- Wells Fargo (Woodland Hills, 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 (City Of Industry, CA)
- Come join our amazing team! We are currently searching for a Senior Commercial Portfolio Manager to join our team. The main responsibility of this role is to ... of the request. + Supports management of the Relationship Manager portfolio by addressing covenant violations, completing...+ Monitors the portfolio performance for assigned portfolio of Commercial Banking clients… 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...loan approval packages, in partnership with Relationship Managers and Portfolio Managers, for credit decisioning. Provide complete analysis of… more
- US Bank (Orange, CA)
- …skills and discover what you excel at-all from Day One. **Job Description** The Commercial Real Estate Senior Portfolio Manager partners with Relationship ... Bachelor's degree, or equivalent work experience - Seven to ten years of commercial banking experience Preferred Skills/Experience - Extensive knowledge of … 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 ... client needs. Provides responsive, quality service. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the … more
- US Bank (Newport Beach, CA)
- …skills and discover what you excel at-all from Day One. **Job Description** The Portfolio Manager partners with Relationship Managers to successfully manage a ... portfolio of Corporate Banking credit relationships. Grows...customer service, participates in joint sales calls with Relationship Manager (s), and identifies customer needs. Basic Qualifications - Bachelor's… more
- Citizens (Irvine, CA)
- …to oversee financial analysis and modeling, risk evaluation, and ongoing portfolio maintenance activities. Lastly, you will provide client support for assigned ... portfolios of Business Banking clients. Primary responsibilities include + Ensure that all...and submit internal reporting/compliance documents and reporting for assigned portfolio . + Complete written summaries of industry issues and… more
- CIBC (Newport Beach, CA)
- …CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Private Banking Advisor's primary purpose is identifying, cultivating and introducing ... family offices, endowments and foundations. This person is aligned with Private Banking and works closely building a team around the clients that includes… 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
- BMO Financial Group (Newport Beach, 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...and cross border/international fee income. In addition, the Relationship Manager will be tasked with leveraging the bank and… more
- BMO Financial Group (Newport Beach, CA)
- We are seeking a highly motivated Regional Manager to lead a team of relationship managers in our Emerging Middle Market Group. The ideal candidate has 10+ years of ... COIs, and key stakeholders in these geographies. The Regional Manager will be responsible for the overall growth in...They will develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well… more
- BMO Financial Group (Newport Beach, CA)
- Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of ... Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit … more
- Enterprise Bank & Trust (Cerritos, CA)
- …or university with a minimum of seven years related experience and/or training in commercial banking **Computer and Software Skills:** + Word + Excel + Bankway ... SVP, Relationship Manager **Job Description:** **Summary:** Senior level relationship manager that develops and manages new commercial deposit and loan… 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 ... Job Description Relationship Manager IV -- FSD The Relationship Manager...role will be responsible for new business development, onboarding, portfolio management and underwriting to support the needs of… more
- City National Bank (Sherman Oaks, CA)
- *RELATIONSHIP MANAGER CB* WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in the assigned business segment and/or geographic ... Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the … more
- Banc of California (Santa Ana, CA)
- …Experience in commercial and other related forms of lending and portfolio products preferred. + Advanced skills in computer terminal and personal computer ... 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… more
- SMBC (Brea, CA)
- …issues raised by external regulators as applicable. Actively manage the branch commercial loan portfolio , identifying problem accounts and creating solutions for ... ORGANIZATION** SMBC MANUBANK was formed by a group of banking entrepreneurs in June 1962. Our scope is to...In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. Our mission is… more
- KeyBank (Newport Beach, CA)
- …660 Newport Center Drive, Newport Beach California **Job Description - Senior Relationship Manager , IPG** About the Job The Senior Relationship Manager serves as ... the Trusted Advisor for clients and prospects who are primarily active commercial real estate owners, investors and developers. Sr Relationship Managers provide… more
- Huntington National Bank (Irvine, CA)
- …Basic Qualifications: + Minimum 5 years' experience in relationship management in commercial banking , leasing industry, or technology sales + Bachelor's degree ... Description Summary: The National Account Manager markets and manages highly specialized lease relationships....benefits of leasing. + Organizes and manages a large portfolio within a region or territory to generate the… more
- Bank of America (Newport Beach, CA)
- …level advisory guidance in the most complex, integrated debt capital solutions for commercial banking clients. Products include lines of credit, term loans, real ... the client or prospect. This role reports to the Commercial Credit Manager or Executive and will...Client Focus **Required Qualifications:** + 10+ years of solid Commercial Banking Experience + Experience in financial… more