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Client relationship manager Jobs in Downey, CA

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Client relationship manager • downey ca

Last updated: 4 hours ago
  • Promoted
Relationship Manager

Relationship Manager

Commercial Bank of CaliforniaLos Angeles, CA, US
Full-time
Makes and services all types of business and individual loans and lines of credit.Establish a strategic outline to develop business. Calls on existing customers to retain business and promote additi...Show moreLast updated: 30+ days ago
Client Relationship Manager - CRM - Los Angeles, CA - Digitech

Client Relationship Manager - CRM - Los Angeles, CA - Digitech

Sarnova HC, LLCLos Angeles, California, United States
Full-time
Overview Summary : The Client Relationship Manager is primarily a Brand Ambassador for the organization, responsible for building and maintaining relationship with client and potential business part...Show moreLast updated: 30+ days ago
  • Promoted
Sr Relationship Manager

Sr Relationship Manager

Bank of HopeLos Angeles, CA, US
Full-time
Serve as the Focal point of Contact for customers' comprehensive banking services and needs, including, but not limited to : loans. deposits, treasury management services; international trade servic...Show moreLast updated: 30+ days ago
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JPMorgan Private Client Relationship Manager - Los Angeles

JPMorgan Private Client Relationship Manager - Los Angeles

JPMorgan Chase Bank, N.A.Los Angeles, CA, US
Full-time
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships wit...Show moreLast updated: 4 hours ago
ABL Relationship Manager

ABL Relationship Manager

MRISpokaneLos Angeles, CA, United States
Full-time
Commercial Relationship Manager – Asset-Based Lending (ABL).Commercial Banking / Financial Services.A leading financial institution is seeking a. Commercial Relationship Manager.This is an exc...Show moreLast updated: 30+ days ago
  • Promoted
Client Relationship Rep I

Client Relationship Rep I

PurolatorCompton, CA, US
Full-time
Working at Purolator International is more than a job.It's an opportunity to be part of a winning team and to contribute to the success of our growing company. Purolator International is a leading U...Show moreLast updated: 18 days ago
  • Promoted
Senior Relationship Manager

Senior Relationship Manager

Avior Executive SearchLos Angeles, CA, US
Full-time
New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle.Our client is a boutique ...Show moreLast updated: 30+ days ago
  • Promoted
Client Manager

Client Manager

Marsh & McLennan Companies, Inc.Los Angeles, CA, US
Full-time
The Client Manager will provide advanced technical support to Client Executive Service as well as continue to perform the Client Administrator duties for existing clients, working in conjunction wi...Show moreLast updated: 30+ days ago
  • Promoted
Client Relationship Rep I

Client Relationship Rep I

Purolator InternationalCompton, CA, United States
Full-time
Working at Purolator International is more than a job.It's an opportunity to be part of a winning team and to contribute to the success of our growing company. Purolator International is a leading U...Show moreLast updated: 21 days ago
JPMorgan Private Client Relationship Manager - Los Angeles

JPMorgan Private Client Relationship Manager - Los Angeles

JPMorgan Chase & Co.Los Angeles, CA, United States
Full-time
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships wit...Show moreLast updated: 30+ days ago
  • Promoted
Business Relationship Manager

Business Relationship Manager

Auriga CorporationLos Angeles, CA, US
Full-time
Auriga Corporation was established in 1990, to provide high-quality design, engineering and project management services for Electric Power, Telecommunication and Information Technology systems.Auri...Show moreLast updated: 10 days ago
Relationship Manager

Relationship Manager

CTBC Bank Corp USALos Angeles, CA, United States
Full-time
POSITION SUMMARY : Primary function is to generate revenue for the Commercial Banking group by actively establishing a center of influence for new referrals as well as actively participating in comm...Show moreLast updated: 30+ days ago
  • Promoted
Client Relationship Representative

Client Relationship Representative

PuroClean of Rowland HeightsLos Angeles, CA, US
Full-time
Were looking for a high-energy, people-loving individual to join our team in a customer-facing role that blends service, communication, and light outreach. This is not a traditional sales role, but ...Show moreLast updated: 20 days ago
  • Promoted
Commercial Relationship Manager

Commercial Relationship Manager

CityFirst BankLos Angeles, CA, US
Full-time
Community Development Financial Institution (CDFI) principally focused on a transformative impact in underserved, urban markets with the highest needs to drive equitable economic development.Our cr...Show moreLast updated: 30+ days ago
Relationship Manager

Relationship Manager

Citizens Business BankCommerce Business Financial Center - 086, Commerce, CA, US
Full-time
Exact compensation may vary based on skills, experience and / or education, and location.This position is also eligible for an annual bonus. The Relationship Manager is responsible for developing and ...Show moreLast updated: 24 days ago
  • Promoted
Employee Benefits Client Relationship Manager

Employee Benefits Client Relationship Manager

The Misch GroupLos Angeles, CA, US
Full-time
This is a client-facing position and with competencies and advanced knowledge of benefit programs, HR administrative functions, underwriting principles, medical funding arrangements, and plan...Show moreLast updated: 6 days ago
Private Wealth Client Relationship Manager

Private Wealth Client Relationship Manager

Bank of AmericaLos Angeles
Full-time
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one...Show moreLast updated: 25 days ago
Client Relationship Rep I

Client Relationship Rep I

Purolator IncCompton, CA, US
Full-time
Working at Purolator International is more than a job.It's an opportunity to be part of a winning team and to contribute to the success of our growing company. Purolator International is a leading U...Show moreLast updated: 22 days ago
People also ask
Relationship Manager

Relationship Manager

Commercial Bank of CaliforniaLos Angeles, CA, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

JOB SUMMARY :

Makes and services all types of business and individual loans and lines of credit. Establish a strategic outline to develop business operating / depository accounts with the Bank. Calls on existing customers to retain business and promote additional Bank services. Provides financial counsel to current prospective customers. Represents the Bank at various civic and community functions to further enhance its image and develop additional business. Develop a significant referral network to enhance operation of deposit and loan relationship to CBC.

DUTIES :

  • Solicit new relationships through various channels for deposit and loan opportunities.
  • Recognize and act on customer prospects; cross sell opportunities with existing customers.
  • Review appraisal, environmental, and title reports to determine reliability and support for credit request.
  • Make proper referral of loan opportunities to lending personnel.
  • Actively be involved in Bank’s Business Development Program.
  • Enhancing the image and recognition of the Bank in the business and professional community.
  • Works closely with staff in structuring, analyzing and approving commercial business loans.
  • Promote a team atmosphere and coordinate with other personnel in the management of shared account relationships.
  • Manages production goals and controls income and expenses.
  • Makes decisions on administrative and operational matters pertaining to deposits and lending.
  • Complete weekly updates of Pipeline Report to ensure accurate tracking and status of lending deals within loan pipeline; monitor loan portfolio and ticklers.
  • Track monthly borrowing base certificates; track revolving lines of credits for valid maturity dates; renew or extend subject lines for client use.
  • Trouble-shoot loan account issues with Operations, Wire, New Accounts and Note Departments

QUALIFICATIONS :

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION AND / OR EXPERIENCE :

  • Bachelor's degree (B. A.) from four-year College or University;
  • Or 5-10 years community banking experience; (highly preferred)
  • Or equivalent combination of education and experience.
  • Knowledge of :

  • All areas of business lending and inventory financing
  • Credit structure – all forms
  • Business development
  • Commercial deposits
  • Abilities :

  • Possess strong sales and marketing ability to sell Bank Services.
  • Manage priorities to ensure effective accomplishment of objectives.
  • Handle strong volume of work flow from various sources.