- City National Bank (Los Angeles, CA)
- …initiative to respond to past dues based on information provided by the Relationship Manager . * Assists with quarterly, semi-annual, and annual financial reviews ... expertise to a team of Personal & Business Banking Relationship Managers. Is client facing and manages all aspects...before it is elevated, if necessary, to the Credit Manager . * Assists in loan portfolio reviews and audits… more
- Amalgamated Bank (San Francisco, CA)
- …responsible for developing and managing a portfolio of relationships as the principal relationship manager to our mission driven deposit and commercial clients. ... and social advocacy clients. + Acts as the principal relationship manager for new and existing clients....in-person attendance is required for, the contact center, branch service roles, and general services where the… more
- Banc of California (San Luis Obispo, CA)
- …reviewed. + Confirms and coordinates insurance needs with customer, insurance brokers, Relationship Manager to ensure proper insurance is received and collected ... Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury...a broad range of loan and deposit products and services , with full- service branches throughout California and… more
- Comerica (San Diego, CA)
- …client needs. Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved ... and being accountable for the success of the client relationship . What we can offer you Comerica Funded Retirement...communities and individuals in order to identify prospects for services . Design and implement the sales process by carefully… more
- Abbott (Alameda, CA)
- …ensure timely and effective service delivery. + Act as Business Relationship Manager on cross-divisional initiatives to identify synergies and efficiencies. ... value realization, and capacity alignment-in collaboration with IT Business Relationship Managers. Lead and refine governance processes that provide senior… more
- SMBC (Los Angeles, CA)
- …manner. Maintain the records of concession pricing and special ECR memos from Relationship Manager for specific periods or renewals to keep information updated ... history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer...products to provide support to GTBD sales team and Relationship Manager in order to increase cross-selling… more
- Cushman & Wakefield (San Diego, CA)
- …project space planning and solution development, project support including client relationship manager and project coordination, site strategy support related ... Proficient in CAD and MS Office Suite software applications + Excellent customer service and interpersonal relationship skills + Ability to work independently… more
- SMBC (Los Angeles, CA)
- …specialized experience in Financial Services . Experience as a Deposit Relationship Manager with Budget Management Responsibilities preferred. + Education: ... a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer finance. The Group… more
- ServiceNow, Inc. (Santa Clara, CA)
- …to do in this role:** + Provide strategic leadership to clients + Be the relationship manager between customers and ServiceNow + Work with the greater ServiceNow ... set of ServiceNow's largest existing accounts. You will oversee executive relationship management for assigned accounts and lead virtual teams, including Solution… 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 ... seminars for communities and individuals to identify prospects for services . Design and implement the sales process by carefully...with the client until the relationship is fully cemented. Demonstrate expertise by managing or… more