- Citizens (Menlo Park, CA)
- … Equity, Venture Capital and innovation economy verticals within the CFG Private Bank . The Relationship Manager works within a designated team to ... PE/VC team based in Menlo Park is adding a Relationship Manager to the team to contribute...opportunities to identify potential credit risks. + Partner with Relationship Managers in the Private Bank… more
- Bank of America (San Jose, CA)
- …enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank 's capabilities and services to meet ... Present to clients a holistic approach, leveraging the entire Private Bank platform * A high touch,...role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will… more
- Bank of America (Palo Alto, CA)
- Sr. Relationship Manager , Global Commercial Banking - Transformative Healthcare (San Francisco/Palo Alto) San Francisco, California;Palo Alto, California **Job ... of America's Transformative Healthcare segment is seeking a Sr. Relationship Manager to join our West Region...group is a specialized team within the Global Commercial Bank which serves public and private healthcare… more
- Citizens (Menlo Park, CA)
- …will supervise Private Bank Office operations in the absence of the Private Bank Office Manager and assist in colleague coaching, management, and ... Description Citizens Private Bank is opening a ...include (see below for responsibilities and qualifications): + PBO Manager (1) + PBO Office Lead (1) + PBO… more
- US Bank (Aptos, CA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... to life, and each person is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive… more
- JPMorgan Chase (Santa Clara, CA)
- …relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship ... + Develop strong referral network internally in partnership with Private Bank , Asset Wealth Management, Middle Market...business and its owners and develop the full financial relationship + Understand the personal financial goals and needs… more
- Banc of California (Menlo Park, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: 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...Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury… more
- MUFG (Menlo Park, CA)
- …Market Technology Banking Team at MUFG covers the most exciting venture backed, private equity owned, pre-IPO and publicly traded technology companies in the world. ... initiating, developing, and enhancing relationships and will seek to expand the bank 's client portfolio within the vertical. The position strives to up-tier existing… more
- Citigroup (Sunnyvale, CA)
- …The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments ... through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace...our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as… more
- LTD Global (Livermore, CA)
- …mortgage lending, and wealth management. It distinguishes itself through relationship -based service, local decision-making, and support for regional economic growth ... and community engagement. Position Overview Reporting to the Special Assets Manager , the Senior Special Assets C&I Underwriter is responsible for underwriting… more