- HSBC (Beverly Hills, CA)
- …Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful relationships with ... and retains a portfolio of clients. As the Wealth Relationship Manager , you will: + Build deep,...and recommend appropriate banking, investment and insurance products and services to meet individual needs, based on objectives, risk… more
- Banc of California (Santa Ana, CA)
- …Banc of California offers a broad range of loan and deposit products and services , with full- service branches throughout California and Denver, Colorado, as well ... CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one...train new and existing clients on products, systems and services . + Process complex customer service requests… more
- Regions Bank (Irvine, CA)
- …of the system. **Job Description:** At Ascentium Capital, the Vendor Sales Account Manager develops business and retains and services clients. Ascentium Capital, ... goals + Conducts meetings with potential clients to discuss products or services , make proposal presentations, and demonstrate how offerings meet their needs +… more
- Fiserv (San Diego, CA)
- …make an impact on a global scale, come make a difference at Fiserv. **Job Title** Relationship Manager **What does a successful Relationship Manager do ... at Fiserv?** We are seeking an Relationship Manager to support public sector clients. Our Government team...contract renewals and the sale of various products and services to assigned client portfolio in partnership with product… more
- Regions Bank (Irvine, CA)
- …system. **Job Description:** At Ascentium Capital, the Ascentium Direct Sales Account Manager develops business while retaining and servicing these clients for their ... business financing needs. Ascentium Capital, a division of Regions Bank , provides convenient access to financing for business equipment and technology and serves… more
- JPMorgan Chase (Irvine, CA)
- …future of commercial banking and make a lasting impact. As a Client Relationship Manager within our Commercial & Investment Bank , you will be a key member of ... as a Client Service Professional within our Commercial & Investment Bank , where you'll contribute to innovation and transformation. Focus on modernizing the… more
- Columbia Bank (Lakeport, CA)
- …Specialist(Teller)playsa key role in delivering on the bank 's Breakthrough Client Service Standards. With guidance from the Branch Manager and Assistant ... Branch Manager , the Client Service Specialistrole's primary responsibility is to ensure banking transactions...uncover client needs and identify opportunities to provide additional bank products and services . + Always performs… more
- Columbia Bank (Templeton, CA)
- …(Teller) plays a key role in delivering on the bank 's Breakthrough Client Service Standards. With guidance from the Branch Manager and Assistant Branch ... Manager , the Client Service Specialist role's primary responsibility is to ensure banking...uncover client needs and identify opportunities to provide additional bank products and services . + Always performs… more
- Wells Fargo (San Jose, CA)
- **About this role:** Wells Fargo is seeking a Lead Commercial Banking Relationship Manager for clients with annual revenue of $25MM to $100MM supporting the _San ... Jose, CA_ market as part of the Commercial Bank . Learn more about the career areas and business...and grow complex client relationships through the art of relationship management, by understanding the needs and priorities of… more
- PNC (Merced, CA)
- …valued and have an opportunity to contribute to the company's success. As a Relationship Manager within PNC's Small Business Banking organization, you will be ... based in Fresno, CA. **Job Description** + Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue… more