- HSBC (San Francisco, CA)
- …have the following qualifications to succeed in this role: + Meaningful experience in nontraditional banking financial sales, providing client recommendations ... people, our investors, our communities and the planet we all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the… more
- US Bank (Walnut Creek, CA)
- …informed about market trends, competitor offerings, and industry developments to position the bank as a leader in commercial banking + Leverage market ... At US Bank , we're on a journey to do our...United States. The Institutional Client Group (ICG) is the relationship -management team that serves our largest clients - ranging… more
- US Bank (Los Angeles, CA)
- …risk, and deliver insights that guide sound lending decisions and strengthen the bank 's portfolio. + Relationship Management Analyst: Supports Relationship ... At US Bank , we're on a journey to do our best....Qualifications:** + GPA of 3.0 or higher + Prior experience in banking , credit, financial analysis, or sales… more
- Columbia Bank (San Luis Obispo, CA)
- …Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to ... Senior Middle Market Underwriter Specialty Banking San Luis Obispo, California **Description** **About Us:**...Bank risk tolerances. + Partners with CSMs and Relationship Managers in customer and prospect calls as appropriate.… more
- Banc of California (Santa Ana, CA)
- …diploma or equivalent required + Required: Minimum of 4 to 5 years of Treasury Banking experience in a client-facing role **HOW WE'LL SUPPORT YOU** + **Financial ... holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the " bank ")....Banc of California is one of the nation's premier relationship -based business banks focused on providing banking … more
- Huntington National Bank (Sacramento, CA)
- …experience in accounting, finance or a related field + 7+ or more years' experience in Technology & Telecom Banking Preferred Qualifications: + 10+ years' ... experience working directly as a Technology & Telecom Relationship Manager + Series 63 and 79 + Deep..., and Insurance. + Formal credit training and commercial banking underwriting experience . + Master of Business… more
- University of Southern California (Los Angeles, CA)
- …Minimum Experience : 1 year of customer service, sales, or retail banking experience . Minimum Skills: Demonstrated lending experience and knowledge ... field(s) Preferred Experience : 3 years of customer service, sales, or retail banking experience or experience at a financial institution. Preferred… more
- Columbia Bank (San Luis Obispo, CA)
- …Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to ... running, and utilizing system-generated reports. + Works with clients and Commercial Relationship Managers to analyze loan needs and options available to meet… more
- BMO Financial Group (San Francisco, CA)
- …may be assigned as needed. **Qualifications:** + 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in ... BMO is the 8th largest bank in North America and the 4th largest...internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. +… more
- Columbia Bank (Atascadero, CA)
- …Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to ... in banking and finance, business, or a related field. + 2 yearsofretail banking experience . Required + 1 yearofsales experience . Preferred + Demonstrated… more