- BMO Financial Group (Burlingame, CA)
- …with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. + Welcomes and guides ... the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired...goal of making it easy, simple, and fast to bank with BMO. + As a lobby leader, assists… more
- Banc of California (Carlsbad, CA)
- …experience, ensuring compliance and mitigating risk while partnering with other partners in the bank for overall growth of the branch all while adhering to ... Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury...and recommends and imitates corrective actions; ensures that the branch is in compliance with established Bank … more
- Banc of California (Goleta, CA)
- …procedure quality control and recommends and imitates corrective actions; ensures that the branch is in compliance with established Bank policies, procedures and ... CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one...Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury… more
- Bank of America (Los Angeles, CA)
- …Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ... Private Wealth Client Relationship Manager Los Angeles, California **To proceed with...insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office… more
- City National Bank (Westlake Village, CA)
- * RELATIONSHIP MANAGER BUSINESS BANKING II* *Oxnard Branch or Westlake Village Branch * WHAT IS THE OPPORTUNITY? Develops and manages relationships with ... to provided customers and prospects the solutions recommended. May occasionally assist branch managers and relationship managers within their assigned area on… more
- Bank of America (Walnut Creek, CA)
- …Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ... Merrill Market Client Relationship Manager Walnut Creek, California **To proceed with...branch Operations Department to meet and exceed the bank 's client service expectations and operational excellence goals **Managerial… more
- Bank of America (San Diego, CA)
- …Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ... Merrill Market Client Relationship Manager San Diego, California **To proceed with...insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office… more
- City National Bank (Santa Monica, CA)
- …to provided customers and prospects the solutions recommended. May occasionally assist branch managers and relationship managers within their assigned area on ... * RELATIONSHIP MANAGER BUSINESS BANKING SR* WHAT IS THE...and referrals from existing customers and line colleagues from Personal & Business Banking and other divisions, and by… more
- City National Bank (Santa Clarita, CA)
- * RELATIONSHIP MANAGER I* *Valencia Branch * WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible ... relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic...accordingly. * Negotiation - ability to maintain a profitable relationship , balancing bank and client needs. *… more
- Citigroup (Los Angeles, CA)
- …and implement/execute coaching plan to develop employee's skill set to achieve personal / branch goals + Develop and execute integrated sales, relationship ... with branch partners to successfully achieve goals, build customer relationship and deliver customer service + Leverage workforce planning tool to optimize… more