Sr. Relationship Manager
$130k - $210kJobot
Sr. Relationship Manager need for well-established California bank that has been in operation for over 100 years Salary: $130,000 - $210,000 per year Why join us? Strong benefits (M,D,V, and 401k) Multiple Metric bonuses Profit sharing contribution Flexible work environment Annual Bonus Job Details Essential Duties Build and manage a portfolio of commercial and/or CRE clients through business development, relationship cultivation, and cross-selling financial solutions Generate and manage a pipeline of commercial real estate loans Support client retention and sales initiatives by delivering exceptional service Actively solicit new deposit and loan relationships via networking, community involvement, cross-selling and business development activities Establish and maintain an excellent rapport with key branch customers, including those with complex financing and depository requirements by making monthly retention calls on selected deposit customers Provide detail explanations of different types of loans and credit options available to customers by analyzing applicants’ financial information, credit worthiness, and property to determine feasibility of granting loans Call on existing clients to review portfolios, evaluate current financial conditions, and make recommendations as needed Recommend loan approval or decline to credit administration or submit to credit analyst for verification and/or recommendation Ensure compliance with bank policy, regulatory requirements and credit worthiness by reviewing and update all credit loan files and loan agreements with current financial information to ensure that they are complete an accurate according to policy Actively manage a credit portfolio to ensure compliance with Bank, regulatory and credit requirements by reviewing and update all credit loan files and loan agreements to ensure that they are complete an accurate according to policy. Bachelor’s degree in Business, Accounting, Finance or related discipline is preferred but not required A minimum of 10 -15 years of experience in field or related area with strong emphasis on customer service, sales and credit portfolio management Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy #J-18808-Ljbffr Jobot
$189.29k - $331.2k
About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern... ..., experience, and NT resources to identify opportunities for relationship enhancement4. Focused client service with responsiveness,...SeniorFull timeWork experience placementH1bWorldwideFlexible hours$140k - $235k
...opportunities to learn, grow, and make an impact. Join us!Bank of America’s Transformative Healthcare segment is seeking a Senior Relationship Manager to join our team in Southern California. The Transformative Healthcare Group focuses on the middle‑market healthcare...SeniorFull timeWork experience placementWork at officeLocal areaFlexible hoursShift workDay shift$100k - $110k
...delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits... ...tailored approach to insurance and risk management. The Sr. Client Relationship Manager (Sr. CRM), Employee Benefits, is the primary relationship...SeniorFull time- ...strategic enterprise customer. The Senior Enterprise Customer Success Manager holds end-to-end accountability for customer success strategy,... ..., partners, and athletes, managing ongoing communication and relationship coordinationLead intake of customer, partner, and athlete...SeniorFull timeTemporary workPart timeWork experience placementWork at officeLocal areaFlexible hours
$150k - $200k
...and contribute to our growing practice. This role will involve managing a diverse caseload, working closely with clients, and playing... ...relevant laws, regulations, and legal articles. 7. Develop relationships with clients, providing them with regular updates and...SeniorPermanent employmentLocal area$143k - $196k
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...Title: Customer Success Manager, Enterprise Location: Remote- US Clari + Salesloft are building the next era of enterprise revenue... ...you will also have the opportunity to build long-term, trusted relationships with key executives and influencers. You will own, drive, and...SeniorRemote work$200k - $300k
...Job Description Job Description The Role: We are looking for a stellar Client Relationship Sr. Manager/Director experienced in High-Net-Worth investment sales management with a successful and verifiable track record. This role will report to partners and will...SeniorFull timeLocal area$140k - $235k
...or trusted advisor; acquire, deepen, and maintain profitable relationships; collaborate with teammates; facilitate client relationships with... ...opportunities and increase overall client satisfaction. Manage an extensive portfolio of complex clients and prospects with annual...SeniorLocal areaDay shift$140k - $235k
