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Business banking relationship manager • orange ca

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Business Banking Relationship Manager

Business Banking Relationship Manager

BMO Financial GroupLa Mirada, CA, United States
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Come join a culture that is about so much more than the bottom line.Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Relationship Manager

Relationship Manager

Redwood Trust IncIrvine, CA, US
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CoreVest American Finance (CAF) is the leading provider of debt financing for residential real estate investors.We provide credit lines for acquisitions as well as long term debt for rental propert...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Relationship Manager

Relationship Manager

Financial Statement Services, IncSanta Ana, CA, US
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FSSI has been a trusted leader in document outsourcing and communication solutions for over 45 years.We serve a wide range of Fortune 500 companies in the financial, banking, insurance and billing ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Relationship Manager

Relationship Manager

FSSISanta Ana, CA, US
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FSSI has been a trusted leader in document outsourcing and communication solutions for over 45 years.We serve a wide range of Fortune 500 companies in the financial, banking, insurance and billing ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Business Relationship Manager

Business Relationship Manager

East West BancorpIrvine, CA, US
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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 ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Senior Small Business Banking Relationship Manager (LO)

Senior Small Business Banking Relationship Manager (LO)

WELLS FARGO BANKIRVINE, California, United States of America
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Wells Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team. This role will support customers.Learn more about the career...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Business Relationship Manager I - Officer

Business Relationship Manager I - Officer

ChaseIrvine, CA, US
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Banking Center Relationship Banker 2

Banking Center Relationship Banker 2

Webster BankOrange, CA, United States
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If you're looking for a meaningful career, you'll find it here at Webster.Founded in 1935, our focus has always been to put people first doing whatever we can to help individuals, families, busine...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Business Relationship Area Manager Executive Director

Business Relationship Area Manager Executive Director

JPMorganChaseBrea, California, USA
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If you are a proven leader enjoy building relationships and providing support to your team and clients then a role as a Business Relationship Manager Area Manager is for you.As an Area Manager in B...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Business Relationship Manager Senior Deepening - Vice President

Business Relationship Manager Senior Deepening - Vice President

JPMorgan ChaseIrvine, CA, US
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Business Relationship Manager Senior.If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Business Relationship Manager I - Officer

Business Relationship Manager I - Officer

JPMorgan Chase & Co.Irvine, CA, United States
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Business Relationship Manager - Sales

Business Relationship Manager - Sales

US012 Marsh & McLennan Agency LLCVon Karman,Irvine
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Award-winning, inclusive, Top Workplace culture doesn’t happen overnight.It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful w...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Business Banking Relationship Manager

Business Banking Relationship Manager

BMOLa Mirada, CA, USA
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Come join a culture that is about so much more than the bottom line.Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Relationship Manager - US Banking West

Relationship Manager - US Banking West

ComericaCosta Mesa, United States
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Increase the Bank's profitability by cultivating new business relationships.Maintain and develop customer relationships, new business, and periodic review of existing loan arrangements.Negotiate pr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Business Banking Relationship Manager 3

Business Banking Relationship Manager 3

U.S. BancorpBrea, CA, US
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Business Banking Relationship Manager.Our Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They approach each and every day w...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Business Relationship Manager I - Officer

Business Relationship Manager I - Officer

California StaffingIrvine, CA, US
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager in ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Business Relationship Manager

Business Relationship Manager

East West BankIrvine, CA, US
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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 ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Relationship Manager I Corporate Banking

Relationship Manager I Corporate Banking

City National BankIrvine, CA, US
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RELATIONSHIP MANAGER I CORPORATE BANKING.WHAT IS THE OPPORTUNITY? Develops and manages relationships with major market corporate clients with revenues typically greater than $500+ million in the as...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Banking Relationship Specialist

Banking Relationship Specialist

Farmers and Merchants Bank of Long BeachSanta Ana, CA, United States
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The Banking Relationship Specialist is our first customer contact and one of the key people to set the tone of service and sales at the branch level. They will maintain a professional image and foll...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Business Banking Relationship Manager

Business Banking Relationship Manager

BMO Financial GroupLa Mirada, CA, United States
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Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose :

  • To Boldly Grow the Good in Business and Life.

Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction / portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate.

  • Proactively develops and executes sales strategies to attract new business clients and expand existing relationships.
  • Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.
  • Generates appointments and opportunities to grow business results through targeted sales efforts.
  • Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
  • Identifies prospective customers and cross-sells additional products and services to meet their needs.
  • Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
  • Understands the local market and proactively develops relationships with centres of influence.
  • Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support.
  • Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio.
  • Answers inquiries and provides accurate information about business banking products and services.
  • Understands customer needs and offers financial solutions that meet customer goals.
  • Resolves or escalates issues.
  • Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
  • Provides advice and guidance to assigned business / group on implementation of solutions.
  • Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
  • Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
  • Monitors and tracks performance, and addresses any issues.
  • Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
  • Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
  • Provides input into the planning and implementation of operational programs.
  • Executes work to deliver timely, accurate, and efficient service.
  • Supports the development and promotion of a business / group program.
  • Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
  • Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
  • Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
  • Focus is primarily on business / group within BMO; may have broader, enterprise-wide focus.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently on a range of complex tasks, which may include unique situations.
  • Broader work or accountabilities may be assigned as needed.
  • Qualifications :
  • Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk.
  • Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.
  • Strong experience with customer sales and service.
  • Technical proficiency gained through education and / or business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem solving skills - In-depth.
  • Influence skills - In-depth.
  • Data driven decision making - In-depth.
  • Salary :
  • $57,500.00 - $106,500.00

  • Pay Type :
  • Salaried

    The above represents BMO Financial Group's pay range and type.

    Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

    BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit : https : / / jobs.bmo.com / global / en / Total-Rewards

  • About Us
  • At BMO we are driven by a shared Purpose : Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

    As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

    To find out more visit us at https : / / jobs.bmo.com / us / en

    BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

    BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.

    Note to Recruiters : BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.