- Charles Schwab (Cupertino, CA)
- …the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager , both of whom you will assist ... the status quo" and transform the finance industry together._ As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer… more
- Umpqua Bank (CA)
- …Collaborate with Banker to make formal recommendations and presentations to Commercial Relationship Manager and Credit Administration. + Ensure the loan ... Client Solutions Manager , Sr Commercial Banking Lake Oswego, Oregon NA,...place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.… more
- City National Bank (Beverly Hills, CA)
- …Manager is positioned to proactively execute on the concepts developed by the Relationship Manager with minimal supervision. Is also instrumental as a liaison ... and recommending solutions to customers/prospects. * Follows-through with plan designed by Relationship Manager for customer, as defined. * Resolves problems,… more
- City National Bank (San Jose, CA)
- …structure and recommendations before hand off to Credit Administration.Works with Credit Manager and Relationship Manager to approve credit transactions ... * MANAGER COMMERCIAL BANKING* WHAT IS THE OPPORTUNITY? Develops...BANKING* WHAT IS THE OPPORTUNITY? Develops sales management and relationship development strategies to promote the revenue growth and… more
- City National Bank (Los Angeles, CA)
- …12 years of banking experience required. * Minimum of 10 years of commercial lending/ relationship manager experience required. * Minimum of 5 years of experience ... overall profitability of business banking within their assigned geography. The Regional Manager may work directly with Business Banking Relationship Managers… more
- Bank of America (Newport Beach, CA)
- …(MSM) is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) supports the ... Merrill Market Supervision Manager Newport Beach, California **To proceed with your...clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.… more
- BMO Financial Group (City Of Industry, CA)
- …all material aspect of the request. + Supports management of the Relationship Manager portfolio by addressing covenant violations, completing annual ... We are currently searching for a Senior Commercial Portfolio Manager to join our team in the Emerging Middle...Prepares a comprehensive credit summary in conjunction with the Relationship Managers and Credit Manager to address… more
- US Bank (Newport Beach, CA)
- …what you excel at-all from Day One. **Job Description** Partners with assigned Relationship Manager (s) to successfully manage ICG Portfolio Manager - ... Secondarily, provides customer service, participates in joint sales calls with Relationship Manager (s) and identifies customer needs. Basic Qualifications -… more
- ITW (Sacramento, CA)
- …customer experience. **Key Responsibilities** + Serve as the strategic lead and relationship manager for major national accounts in the 3-step distribution ... Overview** We are seeking a highly motivated and results-driven **National Account Manager ** to lead and grow relationships with key **3-step national distribution… more
- Citizens (Los Angeles, CA)
- …of clients/credits included in the portfolio when interacting with peers, Relationship Manager , team leader, and senior managers across departments/teams. ... to help them get there. As a Middle Market Corporate Banking Portfolio Manager II, you will be responsible for credit underwriting, monitoring, and portfolio… more