- US Bank (Walnut Creek, CA)
- …learn new skills and discover what you excel at-all from Day One. **Job Description** Business Banking Relationship Managers play a pivotal role in helping ... financial solutions based on each client's unique goals and needs. US Bank Business Banking Relationship Managers are the primary advisor for our business… more
- PNC (Concord, CA)
- …contribute to the company's success. As a Relationship Manager I - Business Banker within PNC's Business Banking organization, you will be based in ... Services, Wholesale and Women in Business . As a Relationship Manager in Business Banking you will develop and cultivate Center of Influence (COI)… more
- US Bank (Napa, CA)
- …- Excellent presentation, verbal and written communication skills - Previous small business banking experience **The role offers a hybrid/flexible schedule, ... years of commercial lending experience **Preferred Skills/Experience** - Strong relationship management and business development/sales skills - Well-developed… more
- Comerica (Walnut Creek, CA)
- Small Business Relationship Manager The Small Business Relationship Manager is responsible for acquiring, managing, and retaining a portfolio up ... to ~100 small business clients. This role will support multiple ...deliver services to the client. * Monitors the credit relationship and obtain updated financial information on the existing… more
- BMO Financial Group (Walnut Creek, CA)
- …by understanding and planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio ... savings, and lending needs. As a **Licensed Senior Premier Relationship Manager ** at BMO, you will: +...knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning… more
- Wells Fargo (Danville, CA)
- … Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business ... and services, based on customers' needs + Analyze tactical business challenges related to full-service banking experience...partners and connect customer with the appropriate partner or relationship manager to meet their needs +… more
- BMO Financial Group (San Ramon, CA)
- We are seeking a Senior Relationship Manager primarily covering the San Ramon (East Bay) Market. The ideal candidate has 7+ years of experience calling on middle ... stakeholders. Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains… more
- Comerica (Walnut Creek, CA)
- …services. * Lead and oversee banking center activities in the absence of Banking Manager . * Consistently assess needs and add value to customers and ... Relationship Banker What we can offer you: *...for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed… more
- BMO Financial Group (Danville, CA)
- … banking , retail investments, lending solutions, home financing (including business -for-self applications)), and small business solutions). + Offers clients ... with BMO partners to deliver the desired customer experience and achieve overall business objectives. US Only: This position will act as an originator of consumer… more
- Umpqua Bank (Napa, CA)
- …We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who ... Assistant Branch Manager Retail Banking Group Napa, California...deepen customer relations. + Begin to independently engage in business development. + Independently oversee client service specialists. +… more
- BMO Financial Group (San Ramon, CA)
- …valuations and completes and approves authorizations in compliance with the Bank's business banking lending policy. + Proposed loan solution structures and ... fraud, robbery, counterfeiting, money laundering, or defalcation. + Adheres to business banking lending processes, policies, procedures, legal, regulatory,… more
- BMO Financial Group (San Ramon, CA)
- …bank and delivering the integrated BMO OneClient focus across all lines of business including Wealth, Retail, Business Banking , and Diversified Industries ... We are seeking a highly motivated Regional Manager leading a team of relationship ...Group. Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships.… more
- BMO Financial Group (Danville, CA)
- …deliver a personal customer experience. + Basic knowledge of specialized sales and business banking solutions to refer to specialists. + Passionate commitment to ... with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking . + Welcomes and guides… more
- Bank of America (Benicia, CA)
- … (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America ... contact for financial center clients, helping to uncover personal banking needs of both individual and small business...Branding * Client Management * Client Solutions Advisory * Relationship Building * Business Development * Pipeline… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …mission, strategies, and compliance guidelines. **Skill in:** * Operating client relationship manager system and other required software applications to ... Advisors for success. In conjunction with a Mentor, Branch Manager , and/or a team of Financial Advisors, the Financial...overall company revenue goals. * Develops a book of business consistent with AMP program goals for assets under… more