Relationship Manager
Jobtailor
Responsibilities Build and grow a portfolio of commercial clients with strong connections to Pacific Rim markets Identify opportunities, structure complex lending solutions, and deliver exceptional client experiences Acts as an escalation point for complex client issues and maintains strong client relationships Develops new business by contacting prospects and clients, and cross-selling Bank products and services Reviews loan applications and cash management service agreements for accuracy and completeness Prepares reports on team performance and market trends for senior executives Requirements 7+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics Bachelor’s degree required; Business Administration, Finance and Accounting preferred Strong COI network Solid commercial credit expertise Bilingual proficiency in Mandarin, Cantonese, Vietnamese, Korean, or Japanese preferred Deep knowledge and technical proficiency in Product Knowledge, Regulatory Compliance, Structuring Deals, Portfolio Management, Credit Risk Assessment, Project Management, Customer Service, Problem Solving, Negotiation, Customer Relationship Building, and Financial Analysis #J-18808-Ljbffr Jobtailor
- ...Description As a Relationship Manager, you will play a pivotal role in expanding our treasury management business by acquiring new clients, fostering deposit growth, and cultivating strong client relationships. Your focus will be integral to the success of our Commercial...SuggestedLocal area
$88.8k - $165.6k
...Relationship Manager BMO is the 8th largest bank in North America and the 4th largest commercial lender, with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy,...SuggestedPart timeWork experience placementLocal area$129.58k - $240.66k
Farmers & Merchants Bank of Long Beach is seeking a Relationship Manager 2 for Commercial Real Estate lending based in Newport Beach, California. This role focuses on developing and managing CRE loan portfolios while ensuring compliance with bank policies and fostering...Suggested$129.58k - $240.66k
...application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Relationship Manager 2 Full Time 2 Professional Newport Beach, CA, US 9 days ago Requisition ID: 2508 Salary Range: $129,584.00 To $240,656.00...SuggestedPermanent employmentFull timeContract workWork at officeLocal area- The Role: Relationship Manager The Location: Newport Beach, California Reports To: Market President Make a Difference Where It Matters Most At CalPrivate Bank, we believe banking is personal. We have deep roots in the communities we serve, and our client relationships...Suggested
$88.8k - $165.6k
...commitments to progress-for a thriving economy, a sustainable future, and an inclusive society. We are seeking a top performing Relationship Manager to join BMO's Pacific Rim Division. In this role, you will build and grow a portfolio of commercial clients with strong...Part timeWork experience placementLocal area$140k - $210k
...resilient water supplies for the world. Develops significant relationships with new and existing clients and has responsibility for... ...contracts with clients Supports firm's relationships with client management personnel Responsible for identifying and directs sub-...Full timeLocal areaFlexible hours$35 per hour
...Coordinator is responsible for building and retaining excellent relationships with existing clients and cultivating relationships with prospective clients. They support strong client relationships by managing daily service needs, coordinating regular meetings, preparing...Hourly payFull timeTemporary workLocal areaWork from homeNight shift$62k - $72k
...countless individuals and families achieve their financial goals. Why TFG? We pride ourselves on our customized approach to wealth management—focusing on growing, protecting, and conserving our clients’ wealth. As a member of our team, you’ll play a crucial role in this...Full timeWork at officeMonday to Friday- ...Fifth Third in Newport Beach, California is currently seeking a Commercial Relationship Manager IV responsible for business development, managing client relationships, and collaborating with internal partners. The position entails working with clients to provide tailored...
$129.58k - $240.66k
Farmers and Merchants Bank of Long Beach is seeking a Relationship Manager 2 in Newport Beach, CA. This role involves managing and expanding a Commercial Real Estate loan portfolio while ensuring compliance with credit standards and regulations. The ideal candidate will...$130k - $210k
Sr. Relationship Manager (CRE) $130000 - $210000 per year | Costa Mesa, CA | Hybrid | Permanent About Us We are a well-established California bank that has been in operation for over 100 years. Why Join Us Strong benefits (M, D, V, and 401k) Multiple Metric bonuses...Permanent employmentLocal areaFlexible hours- CalPrivate Bank is looking for a Relationship Manager in Newport Beach, California, to develop and maintain relationships with high-net-worth clients and businesses. This role involves driving portfolio growth and ensuring compliance with internal policies. The ideal candidate...
