- Umpqua Bank (Walnut Creek, CA)
- …Columbia, 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 ... dynamics, and relationship management both internally and with clients. A Senior Wealth Advisor may manage clients linked to a group of branches,… 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 ... Job Description Senior Wealth Advisor As a Senior ...for you!Position CompetenciesSuccessful incumbents are action oriented, have strong banking acumen and peer relationships, negotiate, have innovative management,… more
- City National Bank (Irvine, CA)
- *CREDIT OFFICER SENIOR CRE* WHAT IS THE OPPORTUNITY? Participates in the loan management process by providing credit and loan underwriting expertise to a team of ... Relationship Managers ("RM's"). Analyzes prospective loan transactions and credit...and provide recommendations and/or feedback to Commercial Real Estate Banking Management. * Works with RM or contacts borrowers… more
- Umpqua Bank (CA)
- …Columbia, 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 ... Client Solutions Manager , Sr Commercial Banking Lake Oswego,...Banker to make formal recommendations and presentations to Commercial Relationship Manager and Credit Administration. + Ensure… more
- Bank of America (Santa Barbara, CA)
- Senior Banker - Santa Barbara Main Financial Center Santa Barbara, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Santa-Barbara/ Senior -Banker Santa-Barbara-Main-Financial-Center\_25036072) **Job Description:** At Bank of America, we… more
- M&T Bank (Costa Mesa, CA)
- …business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the client has ... and solutions of the firm.Work closely with Client Managers, Private Banking , Investment Advisors and Fiduciary Advisors to assess client's current financial… more
- City National Bank (Los Angeles, CA)
- *SBA 7A LOAN ADMINISTRATOR SENIOR * *4 Days In Office, Los Angeles, CA. * WHAT IS THE OPPORTUNITY? Provides SBA 7A loan documentation supports Relationship ... to fully protect the Bank's interests in the credit relationship . WHAT WILL YOU DO? * Loan Processing, Closing...* Handles customer and CNB colleague (RM, Credit Officer, Manager , etc.) requests for loan requests WHAT DO YOU… more
- Google (San Francisco, CA)
- …and build consensus with internal and external executives. + Serve as the relationship manager for our existing agreements. Help realize and optimize value ... experience in business development, partnerships, management consulting, or investment banking , in the Consumer Electronics, Auto, OEMs, Telecom, E-Commerce/Retail,… more
- US Bank (Los Angeles, CA)
- …what you excel at-all from Day One. **Job Description** The Credit Portfolio Manager partners with assigned Relationship Manager (s) to successfully manage ... Group credit account relationships. Grows revenue as directed by senior management by successfully closing new business relationships and...other related field - 10 or more years of banking experience - Three or more years of management… more
- Banc of California (Santa Ana, CA)
- …California (the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management ... start/end dates. Serves as liaison with HR, Payroll, employee's Manager /Supervisor, and employee to assist in the return to...from benefits carriers and sends to the VP, Benefits Manager for approval. + Assist with any annual audits,… more