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
- ...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...SuggestedFull time
- ...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
- ...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...Suggested
$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,...SuggestedWork experience placementH1bWorldwideFlexible hours$140k - $235k
...and make an impact. Transformative Healthcare Group 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 industry...SuggestedWork experience placementWork at officeLocal areaFlexible hoursShift workDay shift- ...week. SUMMARY The Client Executive is a senior, client-facing individual contributor role, responsible for managing Property & Casualty insurance relationships for a complex portfolio of real estate and construction clients. As a key member of the client service team,...Hourly payWork at officeLocal area
- ...invoices, dispensing prescription items per the veterinarian's instructions, selling retail products and scheduling future appointments. Manage the finances by maintaining accurate balances and utilizing proper opening and closing procedures. Conduct administrative functions...Afternoon shift
$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 payFor contractorsWork at officeLocal areaRelocationMonday to FridayShift work$82.1k - $172.5k
...Commercial Relationship Manager Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Responsible for profitable business development and monitor...Work experience placementWork at officeLocal area- ...AWM, GS Ayco Workplace Advisory Solutions, Relationship Manager - Vice President, Newport Beach, CA Newport Beach, CA, United States Job Description YOUR IMPACT Are you motivated to help grow institutional relationships within a firm dedicated to holistic...Full time
$75k - $85k
...Popfly is seeking a full-time Customer Success & Onboarding Manager to enhance client experiences across the platform. This role focuses on onboarding clients, fostering relationships, and monitoring account health to improve retention and engagement. Ideal candidates...Full timeRemote work- ...Zero Impact Solutions in Costa Mesa, CA is hiring a Client Relationship Manager. The role focuses on communicating updates and expectations to clients, coordinating with sales, EVSE tech support, and engineering to track project progression, and ensuring successful installations...
- ...Job Description 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 proven ability to...
- Go Rentals is seeking a candidate for a call center, guest services position based in Newport Beach, CA. You will handle reservations, sales/upgrading, and guest issue resolution to meet department goals. The role requires a high school diploma, valid driver’s license,...Shift workAfternoon shift
$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$50k
...small and mid-sized merchants, restaurateurs, and businesses to ultimately close deals within a fast sales cycle. As a Software Relationship Manager (SRM) you will report to a District Manager and receive coaching from a Director. Activities include explaining our value...Contract workLive inLocal areaWorldwide$73.77k - $191.29k
...Relationship Manager Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus. Summary The Relationship Manager is responsible for developing and managing a portfolio of Commercial...- ...Relationship Manager 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 industries across the U.S. We're looking for a...3 days per week
$150k - $225k
...Job Title: Relationship Manager Departmen t: Reports to : Head of Commercial Lending or Head of Real Estate Status : ☐ Exempt ☐ Non-Exempt About the Role Responsible for soliciting, negotiating, underwriting, and coordinating the closing...Bank staffWork at officeRemote work$140k - $180k
...Job Type Full-time Description JOB SUMMARY: The Relationship Manager role requires strong portfolio management and business development skills and a desire to provide comprehensive banking solutions to commercial real estate investor clients including...Full timeWork experience placementBank staffWork at officeLocal area$150k - $200k
...Senior Relationship Manager Location: Orange County, California (Irvine/Anaheim area) Opportunity Overview A well-established regional commercial bank is expanding its commercial lending team and is seeking an experienced relationship-focused banker with...Local area- Banc of California is seeking a skilled financial analyst to provide credit and trend analysis for middle market clients. The role involves evaluating credit worthiness and making recommendations to Credit Administration while ensuring compliance with banking regulations...
$71k - $130k
...reach further. Overview We are currently seeking for a high professional to join our team as a Premier Relationship Manger. As a Premier Relationship Manager, you will be a trusted adviser to our new and existing Premier clients. Woking collaboratively with our...$23 per hour
...We are looking for a stellar Client Relationship Sr.Manager/Director experienced in High-Net-Worth investment sales management with a successful and verifiable track record.This role will report to... $23.00 hourly Full-time We are an end-to-end Renewable Energy provider...Hourly payPermanent employmentFull timeWork at officeWork from homeMonday to Friday- ...Overview The Relationship Manager, Legal Counsel - Trust is responsible for managing client relationships while providing legal guidance related to trust services. This role serves as a key point of contact for clients, ensuring high-quality service, regulatory compliance...Local area
$173.67k - $204.32k
...a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a CRE Relationship Manager II you will provide a wide selection of services (primarily larger, more complex commercial real estate credits) to business...Local area- ...operations division. Analyst Program This 18‑month program offers recent graduates the opportunity to work closely with commercial relationship managers under the guidance of senior management. Gain valuable insights and make a real impact in the Sunwest Bank commercial...TraineeshipInternship
- ...retained customer base. As we expand globally, the complexity of managing customer outcomes across multiple regions, products, and... ...retention outcomes globally. It sits at the intersection of customer relationships, commercial strategy, and operational excellence - partnering...Work from home
- Overview Our client is seeking a CRM Manager to lead its customer lifecycle marketing strategy and own the company's HubSpot platform. While the internal title is CRM Manager, this role is much more than platform administration—it is responsible for building and optimizing...
$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
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