Relationship Manager
Jobtailor
Responsibilities Build and grow a portfolio of commercial clients with strong connections to Pacific Rim markets. Facilitate growth for the Bank through business development and management of key client relationships. Maintain an outstanding and continuous record of significant revenue generation from sales and syndications. Act as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. Develop new business by contacting prospects and clients, and by cross-selling Bank products and services. 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 is preferred. Bachelor’s degree required; Business Administration, Finance and Accounting preferred. Deep knowledge and technical proficiency gained through extensive education and business experience. Advanced level of proficiency: Product Knowledge, Regulatory Compliance, Structuring Deals, Portfolio Management, Credit Risk Assessment, Project Management, Customer Service, Problem Solving, Negotiation, Customer Relationship Building. Expert level of proficiency: Financial Analysis. #J-18808-Ljbffr
- ...Relationship Management & Retention Serve as the primary relationship manager for a portfolio of clients in the San Francisco region, ensuring high levels of engagement, satisfaction, and retention. Partner with investment teams to deliver tailored solutions and address...Suggested
- ...plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that... ...benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For...SuggestedWork at officeLocal areaWorldwide
$104.06k - $150.89k
...skills, experience and/or education, and location. This position is also eligible for an annual bonus. SUMMARY The Relationship Manager is responsible for managing a portfolio of Commercial clients and developing good Commercial business relationships that lead...Suggested- ...Role Overview The Relationship Manager owns the full lifecycle of commercial client relationships at TASI® Bank. This role is responsible for originating, structuring, and managing well-underwritten loans while building durable relationships that support long-term...SuggestedWork at officeLocal area
$100k - $200k
...absolute integrity. East West Bank gives people the confidence to reach further. Overview The Bank is currently seeking a Relationship Manager for our Venture Lending Team. This individual will work with the Managing Director and other Relationship team members in...Suggested$80.5k - $135k
...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...$181k - $226k
...combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and... ..., acquiring new customers, and building even stronger relationships with our current customers. Our winning culture recognizes big...Work at officeRemote workWork from home$181k - $226k
...opportunities, acquiring new customers, and building even stronger relationships with our current customers. Our winning culture recognizes big... ...and unify the team. What You'll Do As a Relationship Manager for our Startups team, you play a pivotal role in the success...Work at officeRemote workWork from home- ...dexterity. Job Description Build a high value, consultative relationship with the client Evangelize the Boomtrain product offering and... ...Improve the operational performance of the Boomtrain Relationship Management team and how it collaborates with other Boomtrain teams...
$180k - $220k
...Description Grant Thornton is seeking an Advisory Director Client Relationship Executive within our Outsourcing solution to join the team.... ...strategy, pursuit leadership, and executive relationship management, this leader shapes how capabilities are packaged, positioned...Work at office$200k - $300k
...Relationship Manager U.S Bank's Institutional Client Group (ICG) cultivates clients' trust through customized service and access to the bank's resources and expertise. This One U.S. Bank approach helps companies meet their business needs through expertise in capital...Temporary work3 days per week$100k - $200k
...real business processes at scale. The Role The Customer Engagement Manager owns a portfolio of strategic enterprise accounts end-to-end: every engagement, every outcome, every relationship, every expansion opportunity. Think of this as the McKinsey Associate...$155.67k - $255.72k
...Senior Relationship Manager Bank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal, is seeking a Senior Relationship Manager to join our San Francisco Commercial Banking Office. This is a full-time position that...Full timeWork experience placementBank staffWork at office$71.3k - $118.3k
...Relationship Manager Grata is the leading private market dealmaking platform. We make it easy to find, research, and engage with private companies. Our platform has the most comprehensive, accurate, and searchable proprietary data on private companies, their financials...Work at office$80k - $150k
...including low usage, stakeholder churn, and unclear ownership, and act decisively. Be the client’s trusted partner Build strong relationships with key stakeholders across research, marketing, and product teams. Advise clients on how to get the most value from Conveo,...$226k - $265.44k
...Relationship Manager, MidMarket San Francisco, California Fin is the AI Customer Agent company on a mission to help businesses provide perfect customer experiences. Our AI Agent Fin is the highest-performing AI Customer Agent on the market today, enabling businesses...Work at officeLocal areaWork from homeFlexible hours3 days per week$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,...Part timeWork experience placementLocal area- ...Leadership, BizTech, Data, Finance and more to deliver results. CS Segmentation, Coverage & Resource Modeling : Design, build and manage a model that guides resource allocation globally by segment. Partner with GTM and RevOps Leadership to define segment-specific coverage...Work at officeLocal area
- ...protects the places the world relies on most by unifying people, spaces, and communications in one secure, integrated workplace management platform and ecosystem. More than 16,000 workplaces around the world trust Envoy to run secure, compliant, and connected operations...Local areaImmediate start
$106k - $150k
...Customer Success Operations Manager At Affinity, we're building a world-class Customer Success organization and we're looking for... ...and socials to keep our team connected, because building strong relationships is key to success. Please note that the role compensation...Work at officeWorldwideFlexible hours2 days per week3 days per week$90k - $110k
...Client Service Manager We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work...Remote work$121.9k - $262.1k
...Fifth Third Bank, N.A. is looking for a Commercial Relationship Manager IV in San Francisco, California. The role demands at least 10 years of commercial banking experience along with strong skills in relationship management and credit analysis. The candidate will be...$225k - $275k
...Director Relationship Manager - Middle Market Banking This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office. First Citizens Middle Market Banking delivers a range of financial solutions to midsize...Bank staffWork at office- ...Customer Relationship Management Position We are a quickly growing computer repair and sales center located in the heart of San Francisco. We have an immediate opening for an entry level, full time Customer Relationship Management position. This is a great opportunity...Full timeWork at officeImmediate start
- ...Sr. Relationship Manager -Global Commercial Bank - Middle Market - Technology Group San Francisco, California;Palo Alto, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required...Work experience placementWork at officeShift workDay shift
- ...retaining them as clients. Participate in team sales situations with other producers and support personnel. May manage overall client relationships and is supported by day-to-day account management. Assist, educate and develop other staff members in new client...InternshipLive outWork at officeLocal areaFlexible hours
- ...image and maintain and grow a referral network for additional relationship opportunities while maintaining an active prospect pipeline.... ...developments, and external regulatory framework relevant to wealth management. Strong client focus and ability to deliver needs‑based...Local area
$143k - $210k
...Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and... ...Group Head and closely collaborates with other Relationship Managers and product partners. Role Objectives Build business connections...Work experience placementWork at officeLocal areaWork from homeWorldwide- ...decisions sooner in healthcare, through transformative AI & data management solutions for disease screening and monitoring. Join our... ...successful project kick-off. Foster and deepen senior-level client relationships, ensuring high customer satisfaction to expand accounts from...Full timeRemote work
$250k - $290k
...interactions with key stakeholders. Develop and maintain Crisis Management/Disaster Plans. Implement project mitigation plans for... ...ramp-up/ramp-down resources efficiently. Sales & Relationship: Collaborate with Client Executive to develop customer relationships...Temporary workWork at officeRemote workFlexible hours
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