...and make an impact. Transformative Healthcare Group Bank of America's Transformative Healthcare segment is seeking a Senior Relationship Manager to join our team in Southern California. The Transformative Healthcare Group focuses on the middle-market healthcare industry...SeniorWork experience placementWork at officeLocal areaFlexible hoursShift workDay shift$122.54k - $208.72k
RELATIONSHIP MANAGER SENIOR CBWHAT IS THE OPPORTUNITY?Develops and manages relationships with commercial clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves...SeniorRemote work$160k - $210k
...revenue objectives and strengthen presence in direct sales channel. Manage and pursue complex accounts and prospective customers.... ...account strategies to ensure selling success.Develop and manage relationships with prospects and new customers. Actively create partnership...SeniorFull time$151.02k - $177.67k
...importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Senior Commercial Relationship Manager , you’ll drive growth by building meaningful partnerships with complex commercial clients. You’ll play a key role in...SeniorFull timeLocal area- Citigroup Inc. is seeking a Wealth Relationship Manager in Fountain Valley, California. This seasoned professional position involves building strong relationships with affluent clients and providing personalized financial planning solutions. The ideal candidate will have...Senior
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...Area/Northern CaliforniaCustomer Success - Customer Success Management /Full Time /HybridRestaurant365 is a SaaS company disrupting... ...Customer Success Manager, you will manage the long-term customer relationship by becoming a trusted advisor to some of our most strategic...SeniorFull timeWork at office- ...Caldwell (BC) is excited to offer a fantastic Senior Client Services Manager/Project Manager opportunity to drive our sales strategy for... ...requires consistent success in expanding long-term client relationships, leading high-performing Client Service Teams (CSTs), shaping...SeniorFull timeTemporary workShift work
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$8k
...act as a resource for all things government sales, providing long-range strategic planning for growth of major accounts, managing C-level relationships, and providing industry-specific knowledge. You’ll also provide competitive intelligence, position Verizon...SeniorFull timeContract workTemporary workPart timeWork experience placementLocal areaShift work- UMB's Corporate Trust team is seeking a Relationship Manager III to serve as the main point of contact for large trustee clients. The role involves overseeing day-to-day administration, billing for fees, and coordinating with legal and compliance to ensure accurate and...Senior
- Farmers and Merchants Bank of Long Beach in Newport Beach, CA is seeking a Relationship Manager 2 focused on Commercial Real Estate (CRE) lending. You will drive growth by sourcing new CRE opportunities and building durable client relationships across the portfolio. This...Senior
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...Center Drive, Newport Beach CaliforniaJob SummaryThe Senior Relationship Manager serves as the Trusted Advisor for clients and prospects who are... ...commercial real estate owners, investors and developers. Sr Relationship Managers provide comprehensive financial advice...SeniorPermanent employmentFull timeInterim roleWork at officeFlexible hoursNight shift- A leading banking institution in California seeks a Relationship Manager for Business Banking to develop and manage client relationships, driving sales and delivering tailored financial solutions. Candidates must have extensive banking and lending experience, strong interpersonal...Senior
$130k - $210k
Jobot is seeking a Sr. Relationship Manager for a well-established California bank operating for over 100 years. The role is in Costa Mesa, CA, with a hybrid work model and a permanent status. Salary is $130,000 - $210,000 per year, with compensation based on experience...SeniorPermanent employment- BMO Financial Group is looking for a Relationship Manager in Newport Beach, California. This role involves managing a portfolio of commercial clients, structuring complex lending solutions, and ensuring exceptional client service. The ideal candidate should have over 7...Senior
- Citi is seeking a Wealth Relationship Manager in Fountain Valley, California. In this role, you'll manage affluent clients, offering tailored financial solutions based on your strong analytical and financial skills. You'll work closely with product specialists and ensure...Senior
- Jobot is seeking a Sr. Relationship Manager in California to build and manage a portfolio of commercial and CRE clients. The role emphasizes business development, relationship cultivation, and cross-selling financial solutions, with responsibilities spanning loan pipelines...SeniorFlexible hours
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