- MUFG (Los Angeles, CA)
- …Maintain direct communication with assigned customers, if needed by RM ( relationship manager ). + Coordinate and communicate critical account information ... structuring of deals and covenant in line with policies and procedures. Manager will periodically check in, however, associates can also make appropriate judgement… more
- Banc of California (Beverly Hills, CA)
- …+ Sources, identifies and prequalifies lending opportunities. Works directly with Relationship Manager to professionally present approved credit solutions to ... (the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to… more
- Banc of California (San Luis Obispo, CA)
- …received and reviewed. + Coordinate insurance needs with customer, insurance brokers, Relationship Manager to ensure proper insurance is received and collected ... (the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to… more
- Abbott (Alameda, CA)
- …to ensure timely and effective service delivery. + Act as Business Relationship Manager on cross-divisional initiatives to identify synergies and efficiencies. ... value realization, and capacity alignment-in collaboration with IT Business Relationship Managers. Lead and refine governance processes that provide senior… more
- BMO Financial Group (Newport Beach, CA)
- …management of accounts for team members and customers. + May act as lead relationship manager . + Supports the sales process and client experience, identifying ... clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions,… more
- Bristol Myers Squibb (San Diego, CA)
- …tumors ensuring alignment with corporate objectives. + Serve as the primary relationship manager for patient and professional societies worldwide, building and ... thinking, and adaptability to shifting priorities and deadlines. + Relationship management expertise within oncology, ideally with experience in… more
- Huntington National Bank (Newport Beach, CA)
- …credits within the portfolio or for new prospects. + Proactively assists Relationship Manager in development of marketing presentations and pitch books ... The REF team is seeking a talented and ambitious Sr. Portfolio Manager (Associate Director), and this role supports the Renewable Energy, Underwriting and… more
- BlackRock (San Francisco, CA)
- …the United States. The Team is seeking a VP to serve as a Relationship Manager responsible for developing and cultivating relationships with existing clients and ... working together to meet the unique needs of our clients including relationship management, marketing, sales, client service, and product development and management.… more
- SMBC (Los Angeles, CA)
- …of specialized experience in Financial Services + Experience as a Deposit Relationship Manager with Budget Management Responsibilities preferred + Business ... to its employees. **Role Description** Provides administrative support to Relationship Managers, maintains customer information, conducts KYC processes, coordinates… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …and cross-selling. * Proven experience as a personal banker, virtual banker, or relationship manager . * Deep understanding of consumer lending, deposit products, ... The Digital Experience Ambassador (DEA) serve as a trusted virtual banker and relationship advisor, engaging members through digital and remote channels to help them… more