- 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 ... presentation of loan request. Guide credit request through review by division manager , and senior credit review officers. Assist loan administration through the… more
- Broadridge Financial Solutions (El Dorado Hills, CA)
- …+ Bachelors degree required. + Minimum of 3 years of experience as a Relationship Manager or in a related client-facing role. + Strong understanding of ... clients, identifies sales opportunities to be forwarded to the account managers and achieves contract extensions or additional business...service delivery, client management , and performance metrics. + Ability to analyze problems,… more
- Wells Fargo (Newport Beach, CA)
- **About this role:** Wells Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team. ... this role, you will:** + Onboard, manage, and grow account relationships with Small Business customers (defined as revenue...annual revenue + Strong knowledge of deposit and cash management products and services + Strong relationship -building… more
- US Bank (Glendale, CA)
- …to seven years of relevant experience **Preferred Skills/Experience** - Strong relationship management and business development abilities - Well-developed ... discover what you excel at-all from Day One. **Job Description** Business Banking Relationship Managers play a pivotal role in helping our business clients achieve… more
- Comerica (Long Beach, CA)
- Job Description The Relationship Manager is responsible for new business development, portfolio management and underwriting to support the needs of the ... corporate banking, credit and non-credit products, trust, real estate, treasury management and other bank functions. Maintain knowledge of accounting and financial… more
- US Bank (Glendale, CA)
- …or more years of relevant experience **Preferred Skills/Experience** - Strong relationship management and business development abilities - Well-developed ... at-all from Day One. **Job Description** Our Business Banking Relationship Managers play a pivotal role in helping our...clients' banking needs. + Obtain and process client and account information. + Educate clients on available deposit and… 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 ... operates. **HOW YOU'LL MAKE A DIFFERENCE** + Manage and retain a portfolio of management company and association clients as assigned. + Implement and train new and… more
- PNC (San Diego, CA)
- …Influencing Skills, Negotiation, Relationship Building, Sales Operations **Competencies** Account Management , Customer Relationship Management ... needed to be successful in this position. **Preferred Skills** Account Management , Client Counseling, Competitive Advantages, Go-to-Market Strategies,… more
- City National Bank (Beverly Hills, CA)
- * ACCOUNT MANAGER ENT* WHAT IS THE...call program either independently or with Relationship Manager . Prepares call reports for management . * ... to proactively execute on the concepts developed by the Relationship Manager with minimal supervision. Is also...4 years experience in client service, banking operations or relationship management support required. * Minimum 4… more
- M&T Bank (Costa Mesa, CA)
- …of varying complexity and importance, including all administrative, operational and risk management activities for GCM transactions. Serves as main point of contact ... and close GCM transactions in a timely manner. + Complete various account administration activities of moderate to significant intricacy, complexity and risk… more