Svp, Relationship Manager Enterprise Bank & TrustSvp, Relationship ManagerCerritos, CA$206,340–$252,194 / yearDevelop and maintain comprehensive knowledge of all commercial products including loans, treasury management, trade service products and deposits to facilitate cross-selling and enhance the client experience. Also responsible for increasing the bank's deposit base through various products, developing sound and profitable business relationships, credit assessment and exceeding customer needs and expectations while complying with regulatory requirements.
JPMorgan Chase Private Client Relationship Manager, Vice President - Los Angeles, CA JPMorgan Chase & CoJPMorgan Chase Private Client Relationship Manager, Vice President - Los Angeles, CALos Angeles, CALook for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorgan Chase capabilities addressing the client's full financial picture.
Middle Market Relationship Manager Columbia BankMiddle Market Relationship ManagerLos Angeles, California$147,000–$265,000 / yearMaintains 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. 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.
Sr Relationship Manager Columbia BankSr Relationship ManagerIrvine, CaliforniaMaintains 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. 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.
Middle Market Relationship Manager III Columbia BankMiddle Market Relationship Manager IIIPasadena, California$147,000–$265,000 / yearMaintains 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. 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.
Relationship Manager EverTrust BankRelationship ManagerLos Angeles, CA$90,000–$150,000 / yearWork with the designated underwriter and/or other loan support staff to prepare Credit Approval Report for new loans, renewals, and amendments. Work with the Portfolio Manager to review and prepare credit and financial analysis and ensure each portfolio is properly risk rated based on the bank's rating system.
Relationship Manager Financial Statement Services, IncRelationship ManagerSanta Ana, CA$90,000–$100,000Industry Leadership: FSSI is a technology-driven leader in document services, focused on providing best-in-class services and dedicated to utilizing industry-leading software and equipment. We serve a wide range of Fortune 500 companies in the financial, banking, insurance and billing industries across the U.S. We're looking for a Relationship Manager to join our Business Development team in Santa Ana, CA .
SVP, Relationship Manager Cathay General BancorpSVP, Relationship ManagerEl Monte, CA$175,000–$200,000 / yearReview clients accounts and portfolios in order to identify, evaluate, and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact Mickey Hsu, FVP Employee Relations Manager at 626-582-7370 or mickey.hsucathaybank.com.
Sr Relationship Manager BBCN BankSr Relationship ManagerLos Angeles, CAMonitor the business activities of the customers to assess appropriated Customer Risk Rating and to generate or update Know Your Customer (KYC) documentation, including the BSA Customer Site Visitation Report for high risk customers. Monitor loan relationships for compliance/tickler and communicate directly with the customers to gather appropriate information and documents related to financials, insurance, collateral position, property taxes etc. to ensure full compliance with all credit covenants, credit reviews, audits and regulatory examinations.
HOA Relationship Development Manager Columbia BankHOA Relationship Development ManagerLos Angeles, CA$90,000–$175,000 / yearDevelop new depository relationships with prospective HOA and property management clients through telephonic outreach, face-to-face visits, and written communication introducing Columbia Bank’s products and services. + Effectively negotiate deposit and credit product pricing, terms and conditions with managers or officers of property management companies; negotiate terms of credit agreements including financial covenants and reporting to protect the Bank from excessive credit risk.
VP, Relationship Manager, SBA Beneficial State BankVP, Relationship Manager, SBALos Angeles, CAAct as the primary contact of the bank with the client and is held accountable to understand and articulate to clients, prospects and community members in regard to the mission of Beneficial State Bank and at all time represents Beneficial State Bank in an ethical and professional manner. Maintains a record of planned and completed calling and sales activities; results of business development efforts, new relationships and follow-up efforts through established bank information systems.
Portfolio Manager I - Private Banking Commercial Real Estate City National BankPortfolio Manager I - Private Banking Commercial Real EstateIrvine, CARemote$41.83–$66.81 / hourPrimary responsibilities include: In partnership with Portfolio Managers and Credit Lead, this role will support the Private Banking Commercial Real Estate portfolio, while is comprised largely of mini-perm loans to high net worth individuals and family offices across a variety of product types (multifamily, retail, industrial, office, self-storage, and unsecured). Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries.
Senior Manager, Premier Relationship Management Morgan StanleySenior Manager, Premier Relationship ManagementLos Angeles, CA$110,000–$190,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Additionally, the Senior Manager will oversee team managers and assure their teams meet targets for daily, weekly, monthly, and annual performance metrics.
Commercial Relationship Manager III-Food, Beverage & Agribusiness UMB Financial CorpCommercial Relationship Manager III-Food, Beverage & AgribusinessCAAs the Relationship Manager, you will be responsible for increasing the Bank's profitability by cultivating new commercial relationships and the expansion/retention of existing relationships. The team includes relationship managers, treasury management officers and others that provide a suite of products and services that serve companies of this size.
Client Relationship Manager III (Commercial Loan Officer Iii) United Business BankClient Relationship Manager III (Commercial Loan Officer Iii)Los Angeles, CAThe CRM III is a senior relationship manager responsible for developing new relationships with prospective clients and identifies the financial needs of clients, matches those needs with the wide range of Bank products and services that include extensions of commercial and/or real estate credits, demand, savings or time deposit account products or other services. The CRM III manages and grows large loan and deposit relationships, expands current services offered to their existing high-valued clients, and provides exemplary services to those clients by delivering regular support that includes regular contact, coordinating loan activities, monitoring loan payments, and completing financial analysis.
Fvp, Relationship Manager Cathay General BancorpFvp, Relationship ManagerEl Monte, CARM is to negotiate and structure the primary terms of the loan with the client; circulate concept memo if needed prior to issuance of term sheet/LOI.Work with designated underwriter, loan assistants and other loan support staff to prepare the Credit Commitment Report ("CCR") for new loans, renewals, amendments and annual reviews. Reviews client's accounts and portfolios in order to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank.
Audit Manager - Insurance and Banking Weaver And Tidwell LLPAudit Manager - Insurance and BankingWoodland Hills, CA$120,000–$160,000 / yearYou will be responsible for managing the day-to-day execution of complex financial services audits, mentoring and developing Associates, Senior Associates, and Supervisors, and collaborating closely with Partners on client service, project management, and business development. Working knowledge of U.S. GAAP and Statutory Accounting Principles (SAP) as they apply to property & casualty and/or life insurance companies, including familiarity with statutory financial reporting, the Model Audit Rule, and state insurance department regulatory requirements.
Sr Private Bank Relationship Manager Columbia BankSr Private Bank Relationship ManagerIrvine, CaliforniaThis position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee’s assessment of the consumer’s financial characteristics to a particular Bank MLO) for compensation or gain. This position IS NOT authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and therefore this position is limited in acting as a Bank MLO for open-ended transactions (i.e., home equity lines of credit) only.
CA WA Private Mortgage Banking Associate Manager Wells Fargo BankCA WA Private Mortgage Banking Associate ManagerIrvine, 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. Produce high quality loans that meet Wells Fargo Home Mortgage guidelines by building relationships with realtors, builders, financial planners, bank stores, past customers, and other nontraditional sources while providing excellent customer service.
CRE Relationship Manager Los Angelos PGM TekCRE Relationship Manager Los AngelosLos Angeles, CaliforniaAccording to the bank's risk appetite, fully understand the competition status of the market segment in which the bank is located, formulate and implement marketing strategies that meet market demand. Positive working attitude, fully understand and discover new needs of customers, carry out cross-marketing, and complete business deposit goals.