- City National Bank (Los Angeles, CA)
- …clients to appropriate area within the Bank or to a Relationship Manager . Maintains complete knowledge of all banking products and services including ... Officer is positioned to proactively execute on the concepts developed by the Relationship Manager with minimal supervision. Is also instrumental as a liaison… more
- Capital One (Sacramento, CA)
- …with the various headquarters based support teams and local Retail and Small Business banking and Commercial bank relationships throughout their market. + ... Market Leader, Business Cards & Payments (NorCal & Oregon) **Territory:...recruiting, onboarding, and training new sellers, and supporting those Relationship Managers. As a Local Market Leader (LML), you… more
- JPMorgan Chase (Irvine, CA)
- …deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with ... opportunities for deepening client wallet share and raising to the aligned Relationship Manager **Required Qualifications, Capabilities, and Skills** + A minimum… more
- BMO Financial Group (Sacramento, CA)
- …+ Implements a relationship management plan in collaboration with the lead relationship manager . + Implements business development strategies to acquire ... personal and commercial banking products (eg personal banking , lending, and investments). + Implements a relationship...relationship management plan in collaboration with the lead relationship manager . + Determines client needs and… more
- BMO Financial Group (Los Angeles, CA)
- …+ Implements a relationship management plan in collaboration with the lead relationship manager . + Implements business development strategies to acquire ... personal and commercial banking products (eg personal banking , lending, and investments). + Implements a relationship...relationship management plan in collaboration with the lead relationship manager . + Determines client needs and… more
- UMB Bank (Sacramento, CA)
- …+ Complete all of or portions of the credit packages (as agreed with the relationship manager ) for submission to credit committee for approval (new business ... role is responsible for assisting Real Estate Group (REG) relationship managers in the assessment and underwriting of new...team members in loan operations, credit analysis, regional commercial banking , business banking , special asset… more
- BMO Financial Group (Newport Beach, CA)
- …maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners. + Structures and ... relationship building skills, and a passion for Commercial Banking . Launch your career with BMO's Commercial Analyst Development...their network, and gain an in-depth understanding of our business . This is fully paid for by BMO. Upon… more
- BMO Financial Group (Fresno, CA)
- …deliver a personal customer experience. + Basic knowledge of specialized sales and business banking solutions to refer to specialists. + Passionate commitment to ... with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking . + Welcomes and guides… more
- Huntington National Bank (Sacramento, CA)
- …Preferred Qualifications: + 10+ years' experience working directly as a Technology & Telecom Relationship Manager + Series 63 and 79 + Deep Subject Matter ... Private Banking , and Insurance. + Formal credit training and commercial banking underwriting experience. + Master of Business Administration Degree. +… more
- Bank of America (El Cerrito, CA)
- … (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America ... contact for financial center clients, helping to uncover personal banking needs of both individual and small business...Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline… more