Sr. Relationship Manager - Global Commercial Banking/Middle Market (So. California - Newport Beach/San Diego, CA) (Newport Beach)
$140k - $235kBank of America
Job Description:At 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 Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary point of contact or 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 in order to identify cross-selling opportunities and increase overall client satisfaction.Position may be filled in Newport Beach or San Diego.Responsibilities:Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion 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 domestic and international 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 in order 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 neededSkills:Client ManagementClient Solutions AdvisoryProspectingRelationship BuildingRisk ManagementFinancial AnalysisLeadership DevelopmentProject ManagementReferral IdentificationSales Performance ManagementBusiness DevelopmentClient Experience BrandingContinuous ImprovementData and Trend AnalysisPipeline ManagementUndergraduate degree desired: Majors in business, finance or economics preferred. MBA desirableRequired Skills Must have a minimum of 8 years’ experience in Commercial Banking or Transaction Banking.Demonstrates ability to successfully manage a portfolio of Non-Bank Financial Institutions (NBFI) clients.Proven track record of prospecting, originating, and onboarding new NBFI clients.Professional proven sales skills and experience, including planning, execution and follow up of client meetings.Strong corporate finance, capital markets and accounting acumen.Financial modeling experience and the completion of a formal credit training is required.Outstanding oral and written communication skills.Demonstrated leadership ability.Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems.Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & 63 license within 180 days of start date)Desired skills:Existing knowledge of the market preferred.Active networking contacts and Centers of Influence established in the market.Active member/participation in local community organizations.Minimum Education Requirements:Undergraduate degree or equivalent work experience desired: Majors in business, finance or economics preferred. MBA desirable.The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDICShift:1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsUS - CA - Newport Beach - 520 Newport Center Dr - Newport Beach 520 Ncd (CA6814), US - CA - San Diego - 701 B ST (CA0816)Pay and benefits informationPay range$140,000.00 - $235,000.00 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 Beach; San DiegoType: Full time
- ...At Bank of America, we are guided... ...solutions to complex Global Commercial Banking clients... ...maintaining profitable relationships, collaborating... ...be filled in Newport Beach or San Diego. Responsibilities : Manages an extensive... ...practices and broader market and industry...SeniorWork experience placementWork at officeLocal areaShift workDay shift
$140k - $235k
...Job Description:About us:At Bank of America, we are guided... ...to build foundational commercial banking sales and credit skills... ...transition into a Senior Relationship Manager role upon completion of... ...Transparency detailsUS - CA - Newport Beach - 520 Newport Center Dr -...SuggestedFull timePart timeWork experience placementWork at officeLocal areaFlexible hoursShift workDay shift$189.5k - $234.2k
...Description:At Bank of America,... ...“BABC”), the market leading provider... ...corporate, middle market and... ...referral network of relationship managers and credit... ...Banking, Global Commercial Banking, Global... ...detailsUS - CA - Newport Beach - 520 Newport... ...), US - CA - San Diego - 701 B ST (CA...SeniorFull timePart timeWork at officeFlexible hoursDay shift- ...Workplace Advisory Solutions, Relationship Manager - Vice President, Newport Beach, CA Your Impact Are you... ...investment management, banking and comprehensive... ...benefits/compensation, marketing/sales, relationship management... ...1869, we are a leading global investment banking,...Suggested
$140k - $185k
...complex Business Banking clients and... ...maintaining profitable relationships, collaborating... ...:Manages an extensive portfolio... ...with local market stakeholders... ...experience in commercial lending, business... ...banking or middle market sectorExperience... ...detailsUS - CA - Newport Beach - 520 Newport...SeniorFull timePart timeWork at officeLocal areaDay shift$140k - $170k
...Commercial Banking Business Development Officer... ...Location: Newport Beach, CA Who We Are... ...Genesis Bank is a California commercial... ..., and San Bernardino counties... ...as treasury management services and... ...Develops bank relationships with small to... ...referring to cross-marketing opportunities...Full timeLocal areaFlexible hours$189.29k - $331.2k
...About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (... ...and complexity within their market.2. Develops, recommends,... ...working with. SummaryLocation: Newport Beach, CAType: Full time...SeniorFull timePart timeWork experience placementH1bLocal areaWorldwideFlexible hours$180k - $240k
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...We are a leading global asset management firm with over 3,000 employees across 20 offices in 15... ...relevant experience, internal level, and market factors. The discretionary bonus is... ....SummaryLocation: Austin, TX USA; Newport Beach, CA USA; New York, NY USAType: Full time...Full timePart time$205k - $240k
