- 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 for ... and Fair Enforcement for Mortgage Licensing Act of 2008" ( Safe Act) and must be registered/licensed with the "Nationwide...accordingly. * Negotiation - ability to maintain a profitable relationship , balancing bank and client needs. *… more
- BMO Financial Group (Mountain View, CA)
- …community involvement and participates in community activities. + Maintains a high-touch relationship with key branch customers and prospects within the market. ... Mountain View Branch Guides, directs, and coaches employees to deliver...in compliance with legal and regulatory requirements and the Bank 's policies and processes. US Only: This position will… more
- BMO Financial Group (Cupertino, 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 mass ... affluent clients. Each RM partners with multiple branch locations and a team of financial advisors to...solutions that are tailor made for the individual. Premier Relationship Managers play the role of our banking product… more
- US Bank (Arroyo Grande, CA)
- …and/or prospecting experience **Preferred Skills/Experience** - Comprehensive knowledge of applicable bank and branch policies, procedures and support systems - ... existing customer relationships through routine calling and develops new relationship opportunities through business development activities. Combines digital tools...Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or… more
- PNC (San Francisco, CA)
- …and have an opportunity to contribute to the company's success. As a(n) Relationship Manager II - C&IB within PNC's Commercial Banking organization, you will be ... provides financial services, both in and out of PNC's branch footprint, to companies with sales from $5 million...STEM OPT for this position. **Job Description** + Coordinates relationship management activities with new and/or existing clients in… more
- Citigroup (San Ramon, CA)
- …corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches ... for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives… more
- PNC (San Diego, CA)
- …and services to consumer and small business customers serviced through our branch network, solution centers, ATMs, call centers, online banking and mobile channels. ... grow customers with digitally led banking and an ultra-thin branch network in markets outside of our existing retail...During the internship you will learn about sales and relationship management and acquire a deep knowledge of PNC's… more
- Citigroup (San Francisco, CA)
- …business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through ... our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners,...new clients with the goal of bringing in new bank and brokerage assets + Deepen relationships with existing… more
- Citigroup (Downey, CA)
- …business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through ... our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners,...new clients with the goal of bringing in new bank and brokerage assets . Deepen relationships with existing… more
- Atria Wealth Solutions (Dublin, CA)
- Through its relationship with CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Manager, Investment Services Program in the Dublin, CA areas. ... Advisors and Sales Assistants. + Develop training content for branch teams and vet content with Compliance and our...and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco… more