- City National Bank (Beverly Hills, CA)
- * RELATIONSHIP MANAGER II* WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing ... financial advice & consistently connecting client needs with CNB's products and service offerings.Will have a clearly defined business development plan that is… more
- Cognizant (Sunnyvale, CA)
- **About the Role** We are seeking a seasoned Client Relationship Manager (CRM) to join our communications, media, and technology (CMT) team supporting a key high ... work is the way forward as we strive to provide flexibility wherever possible. Based on this role's business...services . + Drive profitable growth of the account relationship . through identifying and overseeing the closure of new,… more
- JPMorgan Chase (Irvine, CA)
- …relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship ... bank share. As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing...of new accounts and full suite of products and services ; follow up with clients after account opening to… more
- City National Bank (San Diego County, CA)
- * RELATIONSHIP MANAGER SENIOR COMMERCIAL REAL ESTATE* WHAT IS THE OPPORTUNITY? This person is responsible for building and maintaining a profitable loan portfolio ... including selling related bank products and services . This may be accomplished through identifying and promoting solutions to fulfill client needs, obtaining… more
- Fiserv (San Diego, CA)
- …on a global scale, come make a difference at Fiserv. **Job Title** Relationship Manager , Large Financial Institutions **This is a fully-remote position and ... anywhere on the West Coast.** **What does a successful Relationship Manager do?** As a Relationship...managing a geographically based portfolio of clients. You will provide enterprise clients with industry best practices and strategic… more
- UMB Bank (Sacramento, CA)
- …partnerships, and other business entities and individuals. The Corporate Trust Associate Relationship Manager role supports our Corporate Trust team by ... Services is a nationally recognized and ranked provider of bond trustee and agency services ...**spend your time: ** . You will collaborate with Relationship Managers to provide administrative support to… more
- Umpqua Bank (Irvine, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport Beach, California Phoenix, Arizona **Description** ... place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive....spectrum of needs of Private Bank target clients and provide tailored advice in collaboration with the client team.… more
- PNC (San Jose, CA)
- …valued and have an opportunity to contribute to the company's success. As a Relationship Manager II within PNC's Business Banking organization, you will be based ... in Northern California market. **Job Description** + Coordinates relationship management activities with new and/or existing clients in a book of business to grow… more
- HSBC (Irvine, CA)
- …WRM acquires, develops, advises, and retains a portfolio of clients. As the Wealth Relationship Manager , you will: * Provide financial solutions and ... Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams...and recommend appropriate banking, investment and insurance products and services to meet individual needs, based on objectives, risk… more
- Umpqua Bank (San Jose, CA)
- Healthcare Relationship Manager Wealth Management San Jose, California **Description** **About Us:** At Umpqua, we create a great place to work by offering a ... Together for business. Together for better. **About the Role:** A Healthcare Relationship Manager develops, advises, manages, and retains Healthcare and… more