- US Bank (Los Angeles, CA)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... provide students with hands-on experience in both **Credit Analysis** and ** Relationship Management** within our Corporate & Commercial Banking divisions. This… more
- M&T Bank (Costa Mesa, CA)
- …business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the client has ... Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and objectives to determine solutions through the … more
- City National Bank (Newport Beach, CA)
- …as contribute to the market and regional strategy. From the sales and relationship management perspective, will assist clients to meet their financial needs, ... and collect fees, maintaining balance of sales results, client profitability and relationship building; address risk / compliance gaps. * Partnering with a… more
- The Cigna Group (Walnut Creek, CA)
- …focus is on spending time with clients in person to cultivate the relationship , addressing client issues, selling annual renewal rate increases in addition to new ... products and services to expand the relationship . You will be the trusted advisor and go-to...leveraging Cigna's solutions to meet their evolving needs. + Financial & Underwriting Expertise: Strengthen your understanding of financials… more
- Columbia Bank (San Luis Obispo, 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 ... independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is… more
- UMB Bank (Sacramento, CA)
- …Remote** This role is responsible for assisting Real Estate Group (REG) relationship managers in the assessment and underwriting of new SBCRE (Small Balance ... **How you will spend your time:** + Partner with REG relationship managers to perform credit underwriting duties for existing/prospective client relationships,… more
- City National Bank (Los Angeles, CA)
- …assigned geography. The Regional Manager may work directly with Business Banking Relationship Managers (BBRM's) in their assigned region, as well as possibly ... thrive. * Develop and implement strategies to drive revenue growth and strong financial performance for Business Banking Region. * Works with each BBRM and/or… more
- Bank of America (Beverly Hills, CA)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the ... life they envision through a personal relationship with their advisory team committed to their needs....a variety of specialized functions across a team of Financial Advisors, such as business management, business development, wealth… more
- JPMorgan Chase (Irvine, CA)
- Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You've found the right team. Join us to be the centralized ... of product implementations and service related needs + Maintain ongoing relationship management routines + Manage/resolve client escalations and issues + Identify… more
- City National Bank (San Jose, CA)
- …COMMERCIAL BANKING* WHAT IS THE OPPORTUNITY? Develops sales management and relationship development strategies to promote the revenue growth and profitability of ... referrals, cross sales and retention efforts of the Commercial Banking Relationship Managers and Commercial Client Services Officers. Develops business opportunities… more