Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Business Relationship Manager

$93k - $145k

Tri Counties Bank

Business Relationship Manager I And II

Come join a company you can be proud to represent.

The hiring range for this opportunity is $93,000 to $145,000 annual salary along with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience.

Position Summary - Business Relationship Manager I And II

Proactively identifies business prospects through business development efforts and collaboration with various business groups; working closely with Commercial Banking, Treasury Management and Retail Banking to acquire and expand business relationships. Presents a variety of business lending and deposit solutions to meet client needs through profiling and understanding business & industry trends. Using business financial experience, is the primary sales contact for the small business market segment, to maximize small business growth through a proactive service and solutions approach. Responsible for overall relationship profitability.

Major Responsibilities - Business Relationship Manager I

  • Manages and cultivates relationships with business clients, assists them with their financial needs, and promotes banks products and services.
  • Acquires new business through targeted marketing efforts and proactive outreach and by expanding and nurturing existing client relationships.
  • Represents the Bank in the community for the purpose of generating additional business and identifying potential CRA opportunities for the bank.
  • Understands the local market and proactively develops relationships with centers of influence and internal and external networks and referral sources to ensure ongoing growth.
  • Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
  • Delivers exceptional customer service and instils confidence in customers by listening attentively and asking insightful questions to understand the customers' needs and preferences and takes prompt actions to address immediate needs.
  • Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements.
  • Ensures all requests are processed accurately and timely. Collaborates with internal and external partners to ensure seamless service delivery and to provide a high-quality customer service experience.

Major Responsibilities - Business Relationship Manager II

  • Discusses and promotes all Bank products and services to establish complete client relationship and collaborates with business partners, bringing in product specialists to help problem solve or structure a transaction.
  • Learns and understands the key components of the client's industry, business and personal goals to effectively make recommendations of the bank's products and services that would meet the client's needs.
  • Collaborates with internal teams, such as credit underwriters, analysts, and customer loan servicing officers to deliver comprehensive banking solutions to clients in a timely manner.
  • Attends networking and community events to build a strong professional network and represent the bank for the purpose of brand recognition, generating additional business, and identifying potential CRA opportunities for the bank.
  • Evaluates client's financial health and risk profiles to determine creditworthiness and suitability for different banking products and services.
  • Stays informed about market trends, industry insights, and regulatory changes to proactively identify opportunities for clients and for the bank.
  • Understands the local market and proactively develops relationships with centers of influence, and internal and external networks and referral sources to ensure ongoing growth.
  • Monitors portfolio for quality, risk, and adherence to policy. Works closely with portfolio managers, Management, and Credit Administration, to ensure sound portfolio management, client introductions, and timely resolution of issues.

Education, Experience And Other Skills Preferred - Business Relationship Manager I And II

  • High school diploma or equivalent, required. Bachelor's degree preferred.
  • Proven track record of sales, prospecting new business and enhancing existing relationships.
  • Business RM I: 3 years of relevant experience in related field, preferred; or an equivalent combination of education and experience.
  • Business RM II: 4 years of relevant experience in related field, preferred; or an equivalent combination of education and experience.
  • A strong understanding of financial products and services, as well as proficiency in financial analysis and risk assessment.
  • Exceptional verbal and written communication skills are crucial for building and maintaining relationships with business clients.
  • Excellent organizational skills and the ability to complete a high volume of work with accuracy.

Full job descriptions available upon request

Company Profile

Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability.

Tri Counties Bank is dedicated to providing exceptional service for individuals and businesses throughout California with more than 75 locations, advanced mobile and online banking, and access to approximately 40,000 surcharge-free ATMs nationwide.

As California's Local Bank, Tri Counties Bank prioritizes serving clients with local bankers and local decision-making, backed by corporate philanthropy, community engagement, employee volunteerism and investments. Recognized by various publications as among the Top Workplaces and Best Banks, Tri Counties Bank recruits and retains diverse and talented team members.

Tri Counties Bank is an Affirmative Action and Equal Opportunity Employer, Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/Age/Disability/Veteran.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Business Relationship Manager in Walnut Creek, CA vacancy
  • $97.56k - $119.24k

     ...’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and...  ...excel at—all from Day One.Job DescriptionThe Small Business Relationship Manager NMLS is responsible for delivering excellent customer... 
    Suggested
    Full time
    Work experience placement
    Local area

    US Bank

    Concord, CA
    2 days ago
  •  ...This is an opportunity for a long-term position. We want you to be part of our team! Sharebite is founded on the principle that business can be a force for good! The corporate meal platform pairs its business services with a social impact model, donating a meal to... 
    Suggested
    Shift work
    Day shift

