in a Commercial Banking environment is preferred. + Bachelor's degree preferred in ... on a business/group. + Thinks creatively and proposes new solutions . + Exercises judgment to identify, diagnose, and solve...a nice-to-have + Must have the ability to learn Product Knowledge + Must have an understanding of Regulatory… more
- City National Bank (Irvine, CA)
- …in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Manages ... *RELATIONSHIP MANAGER I CORPORATE BANKING * WHAT IS THE OPPORTUNITY? Develops and manages...solutions to serve their financial needs. Brings in product specialists, as necessary, to help problem solve or… more
- BMO Financial Group (San Diego County, 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...across all lines of business including Wealth, Retail, Business Banking , and Diversified Industries Group. The ideal candidate will… more
- BMO Financial Group (Newport Beach, CA)
- …Management and Treasury Product Services Teams, as well as other key product and support partners within the Commercial Bank across the various geographies. ... focus across all lines of business including Wealth, Retail, Business Banking , and Diversified Industries Group. Ideal candidate facilitates growth initiatives for… more
- JPMorgan Chase (Irvine, CA)
- …solutions for corporate clients + Partner and influence Treasury Services and Commercial Banking teams to establish and drive business development strategies ... solutions + Leverage partnerships with relationship managers and product partners to develop and deliver custom global treasury,...in investment banking , consumer and small business banking , commercial banking , financial transaction… more
- US Bank (Newport Beach, CA)
- …focus is driving growth by identifying, prospecting, and acquiring new corporate and commercial banking clients with over $50MM in annual revenue. This role ... + Initiate contact and engage with decision-makers, presenting tailored banking solutions that meet client needs. +...developments to position the bank as a leader in commercial banking . + Leverage market intelligence to… more
- JPMorgan Chase (Irvine, CA)
- …we are a leader in investment banking , consumer and small business banking , commercial banking , financial transaction processing and asset management. We ... including, but not limited to: Credit, Treasury Services, International Banking , Commercial Card and Merchant Services. Multinational Associates work… more
- Bank of America (Newport Beach, CA)
- …providing expert level advisory guidance in the most complex, integrated debt capital solutions for commercial banking clients. Products include lines of ... Customer and Client Focus **Required Qualifications:** + 10+ years of solid Commercial Banking Experience + Experience in financial analysis, structuring,… more
- JPMorgan Chase (Irvine, CA)
- …we are a leader in investment banking , consumer and small business banking , commercial banking , financial transaction processing and asset management. We ... Vice President and lead the charge in delivering exceptional treasury product implementations for our global clients. Leverage your project management expertise… more
- Citigroup (Costa Mesa, CA)
- …are not articulated or clearly expressed by the client. + Bring together the product experts to develop long-term solutions to strengthen relationships with the ... relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. **Education:** +… more
- Comerica (Costa Mesa, CA)
- …as assigned Qualifications Position Qualifications: + Bachelor's degree + 7 or more years Commercial Banking experience + 5 or more years managing a portfolio of ... Negotiate proper structure of non-credit products. Create and own assigned product 's market message; participate in development of marketing and advertising… more
- Wells Fargo (Irvine, CA)
- …develop or influence long-term goals for highly complex business and technical needs across Commercial Banking or Corporate & Investment Banking + Lead the ... sourcing of new clients or growing of existing relationships for a given product or specialty in close coordination with coverage teams + Understand clients'… more
- KeyBank (Newport Beach, CA)
- …management, syndications, private equity, subordinated debt, deposits, leasing, private banking , equipment finance, etc. Possesses sufficient product knowledge ... the Trusted Advisor for clients and prospects who are primarily active commercial real estate owners, investors and developers. Sr Relationship Managers provide… more
- Citigroup (Costa Mesa, CA)
- …job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and ... quantitative or qualitative analysis to solve problems and develop new, innovative solutions . Required to think beyond existing solutions , assumptions or current… more
- BMO Financial Group (Newport Beach, CA)
- …to key partners. **Identifies and refers business opportunities to key partners, including Commercial Banking and Wealth Management, to deliver holistic client ... market business plan, including sales strategies, to achieve retail sales program / product objectives. + Represents the retail sales programs / products at sales… more
- Columbia Bank (Irvine, CA)
- …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 ... by providing a turn-key approach to LTC and Insurance solutions . **About the Role:** A Senior Wealth Advisor is...may manage clients linked to a group of branches, business/ commercial clients, or function as a "hub" or "second… more
