- City National Bank (Los Angeles, CA)
- …and ability to manage complex, high-profile projects end-to-end * Skilled relationship manager effective at collaborating and influencing across internal ... *SALESFORCE PRODUCT MANAGER PB* WHAT IS THE OPPORTUNITY? This position...in a related field (financial services, CRM / customer relationship management * Salesforce.com Certifications in areas appropriate to… more
- City National Bank (Los Angeles, CA)
- * MANAGER SALESFORCE PLATFORM* WHAT IS THE OPPORTUNITY? The Salesforce Platform Manager is ultimately accountable for the technical operation, administration, dev ... the following: Application access management (through ServiceNow and SailPoint/Access Manager ); data obfuscation (in LLE's) and encryption (in production); vendor… more
- City National Bank (Los Angeles, CA)
- …Approves or declines credit requests within assigned authority. * Attends client meetings at Relationship Manager , Team Manager or Credit Manager 's ... determining appropriate credit strategy. * Provides input to the Relationship Manager and Team Manager ...Bank lending policies and regulations. Confers with the Manager and appropriate Bank personnel regarding new/existing… more
- BMO Financial Group (Santa Cruz, CA)
- …by understanding and planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio ... savings, and lending needs. As a **Licensed Senior Premier Relationship Manager ** at BMO, you will: +...with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact… more
- City National Bank (Irvine, CA)
- …initiative to respond to past dues based on information provided by the Relationship Manager . * Assists with quarterly, semi-annual, and annual financial reviews ... credit and loan underwriting expertise to a team of Personal & Business Banking Relationship Managers. Is...Bank policies. * Attends client meetings at Credit Manager 's request to facilitate delivery of the credit product… more
- Bank of America (Concord, CA)
- …Sr. CPO collaborates with the Multi-Practice Business Development Officer (MP BDO), Relationship Account Officer (RAO), Client Manager (CM), Treasury Solutions ... most complex credit solutions in the multi-practice and large relationship segment of Practice Solutions. Guidelines for assignment of...role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will… more
- Umpqua Bank (Irvine, CA)
- …environment and Bank risk tolerances. + Partners with CSMs and Relationship Managers in customer and prospect calls as appropriate. May shadowmanagea portfolio ... 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… more
- Bank of America (Beverly Hills, CA)
- …Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ... and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on… more
- City National Bank (Los Angeles, CA)
- …any new business prospect or existing client with the appropriate Relationship Manager . Authorizes service charge reversals due to bank error or approved by ... for all CNB client levels and all levels of bank colleagues, delivering an exceptional client service experience aligned...to Client Care Lead, Client Contact Center Management and Relationship Manager , as necessary. * Processes telephone… more
- Bank of America (Mill Valley, CA)
- …Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ... prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite...role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will… more