Relationship Manager
FSSI
Relationship ManagerFSSI has been a trusted leader in document outsourcing and communication solutions for over 45 years. We serve a wide range of Fortune 500 companies in the financial, banking, insurance and billing industries across the U.S. We're looking for a Relationship Manager to join our Business Development team in Santa Ana, CA. In this role, you'll strengthen client partnerships, drive revenue growth, and help expand our footprint across key markets. If you're energized by cultivating long-term client relationships, motivated by uncovering growth opportunities, and have experience working with Credit Union clients —we'd love to hear from you.Why You'll Love This Role:You'll drive impact by managing key client relationships and identifying ways to grow our partnerships through meaningful, strategic conversations.You'll own your portfolio —working closely with the Chief Revenue Officer, you'll be empowered to lead client retention, expansion, and development efforts.Your insights matter —you'll help shape how we grow, bringing real-time market feedback and your ideas to the table.Hybrid schedule available, giving you a balance of collaboration and autonomy. Will work onsite at least 3 days a week during an initial training period of no less than 90 days.Your Essential Duties:Act as a strategic partner to a portfolio of clients, ensuring exceptional service, retention, and profitable growth.Increase revenue by seeking out new business opportunities with current and prospective clients.Build and maintain a robust pipeline of Credit Union and related industry prospects through outreach, networking, and referrals.Develop and present pricing proposals and RFP responses tailored to each client's needs.Represent FSSI at trade shows and industry events, especially those tied to the Credit Union space.Collaborate with internal teams—Client Services, Marketing, Technical, and Leadership—to deliver seamless onboarding and support for new work.Maintain all contact activity in our CRM system and contribute to monthly reporting and forecasting.Travel to meet with clients and prospects as needed, with regular portfolio reviews and annual account planning.Attend client conferences and FSSI meetings on a monthly, quarterly and annual basis.Serve as an escalation point for resolving client concerns and championing improvements.
$70.5k - $73k
...Position Information Position Title Employer Engagement Manager Position Type Regular Job Number SA917... ...) is responsible for developing and maintaining effective relationships with local, regional, national, and global employers to...SuggestedFull timePart timeInternshipWork at officeLocal areaFlexible hoursNight shiftWeekend workAfternoon shiftEarly shiftChapman University
Orange, CA3 days ago$74.98k - $89.99k
...Roman Catholic community of Orange County, helping to sustain and enhance the faith life of all those it serves. Position Title Relationship Manager FLSA Status: Exempt (Full-Time) Reports to : Chief Relationship Officer About Us The Orange Catholic Foundation (OCF) serves...SuggestedFull timeCasual workLocal areaMonday to FridayNight shiftAfternoon shift$23 - $26 per hour
...Client Relationship Manager This role is in-office, Monday - Friday, 8:30 AM to 5:00 PM in Costa Mesa, CA. We are on the lookout for highly motivated individuals with a background in sales or customer service, coupled with excellent communication and project management...SuggestedHourly payWork at officeLocal areaRelocationMonday to FridayShift workZero Impact Energy Group
Santa Ana, CA3 days ago- ...with advanced technology to modernize the property valuation process. Job Summary Valligent is looking for a Client Relationship Manager to help strengthen relationships with existing clients, support new client on boarding, and identify opportunities to better...Suggested
Veros Software
Santa Ana, CA5 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...SuggestedHourly payMinimum wageFull timeTemporary workPart timeLocal areaFlexible hoursShift workAfternoon shiftBanfield
Tustin, CA2 days ago$8k
...doing... With your sales experience, ability to efficiently manage your time, excellent customer relations skills, and excitement... .... ~ Proactively establishing, building and maintaining relationships with key decision makers. ~ Effectively presenting and creating...Permanent employmentFull timeTemporary workPart timeWork experience placementImmediate startShift workVerizon
Garden Grove, CA2 days ago$50k
...Overview Solairus Aviation is currently searching for a Full-Time Client Aviation Manager (CAM) to lead a flight departmentat theICAOairport.The ideal candidate will need to be a team player while seeking excellence in every aspect of their performance.Join a hardworking...Full timeFor contractorsRelocationSolairus Aviation, Inc.
