- US Bank (Los Angeles, CA)
- …Opening Manager ** + Manage the end-to-end process for opening banking , new trust, and investment accounts, including documentation review and verification. + ... from Day One. **Job Description** The Private Wealth New Accounts Opening Manager leads the team responsible for account opening new accounts trust, investment,… more
- BMO Financial Group (CA)
- …credit, non-credit, and related activities. + Identifies, records and advises banker / relationship manager of any credit &/or risk management issues + ... clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions,… more
- Columbia Bank (Irvine, CA)
- …a primary liaison with customers, during all phases of onboarding a new banking relationship . Manages and monitors existing customer relationships on an ongoing, ... provide an exceptional customer experience + Partner with the Relationship Team to obtain and review information required for...expert. + Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. + Takes… more
- Bank of America (Los Angeles, CA)
- …obtain all required registrations. The **Elite Growth Practice (EGP)** **Private Wealth Relationship Manager ** position may be filled at a Trainee, Specialist ... clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed… more
- Banc of California (Los Angeles, CA)
- …the best borrowing structures to protect the bank. In conjunction with the Relationship Manager (RM), involved in drafting and negotiating complex loan documents ... California (the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management… more
- PNC (Walnut Creek, CA)
- …to contribute to the company's success. As a Client Solution Advisor within PNC's Corporate Banking organization, you will be based in Los Angeles, CA. Client ... gathers deliverables to complete the implementation and provide ongoing relationship management. May maintain client-specific procedures. Provides sales or… more
- Huntington National Bank (Newport Beach, CA)
- …credits within the portfolio or for new prospects. + Proactively assists Relationship Manager in development of marketing presentations and pitch books ... finance assets (gas-fired, LNG, transmission), + Strong knowledge and understanding of corporate banking credits, cash flow analysis, and underwriting guidelines… more
- Columbia Bank (Santa Rosa, 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 ... production grows. This helps you focus more on client relationship and less on administrative tasks. Management's role is...expert. + Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. + Takes… more
- Comerica (San Francisco, CA)
- …client needs. Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved ... for you!Position CompetenciesSuccessful incumbents are action oriented, have strong banking acumen and peer relationships, negotiate, have innovative management, are… more
- Banc of California (Santa Ana, CA)
- …California (the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management ... YOU'LL MAKE A DIFFERENCE** + Reports to the SVP, Talent Development Manager , on designing and implementing employee engagement initiatives that support the bank's… more