    Employbridge

    Lafayette, CA
    1 day ago
  • $79k - $153k

     ...Wealth Management Team Member Building meaningful client relationships is at the heart of this role. As a key member of the Wealth Management team, this role partners...  ...helps strengthen client relationships, drive business growth, and deliver exceptional service.... 
    Suggested
    Full time

    Fidelity Investments

    Walnut Creek, CA
    20 hours ago
  • $70.3k - $73.98k

     ...Actively deepens existing customer relationships through a structured calling routine and...  ...the Sales Culture. Actively originate business loan requests by gathering loan packages...  ...business depository products, treasury management products, business credit cards, as well... 
    Suggested
    Full time
    Work experience placement

    Westamerica Bank

    Martinez, CA
    4 days ago
  •  ...The Role As a Regional Clinic Success Manager you will drive strategic growth and operational...  ...markets, owning comprehensive partner relationship management and cross‑departmental...  ...coordination between clinical operations and business objectives. Key Responsibilities... 
    Suggested
    Full time

    Enara Health

    Emeryville, CA
    20 hours ago
  •  ...tech leaders, founders, and mission-aligned donors. You will manage a donor portfolio, plan cultivation events across the Bay Area...  ...multi-year opportunities. The ideal candidate has deep Bay Area relationships in the AI safety community, a proven major gifts track record,... 

    AISafety

    Berkeley, CA
    4 days ago
  • $150k

     ...feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop...  ...including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire... 
    Temporary work
    Work at office
    Immediate start

    JP Morgan Chase

    Walnut Creek, CA
    3 days ago
  • $165k - $250k

     ...Jenks is seeking an experienced Client Service Manager in Northern California to strengthen client relationships, support growth, and guide high-quality service...  ...leadership role, you’ll work across client strategy, business development, team leadership, and project... 
    Work at office
    Work from home
    2 days per week

    Kennedy Jenks

    Walnut Creek, CA
    4 days ago
  • $185k - $300k

     ...Jenks’ growth strategy, combining client relationship leadership, market development, team...  ...the intersection of client leadership, business development, strategic growth, and project...  ...Contribute to delivery: Serve as a project manager, project engineer, or project team... 
    Work at office
    Local area
    Work from home
    2 days per week

    Kennedy Jenks

    Walnut Creek, CA
    4 days ago
  •  ...Relationship Manager Walnut Creek, California To proceed with your application, you must be at least 18 years of age. Acknowledge...  ...institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth... 
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Walnut Creek, CA
    1 day ago
  •  ...Director and Client Partner in the NorCal market to lead a high-value technology account. You will own a multimillion-dollar book of business, shape GTM strategies, and partner with delivery, strategy, and data teams to drive growth and transformation. This role requires... 

    Slalom, LLC

    Walnut Creek, CA
    4 days ago
  • $8k

     ...doing...You will help our most important customers move their business forward. As a trusted advisor, you’ll create new value for...  ...the premier business partner in your accounts.Developing deep relationships with your customers while getting to know their businesses, markets... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Shift work

    Verizon

    Walnut Creek, CA
    4 days ago
  •  ...offer a fantastic Senior Client Services Manager/Project Manager opportunity to drive...  ...success in expanding long-term client relationships, leading high-performing Client Service...  ...strategies for Type I clients.Shape client business case across multiple service lines and... 
    Full time
    Temporary work
    Shift work

    Brown and Caldwell

    Walnut Creek, CA
    20 hours ago
  • $100.17k - $180.78k

     ...the Mountain Time or Pacific Time Zones. The Client Success Manager at T-Mobile is a pivotal role focused on enhancing customer relationships and retention within the Government, Strategic, and Enterprise business segments. This position is responsible for managing the... 
    Full time
    Contract work
    Temporary work
    Part time
    Work experience placement
    Local area
    Flexible hours

    T-Mobile

    Concord, CA
    1 day ago
  • $8k

     ...play a crucial role in helping our valued customers drive their businesses forward. As a trusted advisor, you'll leverage your expertise...  ...partner, solidifying long-lasting and mutually beneficial relationships with our accounts.Are you passionate about:Nurturing deep connections... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Shift work

    Verizon

    Walnut Creek, CA
    3 days ago
  • $169.5k - $305.8k

     ...excited about using technology to solve business challenges? Join T-Mobile, America's Un-...  ...partner execution. You will curate long-term relationships with key decision makers and influencers...  ...enable their business goals. You will manage complex contract negotiations and close... 
    Full time
    Contract work
    Temporary work
    Part time
    Work experience placement
    Local area
    Flexible hours

    T-Mobile

    Concord, CA
    4 days ago
  • $78.8k - $145.13k

     ...on MedInsight analytic solutions for healthcare cost and care management. MedInsight is a subsidiary of Milliman; a global, employee-owned...  ...risk management and regulatory compliance, data analytics and business transformation as well as a range of other consulting and... 
    Full time
    Work experience placement
    Remote work
    Flexible hours

