- MUFG (Los Angeles, CA)
- …services-based capabilities to MUFG's clients including origination, underwriting, and portfolio management , as well as syndicating and agenting ABL revolvers. The ... week and work remotely the remaining day. **Overall Purpose of Job:** The Portfolio Management function within MUFG's ABF group is responsible for the oversight of a… more
- Umpqua Bank (CA)
- …(Required) + Expert knowledge of commercial underwriting, credit monitoring, and portfolio management . + Proven advanced relationship management and business ... appropriate risk identification & mitigation, and ongoing risk & relationship management of a commercial portfolio. +...with individuals and groups across the company to manage customer relationships. Ability to partner with team. Ability to… more
- Cognizant (Tustin, CA)
- …for pipeline generation. + Responsible for Sales, Business Development & Customer Relationship activities for the CMT Vertical. + Management of the account ... in a matrix organization, responsible for prospecting and other sales management goals. + Collaboration with Vertical teams, develop strong, long-term relationships… more
- City National Bank (Beverly Hills, CA)
- …clients. Participates in customer call program either independently or with Relationship Manager. Prepares call reports for management . * Provides assistance ... solutions to customers/prospects. * Follows-through with plan designed by Relationship Manager for customer , as defined. *...4 years experience in client service, banking operations or relationship management support required. * Minimum 4… more
- CIBC (Newport Beach, CA)
- …dynamic sales professional with a successful track record of business development, relationship management , and proven ability to effectively gather wealth ... comply with internal policies, processes and procedures to effect prudent risk management and judgment. Recognizes relationship risk issues and seeks appropriate… more
- US Bank (San Francisco, CA)
- … management and leadership skills + Demonstrated new business development and relationship management skills + Effective customer service/relations skills ... their financial goals-no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we're building a… more
- US Bank (Los Angeles, CA)
- … management and leadership skills - Demonstrated new business development and relationship management skills - Effective customer service/relations skills ... their financial goals-no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we're building a… more
- US Bank (West Hollywood, CA)
- …determine trends in a given marketplace - Effective interpersonal communication, leadership, relationship management , time management , sales activities ... determine trends in a given marketplace - Effective interpersonal communication, leadership, relationship management , time management , sales activities … more
- Comerica (San Mateo, CA)
- …ResponsibilitiesCustomer Relationship Activities Service, execute and impact the customer relationship activities for the attraction, expansion, and ... Lead portfolio management efforts to retain and expand current portfolio relationship and increasing the number of portfolio customers in the banking center.… more
- BMO Financial Group (Los Angeles, CA)
- …banking products (eg personal banking, lending, and investments). + Implements a relationship management plan in collaboration with the lead relationship ... to develop a financial plan utilizing appropriate guidance tools. + Implements a relationship management plan in collaboration with the lead relationship … more