- Umpqua Bank (Walnut Creek, CA)
- …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 supporting ... strategies and goals. + Reports on the activities of the assigned office to senior management of the trust company. + Responsible for leadership and mentoring of the… more
- Amalgamated Bank (San Francisco, CA)
- Amalgamated Bank is searching for a Senior Account Executive. Operating in a lead capacity, this position will manage a team of Account Executives and Account ... division. By joining our team, you'll be joining a Bank that believes that that maintaining a diverse and...the Regional Director of Commercial Banking on service issues, sales service strategy and overall client portfolio management. +… more
- BMO Financial Group (Palo Alto, CA)
- We are seeking a Vice President or Director level Senior Relationship manager in our Diversified Industries Group primarily covering the South Bay Market in the ... other key product and support partners within the Commercial Bank across the various geographies to deliver an exceptional...referral process development + Risk Management - In-depth + Sales and Service Management -In-depth + Relationship … more
- Anywhere Real Estate (San Diego, CA)
- …real estate franchise, is seeking an exceptional leader for the role of ** Senior Director, Growth** . This position is crucial for driving the strategic growth ... brand value customer experiences, and leading high-impact projects and processes. The Senior Director will work closely with leadership to develop and implement… more
- Fiserv (San Diego, CA)
- …of education and/or military experience. + 8+ years of experience in sales and/or relationship management functions. + Possess a fundamental understanding ... through a mobile app, or withdraw money from the bank , we're involved. If you want to make an...long sales cycle "C-Level" (CEO, CFO, COO) sales / relationship management. + Strong, tangible results in… more
- City National Bank (Los Angeles, CA)
- …WHAT IS THE OPPORTUNITY? This position is a key leader in transforming our Sales and Client Management functions in Private Banking using Salesforce as an enabler. ... key behaviors that indicate adoption and will drive increased sales , optimal service, and greater client satisfaction. * Design,...and operate analytical views (dashboards, etc.) on behalf of senior leaders and help them obtain the insights they… more
- Fifth Third Bank, NA (Los Angeles, CA)
- …are the leader positioning the Asset Backed Finance business along with the senior Relationship Manager representing the institution and driving and creating ... take the next step? Discover a career in banking at Fifth Third Bank . GENERAL FUNCTION: Leadership, client-facing role, directing deal teams working on asset… more
- MUFG (Los Angeles, CA)
- …of our recruitment team will provide more details. **Job Summary** **:** As a Senior Relationship Manager ("Sr. RM"), the individual is responsible for managing ... preparation of lending proposals and pitches as a key senior member to prospective clients with efforts to maximize...cross-selling initiatives to clients across all areas of the bank and transitioning them into significant sales … more
- Comerica (San Diego, CA)
- Job Description Vice President, Senior Wealth AdvisorThe Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall success ... book of business and being accountable for the success of the client relationship . What we can offer you Comerica Funded Retirement Plan and 401(K) Matching… more
- Wells Fargo (San Jose, CA)
- **About this role:** Wells Fargo is seeking a Lead Commercial Banking Relationship Manager for clients with annual revenue of $25MM to $100MM supporting the _San ... Jose, CA_ market as part of the Commercial Bank . Learn more about the career areas and business...and grow complex client relationships through the art of relationship management, by understanding the needs and priorities of… more