- SMBC (Los Angeles, CA)
- …internal partners. Identifies opportunities and partners to structure, coordinate and sponsor credit and non- credit solutions . - Maintains active prospecting ... services of a smaller bank. Specialties: Commercial Loans and Lines of Credit , Asset-Based Financing, SBA Loans, and Specialized Financing, Real Estate Loans, Cash… more
- Bank of America (San Jose, CA)
- Credit Solutions Advisor - Prospect -Saratoga Financial Center, San Jose San Jose, California **To proceed with your application, you must be at least 18 ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Jose/ Credit - Solutions - Advisor Prospect -Saratoga-Financial-Center--San-Jose\_25043279-1) **Job… more
- CIBC (Newport Beach, CA)
- …(https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Private Banking Advisor 's primary purpose is identifying, cultivating and introducing new ... orchestrate a cohesive value proposition to a client or prospect . **_At CIBC we enable the work environment most_**...of your interview._** **How you'll succeed** The Private Banking Advisor 's specific focus is growth through new relationships and… more
- Columbia Bank (Riverside, CA)
- …and internal partners. Identifies opportunities and partners to structure, coordinate and sponsor credit and non- credit solutions . + In partnership with the ... for better. **About the Role:** Responsible for being the key banking advisor for Middle Market client relationships. Accountable for prospecting new business and… more
- T. Rowe Price (San Francisco, CA)
- …teams to identify sales opportunities and deepen relationships with existing advisors. + Prospect new advisor relationships with the goal of directly driving ... more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income,...to expand and deepen TRP's significant presence in the advisor sold market by expanding our relationship with financial… more
- KeyBank (CA)
- …IPG** About the Job The Senior Relationship Manager serves as the Trusted Advisor for clients and prospects who are primarily active commercial real estate owners, ... and developers. Sr Relationship Managers provide comprehensive financial advice and solutions that enable the clients to meet their financial objectives and… more
- Fifth Third Bank, NA (Ontario, CA)
- …assigned clients and prospects. This position requires a strong understanding of credit , commercial products and financial statement analysis, in order to offer ... beneficial banking solutions (eg loans, treasury management, capital markets) based on...develop a tailored relationship strategy for each client or prospect . Ensure that customer relationships are managed to maximize… more
- Columbia Bank (Encino, CA)
- …and internal partners. Identifies opportunities and partners to structure, coordinate and sponsor credit and non- credit solutions . + In partnership with the ... with Client Solution Managers to deepen client relationships. Maintains a "trusted advisor " role, engaging in dialogue with Executive-level client contacts to assess… more
- BMO Financial Group (CA)
- …or exceeded. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives, ... activities such as pitch preparation, client research, preparation of prospect and client files for further action. + Tracks...to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.… more
- Bank of America (Roseville, CA)
- …This job is responsible for providing advice and valuable financial solutions to complex Commercial Banking clients and prospects. Key responsibilities include ... serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and… more
