- Bank of America (Newport Beach, CA)
- …Manager (MSM) is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) ... Solving Risk Management Adaptability Business Acumen Collaboration Oral Communications Relationship Building Business Operations Management Client Solutions… more
- First American (Santa Ana, CA)
- …visit www.careers.firstam.com.# **What We Do**We are seeking a Senior Product Marketing Manager to drive adoption and growth of our commercial banking products for ... is on product marketing, the role will also support client enablement by ensuring that internal teams and title... Enablement & Support (Secondary Focus)* Assist sales and relationship teams in onboarding new clients by providing product… more
- Greystar Worldwide, LLC (Newport Beach, CA)
- …with Company policies, values, and business practices. Assists in managing the client /owner relationship by meeting with the owners, conducting property tours, ... codes, and managing communication between the vendor/contractor, accounting, and client /owner as needed. Controls expenditures by staying within the constraints… more
- T2 Tech Group (Torrance, CA)
- …About the role Position Overview We are seeking a dynamic Business Development Manager with a deep understanding of healthcare revenue cycle management. This role ... involves identifying and securing new business opportunities, building strong client relationships, and driving growth in the healthcare IT space. Responsibilities… more
- Bank of America (Newport Beach, CA)
- Merrill Market Client Relationship Manager Newport Beach, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the… more
- Raymond James Financial, Inc. (Brea, CA)
- Blunt Wealth Services is seeking a Client Relationship Manager to manage highly coveted, long-standing client relationships of the firm. The Client ... Relationship Manager will manage day-to-day client relationships and requests, have a strong knowledge of...meetings + Create and maintain records and files utilizing Client Relationship Management (CRM) software + Participate… more
- JPMorgan Chase (Irvine, CA)
- …clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client , you will nurture and ... At JPMorgan Private Client , we are devoted to providing distinguished experiences...10+ years in Financial Services, including affluent or complex relationship management and business development. + Exhibit an entrepreneurial… more
- Charles Schwab (Torrance, CA)
- …role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager , both of whom you ... **Your opportunity** As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that… more
- Bank of America (Newport Beach, CA)
- …** (MSM) is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) ... Merrill Market Supervision Manager Newport Beach, California;San Diego, California **To proceed...+ Business Acumen + Collaboration + Oral Communications + Relationship Building + Business Operations Management + Client… more
- Citigroup (Torrance, CA)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… 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 be ... certifications/licensures needed to be successful in this position. **Preferred Skills** Client Prospecting, Client Relationship Building, Credit Risk… 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 ... demonstrated sales and marketing abilities including cross selling skills. * Superior client relationship skills. * Good understanding of commercial credit… more
- Columbia Bank (Los Angeles, CA)
- **About the Role:** Serves as the key banking relationship manager for assigned middle market client relationships. Accountable for prospecting new business ... through profitable revenue and growth and quality credit. At this level, the relationship manager generally supports a portfolio of mid-size middle market… more
- JPMorgan Chase (Long Beach, CA)
- …relationships, and providing support to your team and clients, then a role as a Business Relationship Manager Area Manager is for you. As an Area Manager ... developing new deposit, cash management, and credit business while focusing on relationship -building, client experience, and risk management + Manage performance… more
- City National Bank (Commerce, CA)
- * RELATIONSHIP MANAGER I* WHAT IS THE...Act, Fair Lending Practices, Code of Conduct, etc.). * Client Centricity & Relationship Management - to ... advise accordingly. * Negotiation - ability to maintain a profitable relationship , balancing bank and client needs. * Policy & Procedures - knowledge of CNB's… more
- BMO Financial Group (Sherman Oaks, CA)
- …sustainable future, and an inclusive society. We are seeking a Director, Principal Relationship Manager to join our Commercial Emerging Middle Market Group. The ... growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue… more
- Columbia Bank (Los Angeles, CA)
- …Demonstrates excellent written and verbal communication and presentation skills. + Strong client relationship and internal partnering skills. Ability to work ... client relationships. Accountable for prospecting new business and working with Client Solutions Manager to expand existing relationships. Ability to identify… more
- City National Bank (Irvine, CA)
- * RELATIONSHIP MANAGER SENIOR CRE* WHAT IS THE OPPORTUNITY? This person is responsible for building and maintaining a profitable loan portfolio including selling ... and prevent potential financial liability/loss. * Works with Regional Manager , Credit Manager and Credit Administration to...experts to achieve cross-sell goals and helps solidify the client relationship . * Establishes a referral network… more
- Bank of America (Newport Beach, CA)
- Business Banking Relationship Manager (SB) Newport Beach, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Newport-Beach/Business-Banking- Relationship - Manager --SB-\_25041408-2) **Job Description:** At Bank of America,… more
- Comerica (La Puente, CA)
- Job Description Relationship Manager , Middle Market The Relationship Manager is responsible for new business development, portfolio management and ... required of this position at least 10% of the time. Qualifications Vice President, Relationship Manager III, Middle Market Position Qualifications: + 5 years in… more
