Relationship Manager
$127k - $154kCalPrivate Bank
Develops and manages a portfolio of Bank clients in market area. Determines customer’s banking needs and designs product and service portfolio for client. Performs to standards that meet or exceed the Bank’s objectives and fulfills the expectations of all internal and external customers. Represents the Bank in a professional courteous manner at all times. Senior Relationship Manager responsible for developing and managing more complex banking relationships. ESSENTIAL DUTIES and RESPONSIBILITIES Develops and manages a portfolio of clients ranging from credits to deposit only relationships. Grows revenue by successfully prospecting for new business and retaining and expanding existing client relationships. Provides financial advice to clients and identifies and sells appropriate bank products and services as needed. Builds strong relationships with referral sources, centers of influence, etc. Works with business development staff, lenders and underwriters to structure loans. Responds to client inquires in professional and knowledgeable manner. Perform other duties as assigned or needed. BANK SECRECY ACT REQUIREMENTS This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank’s BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program. KNOWLEDGE, SKILLS and ABILITIES REQUIRED (MINIMUM QUALIFICATIONS) Minimum five years of banking experience including business development and relationship management skills. Knowledge of Bank policies and procedures and regulatory compliance. Ability to effectively sell bank products and services. Possesses credibility and professionalism when working clients. Ability to close business. Customer Focus Technical Skills Problem Solving Judgment Team Work Composure Strong Verbal and Written Communication Skills Quality and Accuracy of Work PHYSICAL DEMANDS Regularly required to talk or listen Frequently required to use hands and fingers to handle or feel, reach with hands or arms. Required to sit for long periods of time Occasionally required to stand and walk Occasionally required to lift up to 25 pounds Specific vision abilities required by this position include close vision and the ability to focus. Employee may be required to travel occasionally between banking offices Salary Range: $127,000.00 To $154,000.00 Our Career Benefits & Team Member Commitments Our mission is driven through Relationships,Solutions and Trust. This is built by our incredible Team Members.Learn about our benefits and our mission to provide a DistinctlyDifferent ™ banking experience. #J-18808-Ljbffr
$200k
...membership organizations, or owner-operators who have directly managed high-value client experiences from start to finish. This is a... ...suggesting subsequent steps. Overseeing 20+ concurrent family relationships across varying stages of the enrollment funnel, with transparent...SuggestedFull timeFor contractorsLive inRemote workRelocationVisa sponsorshipRelocation package- ...A community-focused bank in California is seeking a Senior Relationship Manager to develop and manage complex banking relationships. The ideal candidate will have a minimum of five years of banking experience and proven skills in business development and relationship...Suggested
$73.5k - $212.28k
...and compliance focus on maintaining regulatory compliance and managing risks for clients, providing advice, and solutions. They help... .... The Opportunity As part of the Joint Business Relationships (JBR) Independence team within Risk & Independence, you will...SuggestedFull timeH1b- ...meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Client Relationship Manager (CRM), you play an essential and impactful leadership role that informs the daily operation and success of the local branch....SuggestedLocal area
- ...At Gallagher, we’re united by a commitment to service, growth, and excellence. As a Senior Client Manager, you’ll play a key role in building strong client relationships, managing accounts, and mentoring team members. This is your chance to join a team that values collaboration...SuggestedFull timeLive outWork at officeLocal areaFlexible hours
- ...meet their business goals is at the heart of the Client Success Manager role. We do this by understanding and facilitating a client’s... ...the ground running. Through intentional strategy and nurtured relationships, client retention and continued growth is always a priority....Work at officeLocal areaWork from home2 days per week
$140k - $210k
...resilient water supplies for the world. Develops significant relationships with new and existing clients and has responsibility for client... ...with clients Supports firm's relationships with client management personnel Responsible for identifying and directs sub-consultants...Local areaFlexible hours- ...as the impact we're having on our clients and communities. Job Description Duties and Responsibilities: Client Relationship Management & Strategy Serve as the lead point of contact and trusted advisor for a portfolio of complex, often multi-location...Flexible hours
$60k - $128k
...Summary The Client Manager II applies experience and critical thinking skills to anticipate client needs. The Client Manager II... ...Establish and consistently maintain effective and positive working relationships with internal associates and clients. Education and/or...Minimum wageWork experience placementWork at officeNight shiftAfternoon shift- ...Overview At Gallagher, we’re looking for a Senior Client Service Manager to join our Commercial team. In this role, you’ll lead efforts... ...with senior leaders, clients, and colleagues to build strong relationships, solve complex challenges, and ensure every interaction adds...Full timeLive outWork at officeLocal areaFlexible hoursShift work
- ...institution is seeking a dedicated professional for a sales management role in San Diego, California. You will be responsible for managing... ...have 5 to 10 years of experience in business sourcing and relationship management. This position requires strong leadership and...
