- UMB Bank (Sacramento, CA)
- …+ Complete all of or portions of the credit packages (as agreed with the relationship manager ) for submission to credit committee for approval (new business and ... Estate Underwriter II-Arizona Remote** This role is responsible for assisting UMB relationship managers in the assessment and underwriting of new SBCRE (Small… more
- BMO Financial Group (Newport Beach, CA)
- …banking needs. + Coordinates client relationship management with the lead relationship manager for the assigned portfolio. + Applies relationship ... meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to… more
- Amalgamated Bank (San Francisco, CA)
- …responsible for developing and managing a portfolio of relationships as the principal relationship manager to our mission driven deposit and commercial clients. ... and social advocacy clients. + Acts as the principal relationship manager for new and existing clients....in-person attendance is required for, the contact center, branch service roles, and general services where the… more
- Banc of California (Pasadena, CA)
- …+ Sources, identifies and prequalifies lending opportunities. Works directly with Relationship Manager to professionally present approved credit solutions to ... Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury...a broad range of loan and deposit products and services , with full- service branches throughout California and… more
- JPMorgan Chase (San Francisco, CA)
- …Practice Management to ensure dynamic and consistent performance at both the Relationship Manager and market levels. **Job responsibilities** + Recruit, lead, ... + 10 Years in banking, wealth management, or financial services , with a focus on serving affluent clients +...capability to cultivate a client-centric culture that prioritizes personalized service and long-term relationship building + Strong… more
- Banc of California (Santa Ana, CA)
- …reviewed. + Confirms and coordinates insurance needs with customer, insurance brokers, Relationship Manager to ensure proper insurance is received and collected ... Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury...a broad range of loan and deposit products and services , with full- service branches throughout California and… more
- American Express (Sacramento, CA)
- …prioritize and act with a sense of urgency. **Minimum Qualifications:** + Experienced relationship manager with proven ability to learn quickly, develop strong ... **How will you make an impact in this role?** **Global Merchant and Network Services ** (GMNS) is the merchant network of American Express that acquires and maintains… more
- City National Bank (Los Angeles, CA)
- …IRRM Analyst plays a crucial role in client interaction in coordination with the Relationship Manager WHAT WILL YOU DO? * Preparing swap materials to facilitate ... customer suitability and documentation requirements * Develops and maintains a close working relationship with the Bank's line Relationship Managers in order to… more
- Abbott (Alameda, CA)
- …ensure timely and effective service delivery. + Act as Business Relationship Manager on cross-divisional initiatives to identify synergies and efficiencies. ... value realization, and capacity alignment-in collaboration with IT Business Relationship Managers. Lead and refine governance processes that provide senior… more
- Deloitte (San Francisco, CA)
- …software vendor sales and Alliance teams in the United States. The Channel Sales Manager will focus on the vendor relationship with Account Executives, Regional ... national role focused on our Anthropic alliance. The Anthropic Channel Sales Manager will have strong project management skills, attention to detail, outstanding… more