- Banc of California (Wilmington, CA)
- …service. + Serves a dual-purpose role fulfilling responsibilities of both a Customer Relationship Officer and Teller. + Profiles customers while opening or ... (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
- City National Bank (Los Angeles, CA)
- *INVESTMENT RELATIONSHIP OFFICER * WHAT IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all CNS ... Investment Advisory Program and client-directed accounts, to affluent individuals and their families within the Bank's Personal and Business Banking Group. Provide account maintenance and oversight and provide clients with accurate, timely and extensive… more
- Citigroup (San Francisco, CA)
- The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. ... Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical… more
- Citigroup (Los Angeles, CA)
- The Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the ... improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and… more
- Banc of California (Downey, CA)
- …(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 ... groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** Senior Customer Relationship Officers are primarily responsible for coaching and training the Teller… more
- Bank of America (Concord, CA)
- …quality. Client facing, the Sr. CPO collaborates with the Multi-Practice Business Development Officer (MP BDO), Relationship Account Officer (RAO), Client ... Sr. Credit Products Officer - Business Banking Westerville, Ohio;New York, New York;...most complex credit solutions in the multi-practice and large relationship segment of Practice Solutions. Guidelines for assignment of… more
- JPMorgan Chase (Santa Ana, CA)
- …relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) ... existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain… more
- JPMorgan Chase (San Francisco, CA)
- …the box, challenging the status quo and striving to be best-in-class. As a Lead Credit Officer - Vice President in the Key Relationship Group, you will be part ... evaluation of income property loan portfolios, training less experienced credit officer /analyst or division employees, and updating credit policies. + Formulating… more
- HSBC (San Francisco, CA)
- …all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with ... of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio...and retains a portfolio of clients. As our Wealth Relationship Manager you will: + Provide financial solutions and… more
- HSBC (Irvine, CA)
- …share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful relationships ... develops, advises, and retains a portfolio of clients. As the Wealth Relationship Manager, you will: * Provide financial solutions and opportunities to your… more