- Zions Bancorporation (Los Angeles, CA)
- …Middle Market Excellence Awards. We are looking for a seasoned **Treasury Management Portfolio Manager - Remote within California.** This role provides primary ... support for portfolio clients of high value, complex Treasury Management relationships....which fit their ongoing needs. + Identify other client banking needs and partner with key stakeholders on cross-sell… more
- US Bank (San Jose, CA)
- …from Day One. **Job Description** We have an exciting opportunity for a talented Relationship Manager to come in and manage and grow a large and complex portfolio ... sales and relationship focused individual will prospect for and close new business relationships and retain and expand relationships with existing customers. The… more
- Zions Bancorporation (Los Angeles, CA)
- … & Middle Market Excellence Awards. We are looking for an **Entry Level Portfolio Managerin Los Angeles, CA with prior banking and credit analyst experience** ... + Requires a bachelor's degree in Finance, Economics, Accounting and other business -related majors. 2+ years of banking , underwriting and credit experience… more
- UMB Bank (Sacramento, CA)
- **Commercial Portfolio Manager II-Food, Beverage & Agribusiness** **SUMMARY** This role is responsible for assisting Food, Beverage & Agribusiness loan officers ... in the portfolio management activities (generally large and moderately complex loans)....officers to effectively administer the management of assigned commercial banking relationships. + Perform credit underwriting duties for existing/prospective… more
- BMO Financial Group (San Ramon, CA)
- …loan solutions for commercial real estate customers across the US The Portfolio Manager is responsible for preparing well-reasoned credit proposals in ... This role is also responsible for monitoring the performance of an assigned portfolio of customers, ensuring that all reviews / renewals of loans are reviewed… more
- SMBC (Sacramento, CA)
- …Services **Role Description** As part of the Diversified Industries vertical, the Sr. Portfolio Manager will play a crucial role in the execution of ... ORGANIZATION** SMBC MANUBANK was formed by a group of banking entrepreneurs in June 1962. Our scope is to...loan officers within the department in coordination with the Portfolio Manager Team Lead. + Performs duties/special… more
- CIBC (Newport Beach, CA)
- …CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Private Banking Advisor's primary purpose is identifying, cultivating and introducing ... family offices, endowments and foundations. This person is aligned with Private Banking and works closely building a team around the clients that includes… more
- US Bank (Newport Beach, CA)
- …skills and discover what you excel at-all from Day One. **Job Description** The Portfolio Manager partners with Relationship Managers to successfully manage a ... portfolio of Corporate Banking credit relationships. Grows...types of credit account exposure, managing an assigned credit portfolio , successfully closing new business relationships and… more
- US Bank (Los Angeles, CA)
- …with assigned Relationship Manager (s) to successfully manage ICG Credit Portfolio Manager - Education and Non-Profit account relationships. Grows revenue ... underwriting all types of credit account exposure, managing an assigned credit portfolio , successfully closing new business relationships and expanding existing… more
- Bank of America (San Francisco, CA)
- …+ Business Development + Collaboration + Critical Thinking + Portfolio Analysis + Stakeholder Management **Skills:** + Analytical Thinking + Credit and ... Credit Officer II-Global Corporate & Investment Banking San Francisco, California;New York, New York; Atlanta,...Business Development + Collaboration + Critical Thinking + Portfolio Analysis + Stakeholder Management **Shift:** 1st shift (United… more