- Citizens (San Francisco, CA)
- …analysis and prequalification, though specific loan product is dependent on their respective Relationship Manager . The Client Relations Manager is able to ... services their needs post-loan close. The Client Relations Manager has a thorough understanding of the loan origination...stand in for their Relationship Manager in their absence. Primary responsibilities include: + Assist… more
- Citizens (San Francisco, CA)
- …analysis and prequalification, though specific loan product is dependent on their respective Relationship Manager . The Client Relations Manager is able to ... services their needs post-loan close. The Client Relations Manager has a thorough understanding of the loan origination...stand in for their Relationship Manager in their absence and has their arms wrapped… more
- City National Bank (Los Angeles, CA)
- …support the decision are accurate and calculated correctly. * Attends client meetings at Relationship Manager , Team Manager , or Credit Manager 's request ... resources. * Provides balanced and appropriate credit guidance to Relationship Manager , Team Manager , and...3 years of experience in a banking or financial services environment required *Additional Qualifications* * College degree in… more
- Columbia Bank (Roseville, CA)
- …Collaborate with Banker to make formal recommendations and presentations to Commercial Relationship Manager and Credit Administration. + Ensure the loan ... and portfolio management skills. Utilize existing financial/market information and Relationship Expansion Tool, to identify additional products/ services that… more
- KeyBank (Newport Beach, CA)
- …East Camelback Road - Phoenix, Arizona 85016 **About the Job** The Portfolio Manager provides relationship management support for assigned portfolio of clients ... investors and developers. Portfolio Managers work in strong partnership with Relationship Managers to provide comprehensive financial advice and solutions that… more
- Columbia Bank (CA)
- …Collaborate with Banker to make formal recommendations and presentations to Commercial Relationship Manager and Credit Administration. + Ensure the loan ... Client Solutions Manager , Sr Commercial Banking Lake Oswego, Oregon NA,...and portfolio management skills. Utilize existing financial/market information and Relationship Expansion Tool, to identify additional products/ services … more
- City National Bank (Beverly Hills, CA)
- …Manager is positioned to proactively execute on the concepts developed by the Relationship Manager with minimal supervision. Is also instrumental as a liaison ... and recommending solutions to customers/prospects. * Follows-through with plan designed by Relationship Manager for customer, as defined. * Resolves problems,… more
- BMO Financial Group (City Of Industry, CA)
- …all material aspect of the request. + Supports management of the Relationship Manager portfolio by addressing covenant violations, completing annual ... client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners. + Structures and supports… more
- SMBC (Brea, CA)
- …as necessary, and participating in further centralization efforts. May be assigned as Relationship Manager to a small group of accounts. **Role Objectives: ... Real Estate Loans, Cash Management Services , International Services **SUMMARY:** Manages the operational, control, and service...actions to improve performance as required. May function as Relationship Manager on a small group of… more
- City National Bank (Los Angeles, CA)
- …12 years of banking experience required. * Minimum of 10 years of commercial lending/ relationship manager experience required. * Minimum of 5 years of experience ... overall profitability of business banking within their assigned geography. The Regional Manager may work directly with Business Banking Relationship Managers… more