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

Business Banking Sr Relationship Manager (Newport Beach)

$140k - $185k
Part-time

Bank of America

Job Description:This job is responsible for providing advice and valuable financial solutions to complex Business Banking clients and prospects. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services to identify cross-selling opportunities and increase overall client satisfaction.Job DescriptionAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!Job Description:This job is responsible for providing advice and valuable financial solutions to complex Business Banking clients and prospects. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services to identify cross-selling opportunities and increase overall client satisfaction.Responsibilities:Manages an extensive portfolio of complex clients and prospects with annual revenues of $20-$50 million and helps companies save, borrow, and invest for their current and future needsAcquires, deepens, and maintains profitable client relationships through sales, prospecting and enhancing existing relationshipsUnderstands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trendsCollaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services to design and deliver financial solutions to clients and prospectsLeads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issuesCoaches and mentors peers, while utilizing leadership skillsAdapts to changes in sales practices and broader market and industry conditions as neededRequired Qualifications:5+ years of experience in commercial lending, business development, commercial credit and portfolio management in business banking or middle market sectorExperience managing an extensive portfolio of clients with annual revenues of $20-$50 millionProven track record of sales, prospecting new business, and enhancing existing relationshipsAbility to understand and interpret financial statements and cash flow analysis to assess and analyze financial conditions of companies and industry trendsDesired Qualifications:Bachelor’s degree in Business, Finance or Economics preferred or equivalent relevant work experienceSkills:Business DevelopmentClient Experience BrandingClient ManagementClient Solutions AdvisoryRelationship BuildingAccount ManagementFinancial AnalysisLeadership DevelopmentLoan StructuringReferral IdentificationCredit Documentation RequirementsPipeline ManagementReferral ManagementRegulatory ComplianceRisk ManagementMinimum Education Requirement: High School Diploma/GED or equivalent work experienceShift:1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsUS - CA - Newport Beach - 520 Newport Center Dr - Newport Beach 520 Ncd (CA6814)Pay and benefits informationPay range$140,000.00 - $185,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.SummaryLocation: Newport BeachType: Full time

Vacancy posted 4 hours ago
Similar jobs that could be interesting for youBased on the Business Banking Sr Relationship Manager (Newport Beach) in Newport Beach, CA vacancy
  • $140k - $170k

     ...Commercial Banking Business Development Officer   Pay range $...  ...+ Incentive  Location: Newport Beach, CA Who We Are: Genesis...  ...products, as well as treasury management services and solutions. We...  ...clients. Develops bank relationships with small to medium clients... 
    Suggested
    Full time
    Local area
    Flexible hours

    Genesis Bank

    Newport Beach, CA
    a month ago
  •  ...Bank of America in Newport Beach, CA is seeking a seasoned Commercial Banker to manage a large portfolio of mid-market clients (annual revenues $20–$50 million). You will...  ...financial solutions. You will lead client relationships, assess cash flow, and mentor peers while... 
    Senior

    Bank of America

    Newport Beach, CA
    1 day ago
  • $189.5k - $234.2k

     ...Job Description:At Bank of America, we are guided by a common...  ...responsibilities and business needs.At Bank of America, you...  ...internal referral network of relationship managers and credit product partners...  ...Transparency detailsUS - CA - Newport Beach - 520 Newport Center Dr -... 
    Senior
    Full time
    Part time
    Work at office
    Flexible hours
    Day shift

    Bank of America

    Newport Beach, CA
    4 hours ago
  •  ...Analyst to join our Distribution & Marketing Compliance Team in Newport Beach, CA.As a Senior Compliance Analyst you’ll move Pacific Life,...  ..., forward by supporting the Consumer Markets Division (CMD) business unit in reviewing and approving marketing and sales material,... 
    Senior
    Full time
    Part time
    Work at office
    Flexible hours

    Pacific Life Insurance Company

    Newport Beach, CA
    4 hours ago
  • $140k - $235k

     ...Job Description:At Bank of America, we are guided...  ...for our teammates and businesses based on role-specific...  ...maintaining profitable relationships, collaborating with teammates...  ...may be filled in Newport Beach or San Diego.Responsibilities:Manages an extensive portfolio... 
    Senior
    Full time
    Part time
    Work experience placement
    Work at office
    Local area
    Day shift

    Bank of America

    Newport Beach, CA
    4 hours ago
  • $205k - $240k

     ...flexible capital base and deep relationships with issuers have helped us...  ...are seeking an Account Manager to join our U.S. Global Wealth...  ...committed to expanding its ETF business to establish a dominant...  ...business days.SummaryLocation: Newport Beach, CA USAType: Full time... 
    Full time
    Part time
    Work from home
    Home office
    Flexible hours
    Shift work

    Pimco

    Newport Beach, CA
    4 hours ago
  • $205k - $240k

     ...capital base and deep relationships with issuers have helped...  ...is seeking an account manager for the U.S. Financial...  ...FIG Insurance and Bank Account Management team...  ...efforts to broaden our business footprint with our insurance...  ...days.SummaryLocation: Newport Beach, CA USA; New York, NY... 
    Full time
    Part time
    Work at office
    Flexible hours

