- Comerica (Costa Mesa, CA)
- Job Description Portfolio Manager II Under minimal supervision, manages portfolio of existing, complex customer relationships to ensure ongoing profitability ... internal partners to support servicing of existing customer base.Position Responsibilities: Portfolio and Risk Management Retain and manage existing loan … more
- Bank of America (Newport Beach, CA)
- …18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral- US /job/Newport-Beach/Sr-Relationship- Manager Global-Commercial- Banking ... Sr. Relationship Manager - Global Commercial Banking (Middle...criminal history for the position: FDIC_ **Shift:** 1st shift ( United States of America) **Hours Per Week:**… more
- Comerica (Costa Mesa, CA)
- Job Description Relationship Manager , US Banking The Relationship Manager will be responsible for new business development, portfolio management and ... support of the team and community involvement. Maintain knowledge of corporate banking , credit and non-credit products, trust, real estate, treasury management and… more
- US Bank (Newport Beach, CA)
- … US Department of Homeland Security E-Verify program in all facilities located in the United States and certain US territories. The E-Verify program is an ... At US Bank, we're on a journey to do...you excel at-all from Day One. **Job Description** The Portfolio Manager partners with assigned Relationship … more
- BMO Financial Group (City Of Industry, CA)
- …our Purpose: **To Boldly Grow the Good in Business and Life.** Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a ... sales and business development practices and techniques for an assigned jurisdiction/ portfolio . Actively identifies opportunities and refers to BMO colleagues as… more
- City National Bank (Irvine, CA)
- *RELATIONSHIP MANAGER I CORPORATE BANKING * WHAT IS THE OPPORTUNITY? Develops and manages relationships with major market corporate clients with revenues ... client needs. Provides responsive, quality service. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the … more
- BMO Financial Group (Newport Beach, CA)
- …existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank ... collateral. + Supports credit-granting decisions by making recommendations to manager . + Supports portfolio monitoring and compliance,...+ Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an… more
- BMO Financial Group (Newport Beach, CA)
- …existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank ... Performs financial analysis and calculations and makes recommendations to Manager . + Supports portfolio monitoring and compliance,...+ Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an… more
- City National Bank (Irvine, CA)
- * PORTFOLIO MANAGER II - Middle Market * WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team focused on the long-term ... is responsible for the ongoing oversight and management of its portfolio (including timely risk rating assessments, reporting covenants, covenant compliance, and… more
- BMO Financial Group (Newport Beach, CA)
- …existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank ... to ensure long-term financial performance in collaboration with Relationship Manager and business partners. + Structures and supports new,...+ Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an… more
- BMO Financial Group (Newport Beach, CA)
- … needs. + Coordinates client relationship management with the lead relationship manager for the assigned portfolio . + Applies relationship management principles ... Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists...and techniques to an assigned portfolio of clients providing a value-added client experience. +… more
- CIBC (Newport Beach, CA)
- …CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Private Banking Advisor's primary purpose is identifying, cultivating and introducing ... family offices, endowments and foundations. This person is aligned with Private Banking and works closely building a team around the clients that includes… more
- Banc of California (Santa Ana, CA)
- …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 premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed… more
- BMO Financial Group (Newport Beach, CA)
- Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of ... Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit … more
- BMO Financial Group (Newport Beach, CA)
- …Qualifications: - Experience as a Portfolio Manager , Relationship Manager , or Underwriter in a commercial banking environment. - Strong financial ... Unit (SAMU) is for you! As a SAMU Relationship Manager , you will play a critical role in protecting...and the bank. What You'll Do: - Manage a portfolio of high-risk commercial banking accounts, proactively… more
- BMO Financial Group (Anaheim, CA)
- …by understanding and planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of ... individual. Premier Relationship Managers play the role of our banking product experts and process all banking ...and lending needs. As a **Licensed Senior Premier Relationship Manager ** at BMO, you will: + Serve as the… more
- HSBC (Irvine, CA)
- …other trait protected by applicable law. **Job Field:** Branch and Retail Banking **Primary Location:** North America- United States -California-Irvine **Req ... wealth planning will be key as the WRM acquires, develops, advises, and retains a portfolio of clients. As the Wealth Relationship Manager , you will: * Provide… more
- Zions Bancorporation (Long Beach, CA)
- …Business & Middle Market Excellence Awards. We are looking for a **Business Center Manager ** to provide top notch customer service to our clients and customers in ... Beach, CA** . This role focuses on overseeing, leading, and directing a banking branch with regards to sales, operations, and corporate/regulatory compliance to meet… more
- Fifth Third Bank, NA (Ontario, CA)
- Make banking a Fifth Third better(R) We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth ... well as monitoring the quality of an extensive existing portfolio of companies with annual gross sales of at...and financial statement analysis, in order to offer beneficial banking solutions (eg loans, treasury management, capital markets) based… more
- Bank of America (Newport Beach, CA)
- …High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift ( United States of America) **Hours Per Week:** 40 Bank of America and ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral- US /job/Newport-Beach/Relationship- Manager EGP\_25034935) **Job Description:** Merrill Wealth Management… more