- 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...of commercial lending experience + 3 years managing a portfolio + 3 years financial sales experience Salary Range… more
- UMB Bank (Sacramento, CA)
- …your time:** + Partner with UMB relationship managers to perform credit underwriting duties for existing/prospective client relationships, which may include but ... are not limited to the following: + Perform detailed credit analysis to determine borrower/guarantor repayment capacity + Appropriate loan structuring… more
- JPMorgan Chase (San Francisco, CA)
- …entrusted with the client experience and promoting results for the firm's portfolio company coverage strategy, while actively engaging with Commercial Bank, Private ... Bank, Credit , and Investment Banking product sets. **Job Responsibilities** +...product offerings to VC firms, General Partners and their portfolio companies. + Take ownership of the client experience… more
- JPMorgan Chase (Santa Clara, CA)
- …Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. ... new relationships. **Job Responsibilities** + Manage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual… more
- Navy Federal Credit Union (San Diego, CA)
- …Program Managers, and Technical Program Managers focused on orchestrating the Digital portfolio of work across internal teams and the enterprise. We drive strategic ... and balance new product and feature ideas submitted from across the credit union, develop strategies and recommendations for executives, and articulate the vision… more
- City National Bank (Irvine, CA)
- …for the day-to-day interaction and relationship management support of an assigned portfolio of high value and/or complex branch banking clients. In collaboration ... the Branch Manager and Relationship Managers, the ASM works to address portfolio servicing needs, enhance relationship profitability while adhering to CNB's … more
- City National Bank (Riverside, CA)
- …responsive and exemplary service. The Relationship Manager manages the profitability and portfolio risk of the overall relationship and is responsible for the ... continued profitable growth of the assigned portfolio through active calling efforts, service and referrals. Adeptly identifying and promoting solutions to customer… more
- Intuit (Mountain View, CA)
- …to enhance user experiences and drive accelerated growth. You will drive a portfolio of strategic initiatives across critical Finance domains of Source to Report, ... & Analysis and enable capabilities such as Contract Lifecycle Management (CLM), Credit & Collections, and employee purchasing and business spend processes. This … more
- City National Bank (Los Angeles, CA)
- …Provide integrated financial services advice to these clients including: banking, credit , asset management, trust and estate planning, and brokerage. Manages overall ... relationship profitability and portfolio risk and is responsible for profitable growth of...and develop solutions across investments, trust and wealth transfer, credit , deposit, and all other appropriate services. * Utilize,… more
- Citigroup (Los Angeles, CA)
- …strategy. Leads others by example through demonstrating competence in both credit and traditional commercial banking products. Responsibilities: + Ability to earn ... new client relationships through prospecting efforts, including earning credit and other commercial banking products + Calls on clients and prospects to deepen… more