- Wells Fargo (Newport Beach, CA)
- **About this role:** Wells Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of our growing Small & Business ... outlined in the job expectations below **Required Qualifications:** + 4+ years of Business Banking experience, or equivalent demonstrated through one or a… more
- US Bank (Brea, CA)
- …new skills and discover what you excel at-all from Day One. **Job Description** Our Business Banking Relationship Managers play a pivotal role in helping our ... business clients achieve their financial goals. They approach each...strong, long-term relationships. + Assess and attend to clients' banking needs. + Obtain and process client and account… more
- City National Bank (Irvine, CA)
- * RELATIONSHIP MANAGER I CORPORATE BANKING * WHAT IS THE OPPORTUNITY? Develops and manages relationships with major market corporate clients with revenues ... order to establish a total client banking relationship . Discusses financing opportunities and general business ...equivalent * Minimum 3 years of experience as a Relationship Manager * Minimum 3 years of… more
- City National Bank (Irvine, CA)
- …and positive work habits to drive successful delivery of the company's small business banking strategies. * Demonstrated professional experience in preparing and ... *COMMERCIAL BANKING PRODUCT SOLUTIONS SALES MANAGER * WHAT...level management within the Bank as well as bank relationship managers, team leaders and business development… more
- JPMorgan Chase (Whittier, CA)
- … Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking , you'll be helping to improve the lives of ... and build relationships. Regularly review processes and strategies with manager , making adjustments as needed + Identify and pursue...skills** + Minimum of 1 year experience in a Business Banking Relationship Management role… more
- CIBC (Newport Beach, CA)
- …the relationship , serving as a trusted advisor, while surrounding the relationship with specialists (Private Banker, Investment Manager and Trust Advisor). + ... estate and financial planning and capital markets. + Identify opportunities for relationship expansion across all CIBC lines of business through referral… more
- Comerica (Costa Mesa, CA)
- …Treasury Management, Wealth Management, Foreign Exchange, and Global Capital Markets. Lines of Business : Business Banking and Middle Market. Rotations may ... demonstrates Sales and Credit skills learned in the program. Initial placement into Relationship Manager I, First Level Officer position. Placement out of the… more
- PNC (Irvine, CA)
- …opportunity to contribute to the company's success. As a Managing Director, Senior Relationship Manager within PNC's Corporate Banking organization, you will ... Financial Analysis, Financial Modeling, Investment Banking , Public Speaking, Relationship Building, Relationship Management **Competencies** Business … more
- Enterprise Bank & Trust (Cerritos, CA)
- …our communities.** **Together, there's no stopping you!** **Job Title:** SVP, Relationship Manager **Job Description:** **Summary:** Senior level relationship ... This position will service as a mentor to other relationship managers within the organization and could evolve into...and take ownership. + Bachelor's degree in Finance or Business with emphasis in financial banking preferred.… more
- City National Bank (Sherman Oaks, CA)
- …and services in order to establish a total client banking relationship . Discusses financing opportunities and general business conditions; may assist in ... * RELATIONSHIP MANAGER CB* WHAT IS THE...* RELATIONSHIP MANAGER CB* WHAT IS THE OPPORTUNITY? Develops and...specialist acting as a technical consultant to clients and Relationship Managers in various business segments and… more
- Columbia Bank (Newport Beach, CA)
- …senior and executive level professionals. + Proven business development, relationship and portfolio management, private banking , and wealth management ... Sr Private Bank Relationship Manager Wealth Management Irvine, California...place to work by offering a unique brand of relationship banking and fostering a culture where… more
- Comerica (Costa Mesa, CA)
- … Relationship Manager IV -- FSD The Relationship Manager role will be responsible for new business development, onboarding, portfolio management ... Promotes public bank image by being involved in meaningful community and business development activities, as appropriate Provides junior Relationship Managers… more
- Bank of America (Newport Beach, CA)
- Relationship Manager - EGP Newport Beach, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Newport-Beach/ Relationship - Manager EGP\_25034935) **Job Description:** Merrill Wealth Management… more
- KeyBank (Newport Beach, CA)
- **Location:** 660 Newport Center Drive, Newport Beach California **Job Description - Senior Relationship Manager , IPG** About the Job The Senior Relationship ... primarily active commercial real estate owners, investors and developers. Sr Relationship Managers provide comprehensive financial advice and solutions that enable… more
- JPMorgan Chase (Irvine, CA)
- …ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop ... + Possess 10+ years in Financial Services, including affluent or complex relationship management and business development. + Exhibit an entrepreneurial spirit,… more
- BMO Financial Group (Newport Beach, CA)
- …cash management, commercial cards and cross border/international fee income. In addition, the Relationship Manager will be tasked with leveraging the bank and ... delivering the integrated BMO OneClient focus, partnering across all lines of business including Wealth, Retail, Business Banking , and Diversified Industries… more
- Banc of California (Santa Ana, CA)
- …"bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our… more
- Banc of California (Brea, CA)
- …"bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our… more
- HSBC (Irvine, CA)
- …experience to the valuable banking and wealth clients and increase the Wealth Relationship Manager 's client facing time. While the Wealth Relationship ... under the direction of registered securities representatives, the Wealth Relationship Manager (WRM). This role is a...Managers to achieve their plan and Wealth and Personal Banking business they are responsible for +… more
- Wells Fargo (Tustin, CA)
- … Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business ... and services, based on customers' needs + Analyze tactical business challenges related to full-service banking experience...partners and connect customer with the appropriate partner or relationship manager to meet their needs +… more