- Bank of America (Newport Beach, CA)
- …needed **Skills:** + Client Management + Client Solutions Advisory + Prospecting + Relationship Building + Risk Management + Financial Analysis + Leadership ... Sr. Relationship Manager - Global Commercial Banking (Middle Market)...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- CIBC (San Francisco, CA)
- …+ A collaborative approach to ensure seamless client service. + Strong financial acumen and relationship management skills to deliver tailored solutions ... We're building a relationship -oriented bank for the modern world. We need...business within your portfolio. You'll align with clients' sophisticated financial needs, investment objectives, and the organization's strategies, while… more
- Wells Fargo (San Francisco, CA)
- …solid understanding of clients' businesses, strategic objectives, operational priorities, and financial positions + Drive relationship planning activities to ... **About this role:** Wells Fargo is seeking a Principal Mid-Corporate Relationship Manager within Commercial Banking's Food & Agribusiness Specialized Industry… more
- HSBC (San Francisco, CA)
- …acquires, develops, advises, and retains a portfolio of clients. As our Wealth Relationship Manager you will: + Provide financial solutions and opportunities to ... 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
- OneMain Financial (San Diego, CA)
- …multiple platforms **Requirements:** + High School Diploma or GED + 1-3 years financial services, dealer relationship management, or B2B sales + Excellent ... As a Dealer Relationship Representative, you'll be the face of our...on individual and company performance. **Who we Are** OneMain Financial (NYSE: OMF) is the leader in offering nonprime… more
- HSBC (Irvine, CA)
- …acquires, develops, advises, and retains a portfolio of clients. As the Wealth Relationship Manager, you will: * Provide financial solutions and opportunities to ... our investors, our communities and the planet we all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO)… more
- JPMorgan Chase (San Francisco, CA)
- …their consumer banking and investment goals. + Partners with licensed bankers, financial advisors, mortgage bankers, and business relationship Managers to ... + 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success… more
- JPMorgan Chase (Long Beach, CA)
- …One Chase products work together + Works in partnership with Specialists ( Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect ... + 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success… more
- PNC (Walnut Creek, CA)
- …successful in this position. **Preferred Skills** Book Of Business, Client Relationship Building, Customer Engagement, Decision Making, Financial Analysis, ... and have an opportunity to contribute to the company's success. As a Senior Relationship Strategist within the PNC Private Bank organization, you can be based in San… more
- The Cigna Group (San Francisco, CA)
- …for establishing sales targets in order to achieve (or exceed) all sales, relationship , financial and growth goals. - Oversees the process of establishing ... level. - Builds collaborative relationships across the Enterprise to achieve corporate, financial and market objectives while providing the very best in products and… more