    Milliman

    Walnut Creek, CA
    4 days ago
  • $221k - $322k

     ...forward. In addition to serving as a senior relationship executive, you'll act as a trusted...  ...transformation initiatives while connecting business priorities to innovative technology...  ...transformation environments Operational acumen to manage delivery excellence, financial... 
    Temporary work
    Local area

    Slalom, LLC

    Walnut Creek, CA
    4 days ago
  •  ...around the world. We believe water is more than a resource, it's a shared responsibility. As part of our Water Business Group, you’ll help shape how communities manage water for generations to come. From delivering safe drinking water and treating wastewater responsibly to... 

    HDR

    Walnut Creek, CA
    4 days ago
  • $156k - $234k

    Regional Bond Manager - UW06DAWe’re determined to make a difference and are proud to be...  ...to expand an existing book of business while leading an established underwriting...  ...success in developing and maintaining solid relationships with all internal and external business... 
    Full time
    Temporary work
    Traineeship
    Work at office
    3 days per week

    The Hartford Financial Services Group

    Walnut Creek, CA
    2 days ago
  •  ...the world. We believe waste is more than management, it’s also an opportunity to innovate....  ....In the role of the CaliforniaWaste Business Development Leader, we will count on you...  ...contract assignments.Develop and maintain relationships with strategic teaming partners (... 
    Contract work
    For contractors
    Work at office
    Local area

    HDR

    Walnut Creek, CA
    4 days ago
  •  ...Description Description: JOB SUMMARY: Responsible for managing overall loan and deposit relationships with customers. Grow revenues as directed by Senior Management by successfully prospecting new business as well as retaining and expanding existing customer relationships... 
    Work experience placement
    Work at office

    California Bank of Commerce

    Walnut Creek, CA
    12 days ago
  •  ...'s a shared responsibility. As part of our Water Business Group, you’ll help shape how communities manage water for generations to come. From delivering safe...  ...maintaining and expanding existing client relationships; identifying, establishing, and nurturing relationships... 
    Work at office
    Local area
    Night shift

    HDR

    Walnut Creek, CA
    4 days ago
  •  ...Merrill Wealth Management is a leading provider of comprehensive wealth management...  ...Wealth Management is one of the largest businesses of its kind in the world specializing in...  ...life they envision through a personal relationship with their advisory team committed to their... 
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    Walnut Creek, CA
    24 days ago
  • $82.5k - $136.1k

     ...Insurance is an operating unit within the U.S. Businesses Division that primarily focuses on...  ...(GI) is seeking a Regional Account Manager for the Medical Stop Loss Distribution...  ...customer base, RFP pipeline, producer relationships, key contacts, products offered, and must... 
    Full time
    Part time
    Work at office
    Home office

    PGIM

    Walnut Creek, CA
    2 days ago
  • $92.4k - $172.1k

    Job Description The applicable base salary range for this role is $92,400 to $172,100. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions...
    Minimum wage

    Oliver Wyman

    Walnut Creek, CA
    2 days ago
  • $41 - $61 per hour

     ...Job Description Job Description Job Title: Operations Manager – Retail Delivery Operations (Temporary Coverage) Job Description The Operations Manager will provide short-term leadership and hands-on support for retail delivery operations during a temporary leave... 
    Contract work
    Temporary work
    Bank staff
    Work at office
    Immediate start
    Remote work

    Aston Carter

    Concord, CA
    3 days ago
  • $95k - $125k

     ...Job Description Client Service Manager Job Summary Seeking a highly motivated and detail-oriented Client Service Manager...  ...candidate will take a proactive approach to managing client relationships, ensuring smooth day-to-day operations, and enhancing the overall... 

    The Jonus Group

    Walnut Creek, CA
    20 hours ago
  • $113k - $200k

     ...platform, and we’re looking for a driven, relationship-first professional to help us serve the...  ...transitions, and collaborating across business lines to deliver integrated financial solutions...  ...equity sponsors. Underwrite and manage a diversified portfolio of cash-flow-... 
    Full time
    Work at office
    Local area
    Immediate start

    Columbia Bank (WA, OR & ID)

    Walnut Creek, CA
    2 days ago
  • $30 - $35 per hour

     ...is fully on site at their office in Walnut Creek, CA. Provide first-rate customer service to all guests and clients Utilize Event Management booking software to coordinate reservations Address client and guest needs, inquiries, and requests in a prompt and professional... 
    Hourly pay
    Temporary work
    Part time
    Work at office
    Local area

    Gainor Staffing

    Walnut Creek, CA
    2 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Business Relationship Manager. Be the first to apply!