    Pimco

    Newport Beach, CA
    4 hours ago
  • $180k - $240k

     ...capital base and deep relationships with issuers have...  ...seeking an experienced business development professional...  ...with CIOs, portfolio managers, and senior treasury...  ...in investment banking, capital markets, insurance...  ...days.SummaryLocation: Newport Beach, CA USA; Austin, TX... 
    Full time
    Part time
    Work at office
    Flexible hours

    Pimco

    Newport Beach, CA
    4 hours ago
  • $189.29k - $331.2k

     ...global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (...  ...reflect the three cornerstones of business conduct which we strive to...  ...recruiter you are working with. SummaryLocation: Newport Beach, CAType: Full time... 
    Senior
    Full time
    Part time
    Work experience placement
    H1b
    Local area
    Worldwide
    Flexible hours

    Northern Trust

    Newport Beach, CA
    4 hours ago
  •  ...Senior Database Admin Newport Beach, CA | Austin, Tx On-site Contract-to-Hire Client Note: This is primarily a database administration...  ...tagging, SSO/SAML/OAuth/key-pair auth; familiarity with Business Critical controls. - DevOps/IaC and automation: Git, CI/CD,... 
    Senior
    Permanent employment
    Full time
    Contract work
    Temporary work

    Esrhealthcare And Exec Staff Recruiters

    Newport Beach, CA
    1 day ago
  •  ...At Bank of America, we are guided by a common...  ...for our teammates and businesses based on role-specific...  ...maintaining profitable relationships, collaborating with teammates...  ...may be filled in Newport Beach or San Diego. Responsibilities : Manages an extensive portfolio... 
    Senior
    Work experience placement
    Work at office
    Local area
    Shift work
    Day shift

    Bank of America Corporation

    Newport Beach, CA
    more than 2 months ago
  • $205k - $240k

     ...flexible capital base and deep relationships with issuers have helped us...  ...the U.S. Global Wealth Management (GWM) team. This role offers...  ...pipeline discussions, and business planning sessions, educating...  ...days.SummaryLocation: Newport Beach, CA USA; Remote, USAType: Full... 
    Full time
    Part time
    Remote work
    Flexible hours

    Pimco

    Newport Beach, CA
    4 hours ago
  • $265k - $305k

     ...flexible capital base and deep relationships with issuers have helped us...  ...across the Funds Business Group, Compliance, Product...  ...Operations, and Global Wealth Management. The role also includes preparing...  ...days.SummaryLocation: Newport Beach, CA USA; New York, NY USAType... 
    Senior
    Full time
    Part time
    Flexible hours

    Pimco

    Newport Beach, CA
    4 hours ago
  • $265k - $360k

     ...capital base and deep relationships with issuers have helped...  ..., and actively manage private corporate opportunities...  ...with advisors, banks, legal counsels, and management...  ...by company, business, team, and individual...  ...SummaryLocation: New York, NY USA; Newport Beach, CA USAType: Full time... 
    Senior
    Full time
    Part time
    Flexible hours

    Pimco

    Newport Beach, CA
    9 hours ago
  • $180k - $250k

     ...our distinctive investment management capabilities, we provide a...  ...commercial real estate lending business line. The role will include...  ...helps us build stronger relationships, collaborate more easily, and...  ....SummaryLocation: Newport Beach, CaliforniaType: Full time... 
    Senior
    Full time
    Part time
    Work experience placement
    Work at office
    Flexible hours

    Invesco

    Newport Beach, CA
    4 hours ago
  • $250k - $300k

     ...individuals, closely held businesses, and family offices...  ...practice, building client relationships, and showing up in the community. Our Laguna Beach office will be relocating to Newport Beach at the end of this...  ...with attorneys, wealth managers, financial advisors, and... 
    Senior
    Work at office
    Local area
    Relocation
    Relocation package
    Flexible hours

    Thoerner & Toma

    Laguna Beach, CA
    10 days ago
  • $168k - $240k

     ...We are a leading global asset management firm with over 3,000 employees across 20 offices...  ...learning.Love solving complex real-world business problems.Recognize that cross-...  ...Investment Accounting / Positions team in Newport Beach, CA. This team focuses on developing software... 
    Senior
    Full time
    Part time
    Worldwide

    Pimco

    Newport Beach, CA
    4 hours ago
  •  ...valuable financial solutions to complex Business Banking clients and prospects. Key...  ...deepening, and maintaining profitable relationships, collaborating with teammates and facilitating...  ...satisfaction. Responsibilities: Manages an extensive portfolio of complex clients... 
    Senior
    Work experience placement
    Work at office
    Local area
    Shift work
    Day shift

