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
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Relationship Manager in Newport Beach, CA vacancy
$189.29k - $331.2k
About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern... ..., experience, and NT resources to identify opportunities for relationship enhancement4. Focused client service with responsiveness,...SuggestedFull timeWork experience placementH1bWorldwideFlexible hours$81.5k - $135.9k
Overview:Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts of simple to moderate intricacy, complexity and risk, including all administrative, operational and risk management activities for GCM transactions. Serves...SuggestedFull timeTemporary workWork experience placement- ...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
Servbank
Newport Beach, CA4 days ago - Mercer Advisors in Newport Beach, CA is hiring for a Relationship Manager I, a strategic, client-facing role within the Client Service department. You will elevate service delivery, partnering with Wealth Advisors to ensure commitments are met with precision and care....Suggested
$140k - $235k
...opportunities to learn, grow, and make an impact. Join us!Bank of America’s Transformative Healthcare segment is seeking a Senior Relationship Manager to join our team in Southern California. The Transformative Healthcare Group focuses on the middle‑market healthcare...SuggestedFull timeWork experience placementWork at officeLocal areaFlexible hoursShift workDay shift$140k - $210k
...resilient water supplies for the world. Develops significant relationships with new and existing clients and has responsibility for client... ...with clients Supports firm's relationships with client management personnelResponsible for identifying and directs sub-consultants...Full timeLocal areaFlexible hours$134.46k - $184.89k
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 growth, and...Full timeH1bWork at officeWork from homeVisa sponsorshipWork visaFlexible hours$72k - $90k
...financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all... ...experiences align with the firm’s standards and values. The Relationship Manager I plays a critical role inpractice management,client...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$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- ...disability, pregnancy status, sexual orientation, genetic information or veteran status. Summary We are hiring a Commercial Relationship Manager for our Real Estate division. This role offers you the autonomy to do your job, build long-term relationships with clients,...Work at office
- 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...
$250k
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...Permanent employmentContract workWork at officeLocal area$83.81k - $179.3k
...custodial services to corporations, not-for-profits, partnerships, and other business entities and individuals. The Corporate Trust Relationship Manager III role supports our Corporate Trust team by acting as the main point of contact for our clients and ensuring we deliver...Work experience placementLocal areaFlexible hours$128k - $252.5k
...Deloitte Customer team empowers organizations to build deeper relationships with customers through innovative strategies, advanced analytics... ...business strategy, technology, creativity, and ongoing managed services to solve the biggest problems that affect customers,...Local area$23 - $26 per hour
...motivated individuals with a background in sales or customer service, coupled with excellent communication and project management skills. As a Client Relationship Manager, your primary responsibility will be to communicate updates and expectations to clients. Collaborating...Hourly payWork at officeLocal areaRelocationMonday to FridayShift workZero Impact Energy Group
Huntington Beach, CA18 hours ago- ...Monitor customer interaction volume and operational performance to ensure appropriate resource planning and service level achievement. Manage the flow of customer orders, service requests, returns, cancellations, credits, and escalations while ensuring compliance with...
tcbrands
Huntington Beach, CA3 days ago $82.1k - $172.5k
...coordinate with One Bank partners to create and implement a relationship strategy for assigned clients and prospects. This position requires... ...to offer beneficial banking solutions (e.g. loans, treasury management, capital markets) based on clients and prospects needs. The...Work experience placementWork at officeLocal areaFifth Third
Costa Mesa, CA18 hours ago- ...Senior Client Manager EPIC Insurance Brokers & Consultants is one of the fastest-growing insurance brokerage and consulting firms... ...analysis, compliance support, open enrollment, and ongoing client relationship management. The ideal candidate brings strong employee...Local area
EPIC Brokers
Newport Beach, CA2 days ago $116k - $216k
Location:660 Newport Center Drive, Newport Beach CaliforniaJob SummaryThe Senior Relationship Manager serves as the Trusted Advisor for clients and prospects who are primarily active commercial real estate owners, investors and developers. Sr Relationship Managers provide...Permanent employmentFull timeInterim roleWork at officeFlexible hoursNight shift$10 per hour
Job DescriptionInfosys is seeking an Associate Engagement Manager for the Insurance vertical. This role will lead all client interfaces... ...of approximately $10-$30 million.Role Description:• Client relationship management and business development: lead client relationships...Full timeTemporary workFlexible hours- ROX United is seeking a Public Relations Director to lead client relationships and manage media engagement strategies. This role requires a proactive and creative professional with over 7 years of experience in public relations, capable of juggling multiple projects while...
$130k - $210k
Sr. Relationship Manager need for well-established California bank that has been in operation for over 100 years Salary: $130,000 - $210,000 per year Why join us? Strong benefits (M,D,V, and 401k) Multiple Metric bonuses Profit sharing contribution Flexible work environment...Local 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...
- Farmers & Merchants Bank of Long Beach is seeking a Relationship Manager 2 - Commercial Real Estate (CRE) to grow and manage CRE lending relationships. You will support underwriting, loan structuring, and portfolio management while expanding the CRE loan portfolio with...
- Socket.dev seeks an experienced Relationship Manager 2 to grow and manage a CRE loan portfolio in Southern California. You will lead origination, underwriting, and structuring, while maintaining client relationships and coordinating with internal teams to deliver tailored...
- BMO Financial Group is seeking a seasoned Relationship Manager in Newport Beach, CA to lead strategic client engagements and drive revenue through cross-selling and optimal structuring of complex deals. In this senior role, you will manage high-value portfolios, coordinate...
- UMB's Corporate Trust team is seeking a Relationship Manager III to serve as the main point of contact for large trustee clients. The role involves overseeing day-to-day administration, billing for fees, and coordinating with legal and compliance to ensure accurate and...
- Farmers and Merchants Bank of Long Beach in Newport Beach, CA is seeking a Relationship Manager 2 focused on Commercial Real Estate (CRE) lending. You will drive growth by sourcing new CRE opportunities and building durable client relationships across the portfolio. This...
$150k - $200k
...and contribute to our growing practice. This role will involve managing a diverse caseload, working closely with clients, and playing... ...relevant laws, regulations, and legal articles. 7. Develop relationships with clients, providing them with regular updates and...Permanent employmentLocal areaJobot
Costa Mesa, CA18 hours ago- ...Customer Success Manager (CSM) At SAP, we keep it simple: you bring your best to us, and we'll bring out the best in you. We're builders... ...continuity. A cooperative and productive approach to working relationships, internally and externally. A strong ability to quickly learn...Full timeWork at officeLocal areaRelocation packageFlexible hours3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Manager. Be the first to apply!
Related searches
- labor relations manager Newport Beach, CA
- external relations director Newport Beach, CA
- wealth management relationship manager Newport Beach, CA
- relationship manager corporate banking Newport Beach, CA
- university relations manager Newport Beach, CA
- relationship director Newport Beach, CA
- provider relations manager Newport Beach, CA
- industry relations manager Newport Beach, CA
- relationship manager Newport Beach, CA
- labor relations director Newport Beach, CA