$83.02k
...information by visiting and logging into the careers section of the system. Job Description: At Regions, the Commercial Relationship Manager I focuses on the delivery of tailored client solutions across a broad range of products and services within a dedicated...Full timeWork at officeFlexible hours- ...daily operations at the La Jolla Shores Hotel. The successful candidate will ensure guest satisfaction through exemplary service, managing a team of front desk clerks, and handling inquiries and complaints effectively. Ideal candidates will have a minimum of an Associates...
$71.5k - $78.5k
...is seeking a proactive, operationally driven Member Engagement Manager to oversee and continue building our Member Engagement... ...highly organized, thrives in fast-paced environments, understands relationship-based healthcare outreach, and can effectively lead both office...Temporary workWork at officeLocal areaRemote workFlexible hours- ...Columbia Banking System is looking for a Commercial Relationship Manager in San Diego, California. This position involves developing, managing, and retaining client relationships with a strong focus on business profitability and solution delivery across financial services...
- ...leading pharmaceutical company in San Diego is seeking a driven Pharmaceutical Sales Representative to promote products and manage customer relationships. The ideal candidate will have a background in sales, a strong customer service orientation, and the ability to thrive...
$93k - $127.9k
...technology, is looking for a highly skilled Senior Engagement Manager to join our team. With a focus on driving client success and expanding... ...and potential Services opportunities Cultivate strong relationships with key decision makers and influencers within customer and prospective...$70k - $85k
...Cochlear Limited is seeking an Engagement Manager for the Greater San Diego Area. This full-time position involves driving sales strategies and establishing professional relationships within the territory. The ideal candidate will have a Bachelor's degree and 2-3 years...Full timeRemote work- ...ensuring excellence at every touchpoint. Inspire and Support Onsite and Remote Teams: Motivate and support a team of agents and managers (on-site and remote) while fostering a culture of accountability, trust, and service. Drive Performance and Efficiency:...Work at officeLocal areaImmediate startRemote workMonday to Friday
$80k - $85k
...and advancing sales through the process. Build lasting relationships with new leads and existing customers, ensuring high engagement... ...deals. Collaborate with internal teams, such as account managers and revenue operations, to ensure both individual and company...Temporary workLocal areaFlexible hours$115.6k - $192.7k
...Oncology Sales Education and Development Manager United States San Diego, CA, United States We are seeking a proactive, highly organized... ...company policies and includes all mandatory topics Oversee relationships with sales education vendors, identifying and onboarding new...Work at officeLocal areaRemote work- ...move from reactive support to proactive, automated experience management: seeing issues, diagnosing root causes, fixing problems at... ...you will own Nexthink's most important and complex enterprise relationships. This is not a traditional account management role. You are the...Work at officeImmediate startRemote workWorldwideFlexible hours
$122.4k - $228k
...energetic collaborators experienced in sales and in maintaining relationships. Continued growth of the team provides a unique opportunity... ...growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous...Contract workPart timeWork experience placementLocal areaShift work- ...Ultradent Products, Inc. is looking for a Sales Account Manager in South San Diego. In this role, you will drive sales in a dynamic environment while building strong relationships with dental professionals. You will need a strong prospecting and closing skillset to meet...
$40k - $45k
...prospecting and driving new business. The role will involve account management (both new and existing client base) for the accounts/leads... ...in this industry to develop strong industry knowledge and relationships; and in time to come be recognized for your industry...Base plus commissionImmediate startWeekend workAfternoon shift$70k - $110k
...Viridian Staffing ( is the Original Talent Acquisition & Talent Management Firm solely dedicated to organizations in and supporting the... ...skills, along with your ability to build lasting relationships with customers. You'll have the opportunity to utilize your expert...Work at officeLocal area$60k - $90k
...Export, Distribution & Warehousing, Trucking, Cargo Insurance, and Customs Brokerage. Meet monthly revenue quotas given by Sales management (based off monthly salary). Collaborate with CRM Specialists to create sales presence in local market. Maintain...Work at officeLocal areaRelocationOverseasFlexible hours- ...focus on sales execution with speed and efficiency from lead management through successful deal closure by Driving pipeline building... ...up GNSS product knowledge Build strong working relationships with prospect stakeholders (across both technical and business...Immediate startRemote work
$70k - $90k
...quarterly goals are met. Responsibilities: Territory management: travel to visit current and potential customers; develop and... ...to grow profitable sales Develop and maintain effective relationships with multiple internal and external customers Achieve year...Permanent employmentFull timeWork at officeRemote work$90k - $175k
...About the RoleThe HOA Relationship Manager at Columbia Bank is a senior-level, revenue-generating role at the heart of our Community Association Banking strategy. This position is primarily focused on business development — you will be responsible for identifying, cultivating...
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