- BMO Financial Group (San Francisco, CA)
- Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional ... and referral sources to grow business in the assigned portfolio / jurisdiction. + Enhances presence in the marketplace...business development plan. + Act as the primary Relationship Manager for assigned client relationships + Leads… more
- Bank of America (Concord, CA)
- …the Multi-Practice Business Development Officer (MP BDO), Relationship Account Officer (RAO), Client Manager (CM), Treasury Solutions Officer (TSO), and other ... is made at the discretion of the Credit Products Manager (CPM). The role also serves as the Credit...best possible and optimally integrated strategic solution for the client or prospect. The role is balanced between analysis/underwriting… more
- US Bank (San Diego County, CA)
- …and insurance + Deliver economic and market views, investment strategy, manager /fund/security research, and due diligence + Portfolio construction resulting ... significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a… more
- City National Bank (Los Angeles, CA)
- …and aggregated budget. * Work includes post approval Investment Closing, Portfolio Management and monitoring Fund performance. * Responsible for due diligence ... annually on all Sponsor/Syndicator financial status. * Reports annually on LIHTC portfolio performance. * Participate in the Affordable Housing Investors Council. *… more
- City National Bank (Beverly Hills, CA)
- … client inquiries/complaints and identifies cross-selI opportunities by assessing deposit portfolio and client needs. Works directly with clients in all ... client retention. Oversees the risk associated with the operational aspects of client servicing and transaction processing for the portfolio supported. WHAT… more
- Bank of America (Monterey, CA)
- …+ Advisory + Business Development + Fraud Management + Pipeline Management + Portfolio Management + Client Experience Branding + Issue Management + Prospecting ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Bank of America (Chico, CA)
- …+ Advisory + Business Development + Fraud Management + Pipeline Management + Portfolio Management + Client Experience Branding + Issue Management + Prospecting ... to achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a sustainable book… more
- Bank of America (San Francisco, CA)
- …us! **Job Description:** This job is responsible for managing a national portfolio of Global Commercial Banking (GCB) FinTech relationships, working directly with ... best possible and optimally integrated strategic solution for the client or prospect. This role reports to the Commercial...or prospect. This role reports to the Commercial Credit Manager or Executive and will be aligned to an… more
- Bank of America (San Jose, CA)
- …address client needs and deliver solutions **Skills:** + Business Development + Client Investments Management + Portfolio Analysis + Portfolio Management ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- BMO Financial Group (San Francisco, CA)
- …will be forming a new dedicated centralized resource team focused on active portfolio exposure management. Team will work with LOBs and specialty partners to develop ... balance sheet velocity to better manage risk or enhance returns. Analyzes portfolio to identify candidates and advises relationship managers on de-risking strategies… more