Santa Ana, CA3 days ago$23 - $26 per hour
...motivated individuals with a background in sales or customer service, coupled with excellent communication and project management skills. As a Client Relationship Manager, your primary responsibility will be to communicate updates and expectations to clients. Collaborating...Hourly payWork at officeLocal areaRelocationMonday to FridayShift work$16.93 - $21.63 per hour
...prescriptions, sell retail items, and schedule future appointments. Manage finances: maintain balances and perform opening/closing... ...Qualifications & Competencies Leadership, Customer Focus, Peer Relationships, Integrity & Trust, Action Oriented, Listening. Functional: Preventative...Hourly payMinimum wageFull timeTemporary workFlexible hoursAfternoon shift$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 areaBanner Bank
Irvine, CA3 days ago$140k - $180k
...Job Type Full-time Description JOB SUMMARY: The Relationship Manager role requires strong portfolio management and business development skills and a desire to provide comprehensive banking solutions to commercial real estate investor clients including...Full timeWork experience placementBank staffWork at officeLocal areaBank of Southern CA
Irvine, CA4 days ago$75k - $130k
...As a Relationship Manager, you will play a pivotal role in expanding our treasury management business by acquiring new clients, fostering deposit growth, and cultivating strong client relationships. Your focus will be integral to the success of our Commercial Banking...Local areaServbank
Newport Beach, CA2 days ago- ...Relationship ManagerJoin Our Team, Shape Your FutureAt New Omni Bank, we believe in the power of talent and innovation to drive success.... ...Status: Full Time/ExemptLocation/Branch: Irvine, CAA Relationship Manager is responsible for developing, maintaining, and growing...Full timeWork at office
New Omni Bank
Irvine, CA19 hours ago $80k - $120k
...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...Full timeWork at officeLocal areaRelocationOverseasFlexible hours- Sales Development & Account Management - Remote Opportunity within Orange County Ready to grow your career, make an impact, and join... ...emails, and networking. Build Partnerships: Develop lasting relationships with healthcare and construction partners. Lead the Process:...Remote workWork from home
$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...Remote workCity National Bank
Irvine, CA5 days ago- The Dealer Success Manager is responsible for developing, supporting, and growing the company's dealer and distribution network of ACT products. This role acts as the primary relationship manager for dealers, ensuring strong operational performance, customer satisfaction...Work at office
- ...Wholesale Junior Relationship ManagerAmerican Heritage Lending, LLC, established in 2008, is a company dedicated to providing a caring experience... ...across the nation. Position Overview: The Junior Relationship Manager (Non-QM Wholesaler) will have a great personality, be a team...Work at officeRemote work
American Heritage Lending Inc
Irvine, CA19 hours ago $200k - $250k
...our deep experience and strong financial foundation, so we’re a partner you can trust. What You’ll Do As an SVP Senior Relationship Manager, Team Lead, you will be responsible for building out the commercial middle market portfolio, soliciting and closing new,...Work experience placementLocal areaCustomers Bank
Irvine, CA9 hours ago$157k - $354k
...exceptional engineering, environmental consulting, and construction management services, with a focus on innovation and sustainability.... ...central to Kennedy Jenks’ growth strategy, combining client relationship leadership, market development, team building, strategic...Work at officeLocal areaWork from home2 days per weekKennedyjenks
Irvine, CA1 day ago- ...systems and hardware to computer networks, application development, managed solutions and more. And we're 100% passionate with designing,... ..., responsible for retaining, growing, and expanding customer relationships through strategic account development, cross-selling,...Daily paidFull timeTemporary workSummer workWork at office
ConvergeOne
Irvine, CA3 days ago $71k - $140k
...integrity. East West Bank gives people the confidence to reach further. Overview Being the next generation Business Relationship Manager at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech...Local areaUnavailable
Irvine, CA4 days ago- ...Summary The Commercial Relationship Manager is responsible for cultivating relationships with potential members that translate into new business while maintaining and growing existing relationships with business members. Connects members to community resources that...
CommunityAmerica Credit Union
Irvine, CA5 days ago $131.2k - $199.9k
...into decisions and processes they can trust at scale. In this senior enterprise software sales role, you will develop client relationships in both new and existing buying centers. Success in this role is defined by how you think, listen, and lead. Our top performers...Remote workPegasystems
Anaheim, CA5 days ago$28.88 - $29.5 per hour
...Irvine, California On-site The Client Services Supervisor will manage multiple reception and mailroom sites (Business Service... ...preferred. Minimum of 3+ years of experience in high level relationship building and operational management. Previous management/supervisor...Full timeTemporary workPart timeWork at officeLocal areaImmediate startSPS North America Inc
Irvine, CA2 days ago- ...service is the foundation of our business. The Client Services Supervisor (California) will drive day-to-day operations, proactively manage client requests and issues on cases and litigation matters while inspiring their team members to work together to exceed our...Temporary workFor subcontractorSummer workLocal areaRemote work
Veritext
Costa Mesa, CA2 days 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 strategic...Remote work$71k - $130k
...to 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 internal...- ...disability, pregnancy status, sexual orientation, genetic information or veteran status. Summary We are hiring a Commercial Relationship Manager for our Real Estate division. This role offers you the autonomy to do your job, build long-term relationships with clients,...Work at office
- Quantum Electronic Payments LLC is seeking an experienced Relationship Manager to support and grow our ISO and Agent Partner Channel, serving as the primary contact for a diverse portfolio. You will drive portfolio growth, guide underwriting and risk discussions, and enable...
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