Business Banking Sr Relationship Manager (Newport Beach)
$140k - $185kBank 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
$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...SuggestedFull timeLocal areaFlexible hours- ...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
$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 -...SeniorFull timePart timeWork at officeFlexible hoursDay shift- ...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,...SeniorFull timePart timeWork at officeFlexible hours
$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...SeniorFull timePart timeWork experience placementWork at officeLocal areaDay shift$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 timePart timeWork from homeHome officeFlexible hoursShift work$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 timePart timeWork at officeFlexible hours$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 timePart timeWork at officeFlexible hours$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...SeniorFull timePart timeWork experience placementH1bLocal areaWorldwideFlexible hours- ...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,...SeniorPermanent employmentFull timeContract workTemporary work
- ...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...SeniorWork experience placementWork at officeLocal areaShift workDay shift
$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 timePart timeRemote workFlexible hours$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...SeniorFull timePart timeFlexible hours$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...SeniorFull timePart timeFlexible hours$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...SeniorFull timePart timeWork experience placementWork at officeFlexible hours$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...SeniorWork at officeLocal areaRelocationRelocation packageFlexible hours$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...SeniorFull timePart timeWorldwide- ...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...SeniorWork experience placementWork at officeLocal areaShift workDay shift
$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...SeniorFull timePart timeWork at officeFlexible hours$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...SeniorFull timePart time$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 timePart time$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$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 payTemporary workTraineeship- 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...SeniorWork experience placement
$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-...SeniorWork from homeRelocation packageFlexible hours1 day per week$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...SeniorWork at officeRelocation packageFlexible hours$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$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 payPart timeWork experience placementImmediate startFlexible hoursAfternoon shift$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...SeniorWork from homeRelocation packageFlexible hours1 day per week$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...SeniorWork at officeWork from homeRelocation packageFlexible hours1 day per week
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