- M&T Bank (Costa Mesa, CA)
- …None. **Education and Experience Required:** Bachelor's degree and a minimum of 9 years' sales experience in the financial services industry, or in lieu of a ... business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the client has… more
- Bank of America (Panorama City, CA)
- …environment. In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions ... are guided by a common purpose to help make financial lives better through the power of every connection....Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at… more
- Comerica (San Diego, CA)
- …client needs. Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved ... and being accountable for the success of the client relationship . What we can offer you Comerica Funded Retirement...degree from an accredited university + 10 years of sales experience in personal trust, investment or financial… more
- CIBC (Newport Beach, CA)
- …the relationship , serving as a trusted advisor, while surrounding the relationship with specialists (Private Banker, Investment Manager and Trust Advisor). + ... We're building a relationship -oriented bank for the modern world. We need...Advisory solutions including banking products/offerings, asset management, estate and financial planning and capital markets. + Identify opportunities for… more
- JPMorgan Chase (Irvine, CA)
- …opportunities for deepening client wallet share and raising to the aligned Relationship Manager **Required Qualifications, Capabilities, and Skills** + A minimum ... delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by… more
- Capital One (Sacramento, CA)
- …be prorated based upon the agreed upon number of hours to be regularly worked. Sales Territory: $155,000 - $155,000 for Sr Manager , Local Market Candidates hired ... Within the Business Cards & Payments organization, our Field Sales teams work with Small and Mid-Sized Business owners...customers leverage our tools to lower the stress of financial management and increase the profitability of the bottom… more
- Comerica (San Francisco, CA)
- …client needs. Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved ... with the client until the relationship is fully cemented. Demonstrate expertise by managing or...degree from an accredited university + 10 years of sales experience in personal trust, investment or financial… more
- City National Bank (Los Angeles, CA)
- …the decision are accurate and calculated correctly. * Attend client meetings at PB, Sales Manager , or Credit Manager 's request to facilitate delivery of ... WHAT WILL YOU DO? * Review loan application and financial information; evaluate and determine credit structure and terms;...Provide balanced and appropriate credit guidance to PB and Sales Manager and collaborate in determining appropriate… more
- Cushman & Wakefield (Irvine, CA)
- …a bundle of Occupier accounts within his/her respective territory. As a senior relationship manager for our clients, this individual will provide oversight and ... technology and core best practices to enhance overall client satisfaction and sales efforts Key competencies: + Customer Relationship Management + Leadership… more
- MarketSource (Aliso Viejo, CA)
- …MDL you are responsible to visit the assigned locations, manage the local client relationship , and increase sales and revenue of products and services through ... Inc., an Allegis Group Company, develops and delivers innovative managed sales solutions for enterprise customers. MarketSource provides the unique skills and… more