- City National Bank (Los Angeles, CA)
- …new client sales, referrals, cross sales and retention efforts of the Specialty Banking Relationship Managers. Develops business opportunities by being ... both new and existing clients. * Regularly accompanies Specialty Banking Relationship Managers on key client visits...hand off to Credit Administration. * Works with Credit Manager and Relationship Manager to… more
- Bank of America (Beverly Hills, 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
- Amalgamated Bank (San Francisco, CA)
- …the Regional Director of Commercial Banking . + Act as day-to-day relationship manager /primary point of contact for assigned client portfolio, liaising with ... will provide client service and support within the Commercial Banking division. By joining our team, you'll be joining...many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range… more
- SMBC (Los Angeles, CA)
- …of specialized experience in Financial Services. Experience as a Deposit Relationship Manager with Budget Management Responsibilities preferred. + Education: ... history, SMBC Group offers a diverse range of financial services, including banking , leasing, securities, credit cards, and consumer finance. The Group has more… more
- SMBC (Sacramento, CA)
- …respect to highly sensitive information. The position will require interfacing with business units and developing an ongoing working relationship with support ... and are growing rapidly. To learn more about our relationship to our parent company, visit our website. The...nearly 40 countries and is committed to creating new business to better serve customers in the rapidly evolving… more
- Bank of America (Napa, 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
- Columbia Bank (Walnut Creek, CA)
- …Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to ... than $5 million. Collaborates with Client Solutions Managers ("CSMs") and Relationship Managers to accurately present findings, including business rationale… more
- Banc of California (Santa Ana, CA)
- …"bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... and at times, can approve/verify on behalf of the manager and stays within Operational Transactional Signing Authority. Can...supported other team's functions. + Assists and supports Branch Banking , Business Banking & Private… more
- Banc of California (Los Angeles, CA)
- …"bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to ... reviewed. + Confirms and coordinates insurance needs with customer, insurance brokers, Relationship Manager to ensure proper insurance is received and collected… more
- KeyBank (CA)
- …identification of integrated solutions to unmet client needs. Partner with Relationship Manager 's in identifying opportunities for clients and prospects. ... + Working with Sales Analyst, effectively prepare sales presentations, relationship reviews, business process reviews providing comprehensive recommendations… more