$72k - $82k
...that the highest levels of hospitality and service are provided. Manages the flow of questions and directs guests within the lobby.... ...relevant information in a timely manner. Maintains a bold working relationship with all departments to support property operations and goals...Work experience placementImmediate startWorldwideRelocation package- ...As a PR Manager within Gateway PR, you'll serve in a hybrid PR and communications manager role supporting corporate communications... ...like Muckrack and Meltwater. Build and maintain strong client relationships through proactive communication and strategic counsel....Work at office
- A boutique law firm in Newport Beach is seeking an experienced Front Desk Office Manager and Administrative Assistant. You will be the first point of contact for clients, manage client interactions, and provide essential administrative support. Ideal candidates are organized...
- ...milestones, industry trends, market developments, and reputation management initiatives. Responsibilities: Serve as the day-to-... ...management Lead media outreach efforts and maintain relationships with reporters, editors, producers, analysts, and industry influencers...
$134.46k - $184.89k
...Client Executive Guardian is seeking a Client Executive to strategically manage a portfolio of large, complex client relationships within our Group Benefits business. This role is accountable for delivering an exceptional client experience while driving retention, profitable...Work at office$90k - $120k
...expansion & PQLs by identifying usage gaps and spotting product-qualified signals Build repeatable playbooks for onboarding, lifecycle management, health scoring, renewals, and QBRs Work cross-functionally with Product to relay customer feedback and influence roadmap Partner...Local area- BMO Financial Group is looking for a Relationship Manager in Newport Beach, California. This role involves managing a portfolio of commercial clients, structuring complex lending solutions, and ensuring exceptional client service. The ideal candidate should have over 7...
$140k - $235k
...or trusted advisor; acquire, deepen, and maintain profitable relationships; collaborate with teammates; facilitate client relationships with... ...opportunities and increase overall client satisfaction. Manage an extensive portfolio of complex clients and prospects with annual...Local areaDay shift- ...and enhancing client service, ensuring clients receive exceptional support. Responsibilities include assisting financial advisors, managing communications, and ensuring compliance. The candidate should have strong customer service skills and proficiency in Microsoft...Full timeWork at office
$122.4k - $228k
...Address 4400 MacArthur Blvd. Job Family Group Commercial Sales & Service Job Overview We are seeking a Director, Principal Relationship Manager to join our Commercial Emerging Middle Market Group. The Emerging Middle Market segmentation targets $10MM-$50MM in company...Work experience placementLocal areaShift work$100k
...income. To ensure your success, you will have a dedicated sales manager & support team, continued results-driven training, WHAT THE... ...preferred Excellent verbal, written, interpersonal, relationship building and presentation skills Strong work ethic with a drive...Local area$25k
...CRM Marketing Manager Location: Newport Beach, CA Employment Type: Full‑time Reports to: Vice President of Marketing Responsibilities Design, build, and manage end‑to‑end CRM, email, and SMS marketing programs Build foundational CRM infrastructure from the ground up, including...Hourly payFull timeTemporary workLocal area$115k - $140k
...Careers We Are Hiring • Marketing Team CRM Marketing Manager Reports to the Vice President of Marketing Full-Time • Exempt Newport Beach, CA $115,000 - $140,000 Since 1995, Go Rentals has gone to heroic lengths to deliver an extraordinary, personalized...Hourly payFull timeTemporary workWork at officeLocal area$120k - $135k
...Operations Specialist, you will closely partner with client management and work cross‑functionally to uncover client needs, translate... ...Collaboration is key to your approach, as you build positive relationships and work effectively across diverse teams. Your emotional intelligence...Shift work- ...Strategic Relationship Manager We are seeking a driven and relationship-focused Strategic Relationship Manager to support growth across the restaurant and hospitality technology space. This role is ideal for someone with strong restaurant operations knowledge and a...
$33 - $35 per hour
...entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Assistant Account Manager provides a high level of support in obtaining, maintaining, expanding, and servicing commercial lines accounts. This position...Work at officeLocal areaFlexible hours- ...day-to-day execution, while mentoring a talented team across managers, associates and coordinators. You’ll also contribute to new business... ...Hall’s people-centered culture and core values: One Team, Relationships, Leadership, Hustle & Grit, Growth Mindset, Make an Impact....Work at officeLocal areaAfternoon shift
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