    Bank of America Corporation

    Newport Beach, CA
    8 days ago
  • $250k - $305k

     ...flexible capital base and deep relationships with issuers have helped us...  ..., Global Creative Solutions Manager. This newly created role...  ...increases productivity to meet business demand, and scales high-...  ...LocationNew York, NY, Austin, TX, or Newport Beach, CAResponsibilitiesThe key... 
    Senior
    Full time
    Part time
    Work at office
    Flexible hours

    Pimco

    Newport Beach, CA
    4 hours ago
  • $175k - $240k

     ...We are a leading global asset management firm with over 3,000 employees across 20 offices...  ...learning.Love solving complex real-world business problems.Recognize that cross-...  ...request may take up to two business days.SummaryLocation: Newport Beach, CA USAType: Full time... 
    Senior
    Full time
    Part time

    Pimco

    Newport Beach, CA
    4 hours ago
  • $250k - $305k

     ...We are a leading global asset management firm with over 3,000 employees across 20 offices...  ...learning.Love solving complex real-world business problems.Recognize that cross-...  ...days.SummaryLocation: Austin, TX USA; Newport Beach, CA USA; New York, NY USAType: Full time... 
    Full time
    Part time

    Pimco

    Newport Beach, CA
    4 hours ago
  • $124.83k - $152.57k

     ...across sales analytics and strategic spend management/value tracking to support sound...  ...aligned to agreed delivery roadmaps and business objectives. Design and maintain tooling...  ...a minimum of four days per week in our Newport Beach, CA; Omaha, NE; or Charlotte, NC offices... 
    Senior

    Pacific Asset Management

    Newport Beach, CA
    2 days ago
  • $68.64k

     ...and TEKsystems Global Services We’re a leading provider of business and technology services. We accelerate business transformation...  ...Receive formal training on sales fundamentals, customer relationship management, and territory strategy. Unlimited earning potential, including... 
    Hourly pay
    Temporary work
    Traineeship

    TEKsystems

    Newport Beach, CA
    5 days ago
  • Senior Java Developer (Core Java, Data Structures, RESTful, Spring, Git, Python, Maven, Micro-Services Architecture) in Newport Beach, CA Agile, core java, Java Data Structures, JDBC, Maven, Micro-Services Architecture, Python, Restful services, Spring Frameworks Location... 
    Senior
    Work experience placement

    DBA Web Technologies

    Newport Beach, CA
    more than 2 months ago
  • $167.67k - $204.93k

     ...Actuary to join our Enterprise Capital Management team. This role is on-site 4 days per...  ...and work from home 1 day per week in Newport Beach, CA. If you are not currently located...  ...with the ability to build relationships and collaborate across teams Hands-... 
    Senior
    Work from home
    Relocation package
    Flexible hours
    1 day per week

    Pacific Life

    Newport Beach, CA
    19 days ago
  • $152.37k - $186.23k

     ...Reinsurance to join our team in Newport Beach, CA, Omaha, NE, or Charlotte...  ..., partnering with business leaders to help achieve enterprise...  ...a strategic lever used to manage risk, support growth, and enable...  ...approach to each reinsurer relationship. Provide insights to... 
    Senior
    Work at office
    Relocation package
    Flexible hours

    Pacific Life

    Newport Beach, CA
    6 days ago
  • $167.67k - $204.93k

     ...Senior People Business Partner – Newport Beach, CA Senior People Partner – Senior People Business Partner – senior‑level people strategist and thought partner to executives across global teams, accountable for shaping workforce and organizational decisions that drive... 
    Senior

    Pacific Asset Management

    Newport Beach, CA
    1 day ago
  • $36k - $40k

     ...upcoming location at Fashion Island in Newport Beach, CA ! How Do You Fit In? As the...  ...retail stores. Working alongside the Store Manager, store supervisors, and a team of...  ...goals and meet timelines to drive the business forward. This position will report to... 
    Hourly pay
    Part time
    Work experience placement
    Immediate start
    Flexible hours
    Afternoon shift

    Fablic

    Newport Beach, CA
    more than 2 months ago
  • $167.67k - $204.24k

     ...Actuary to join our Life Profitability Management Team. This role is on-site 4 days per...  ...and work from home 1 day per week in Newport Beach, CA, Omaha, NE, or Charlotte, NC. If you...  ...remediation strategies around different business segments How you’ll help move us... 
    Senior
    Work from home
    Relocation package
    Flexible hours
    1 day per week

    Pacific Life

    Newport Beach, CA
    20 days ago
  • $152.37k - $186.23k

     ...week and work from home 1 day per week in Newport Beach, CA, Omaha, NE, or Charlotte, NC. If...  ...important initiatives for our life insurance business. You will work closely and...  ...Pricing and Product Development, Risk Management, Modeling and Sales within the Consumer... 
    Senior
    Work at office
    Work from home
    Relocation package
    Flexible hours
    1 day per week

    Pacific Life

    Newport Beach, CA
    20 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Business Banking Sr Relationship Manager (Newport Beach). Be the first to apply!