- 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 (Los Angeles, CA)
- … needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and ... Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to… more
- Charles Schwab (Arcadia, 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 (Westlake Village, 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 Westlake Village, California **To proceed with your...+ Business Acumen + Collaboration + Oral Communications + Relationship Building + Business Operations Management + Client… more
- MUFG (Los Angeles, CA)
- …registered representatives. + Monitor NSF(non-sufficient fund) data throughout the day and contact the client and relationship manager to address the NSF not ... brief on the services CSD provides and support the relationship manager to market JCB's full service...manager to market JCB's full service and dedicated client service resources **Inter-department coordination to address the … more
- City National Bank (Los Angeles, CA)
- …to understand their needs and provide tailored credit solutions. Participate in joint client interaction with Relationship Manager (s). WHAT DO YOU NEED ... with institutional and regulatory requirements. * Collaboration: Partners with Relationship Manager (s) to successfully manage credit account relationships.… 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
- Arup (Los Angeles, CA)
- …formatting are presented following branding guidelines + Assisting with bid support tasks + Client Relationship Manager (CRM) data entry + Attending project ... meetings and providing follow-up support, including preparing meeting notes, agendas, action lists, reminders, and actions items + Conducting research, collecting, andanalysingdata to prepare reports and documents + Performs other duties as required **Is this… more
- City National Bank (Los Angeles, CA)
- …clients. Participates in client call program either independently or with Relationship Manager . Prepares call reports for management. * Provides assistance ... Officer is positioned to proactively execute on the concepts developed by the Relationship Manager with minimal supervision. Is also instrumental as a liaison… more
- City National Bank (Los Angeles, CA)
- * RELATIONSHIP MANAGER SPECIALTY DEPOSITS* WHAT IS THE OPPORTUNITY? The Special Deposits Relationship Manager position develops and manages relationships ... a variety of product solutions and providing responsive and exemplary service. The Relationship Manager manages the profitability and portfolio risk of the… more
- City National Bank (Los Angeles, 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
- Citigroup (Los Angeles, CA)
- …dialogue with prospects, and understands the competitive landscape. The Relationship Manager is adept at understanding a client 's financial performance and ... The Mid-Corp Relationship Manager is a strategic professional...return hurdles, driving topline revenue growth, and building a client relationship that leverages the product and… more
- City National Bank (Beverly Hills, CA)
- * RELATIONSHIP MANAGER SENIOR ENT* WHAT IS THE OPPORTUNITY? Develops and manages relationships with clients in the assigned business segment and/or geographic ... and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client... Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business… 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
- Bank of America (Los Angeles, CA)
- Sr. Relationship Manager - Global Commercial Banking - Restaurant Group (Boston/Dallas/Chicago/Los Angeles/Richmond/Scottsdale) Boston, Massachusetts;Chicago, ... Bank of America's Restaurant Group is seeking a Sr. Relationship Manager to join our team. The...as needed **Skills:** + Client Management + Client Solutions Advisory + Prospecting + Relationship … more
- City National Bank (Beverly Hills, CA)
- * RELATIONSHIP MANAGER SENIOR ENT PRODUCTION* WHAT IS THE OPPORTUNITY? Develops new business prospects and manages existing client relationships in the ... professional contacts, and other industry resources. * Prepare strategic relationship plans for each client or prospect...of lending/credit experience required. * Minimum 5 years of Relationship Manager experience required. * Knowledge of… more
- Zions Bancorporation (Los Angeles, CA)
- California Bank & Trust is looking for a **Commercial Banking Relationship Manager ** to come and join our team. The Commercial Banking Relationship ... exceptions. + ** Relationship Management** + Act as the principal account manager for new and existing clients. + Conduct regular portfolio reviews and make… 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 (Los Angeles, CA)
- We are seeking a Vice President or Director level Senior Relationship manager in our Diversified Industries Group primarily covering the LA market. The ideal ... customers, COIs, and key stakeholders. The RM will be responsible to drive new client acquisition and growth in market share in this middle market segment across all… more