- City National Bank (Studio City, CA)
- *CLIENT SUCCESS SENIOR MANAGER AGILLINK* WHAT IS THE OPPORTUNITY? The AgilLink Client Success Consultant is responsible for all aspects of maintaining the client ... relationship after the sale. This will include consultation, planning,...achieves full operational value from our SaaS products and services with the goal of facilitating client retention and… more
- City National Bank (Los Angeles, CA)
- *SR AUDIT MANAGER - WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth ... team of auditors to assess risks and internal control environment of the bank 's Wealth Management businesses. This individual will develop and execute detailed audit… more
- BMO Financial Group (San Francisco, CA)
- …requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. + ... BMO is the 8th largest bank in North America and the 4th largest...Service + Stakeholder Management + Negotiation + Customer Relationship Building **Salary:** $122,400.00 - $228,000.00 **Pay Type:** Salaried… more
- BMO Financial Group (Santa Fe Springs, CA)
- …**To Boldly Grow the Good in Business and Life.** Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of ... + Identifies prospective customers and cross-sells additional products and services to meet their needs. + Develops client rapport...confidence to develop credibility and earn their trust as relationship manager . + Understands the local market… more
- City National Bank (Los Angeles, CA)
- *AUDIT MANAGER II- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Audit Manager II position is a leadership role as an auditor-in-charge to guide a team of ... performed, and effectively communicate audit results to the Senior Audit Manager /Director and senior management in meetings, presentations, and/or written reports… more
- JPMorgan Chase (Walnut Creek, CA)
- …relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship ... deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will...of new accounts and full suite of products and services . Leverage service team to deliver an… more
- BMO Financial Group (Palo Alto, CA)
- We are seeking a Vice President or Director level Senior Relationship manager in our Diversified Industries Group primarily covering the South Bay Market in the ... strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as other key product and...development + Risk Management - In-depth + Sales and Service Management -In-depth + Relationship Management -… more
- City National Bank (Los Angeles, CA)
- …* Proactively drive internal and external marketing and other activities to promote the bank 's FX products and services to attract new business from existing and ... * MANAGER FOREIGN EXCHANGE SALES* WHAT IS THE OPPORTUNITY?...with client suitability as a priority. Maintain knowledge of bank products and services , analyze customer needs,… more
- Columbia Bank (Irvine, CA)
- Employee Relations Manager Human Resources Tacoma, Washington Portland, Oregon El Dorado Hills, California Irvine, California Lake Oswego, Oregon Vancouver, ... place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive....for better. **About the Role:** As the Employee Relations Manager (ERM), you'll lead a team of Employee Relations… more
- City National Bank (Los Angeles, CA)
- …and ability to manage complex, high-profile projects end-to-end * Skilled relationship manager effective at collaborating and influencing across internal ... 7 years of experience in a related field (financial services , CRM / customer relationship management *...is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services … more