Jobs near Laguna Niguel: 5,416
RS
Relevance Score ranked on: RELATIONSHIP MANAGER
Wealth Relationship Manager SAFE Act -ALISO VIEJO
Aliso Viejo
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of products, service...
Search Terms: Relationship Manager, Relationship, Manager, Wealth, Financial Planning
88.2
3.4mi
Updated: June 12
Business Relationship Manager I - Officer
Rancho Santa Margarita
Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000 Deliver an outstanding experience to Chas...
Search Terms: Relationship Manager, Business, Relationship, Officer, Manager
85.7
11mi
Updated: June 11
AVP, Portfolio Relationship Manager
Santa Ana
Responsible for providing financial, credit, and trend analysis for the delivery of the Banks credit products and services to middle market and other business clients and prospects. Monitors assigned credit relationships for covenant compliance, collateral monitoring, and credit deterioration, as app...
Search Terms: Relationship Manager, Relationship, Manager, Portfolio, Accounting
85.6
17mi
Updated: June 13
Relationship Manager 1
Laguna Hills
The Relationship Manager 1- Commercial Real Estate (CRE) is a lender-focused role responsible for supporting the growth and ongoing management of CRE lending relationships through proactive business development, underwriting support, effective loan structuring coordination and disciplined portfolio m...
Search Terms: Relationship Manager, Manager, Relationship, Client Relations, Business Development
85.5
5.1mi
Updated: June 01
Relationship Manager 2
Laguna Hills
The Relationship Manager 2- Commercial Real Estate (CRE) is a lender-focused role responsible for supporting the growth and ongoing management of CRE lending relationships through proactive business development, underwriting support, effective loan structuring coordination and disciplined portfolio m...
Search Terms: Relationship Manager, Manager, Relationship, Business Development, Client Relations
85.5
5.1mi
Updated: June 01
Sr. Client Relationship Manager, Employee Benefits - IAS, West
Irvine
Responsible for fostering and maintaining strong relationships with assigned clients. Provide meaningful consulting by interpreting complex plan performance data, advising on plan design and coverage strategy. Ensure compliance with federal and state regulations; escalating only highly novel or enter...
Search Terms: Relationship Manager, Client Relations, Relationship, Benefits, Employee
85.4
15mi
Updated: June 12
Business Relationship Manager South Orange County CA, Assistant Vice President
Irvine
Lead as the subject matter expert across a broad sales Area of assigned branches, which comprise of branch stakeholders and other Area partners (e.g. Wealth Management, Mortgage)Partner with cross retail segment Area peers spanning Wealth Management, Consumer and Mortgage and initiate collaboration t...
Search Terms: Relationship Manager, Relationship, Vice President, Business, Manager
85.4
15mi
Updated: June 12
Business Relationship Manager Senior Deepening - Vice President
Irvine
Manage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branc...
Search Terms: Relationship Manager, Business, Vice President, Relationship, Senior
85.1
15mi
Updated: June 11
Senior CRE Relationship Manager
Irvine
Responsible for sourcing and developing full banking relationships with professional developers and sophisticated Commercial Real Estate (CRE) investors. Serve as the relationship lead for all lending, deposit, and all other bank products, collaborating with internal partner experts. Independently id...
Search Terms: Relationship Manager, Relationship, Manager, Business Development, Client Relations
84.5
15mi
Updated: June 09
Commercial Relationship Manager IV
Newport Beach
Responsible for profitable business development as well as monitoring the quality of an largest existing portfolio of companies with annual gross sales of at least $50 MM and generally less than $500 MM within a specific geographic area. Ability to develop trusted advisory relationships with the Seni...
Search Terms: Relationship Manager, Relationship, Commercial, Business Development, Manager
84.3
12mi
Updated: June 05
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