- BMO Financial Group (Newport Beach, CA)
- Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of ... and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk...Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. + Manages… more
- Amalgamated Bank (San Francisco, CA)
- …as the principal relationship manager to our mission driven deposit and commercial clients. Your expertise in banking products, coupled with strong sales ... + Develop and implement middle markets sales strategy for commercial banking products and cash management services...growth. + Identify, analyze, structure and internally advocate for commercial credit opportunities. + Execute regional and… more
- KeyBank (CA)
- …business operations + Knowledge and understanding of financial concepts, payment processing, commercial banking operations and supply chain management + Proven ... of integrated solutions to unmet client needs. Partner with Relationship Manager 's in identifying opportunities for clients and prospects. Build and maintain… more
- SMBC (Los Angeles, CA)
- …Services **JOB SUMMARY:** As part of the Diversified Industries vertical, the Relationship Manager will be pivotal in managing key banking relationships for ... ORGANIZATION** SMBC MANUBANK was formed by a group of banking entrepreneurs in June 1962. Our scope is to...focused on our vision to be the premier California regional business bank that can provide the sophistication and… more
- SMBC (Brea, CA)
- **ABOUT THE ORGANIZATION** SMBC MANUBANK was formed by a group of banking entrepreneurs in June 1962. Our scope is to serve the specialized needs of California ... focused on our vision to be the premier California regional business bank that can provide the sophistication and...personal 'high touch' services of a smaller bank. Specialties: Commercial Loans and Lines of Credit, Asset-Based Financing, SBA… more
- City National Bank (Irvine, CA)
- …directly sourcing opportunities while also partnering with relationship managers across our commercial and corporate banking teams. The role also includes ... *RELATIONSHIP MANAGER SR ESOP* *WHAT IS THE OPPORTUNITY?* Experienced,...* Internal Collaboration & Enablement * Work closely with commercial and corporate bankers to identify ESOP opportunities within… more
- BMO Financial Group (Newport Beach, CA)
- …key partners. **Identifies and refers business opportunities to key partners, including Commercial Banking and Wealth Management, to deliver holistic client ... client and prospect pipeline and schedules for events and seminars. + Manages regional retail sales programs / products to maximize client opportunities across BMO.… more
- UMB Bank (Sacramento, CA)
- …and efficient manner. + Work with team members in loan operations, credit analysis, regional commercial banking , business banking , special asset ... of the credit packages (as agreed with the relationship manager ) for submission to credit committee for approval (new...accounting, finance or related fields + 5+ years of commercial banking (including specific CRE) experience including… more
- BMO Financial Group (Newport Beach, CA)
- …where the mandate is being fulfilled. + Working knowledge of personal and commercial banking products and services, monitoring operational processes. + Working ... clients' needs and works collaboratively with the branch and regional teams to identify and make referrals. Ensures compliance...commercial entities and UHNW clients within the private banking space. + Provides advice and guidance by applying… more
- Comerica (San Jose, CA)
- …District Manager sales routines. Partners with District Managers and Banking Centers to ensure consistent execution that leads to balanced performance across ... and acts as a support liaison to district and regional managers. Position Responsibilities: Behavioral Adoption Act as a...data driven insights to collaborate and assist in refining banking center execution to help drive performance and continuous… more