- Bank of America (West Covina, CA)
- …+ Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury , and Business Banking to increase small business opportunities + Leverages ... trends + Can understand and interpret financial statements and cash flow analysis + Has excellent communication skills and...of bank employees to solve client issues + Demonstrated management of a client portfolio with focus on relationship… more
- CalSTRS (Sacramento, CA)
- …including Treasury Inflation Protected Securities, RMS Long Duration Treasuries, Cash Management , Securities Lending and Currency Management reside ... range of audiences + Ability to apply excellent time management skills used for efficient completion of projects; prioritize...one of the Best Places to Work in Money Management by the Pensions & Investments magazine for the… more
- Banc of California (Santa Ana, CA)
- …nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed ... expanding existing client relationships via interest income, fee income and cash management revenue. + Provides financial advice to clients and identifies and… more
- Enterprise Bank & Trust (Los Angeles, CA)
- …Develop and maintain comprehensive knowledge of all commercial products including loans, cash management , trade service products and deposits to facilitate ... Proven ability to cross-sell other banking products, including loans, deposits and treasury management . + Self-motivated to work independently and take… more
- JPMorgan Chase (Pasadena, CA)
- …develop and grow portfolio through proactive prospecting and client relationship management . **Job responsibilities:** + Communicate the advantages of Chase loan ... + Develop and grow portfolio through strong prospecting and client relationship management using extensive real estate knowledge and technical expertise + Screen… more
- Banc of California (Huntington Beach, CA)
- …nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed ... within the branch including, but not limited to, teller cash counts, certifications, new and closed account reports, CTR...of related experience in banking which should include branch management and operations + High School Diploma or equivalent… more
- Comerica (Santa Cruz, CA)
- …knowledge of corporate banking, credit and non-credit products, trust, real estate, treasury management and other bank functions. Maintain knowledge of ... Relationship Manager role will be responsible for new business development, portfolio management and underwriting to support the needs of the group. This role… more
- Banc of California (Anaheim, CA)
- …nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed ... analysis of a borrower(s) and guarantor(s) balance sheets and cash flow to determine the bank's interest in providing...of experience in commercial lending, including valuation and asset management , and financial analysis is required + BA Degree… more
- Comerica (La Puente, CA)
- …knowledge of corporate banking, credit and non-credit products, trust, real estate, treasury management and other bank functions. Maintain knowledge of ... Market The Relationship Manager is responsible for new business development, portfolio management and underwriting to support the needs of the group. This role… more
- Comerica (Los Altos, CA)
- …customers to our small business, business banking, merchant services, and treasury management partners. Qualifications Qualifications: + Bachelor's Degree from ... and retention of business customers through partnership activities. Lead portfolio management efforts to retain and expand current portfolio relationship and… more