- Columbia Bank (Irvine, CA)
- **About the Role:** The Relationship Development Manager supports the Bank's goal of becoming a high-performing bank, recognized as The Business Bank of Choice ... needs, tailoring solutions to meet client objectives and streamline day-to-day banking , resolve issues, and engage internal partners to bring additional expertise… more
- Citigroup (Sunnyvale, CA)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...of product specialists, intuitively recognize and understand a client's banking , credit and investment needs and goals to provide… more
- US Bank (Los Angeles, CA)
- …is seeking an experienced professional to join our growing PF platform as a Relationship Manager (PF RM) focused on project finance lending for infrastructure ... finance, accounting or other related field - Typically 10 or more years of banking experience **Preferred Skills/Experience** * Ten or more years of banking … more
- Columbia Bank (Irvine, CA)
- …strategic solutions. + Partnerwith lines of business including International Banking , Merchant Services,Com'lCard Services, Treasury Management and other internal ... + 4-7 years of prior business development and/or deposit relationship management experience for a Retail/Commercial Bank.Required + Strong knowledge… more
- BMO Financial Group (City Of Industry, CA)
- …proficient in the Japanese Language - speaking, writing and reading + Must have Banking experience + Must have customer service experience + Commercial banking ... as needed. **Qualifications:** + 2 - 3 years of relevant experience in Client Relationship , Financial Services or Service Excellence in a corporate or banking … more
- Columbia Bank (Irvine, CA)
- …of senior and executive level professionals. + Proven business development, relationship and portfolio management, private banking , and wealth management ... all risk areas, especially the Credit team when there is a borrowing relationship . + Demonstrates compliance with all bank regulations for assigned job function and… more
- BMO Financial Group (San Jose, CA)
- …**Identifies and refers business opportunities to key partners, including Commercial Banking and Wealth Management, to deliver holistic client solutions.** **U.S. ... help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience,… more
- Wells Fargo (Huntington Beach, CA)
- …opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with financial ... the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until… more
- Comerica (Pasadena, CA)
- …services. Lead and oversee banking center activities in the absence of Banking Manager . Consistently assess needs and add value to customers and prospects. ... (Paid Parental Leave, Adoption Assistance, Infertility Services) Retirement Plan The Relationship Banker is responsible for contributing to the overall success of… more
- Columbia Bank (San Rafael, CA)
- **About the Role:** Relationship Bankers build meaningful, long-term client relationships by exhibiting Breakthrough Client Service Standards and providing ... financial advice and often collaborating with internal Bank partners. Relationship bankers are expected to be active in the...education on digital and traditional solutions to achieve their banking needs. + Engage clients and prospects in client… more