- City National Bank (Los Angeles, CA)
- …and analytics used to support the decision are accurate and calculated correctly. * Attends client meetings at Relationship Manager , Team Manager , or ... *CREDIT OFFICER I CORPORATE BANKING* WHAT IS THE OPPORTUNITY? Participates in...resources. * Provides balanced and appropriate credit guidance to Relationship Manager , Team Manager , and… more
- MUFG (Los Angeles, CA)
- …Maintain direct communication with assigned customers, if needed by RM ( relationship manager ). + Coordinate and communicate critical account information ... the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building… more
- MUFG (San Francisco, CA)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...of our recruitment team will provide more details. **2026 Corporate , Investment Banking & Markets (CIBM) Summer Analyst Program… more
- Wells Fargo (Huntington Beach, CA)
- …opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with financial ... **About this role:** Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network...meeting customer and enterprise needs + Ability to make client calls and actively participate in the sales development… more
- City National Bank (Los Angeles, CA)
- …clients. Participates in client call program either independently or with Relationship Manager . Prepares call reports for management. * Provides assistance ... Officer is positioned to proactively execute on the concepts developed by the Relationship Manager with minimal supervision. Is also instrumental as a liaison… more
- City National Bank (Los Angeles, CA)
- … Relationship Managers. Channels referrals/warm leads from existing clients to the Relationship Manager and /or Management. * Reviews risk management reports, ... YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 5 years experience in client service, banking operations or relationship management support required *… more
- Robert Half-Robert Half Corporate (San Diego, CA)
- …locally and beyond. + **TOOLS FOR SUCCESS -** We provide world-class training, client relationship management tools and advanced technology to help you succeed. ... **Communication/Collaboration** + Effective communication (feedback, difficult messages, expectations, ownership, corporate goals and accountability). + Build collaborative relationships throughout… more
- Cayuse Holdings (Sacramento, CA)
- …and Core Values of Cayuse. **Responsibilities** + For emphasis, this is a Client Relationship Management and growth-focused role + Advise and consult with ... **_EMPLOYEE TYPE:_** Full-Time Salary Exempt **_TRAVEL:_** Yes **_RELOCATION:_** No Our client account leaders build, lead, sell and deliver large, complex, programs… more
- Robert Half-Robert Half Corporate (Oakland, CA)
- …locally and beyond. + **TOOLS FOR SUCCESS -** We provide world-class training, client relationship management tools and advanced technology to help you succeed. ... management or equivalent experience required. + Proven performance in talent manager /director role. + Demonstrated success in business generation, leading and… more
- BlackRock (San Francisco, CA)
- …in the Americas to generate new and repeat business through proactive relationship management. + Develop and deepen client relationships, establishing strategic ... **About this role** **Role Title: Transition Strategist, Transition Client Solutions** Location: San Francisco or New York...desired allocations. A transition can be anything from a manager change to a full-scale plan merger. We deliver… more