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...PIMCO is a global leader in active fixed... ...public and private markets. We invest our... ...capital base and deep relationships with issuers have... ...an account manager for the U.S. Financial... ...Insurance and Bank Account Management... ...SummaryLocation: Newport Beach, CA USA; New York, NY...Full timePart timeWork at officeFlexible hours$36k - $40k
...location at Fashion Island in Newport Beach, CA ! How Do You Fit In? As... ...Working alongside the Store Manager, store supervisors, and a... ...TechStyleOS is the globally integrated Operations and Services... ...predictive analytics to data-driven marketing and attribution, our unique...Hourly payPart timeWork experience placementImmediate startFlexible hoursAfternoon shift- ...Senior Database Admin Newport Beach, CA | Austin, Tx On-site Contract-to-Hire Client Note: This is primarily a database administration role focused on performance tuning and optimization in snowflake Key Responsibilities - Architect and operate a cloud-native...SeniorPermanent employmentFull timeContract workTemporary work
- ...Spring, Git, Python, Maven, Micro-Services Architecture) in Newport Beach, CA Agile, core java, Java Data Structures, JDBC, Maven, Micro-... ...Architecture, Python, Restful services, Spring Frameworks Location: California Job Function: Software Engineering - Java Date Of Job...SeniorWork experience placement
$265k - $305k
...PIMCO is a global leader in active fixed... ...and private markets. We invest our clients... ...base and deep relationships with issuers... ...and Global Wealth Management. The role also includes... ...thoughtful, commercially focused... ...SummaryLocation: Newport Beach, CA USA; New York, NY...SeniorFull timePart timeFlexible hours$265k - $360k
...PIMCO is a global leader in active fixed... ...public and private markets. We invest our... ...capital base and deep relationships with issuers have... ..., and actively manage private corporate... ...with advisors, banks, legal counsels,... ...New York, NY USA; Newport Beach, CA USAType: Full time...SeniorFull timePart timeFlexible hours$180k - $250k
...independent global investment firms... ...investment management capabilities,... ...portfolios of commercial real estate... ...(s), capital markets team, lenders... ...Century City, California.25% travel#MTIVZThe... ...stronger relationships, collaborate... ...: Newport Beach, CaliforniaType...SeniorFull timePart timeWork experience placementWork at officeFlexible hours$168k - $240k
...We are a leading global asset management firm with over 3,000 employees across 20 offices in 15... ...Investment Accounting / Positions team in Newport Beach, CA. This team focuses on developing... ...experience, internal level, and market factors. The discretionary bonus is...SeniorFull timePart timeWorldwide$175k - $240k
...We are a leading global asset management firm with over 3,000 employees across 20 offices in 15... ...relevant experience, internal level, and market factors. The discretionary bonus is... ...may take up to two business days.SummaryLocation: Newport Beach, CA USAType: Full time...SeniorFull timePart time$205k - $240k
...PIMCO is a global leader in active fixed income... ...across public and private markets. We invest our... ...capital base and deep relationships with issuers have helped... ...the U.S. Global Wealth Management (GWM) team. This role... ....SummaryLocation: Newport Beach, CA USA; Remote, USAType:...Full timePart timeRemote workFlexible hours- ...future – including your own.We’re actively seeking a talented Senior Compliance Analyst to join our Distribution & Marketing Compliance Team in Newport Beach, CA.As a Senior Compliance Analyst you’ll move Pacific Life, and your career, forward by supporting the Consumer...SeniorFull timePart timeWork at officeFlexible hours
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$68.64k
...TEKsystems and TEKsystems Global Services We’re a... ...fundamentals, customer relationship management, and territory... ...coaching to talent around market‑trends, labor rates,... .... City and County of San Francisco : Qualified... ...Chance Ordinance and the California Fair Chance Act City...Hourly payTemporary workTraineeship$23 per hour
...stellar Client Relationship Sr.Manager/Director... ...to commercial and enterprise... ...financial, banking, insurance... ...Orange County, California (Irvine/Anaheim... ...Full-time Middle Market Banking... ...Location: Newport Beach, California... ...Costa Mesa, CA.We are on the... ...career.Our global network is...Hourly payPermanent employmentFull timeWork at officeWork from homeMonday to Friday- ...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 analyze financial... ...solutions. You will lead client relationships, assess cash flow, and mentor peers...Senior
$250k - $300k
...family offices across California and Hawaii. As we... ..., building client relationships, and showing up in... .... Our Laguna Beach office will be relocating to Newport Beach at the end... ...attorneys, wealth managers, financial advisors... ...recognized leader in your market · You want...SeniorWork at officeLocal areaRelocationRelocation packageFlexible hours$115k - $140k
...Careers We Are Hiring • Marketing Team CRM Marketing Manager Reports to the Vice President of Marketing Full-Time • Exempt Newport Beach, CA $115,000 - $140,000 Since 1995, Go... ...Corporate Office in Newport Beach, California, and reports to the Vice...Hourly payFull timeTemporary workWork at officeLocal area
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