NewSmall Business Relationship Manager - San Jose U.S. BankSmall Business Relationship Manager - San JoseSan Jose, California$97,560–$119,240 / yearThe Small Business Relationship Manager NMLS is responsible for delivering excellent customer service in alignment with U.S. Bank Core Values while providing comprehensive financial solutions to complex small business clients with annual revenues generally between $500K and $2.5 million, typically not exceeding $5 million. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Business Banking Credit Relationship Analyst 3- Sacramento, CA US BankBusiness Banking Credit Relationship Analyst 3- Sacramento, CASacramento, CA$111,095–$130,700 / yearThe Business Banking Relationship Credit Analyst supports Business Banking Relationship Managers by assisting with the evaluation of lending opportunities and maintaining strong credit quality across a portfolio of business clients with $2.5MM-$50MM in annual revenue. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Wealth Relationship Manager SAFE Act - TEMPLE CITY Citigroup IncWealth Relationship Manager SAFE Act - TEMPLE CITYTemple City, CA$83,920–$125,880 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Small Business Relationship Manager - Concord US BankSmall Business Relationship Manager - ConcordConcord, CA$97,560–$119,240 / yearThe Small Business Relationship Manager NMLS is responsible for delivering excellent customer service in alignment with U.S. Bank Core Values while providing comprehensive financial solutions to complex small business clients with annual revenues generally between $500K and $2.5 million, typically not exceeding $5 million. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Credit Portfolio Manager, Education And Non-Profit - Institutional Client Group US BankCredit Portfolio Manager, Education And Non-Profit - Institutional Client GroupNewport Beach, CA$111,095–$130,700 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Small Business Relationship Manager - Rancho Cucamonga US BankSmall Business Relationship Manager - Rancho CucamongaRancho Cucamonga, CA$86,310–$105,490 / yearThe Small Business Relationship Manager NMLS is responsible for delivering excellent customer service in alignment with U.S. Bank Core Values while providing comprehensive financial solutions to complex small business clients with annual revenues generally between $500K and $2.5 million, typically not exceeding $5 million. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Wealth Relationship Manager SAFE Act - SOLANA BEACH Citigroup IncWealth Relationship Manager SAFE Act - SOLANA BEACHSolana Beach, CA$83,920–$125,880 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager SAFE Act, Mandarin/English Speaking Preferred Citigroup IncWealth Relationship Manager SAFE Act, Mandarin/English Speaking PreferredIrvine, CA$83,920–$125,880 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Institutional Client Group Portfolio Manager - Corporate And Public Sector US BankInstitutional Client Group Portfolio Manager - Corporate And Public SectorLos Angeles, CA$117,725–$138,500 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Small Business Relationship Manager - Los Angeles US BankSmall Business Relationship Manager - Los AngelesLos Angeles, CA$91,620–$111,980 / yearThe Small Business Relationship Manager NMLS is responsible for delivering excellent customer service in alignment with U.S. Bank Core Values while providing comprehensive financial solutions to complex small business clients with annual revenues generally between $500K and $2.5 million, typically not exceeding $5 million. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Citi Commercial Bank - Mid-Corp Relationship Manager, Business & Professional Services - Director Citigroup IncCiti Commercial Bank - Mid-Corp Relationship Manager, Business & Professional Services - DirectorLos Angeles, CA$200,000–$300,000 / yearResponsible for actively calling on clients to deepen relationships and proactively owning, responding to and anticipating future needs, challenges or risks, in addition to identifying and pursuing new clients aligned with CITI COMMERCIAL BANK (CCB)'s value proposition. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Wealth Relationship Manager - Hillsdale Citigroup IncWealth Relationship Manager - HillsdaleSan Mateo, CAAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Relationship Manager CTBC Financial Holding Co LtdRelationship ManagerRowland Heights, CAProven success in business development, including prospecting pipeline management and closing deposit-focused opportunities, while managing relationships and balancing growth with account/asset quality. POSITION SUMMARY: The Relationship Manager is responsible for acquiring, growing, and retraining deposit relationships with clients in fiduciary-related industries, businesses, and other professional services firms.
VP, Relationship Manager Avidbank Holdings IncVP, Relationship ManagerSan Jose, CA$100,000–$160,000 / yearFinancial modeling experience and comfort Thrives in a dynamic and remote work environment Skilled communicator (written and verbal) Strong ability to lead and motivate junior staff Ability to interpret financial data and reports and when necessary, recommend appropriate actions Ensures absolute confidentiality in all areas of responsibility Pro-active attitude and resourcefulness. Perform ongoing financial analysis to monitor trends and new developments that may impact loan performance, and to identify opportunities to enhance value to Avidbank and the client by providing additional or expanded beneficial products or services.
NewBanker, Vice President - Corporate Banking U.S. Subsidiaries - Industrials Coverage Citigroup IncBanker, Vice President - Corporate Banking U.S. Subsidiaries - Industrials CoverageSan Francisco, CA$200,000–$225,000 / yearThe role requires strong commercial leadership, business development and execution skills, working across Citi's platform to originate opportunities, deepen client engagement and drive franchise growth. Serving as a trusted advisor to senior executives, the Banker brings industry expertise, strategic insight and the full breadth of Citi's capabilities to help clients achieve their business objectives.
Small Business Relationship Manager - Rancho Bernardo US BankSmall Business Relationship Manager - Rancho BernardoSan Diego, CA$91,620–$111,980 / yearThe Small Business Relationship Manager NMLS is responsible for delivering excellent customer service in alignment with U.S. Bank Core Values while providing comprehensive financial solutions to complex small business clients with annual revenues generally between $500K and $2.5 million, typically not exceeding $5 million. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Financial Relationship Manager CTBC Financial Holding Co LtdFinancial Relationship ManagerTemple City, CARelationship Managers are expected to grow and expand existing customer base by partner referrals in addition to growing new customer acquisition by conducting effective need assessment and recommending based upon customer needs. Conduct needs assessment with current and potential customers and recommends insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations.
Small Business Relationship Manager - Fresno U.S. BankSmall Business Relationship Manager - FresnoFresno, California$86,310–$105,490 / yearThe Small Business Relationship Manager NMLS is responsible for delivering excellent customer service in alignment with U.S. Bank Core Values while providing comprehensive financial solutions to complex small business clients with annual revenues generally between $500K and $2.5 million, typically not exceeding $5 million. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Mortgage Branch Manager U.S. BankMortgage Branch ManagerEl Cajon, CaliforniaIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Assists Mortgage Regional Manager in the leadership and management of Mortgage Loan Originators to achieve production goals, operational excellence, growth and profitability of the region.
Small Business Relationship Manager - Sacramento U.S. BankSmall Business Relationship Manager - SacramentoSacramento, CaliforniaThe Small Business Relationship Manager NMLS is responsible for delivering excellent customer service in alignment with U.S. Bank Core Values while providing comprehensive financial solutions to complex small business clients with annual revenues generally between $500K and $2.5 million, typically not exceeding $5 million. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.