- Comerica (Costa Mesa, CA)
- …loans held in portfolio with minimal supervision. Manage all non-loan credit and product risk products for existing clients, incl. treasury (ACH, Business ... Job Description Portfolio Manager II Under minimal supervision, manages portfolio of...they impact the customers and prospective customers under their management . Coordinates with key internal partners to support servicing… more
- Wells Fargo (San Jose, CA)
- …by cultivating relationships through existing networks + Partner with Commercial Lending Product Management to provide feedback and recommendations to leadership ... Wells Fargo is seeking a Lead Commercial Banking Relationship Manager for clients with annual revenue of $25MM to...banking products and services, such as commercial lending and treasury management + Completion of formal credit… more
- UKG (Ultimate Kronos Group) (Santa Ana, CA)
- …comprehensive, high-quality payroll tax support for our high revenue clients. The Manager will lead team members in providing exceptional customer support and ... by monitoring work in progress, as well as demonstrating competency in time management . * Work with employees to understand obstacles and barriers and identify ways… more
- Banc of California (Goleta, CA)
- …nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed ... and motivation to achieve branch excellence. Within their area, the Branch Manager is responsible for achieving superior financial results, including their own… more
- Umpqua Bank (Walnut Creek, CA)
- …and driving an exceptional customer experience. + Collaborate with internal partners in Treasury Management and Global Payment and Deposit Services to create ... CRE Relationship Manager , Sr. Commercial Banking Walnut Creek, California Irvine,...construction, bridge, and permanent loans across a range of product types. Lead underwriting and analyst team in managing… more
- UMB Bank (Sacramento, CA)
- …portfolio. The team consists of Portfolio Managers, Underwriters, Credit Analysts, Treasury Management and Commercial Card professionals, and Capital Markets ... relationships throughout its life - developing meaningful connections with management of the companies they serve. Always mindful of...change in their financial service needs. The Ag Relationship Manager leads a team of professional product … 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 ... Internal Controls over Financial Reporting (ICOFR) are assessed, reported to management , monitored for remediation, and validated for effective correct action.… more
- KeyBank (CA)
- …Managers at Key to acquire expand and retain business clients who have payments/ treasury management needs. + Demonstrate willingness and ability to lead the ... and recommend solutions based on industry knowledge and Key's product set. Sr. Payments Advisors serve as the client's...viewed as the subject matter expert on all payments / treasury management needs within area of responsibility.… more
- Bank of America (Newport Beach, CA)
- …knowledge of other BofAML products including Investment Banking and Treasury Management that have credit exposure, and leverages product expertise to deliver ... CPO collaborates with the Client Manager (CM), Treasury Solutions Officer (TSO), and other product ...Attention to Detail + Policies, Procedures, and Guidelines + Product Management + Strategic Thinking + Underwriting… more
- Bank of America (Los Angeles, CA)
- …Officer (MP BDO), Relationship Account Officer (RAO), Client Manager (CM), Treasury Solutions Officer (TSO), and other product partners, when needed, to ... is made at the discretion of the Credit Products Manager (CPM). The role also serves as the Credit...The Sr. CPO maintains knowledge of Bank products including Treasury Management where applicable that have credit… more