- Bank of America (San Francisco, CA)
- Credit Solutions Advisor - Mandarin Towers - Bilingual Mandarin Preferred San Francisco, California **To proceed with your application, you must be at least 18 years ... at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Francisco/Credit-Solutions-Advisor Mandarin-Towers Bilingual-Mandarin- Preferred \_25034725-2) **Job Description:** At Bank of America, we are… 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 and Manager and...required. *Additional Qualifications* * College degree in Business Administration preferred or a related field * MBA preferred… more
- City National Bank (Los Angeles, CA)
- …Approves or declines credit requests within assigned authority. * Attends client meetings at Relationship Manager , Team Manager or Credit Manager 's ... and collaborates in determining appropriate credit strategy. * Provides input to the Relationship Manager and Team Manager when loan pricing does not… more
- City National Bank (Los Angeles, CA)
- …and recommendations before hand off to Credit Administration. * Works with Credit Manager and Relationship Manager to approve credit transactions that ... 10 years of management experience required. *Additional Qualifications* * Master's Degree preferred . * Demonstrated sales and relationship management ability. *… more
- KeyBank (CA)
- …identification of integrated solutions to unmet client needs. Partner with Relationship Manager 's in identifying opportunities for clients and prospects. ... Who Work At Home, Colorado **Job Summary** Sr. Payments Advisors partner with Relationship Managers and work with industry specific companies with the goal of… more
- CIBC (Newport Beach, CA)
- …the relationship , serving as a trusted advisor, while surrounding the relationship with specialists (Private Banker, Investment Manager and Trust Advisor). + ... We're building a relationship -oriented bank for the modern world. We need...JD, formal credit training, CFP, CFA, CTFA or CPA preferred . + Series 7, 63 and 65, or 66,… more
- Cushman & Wakefield (Irvine, CA)
- …a bundle of Occupier accounts within his/her respective territory. As a senior relationship manager for our clients, this individual will provide oversight and ... Responsible for driving a proactive strategy to expanding our relationship with clients, including but not limited to: +...+ Bachelor's degree required + Master's degree or MBA preferred Important experience: + 15+ years' experience, 10 years… more
- BMO Financial Group (San Francisco, CA)
- …accountants) to create integrated business development plan. + Act as the primary Relationship Manager for assigned client relationships + Leads / assists with ... Provides advisory-based sales and relationship management to attract, retain and grow a...equivalent combination of education and experience. + MBA certification preferred . + Experience dealing with HNW clients and equivalent… more
- International Rescue Committee (Oakland, CA)
- …region of the United States, the Associate Director will serve as a relationship manager throughout the donor life cycle, working across fundraising teams ... or clients. + Demonstrated history of being an empowering, supportive, and inclusive manager to front-line fundraisers Preferred Experience & Skills: + Proven… more
- JPMorgan Chase (Irvine, CA)
- …opportunities for deepening client wallet share and raising to the aligned Relationship Manager **Required Qualifications, Capabilities, and Skills** + A minimum ... delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by… more