- US Bank (Newport Beach, CA)
- …customer service , participates in joint sales calls with Relationship Manager (s), and identifies customer needs. Basic Qualifications - Bachelor's degree, or ... discover what you excel at-all from Day One. **Job Description** The Portfolio Manager partners with Relationship Manager (s) to successfully manage a portfolio… more
- City National Bank (Irvine, CA)
- *RELATIONSHIP MANAGER I* WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing ... & consistently connecting client needs with CNB's products and service offerings.Will have a clearly defined business development plan...acquisition of new personal and new small business clients, deposit and fee income growth from both new and… more
- City National Bank (Los Angeles, CA)
- …Systems Operations Manager * Minimum 3 years experience in Financial Services *Additional Qualifications* * Preferred minimum of 5 years experience with MS ... *PRODUCT INSIGHTS MANAGER * WHAT IS THE OPPORTUNITY? This role is...and pricing strategies for various banking products, such as deposit : lending, credit, payment and card products as well… more
- Banc of California (Beverly Hills, CA)
- …venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services , with full- service branches throughout ... manages a portfolio of primarily private clients ranging from complex credits to deposit only relationships. Acts as lead negotiator with prospects & clients. +… more
- Columbia Bank (Sacramento, CA)
- Commercial Banking Relationship Manager III Commercial Banking Sacramento, California **Description** **About Us:** At Columbia, we create a great place to work by ... for business. Together for better. **About the Role:** Commercial Relationship Manager develops, advises, manages, and retains client relationships. They also… more
- Banc of California (Santa Ana, CA)
- …venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services , with full- service branches throughout ... presentation of loan request. Guide credit request through review by division manager , and senior credit review officers. Assist loan administration through the… more
- Comerica (Costa Mesa, CA)
- Job Description Portfolio Manager II Under minimal supervision, manages portfolio of existing, complex customer relationships to ensure ongoing profitability and ... conformity with credit terms. Ensures the sale of additional financial services . Maintains a moderate understanding of commercial, economic and financial… more
- JPMorgan Chase (San Diego, CA)
- Join our fun, high-energy team as a Home Lending Manager and you will have the opportunity to lead a bank/mortgage geography as assigned. You will be responsible for ... skills **Preferred qualifications, capabilities, and skills** + College degree preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the… more
- PNC (Calabasas, CA)
- …have an opportunity to contribute to the company's success. As an Associate Asset Manager within PNC's Asset Management organization, you may be based in within the ... oversees a limited portfolio and provides analytical support to the asset manager . + Reviews financial statements, market, and economic data to determine the… more
- Columbia Bank (San Jose, CA)
- …and retains Healthcare and Professional Banking client relationships. Wealth management services to these clients include: deposit , cash management, credit, ... Healthcare Relationship Manager Wealth Management San Jose, California **Description** **About...to include investments, trust, financial planning, and other wealth services . + Manage and review client relationships on an… more