- Umpqua Bank (CA)
- …Collaborate with Banker to make formal recommendations and presentations to Commercial Relationship Manager and Credit Administration. + Ensure the loan ... Client Solutions Manager , Sr Commercial Banking Lake Oswego, Oregon NA,...and portfolio management skills. Utilize existing financial/market information and Relationship Expansion Tool, to identify additional products/ services … more
- City National Bank (Beverly Hills, CA)
- …Manager is positioned to proactively execute on the concepts developed by the Relationship Manager with minimal supervision. Is also instrumental as a liaison ... and recommending solutions to customers/prospects. * Follows-through with plan designed by Relationship Manager for customer, as defined. * Resolves problems,… more
- City National Bank (San Jose, CA)
- …structure and recommendations before hand off to Credit Administration.Works with Credit Manager and Relationship Manager to approve credit transactions ... * MANAGER COMMERCIAL BANKING* WHAT IS THE OPPORTUNITY? Develops...cross sales and retention efforts of the Commercial Banking Relationship Managers and Commercial Client Services Officers.… more
- City National Bank (Los Angeles, CA)
- …12 years of banking experience required. * Minimum of 10 years of commercial lending/ relationship manager experience required. * Minimum of 5 years of experience ... overall profitability of business banking within their assigned geography. The Regional Manager may work directly with Business Banking Relationship Managers… more
- Bank of America (Newport Beach, CA)
- …(MSM) is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) supports the ... Merrill Market Supervision Manager Newport Beach, California **To proceed with your...provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management… more
- JPMorgan Chase (San Francisco, CA)
- …relationships and providing investment advice to your multi-family property investors. A role as a Relationship Manager is for you. As an MFL Client Manager , ... success. This role is ideal for an experienced multi-family relationship manager who is assertive, possesses a...+ Promote the bank's commercial real estate programs and services through strong sales principles and practices, credit analysis… more
- BMO Financial Group (City Of Industry, CA)
- …all material aspect of the request. + Supports management of the Relationship Manager portfolio by addressing covenant violations, completing annual ... Prepares a comprehensive credit summary in conjunction with the Relationship Managers and Credit Manager to address...processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and… more
- Anywhere Real Estate (Riverside, CA)
- …Servicing** **Summary:** The Senior Manager , Global Servicing is a key relationship manager and strategic partner to Anywhere Brands global Client Groups ... the client experience through streamlined operations, strategic collaboration, and brand-aligned service . The Senior Manager supports initiatives that connect… more
- US Bank (Los Angeles, CA)
- …provides customer service , participates in joint sales calls with Relationship Manager (s) and identifies customer needs. **Basic Qualifications** + ... discover what you excel at-all from Day One. **Job Description** The Portfolio Manager partners with assigned Relationship Manager (s) to successfully manage… more
- 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...7 years of experience in a related field (financial services , CRM / customer relationship management *… more
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