- BMO Financial Group (Sacramento, CA)
- …proficiency: + Problem Solving + Collaboration + Detail-Oriented + Customer Service + Loan Structuring + Regulatory Compliance + Portfolio Management + Credit ... and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank… more
- US Bank (Hayward, CA)
- …salary, a competitive quarterly incentive plan, four weeks of vacation, and carries a Vice President title. The responsibilities are as follows: + Deepen ... portfolio of high revenue Business Banking customers and grow...banking needs. + Educate clients on available deposit and loan products and services. + Recommend financial solutions based… more
- BMO Financial Group (Sherman Oaks, CA)
- …that include credit, trust/investment and cash management. + Reviews loan applications and cash management service agreements, ensuring accuracy, completeness, ... of wallet opportunities. + Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.… more
- BMO Financial Group (Sacramento, CA)
- …insights that inform corporate strategy. + Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored ... of wallet opportunities. + Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.… more
- MUFG (Los Angeles, CA)
- …team will provide more details. **Job Summary** **:** As a Relationship Manager ("RM"), the individual is responsible for managing business development activities ... related to a portfolio of Japanese corporate clients-particularly in sectors such as...review of other relevant documents. Monitor financial conditions and loan repayment activities of credit watch clients and take… more
- Citigroup (Fremont, CA)
- The Branch Manager SAFE Act is a senior management professional responsible for providing full leadership and direction to a team of employees, grow sales and client ... plan to achieve expected goals in all business categories + Support portfolio growth by identifying opportunities to deepen relationships and increase client… more
- Banc of California (San Diego, CA)
- …other third-party reports such as property appraisals. + In conjunction with Relationship Manager , involved in drafting loan documents prepared by outside law ... knowledge of appraisals, borrowing base reports, and collateral exams. + Completes Problem Loan Status Reports (PLSRs) with guidance from manager . + Responsible… more
- Banc of California (San Diego, CA)
- …variety of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The VP , Client Manager is responsible for owning all aspects of client ... options and service offerings, and delivering an outstanding client experience. The VP , Client Manager takes responsibility for independently monitoring the… more
- Banc of California (Los Angeles, CA)
- …of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The VP , Relationship Manager for Payments is responsible for developing new ... businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches...at least 50% of the time, visiting with Relationship Manager , branch staff and corporate officers in various locations… more
- BMO Financial Group (San Ramon, CA)
- …to ensure client expectations are met or exceeded. + Advises clients on loan products, options, rates, terms and collateral requirements. + May advise business ... proper documentations for loans and cash management services. + Reviews loan applications and cash management service agreements for completeness and accuracy… more