- City National Bank (Newport Beach, CA)
- …compliance, as well as contribute to the market and regional strategy. From the sales and relationship management perspective, will assist clients to meet their ... * MANAGER BRANCH II* WHAT IS THE OPPORTUNITY? Responsible...financial needs, providing sound financial advice and...to price business and collect fees, maintaining balance of sales results, client profitability and relationship building;… more
- BMO Financial Group (Sacramento, CA)
- …+ Implements a relationship management plan in collaboration with the lead relationship manager . + Determines client needs and provides solutions though the ... for new asset sales , joint appointments, fee-based sales , and financial planning. + Implements business...relationship management plan in collaboration with the lead relationship manager . + Implements business development strategies… more
- Columbia 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,...underwriting, credit monitoring and portfolio management skills. Utilize existing financial /market information and Relationship Expansion Tool, to… more
- City National Bank (San Jose, CA)
- * MANAGER COMMERCIAL BANKING* WHAT IS THE OPPORTUNITY? Develops sales management and relationship development strategies to promote the revenue growth and ... structure and recommendations before hand off to Credit Administration.Works with Credit Manager and Relationship Manager to approve credit transactions… more
- Principal Financial Group (San Francisco, CA)
- …goals. This is your chance to work collaboratively across with institutional sales , consultant relations, relationship management and investment professionals in ... **Skills That Will Help You Stand Out** + Experience working at an asset manager , institutional consultant, plan sponsor, or financial services firm in roles… more
- US Bank (West Hollywood, CA)
- …trends in a given marketplace - Effective interpersonal communication, leadership, relationship management, time management, sales activities management, and ... trends in a given marketplace - Effective interpersonal communication, leadership, relationship management, time management, sales activities management, 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)
- …in the technology market. Accountable for all aspects of the client relationship , including overall account strategy, field sales support, capturing growth ... Sr. Leasing Sales Specialist (Equipment Finance) Charlotte, North Carolina;New York,...experience in vendor finance, preferably with a large, regulated financial institution + Exceptional client management and relationship… more
- Bank of America (Newport Beach, CA)
- …us! **Job Responsibilities:** This job is responsible for facilitating a direct end-to-end relationship with one or more Treasury Sales Officers (TSOs) to manage ... submit for implementation **Job Qualifications:** + Two or more years of B2B sales and/or client service experience in a financial services environment;… 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...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more