- Comerica (San Francisco, CA)
- …BankingThe Relationship Manager role will be responsible for new business development, portfolio management and underwriting to support the needs of the group. This ... loan arrangements. Negotiate proper loan structures, selling the Bank's credit and non- credit products. Accept special projects...lending experience + 3 years of experience managing a portfolio of clients + 3 years of financial sales… more
- Comerica (La Puente, CA)
- …Middle Market The Relationship Manager is responsible for new business development, portfolio management and underwriting to support the needs of the group. This ... loan arrangements. Negotiate proper loan structures, selling the Bank's credit and non- credit products. Accept special projects...lending experience + 3 years of experience managing a portfolio of clients + 3 years of financial sales… more
- Amalgamated Bank (San Francisco, CA)
- …In this role, you will be responsible for developing and managing a portfolio of relationships as the principal relationship manager to our mission driven deposit ... growth. + Identify, analyze, structure and internally advocate for commercial credit opportunities. + Execute regional and company-wide sales objectives and goals.… more
- City National Bank (Los Angeles, CA)
- …the attainment of regional goals, including sales, client service, proper credit quality and risk management. Developing and providing strategic direction, ... profitability, revenue growth, managing expenses, enhancing margins/profitability, and ensuring strong credit quality to enable business banking to continue to grow… 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
- Comerica (Costa Mesa, CA)
- …BankingThe Relationship Manager role will be responsible for new business development, portfolio management and underwriting to support the needs of the group. This ... loan arrangements. Negotiate proper loan structures, selling the Bank's credit and non- credit products. Accept special projects...lending experience + 3 years of experience managing a portfolio of clients + 3 years of financial sales… more
- City and County of San Francisco (San Francisco, CA)
- …for the position of Investment Officer ("IO") for its Public Fixed Income portfolio , which includes Treasuries, Public Credit and Investment Cash. Reporting to ... of enhancing the structure and diversity of the investment portfolio and sustaining long-term performance. Additionally, the Investment Division's professional… more
- BMO Financial Group (Modesto, CA)
- …Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with multiple branch locations ... and Health** + Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations....target profile and create a calling plan. + Review credit applications to ensure sound credit granting… more
- City National Bank (Westlake Village, CA)
- …attainment of Regional and individual goals and objectives, while ensuring CNB credit quality and risk management guidelines are maintained. Presents a variety of ... Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the … more
- City National Bank (Santa Monica, CA)
- …attainment of Regional and individual goals and objectives, while ensuring CNB credit quality and risk management guidelines are maintained. Presents a variety of ... Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the … more