- US Bank (Newport Beach, CA)
- …relationships along with prospecting and developing new relationships in this industry. The Commercial Banking Relationship Manager manages relationships ... finance, accounting or other related field - 10 or more years of commercial lending experience - Three or more years of management experience **Preferred… more
- Bank of America (Newport Beach, CA)
- Relationship Manager Development Program - Global Commercial Banking San Diego, California;Newport Beach, California **Job Description:** At Bank of ... 12-month program designed to help develop foundational knowledge and commercial bank-specific sales and credit skills with the goal...skills with the goal of transitioning into a Senior Relationship Manager role upon completion of the… more
- City National Bank (Long Beach, CA)
- ** RELATIONSHIP MANAGER SENIOR CB** **WHAT IS THE OPPORTUNITY?** Develops and manages relationships with commercial clients in the assigned business segment ... all Bank products and services in order to establish a total client banking relationship . Discusses financing opportunities and general business conditions; may… more
- BMO Financial Group (Newport Beach, CA)
- …regional focus on Newport Beach. The ideal candidate will have a Commercial and/or Corporate Banking Background focusing originating and managing relationships ... + Risk Management - In-depth + Sales and Service Management -In-depth + Relationship Management - In-depth + Change Leadership - Working + Conflict Management &… more
- BMO Financial Group (City Of Industry, CA)
- …preference in English and either Chinese, Japanese or Korean. We are looking for a relationship manager to join our Pacific Rim Business and Commercial group ... help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience,… more
- City National Bank (Long Beach, CA)
- ** MANAGER COMMERCIAL BANKING ** **WHAT...sales, referrals, cross sales and retention efforts of the Commercial Banking Relationship Managers and ... client strategies for both new and existing clients.Regularly accompanies Commercial Banking Relationship Managers on...recommendations before hand off to Credit Administration.Works with Credit Manager and Relationship Manager to… more
- US Bank (Long Beach, CA)
- …skills and discover what you excel at-all from Day One. **Job Description** Business Banking Relationship Managers play a pivotal role in helping our business ... solutions based on each client's unique goals and needs. US Bank Business Banking Relationship Managers are the primary advisor for our business clients… more
- US Bank (Woodland Hills, CA)
- …skills and discover what you excel at-all from Day One. **Job Description** Business Banking Relationship Managers play a pivotal role in helping our business ... solutions based on each client's unique goals and needs. US Bank Business Banking Relationship Managers are the primary advisor for our business clients… more
- Zions Bancorporation (Chino, CA)
- …of analysis and prepares summary, recommendations and may make joint presentations with Relationship Manager (RM) to Credit Approvers on renewals and new loans ... Middle Market Excellence Awards. We are looking for a Commercial /Business Banking Underwriter in Chino, CA ....exceptions based on findings. + May work closely with Relationship Manager on the more complex aspects… more
- Fifth Third Bank, NA (Newport Beach, CA)
- …familiarity with prospecting and CRM sales tools preferred. + Regional /local travel Commercial Relationship Manager - Healthcare Total Base Pay Range ... preferred. + Minimum of 10 years Commercial Banking experience. + 9 years of relationship ... Banking experience. + 9 years of relationship account management experience preferred. + Formalized commercial… more
- Bank of America (Newport Beach, CA)
- Sr. Relationship Manager -Global Commercial Bank - Middle Market - Technology Group Newport Beach, California;Newport Beach, California **Job Description:** ... difference. Join us! Great opportunity to join our Global Commercial Banking (GCB) Healthcare, Technology & Sponsors...client problems. + Client Solutions Advisory + Prospecting + Relationship Building + Risk Management + Financial Analysis +… more
- Banc of California (Santa Ana, CA)
- …Reinvestment Act (CRA) + 10 years' minimum experience in the Financial Institution and Commercial Banking environment + 7+ years with online Digital Banking ... California (the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management… more
- JPMorgan Chase (Irvine, CA)
- …Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking , you'll be developing and ... capabilities, and skills** + Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience + Strong… more
- Bank of America (Newport Beach, CA)
- GCB Sr Relationship Manager -R (Middle Market) San Diego, California;Newport Beach, California **Job Description:** At Bank of America, we are guided by a common ... providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities...overall client satisfaction. Position may be filled as a Relationship Manager or a Sr. Relationship… more
- JPMorgan Chase (Irvine, CA)
- …use of our complex treasury and cash management products and services. As a Client Relationship Manager (CRM) within the Commercial Bank, you will serve as ... contact for each client assigned to your portfolio within Commercial Banking . The CRM is expected to...and feedback to drive client satisfaction + Conduct annual relationship reviews with clients to identify potential customer-level fraud… more
- Fifth Third Bank, NA (Ontario, CA)
- …a portfolio consisting of the top 10% revenue generating clients in the Commercial Division: Serves as Treasury Management (TM) relationship ambassador for all ... (TM) Client Care Advisor role operates as a portfolio manager for treasury management clients and acts as a...or equivalent work experience. + 1 to 3 years banking experience preferred including Commercial Bank experience… more
- BMO Financial Group (Newport Beach, CA)
- …territory to create an effective internal and external network for successful Commercial Banking / Emerging Middle Market (EMM) client acquisition opportunities. ... of wallet, and loyalty targets. Supports the RM team in sales of commercial banking (EMM) products and comprehensive, holistic financial solutions, and… more
- City National Bank (San Diego County, CA)
- …providing credit and loan underwriting expertise to a team of Personal & Business Banking Relationship Managers. Is client facing and manages all aspects of ... initiative to respond to past dues based on information provided by the Relationship Manager . + Assists with quarterly, semi-annual, and annual financial reviews… more
- BMO Financial Group (Anaheim, CA)
- … relationship sales and management. + Functional knowledge of personal banking , investments, trust services, business and commercial lending, and cash ... in a timely manner. + Identifies client needs for banking products (eg everyday banking , lending, and...customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain… more
- BMO Financial Group (Newport Beach, CA)
- …+ Leads a deal team to meet client needs when acting as the lead relationship manager . + Manages the retention and expansion of client relationships through a ... Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of… more