- Corient Private Wealth LLC (Newport Beach, CA)
- …discrepancies Generate and compile client bill payment reports Client Relationship Management Primary day-to-day contact for client communications, project ... tax treatments. Strong general ledger, accounts payable, payroll, income tax, investment and banking working knowledge. Must have a proven track record of working in… more
- Comerica (Costa Mesa, CA)
- …this position at least 10% of the time. Qualifications Position QualificationsVice President, Relationship Manager III, US Banking + Bachelor's Degree from ... of the team and community involvement. Maintain knowledge of corporate banking , credit and non-credit products, trust,...+ 3 years of financial sales experience Vice President, Relationship Manager IV, US Banking … more
- Bank of America (Newport Beach, CA)
- Sr. Relationship Manager - Global Commercial Banking (Middle Market) - Newport Beach Newport Beach, California **To proceed with your application, you must ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Newport-Beach/Sr- Relationship - Manager Global-Commercial- Banking --Middle-Market Newport-Beach\_25027551-2) **Job Description:**… more
- US Bank (Newport Beach, CA)
- …and discover what you excel at-all from Day One. **Job Description** The Relationship Manager (RM) is responsible for managing and growing relationships with ... Foreign Subsidiary Commercial and Corporate Banking clients across the United States....travel throughout the continental US is desired + Strong relationship management and business development/sales skills + Well-developed analytical… more
- City National Bank (Irvine, CA)
- *CREDIT OFFICER LEAD CORPORATE BANKING - Food and Beverage * WHAT IS THE OPPORTUNITY? Participates in the loan management process by providing credit and loan ... applicable. * Provide balanced and appropriate credit guidance to Relationship Managers, Group Head and Credit Manager ....required. * Minimum 10 years of experience in a banking or financial services environment required. * Completion of… more
- Umpqua Bank (Irvine, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport Beach, California **Description** **About Us:** At ... place to work by offering a unique brand of relationship banking and fostering a culture where...expert. + Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words. + Takes… more
- Comerica (Long Beach, CA)
- Job Description Relationship Manager , Middle Market The Relationship Manager is responsible for new business development, portfolio management and ... projects in support of the team and community involvement. Maintain knowledge of corporate banking , credit and non-credit products, trust, real estate, treasury… more
- BMO Financial Group (Newport Beach, CA)
- …cash management, commercial cards and cross border/international fee income. In addition, the Relationship Manager will be tasked with leveraging the bank and ... focus, partnering across all lines of business including Wealth, Retail, Business Banking , and Diversified Industries Group. The ideal candidate will join a tight… more
- BMO Financial Group (Newport Beach, CA)
- …risk or enhance returns. Analyzes portfolio to identify candidates and advises relationship managers on de-risking strategies and options. Serves as central point of ... and compliance policies are met. + Preferred experience in large corporate /commercial lending, syndications. + Independently, easily able to analyze financial,… more
- JPMorgan Chase (Irvine, CA)
- …love to speak with you about joining our team. As a Client Service Account Manager Vice President in Healthcare Payments, you will be part of the Relationship ... Morgan Bankers and Treasury Management Officers to stay connected on customer relationship across our lines of business. Develop strong relationships with client… more
- City National Bank (Newport Beach, CA)
- * MANAGER BRANCH II* WHAT IS THE OPPORTUNITY? Responsible for managing a portfolio of personal & business clients and hold responsibility for the overall success of ... the branch. As a leader & coach, the Branch Manager will enable their direct reports to be successful...the market and regional strategy. From the sales and relationship management perspective, will assist clients to meet their… more
- Banc of California (Wilmington, CA)
- …California (the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management ... groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Branch Operations Manager is responsible for delivering an exceptional customer experience and providing… more
- Umpqua Bank (Irvine, CA)
- Financial Reporting Accounting Manager Corporate Finance Lakewood, Washington Coeur d'Alene, Idaho Portland, Oregon Hillsboro, Oregon Lake Oswego, Oregon ... place to work by offering a unique brand of relationship banking and fostering a culture where...deck and other financial data summaries. + Coordinate with corporate finance departments, operational finance teams and external auditors… more
- Banc of California (Santa Ana, CA)
- …California (the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management ... and analysis of reports related to all areas of corporate planning. Participates in the annual planning process by...work experience and/or training. + Prior experience in the banking or financial services industry preferred. + 3+ years… more
- US Bank (Irvine, CA)
- …Markets (GCM) organization. GCM is a large and critical group within Wealth, Corporate , Commercial, and Institutional Banking (WCIB) which focuses on capital ... you excel at-all from Day One. **Job Description** SUMMARY The Business Line Risk Manager serves as the business line's primary risk support function for lines of… more
- Umpqua Bank (Irvine, CA)
- …Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to ... than $5 million. Collaborates with Client Solutions Managers ("CSMs") and Relationship Managers to accurately present findings, including business rationale and risk… more
- Banc of California (Santa Ana, CA)
- …California (the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management ... that requires strong collaboration with Accounting leadership, FP&A, Treasury, Corporate Real Estate, and Enterprise Project Management. Performs all...finance, preferably with at least 3 years in a manager or supervisor role in Banking or… more
- Bank of America (Newport Beach, CA)
- …Sales team is accountable to deliver our payables solutions to the Bank's corporate , commercial, and business banking clients as well as financial institutions, ... our payables offering across the Global Payments Solutions platform, including Corporate Travel and Purchasing Cards, Virtual Payables, Comprehensive Payables and… more
- Umpqua Bank (Irvine, CA)
- …Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to ... best practices in segmentation, client engagement processes, team dynamics, and relationship management both internally and with clients. A Senior Wealth Advisor… more
- Bank of America (Irvine, CA)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we...team. + Must demonstrate excellent communication skills. + Strong relationship building and business partnering skills. + Ability to… more
