- Citigroup (Los Angeles, CA)
- The Mid-Corp Relationship Manager is a strategic professional who closely follows the latest Consumer Retail trends, adapts them for application in covering ... and developing dialogue with prospects, and understands the competitive landscape. The Relationship Manager is adept at understanding a client's financial… more
- HSBC (San Francisco, CA)
- …people, our investors, our communities and the planet we all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and ... of the fundamentals of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio of clients.… more
- City National Bank (San Francisco, CA)
- * RELATIONSHIP MANAGER SENIOR SPORTS FINANCE & ADVISORY* WHAT IS THE OPPORTUNITY? The Senior Relationship Manager develops new business prospects and ... Minimum 5 years of lending/credit experience required. * Minimum 5 years of Relationship Manager experience required. * Sports finance and advisory knowledge… more
- Comerica (San Francisco, CA)
- …3 years of experience managing a portfolio of clients + 3 years of financial sales experience Vice President, Relationship Manager IV, Business Banking + ... Job Description Relationship Manager , Business BankingThe Relationship...Maintain knowledge of accounting and financial principles, marketing and sales principles, credit analysis, economics and other bank functions.… more
- Comerica (La Puente, CA)
- …3 years of experience managing a portfolio of clients + 3 years of financial sales experience Vice President, Relationship Manager IV, Middle Market + ... Job Description Relationship Manager , Middle Market The ...Maintain knowledge of accounting and financial principles, marketing and sales principles, credit analysis, economics and other bank functions.… more
- BMO Financial Group (Palo Alto, CA)
- We are seeking a Vice President or Director level Senior Relationship manager in our Diversified Industries Group primarily covering the South Bay Market in the ... and Sales referral process development + Risk Management - In-depth + Sales and Service Management -In-depth + Relationship Management - In-depth + Change… more
- City National Bank (Beverly Hills, CA)
- * RELATIONSHIP MANAGER SENIOR ENT PRODUCTION* WHAT IS THE OPPORTUNITY? Develops new business prospects and manages existing client relationships in the assigned ... 10 years of lending/credit experience required. * Minimum 5 years of Relationship Manager experience required. * Knowledge of corporate entertainment financing… more
- BMO Financial Group (Newport Beach, CA)
- …cash management, commercial cards and cross border/international fee income. In addition, the Relationship Manager will be tasked with leveraging the bank and ... BMO OneClient focus, partnering across all lines of business including Wealth, Retail , Business Banking, and Diversified Industries Group. The ideal candidate will… more
- HSBC (Irvine, CA)
- …people, our investors, our communities and the planet we all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer ... and retains a portfolio of clients. As the Wealth Relationship Manager , you will: * Provide financial...this role: + Meaningful experience in nontraditional banking financial sales , providing client recommendations and increasing sales ,… more
- BMO Financial Group (Santa Clara, CA)
- …solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (eg everyday banking, retail investments, ... business customer needs and solutions. + Working knowledge of retail investments and lending products. + Experience in financial...applications. + Experience in a consultative customer service or sales role, with a drive to deliver a personal… more
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