NewMarket Activation Senior Manager bdo consultingMarket Activation Senior ManagerCosta Mesa, CA$120,000–$140,000 / yearIndustry Market Liaison: Acts as an industry point of contact in the geos by visibly and proactively connecting market-facing professionals with industry-specific sales and marketing materials, relevant thought leadership and insights, and national industry presentations, call updates and other materials to support growth activities and buyer conversations. Events Support: Works with the Event Marketing Center of Excellence to identify and evaluate sponsorships, events, professional organizations, speaking opportunities, and other opportunities for improving market prominence of BDO and specific industry-focused cross-functional teams.
VP, Assistant Branch Manager Charles SchwabVP, Assistant Branch ManagerCampbell, CAAs an ABM,you are ona directpath to become a Branch Manager, a critical leader role within our Investor Services organization, which isresponsible for helping individuals and families with their financial goals, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs. In more than 300 branch offices in 45 U.S. states, youll find Branch Managers leading and coaching their teams as they work directly with our clients to achievetheir financial goals.
Business Development Director (Asset Management) bdo consultingBusiness Development Director (Asset Management)San Jose, CA$150,000–$180,000 / yearUpon completion of the prospect targeting onboarding program, generates opportunities with targeted prospects through agreed upon lead generation activities including cold calling, telemarketing campaigns, direct mail and e-mail campaigns, web seminars/seminars, business community outreach, networking, sponsorships referral development, and other lead generation programs as defined in the office/industry business development plan. Under the direction of the Business Development Market Leader or Business Development Managing Director, and in collaboration with the Practice Leaders and the Chief Business Development Officer, the Director, Business Development will be responsible for achieving local office and/or industry revenue goals by building market presence and identifying and helping pursue new business opportunities in line with firm, regional, local office, and industry business strategies.
Senior Business Banking Relationship Manager (LO) Wells Fargo BankSenior Business Banking Relationship Manager (LO)Campbell, California$104,000–$168,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Senior Business Banking Relationship Manager (LO) San Bernardino Wells Fargo BankSenior Business Banking Relationship Manager (LO) San BernardinoSan Bernardino, CaliforniaThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Business Banking Sr Relationship Manager Bank of AmericaBusiness Banking Sr Relationship ManagerEl Segundo, CaliforniaThe role also includes all sales administration functions, including developing and maintaining a strong pipeline, pre-call planning, client needs assessments, preparation and presentation of product proposals, price/cost analysis, submission of implementation documentation, ongoing client relationship management and contract renewals. Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services to design and deliver financial solutions to clients and prospects.
SVP, Relationship Manager, Commercial Banking - Orange County Banc of CaliforniaSVP, Relationship Manager, Commercial Banking - Orange CountyAnaheim, CaliforniaIntermediate math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities.
Commercial Banking Relationship Manager II Columbia BankCommercial Banking Relationship Manager IISan Diego, California$112,596.40–$200,000 / yearDemonstrate an in-depth knowledge, understanding, and development of commercial banking financial solutions, including complex credit structures andsolutions, treasury management and deposit solutions, and engaging in community relationships and activities for business development. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
Vice President, Relationship Manager - National Industries / Specialty Banking Bank of MontrealVice President, Relationship Manager - National Industries / Specialty BankingNewport Beach, CA$122,400–$228,000 / yearBuilds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives.
Relationship Manager, Japanese Banking (Pac Rim) BMO (Bank of Montreal)Relationship Manager, Japanese Banking (Pac Rim)San Jose, CA$69,000–$127,800 / yearBuilds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life.
Commercial Banking Relationship Manager Columbia Banking System, Inc.Commercial Banking Relationship ManagerMarysville, CA$92,126–$132,000 / yearStaffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team. Maintains a trusted advisor" role, engaging in dialogue with Executive-level client contacts to assess holistic banking needs and to provide customized banking insights and solutions.
Business Relationship Manager Senior Deepening - Vice President JPMorgan Chase & CoBusiness Relationship Manager Senior Deepening - Vice PresidentSacramento, CAManage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed. Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities.
Business Relationship Manager East West Bancorp IncBusiness Relationship ManagerAlhambra, CAOur teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement. Being the next generation Business Relationship Manager at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints.
Sr. Relationship Manager/BDO - Global Commercial Banking (Middle Market) - Entertainment Industries - Los Angeles, CA Bank of AmericaSr. Relationship Manager/BDO - Global Commercial Banking (Middle Market) - Entertainment Industries - Los Angeles, CALos Angeles, CaliforniaCollaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects. Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion and helps companies save, borrow, and invest for their current and future needs.
Business Relationship Manager TriCo BancsharesBusiness Relationship ManagerCarlsbad, CA$103,000–$145,000 / yearEstablished in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability. Proactively identifies business prospects through business development efforts and collaboration with various business groups; working closely with Commercial Banking, Treasury Management and Retail Banking to acquire and expand business relationships.
Small Business Relationship Manager - In Office National Bank of ArizonaSmall Business Relationship Manager - In OfficeCalifornia, CA$60,000–$80,000 / yearZions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking."
SVP, Regional Sales Manager, Middle Market Banking - Central Coast Banc of CaliforniaSVP, Regional Sales Manager, Middle Market Banking - Central CoastSan Luis Obispo, CaliforniaActively prospects and develops new relationships directly with businesses and their owners in the assigned segment and also with advisors, investment bankers, accountants and other highly reputable centers of influence (COI) who can refer such high quality opportunities. Leverages customer leads and other lead generating techniques to identify new prospects and cross-selling opportunities; conducts discussions with prospects to understand background, identify needs, and clearly communicate potential solutions.
SVP, Regional Sales Manager, Middle Market Banking - Los Angeles Banc of CaliforniaSVP, Regional Sales Manager, Middle Market Banking - Los AngelesLos Angeles, CaliforniaActively prospects and develops new relationships directly with businesses and their owners in the assigned segment and also with advisors, investment bankers, accountants and other highly reputable centers of influence (COI) who can refer such high quality opportunities. Leverages customer leads and other lead generating techniques to identify new prospects and cross-selling opportunities; conducts discussions with prospects to understand background, identify needs, and clearly communicate potential solutions.
NewAccounting Manager, Fringe Benefits & Payroll Banking University of Southern CaliforniaAccounting Manager, Fringe Benefits & Payroll BankingLos Angeles, CA$111,621.65–$115,000 / yearThe Finance Division is comprised of the following departments: Office of the Chief Financial Officer, Financial and Business Services, Office of the Comptroller; Office of Budget and Planning, Treasury, and Health Plans; Facilities Planning and Management, Audit Services, Risk Management, and Information Technology Services. Plays a key role in process redesign, automation, and technology initiatives, including evaluating current processes, designing future-state workflows, performing user acceptance testing, validating results, strengthening controls, and supporting implementation and change management.
Banking & Capital Markets Tax Senior Manager PricewaterhouseCoopers LLPBanking & Capital Markets Tax Senior ManagerSan Francisco, CA$124,000–$335,000 / yearDemonstrates knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to, the following areas: - innovating through new and existing technologies, along with experimenting with digitization solutions.- working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients.- utilizing digitization tools to reduce hours and optimize engagements. Considerable experience identifying and addressing client needs: building, maintaining, and utilizing networks of client relationships and community involvement; communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials.