Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Relationship Manager

$147k - $250k

Columbia Bank (WA, OR & ID)

About the Role Serves as the key banking relationship manager for assigned middle market client relationships. Accounts for prospecting new business and working with Client Solution Managers to deepen client relationships. Maintains a “trusted advisor” role, engaging in dialogue with Executive‑level client contacts to assess holistic banking needs and provide customized banking insights and solutions. Drives financial performance through profitable revenue, growth and quality credit. Supports a portfolio of middle market clients with $50MM+ in annual revenue, typically the largest and most complex in the bank’s portfolio. Acts as the Middle‑Market client “expert” and goes to the bank for the largest and most complex clients, providing differentiating consult, ideas, and options. Leads business development by developing a clear and holistic understanding of the client’s or prospect’s business and industry, performing client reviews, maximizing referral networks, and prospecting for new clients and expanding existing relationships in collaboration with the Client Solutions Manager and internal partners. Identifies opportunities and partners to structure, coordinate and sponsor credit and non‑credit solutions. Assembles and leads cross‑functional teams to respond quickly to customer requests and needs, utilizes experts to present the full breadth of the bank, maintains active prospecting effort including identification, qualification and calling, balances prospecting with client maintenance, makes loan and term decisions within established limits, analyzes credit for qualification, follows up on current loans to ensure compliance, studies industry and financial situations for portfolio management, demonstrates compliance with all bank regulations, keeps up to date on regulation changes, follows all bank policies and procedures, completes required annual training, maintains working knowledge of relevant regulations, may coach or mentor others, learns and fosters the corporate culture, and may perform other duties as assigned. About You More than 10 years of relevant Middle Market lending experience and a proven track record of exceeding performance in developing business in the Middle Market segment and industry (Required). 4–7 years of high performance experience serving commercial clients with $25MM+ annual revenue (Preferred). Skills and Qualifications Proven track record in developing new business, growing market share, and establishing or growing a quality supportive network. Experience in relationship management teams with an understanding of balancing business development and asset quality. Expert credit acumen covering accounting, financial statements, business understanding, and operational cash flow to support complex deals. Working knowledge of the bank’s systems and policies for underwriting and portfolio management. Thorough knowledge of the bank’s risk‑rating system, credit products and underwriting policies, and structuring credit for middle‑market businesses in diverse industries with complex ownership structures. Excellent relationship management and business development abilities, analytical and problem‑solving skills, sales skills, and credit quality skills. Superior client relationship and internal partnering skills, effective communication and presentation. Strong computer skills with Microsoft Office and ability to learn new business software. Ability to train and present to small and large audiences, and mentor others to grow their skillsets. Negotiation and collaboration experience with Senior Credit Officers on credit terms and structures. Experience with syndications, asset‑based lending, capital structure finance, leveraged lending, enterprise value lending, trade finance, and underwriting or managing Shared National Credits (SNC). Travel Requirements Frequent. Compensation The pay range for this role is $147,000.00 to $250,000.00. The rate is based on non‑discriminatory factors including job related knowledge, skills, experience, education and geographic location. The role may be eligible for performance‑based incentive compensation (details provided during the recruitment process). Location Ability to work fully onsite at 17901 Von Karman Avenue Suite 400, Irvine, CA 92614. Benefits Healthcare coverage (medical, dental, vision) 401(k) retirement savings plan with employer match Employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources Pet insurance, auto and home insurance, identity theft protection, legal support, and paid vacation, sick days, volunteer days, and holidays. Equal Employment Opportunity Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, protected veteran status, disability or any other protected status or characteristic. #J-18808-Ljbffr

Vacancy posted 4 hours ago
Similar jobs that could be interesting for youBased on the Senior Relationship Manager in Irvine, CA vacancy
  • $122.54k - $208.72k

     ...SENIOR RELATIONSHIP MANAGER COMMERCIAL BANKING WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in our Healthcare business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive... 
    Senior
    Remote work

    City National Bank

    Irvine, CA
    4 days ago
  •  ...Cotality is looking for a Sr Client Success professional in Irvine, California, dedicated to fostering customer relationships and ensuring satisfaction. This role involves active engagement with clients to promote loyalty and retention, resolving issues and providing high... 
    Senior
    Work at office
    Remote work

    Cotality

    Irvine, CA
    4 hours ago
  • 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...
    Senior

    Banc of California

    Santa Ana, CA
    4 hours ago
  •  ...Citi is seeking a dedicated financial planning officer in Aliso Viejo, California, to cultivate and deepen relationships with affluent clients while providing comprehensive financial solutions. The ideal candidate should have 5-8 years of experience, exceptional analytical... 
    Senior
    Full time

    Citi

    Aliso Viejo, CA
    4 hours ago
  •  ...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... 
    Senior
    Local area

    First American

    Santa Ana, CA
    4 hours ago
  • $115k - $130k

    About the Role: The Senior Public Relations Manager is a key contributor in building a world-class communications function for one of the largest...  ..., and strategic partnerships. Builds strong working relationships with leaders across the bank to drive market and line of... 
    Senior
    Temporary work
    Work experience placement
    Relief
    Work at office

    Columbia Bank (WA, OR & ID)

    Irvine, CA
    22 hours ago
  • $175k - $210k

     ...limitless possibilities of our future. Join us at Andersen, and together, let's write the story of your success! The Role Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients,... 
    Senior
    Full time
    Work experience placement
    Internship
    Private practice
    H1b
    Local area
    Work visa

    Andersen

    Costa Mesa, CA
    3 hours ago
  • $174.8k - $221.82k

     ...tone and unforgettable atmosphere of the Arkheron’s world. As a Senior/Principal Character Concept Artist at Bonfire, you’ll help...  ..., consistently meet deadlines, and bring a self-starting, self-managing approach that keeps you moving in step with development. THIS MIGHT... 
    Senior
    Full time
    Immediate start

    Bonfire Studios

    Irvine, CA
    2 days ago
  • $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

    Banner Bank

    Tustin, CA
    4 days ago
  •  ...hard. We play hard. We have fun. JOIN CANNON as a CIVIL SENIOR PRINCIPAL ENGINEER LAND DEVELOPMENT in IRVINE. Irvine offers...  ...engineers and designers. This role is responsible for project management, budgeting oversight, mentoring, leading, and managing talented... 
    Senior

    Cannon

    Costa Mesa, CA
    3 days ago
  •  ...clients, communities, and each other. CLA is looking to hire a Tax Senior to join our tax practice in the SoCal area! As a Tax Senior,...  ...identify and research complex tax issues. Focus on engagement management and operational excellence. Develop and train team members to... 
    Senior
    Full time

    CLA (CliftonLarsonAllen)

    Irvine, CA
    1 day ago
  • $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 pay
    Permanent employment
    Full time
    Work at office
    Work from home
    Monday to Friday

    East West Bank

    Irvine, CA
    2 days ago
  • $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... 

    East West Bank

    Irvine, CA
    1 day ago
  • $65.3k - $104.3k

     ...RELATIONSHIP MANAGER I WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted... 
    Remote work

    City National Bank

    Irvine, CA
    4 days ago
  •  ...Relationship Manager The Relationship Manager role requires strong portfolio management and business development skills and a desire to provide...  ...of regulatory banking environment; Work effectively with senior management, other team members at all levels, and external... 
    Work experience placement
    Bank staff
    Work at office
    Local area

    California Bank of Commerce, N.A.

    Irvine, CA
    4 days ago
  •  ...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 a proven ability... 
    Local area

    Gilder Search Group

    Irvine, CA
    4 days ago
  •  ...Senior Account Executive | Equipment Finance | WEST Altius Search Group is recruiting for an...  ...products for a variety of equipment. Account management from application through funding. Origination of new relationships while managing and growing existing accounts.... 
    Senior
    Remote work

    Altius Search Group

    Irvine, CA
    4 hours ago
  •  ...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 banking sector. Upon... 
    Traineeship
    Internship

    Sunwest Bank

    Irvine, CA
    2 days ago
  • $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 staff
    Work at office
    Remote work

    Sunwest Bank

    Irvine, CA
    7 days ago
  • An innovative defense technology company seeks a skilled firmware engineer to develop cutting-edge solutions for military applications. In this role, you will create low-level firmware for microcontrollers and integrate advanced technologies to enhance military capabilities...
    Senior

    Slope

    Costa Mesa, CA
    4 days ago
  •  ...Senior Accounting Manager FieldAI is looking for a Senior Accounting Manager to scale the accounting and operational foundation of the company as we continue growing. This is a hands‑on builder role focused on: owning core accounting operations improving close quality... 
    Senior

    Field AI

    Irvine, CA
    2 days ago
  • $16.93 - $21.63 per hour

     ..., selling retail products and scheduling future appointments. Manage the finances by maintaining accurate balances and utilizing proper...  ...Qualifications Competencies: Leadership Customer Focus Peer Relationships Integrity & Trust Action Oriented Listening Functional... 
    Hourly pay
    Minimum wage
    Full time
    Shift work
    Afternoon shift

    Banfield

    Irvine, CA
    3 hours ago
  •  ...As the Client Manager you will ensure delivery of exceptional service to Gallaghers clients by actively managing client accounts. You will work with our sales team to ensure client satisfaction. We will rely on your leadership skills to help guide o Manager, Client Service... 

    Arthur J. Gallagher & Co.

    Irvine, CA
    3 days ago
  • $16.93 - $21.63 per hour

     ...selling retail products and scheduling future appointments. Manage the finances by maintaining accurate balances and utilizing...  ...Qualifications / Competencies Leadership Customer Focus Peer Relationships Integrity & Trust Action Oriented Listening Functional Preventative... 
    Hourly pay
    Minimum wage
    Full time
    Local area
    Shift work
    Afternoon shift

    Banfield

    Tustin, CA
    4 days ago
  •  ...Senior Account Executive We're Jiffy! We launched over a decade ago with a simple mission: use technology to combine an unparalleled level of customer service with the fastest delivery in the blank apparel, direct-to-film transfer, and custom apparel industry. We're... 
    Senior

    Jiffy

    Irvine, CA
    3 days ago
  • $193.79k - $329.43k

     ...Location: Irvine, CA, US; Los Angeles, CA, US Job Summary Lead and manage the expansion and retention of water-related services across...  ...and business growth. Opportunity Establish and maintain relationships with existing and prospective clients Develop new business, specifically... 
    Contract work
    Local area
    Flexible hours

    Black & Veatch

    Irvine, CA
    4 hours ago
  •  ...We are seeking an experienced Senior Manager of Accounting to oversee core accounting operations and partner closely with the Controller to ensure accurate financial reporting, strong internal controls, and an efficient close process. This individual will play a key leadership... 
    Senior

    Addison Group

    Irvine, CA
    4 days ago
  • $160k - $210k

     ...Job Description Job Description Senior Enterprise Client Executive First year potential...  ...presence in direct sales channel. Manage and pursue complex accounts and...  ...selling success. Develop and manage relationships with prospects and new customers. Actively... 
    Senior

    Toshiba America Business Solutions, Inc.

    Lake Forest, CA
    22 days ago
  •  ...finance, technology and business solutions for the Midwest and Southeast regions of the U.S. labor markets. Interim Senior Accounting Consultant / Accounting Manager (4–6 Month Project) I'm working with a $200M private equity-backed organization that is seeking a hands-on... 
    Senior
    Contract work
    Interim role
    Immediate start

    Brilliant

    Irvine, CA
    22 hours ago
  • $130k - $180k

     ...precision and real-world execution.    We are looking for a Senior Electrical Commissioning Project Engineer who can lead from the...  ...testing, factory witness testing, and on-site validation  • Manage multiple assignments while maintaining schedule, budget, and quality... 
    Senior
    Contract work
    For contractors

    FST Technical Services

    Irvine, CA
    14 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Relationship Manager. Be the first to apply!