- 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
- City National Bank (Riverside, 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 (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
- City National Bank (Ontario, CA)
- * RELATIONSHIP MANAGER BUSINESS BANKING II* *Inland Empire* WHAT IS THE OPPORTUNITY? Develops and manages relationships with business banking clients in the ... 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
- City National Bank (Ontario, CA)
- * RELATIONSHIP MANAGER II* 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
- BMO Financial Group (Sherman Oaks, CA)
- …growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue ... from sales and syndications. + Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong … more
- JPMorgan Chase (Mira Loma, CA)
- …building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship ... by building relationships and providing financial advice with a focus on client experience and risk management. **Job Responsibilities** + Acquire, manage, and… more
- US Bank (Brea, CA)
- …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 ... existing relationships with business clients. + Deliver financial expertise and client -centric solutions that build strong, long-term relationships. + Assess and… more
- Banc of California (Ontario, CA)
- …(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 ... by successfully prospecting for new business and retaining and expanding existing client relationships via interest income, fee income and cash management revenue. +… more
- Wells Fargo (Northridge, CA)
- …opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with financial ... us! **About this role:** Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as...meeting customer and enterprise needs + Ability to make client calls and actively participate in the sales development… more
- Banc of California (Brea, CA)
- …(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 ... complicated new accounts deals and relied upon in satisfactorily handle complex client requests on their own, with minimum supervision. + Input new accounts… more
- Bank of America (Moreno Valley, CA)
- …Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline ... Relationship Banker Moreno Valley, California **To proceed with...traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** +… more
- Bank of America (Fontana, CA)
- …Management * Client Experience Branding * Client Management * Client Solutions Advisory * Relationship Building * Business Development * Pipeline ... Relationship Banker -Ontario Market Fontana, California;Upland, California; Upland,...traffic, appointments, and outbound calls effectively * Drives the client experience * Manages cash responsibilities **Required Qualifications:** *… more
- Bank of America (Northridge, CA)
- …Management * Client Experience Branding * Client Management * Client Solutions Advisory * Relationship Building * Business Development * Pipeline ... Relationship Banker - Los Angeles Downtown area Mandarin...traffic, appointments, and outbound calls effectively * Drives the client experience * Manages cash responsibilities Required Qualifications: *… more
- BMO Financial Group (City Of Industry, CA)
- …all material aspect of the request. + Supports management of the Relationship Manager portfolio by addressing covenant violations, completing annual ... client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners. + Structures and supports… more
- CDM Smith (Rancho Cucamonga, CA)
- …Qualifications:** * EPC business development experience in industrial markets with demonstrated client relationship building in at least one of the following ... CDM Smith offices CDM Smith is seeking an Industrial Client Service Leader to help further accelerate the growth...months of hire or promotion onto the Approved Project Manager list). * Domestic and/or international travel may be… more
- BMO Financial Group (City Of Industry, CA)
- …assigned as needed. **Qualifications:** + 2 - 3 years of relevant experience in Client Relationship , Financial Services or Service Excellence in a corporate or ... Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems promptly and effectively, while… more
- CDM Smith (Rancho Cucamonga, CA)
- …* EPC business development experience in industrial markets with demonstrated client relationship building in the investor-owned and publicly-owned power ... CDM Smith offices CDM Smith is seeking an Industrial Client Service Leader to help further accelerate our successfully...Smith Placement Agreement from the CDM Smith Recruitment Center Manager to receive payment for your placement. Verbal or… more
- City Wide Facility Solutions (Van Nuys, CA)
- …address any client issues or problems that arise. + Use CRM to perform client inspections, add extra charges, Night Manager routing, etc. + Update and keep ... plan with the Director of Operations and the Night Manager to resolved any client complaints or...follow-through on commitments. + Positive and out-going personality; great relationship building skills. + Excellent verbal and strong written… more