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

Relationship Manager

Banc of California

Banc Of California And Your CareerBanc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in assets and the parent company of Banc of California. Banc of California is one of the nation's premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities. The bank also provides full-service payment processing solutions to its clients and serves the Community Association Management industry nationwide through its technology forward platform, SmartStreet™. Banc of California is committed to supporting its local communities through the Banc of California Charitable Foundation and by partnering with organizations that promote financial literacy, job training, small business support, affordable housing, and more. At Banc of California, our success is powered by our people and a shared commitment to delivering meaningful results. We foster an environment where entrepreneurial thinking is encouraged, and accountability and operational excellence are expected. Our team members are empowered to take ownership, make informed decisions, and make a meaningful impact as the bank continues to grow and evolve. We are dedicated to supporting your growth and wellbeing through comprehensive benefits, robust development opportunities, and inclusive programs that enable you to perform at your best. Together we win!The Opportunity: Responsible for developing and managing a portfolio of primarily private clients. Performs all duties in accordance with the company's policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates.How You'll Make A Difference: Develops and manages a portfolio of primarily privately-held business clients ranging from complex credits to deposit only relationships. Acts as lead negotiator with prospects & clients. Grows revenue by successfully prospecting for new business and retaining and expanding existing client relationships via interest income, fee income and cash management revenue. Provides financial advice to clients and identifies and sells appropriate bank products and services to those prospects and clients. Builds strong relationships with referral sources, centers of influence, etc. Structures and underwrites credits jointly with Loan Portfolio Managers. Operates computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority. Answers direct, telephonic or email questions from clients and staff and directs callers to proper Company personnel when necessary. Assumes responsibility for various department functions in the absence of staff members or in overload situations Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; promotes working environment free of harassment of any type. Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct. Performs other duties and projects as assignedWhat You'll Bring: Bachelor's degree from an accredited College or University or equivalent work experience. A minimum of twelve years' experience in sales or relationship management Experience in commercial and other related forms of lending and portfolio products preferred Advanced skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs Intermediate knowledge of related state and federal banking compliance regulations governing lending including but not limited to fair lending, privacy, RESPA as well as company operational policies and procedures, and the company's products and services. Intermediate math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs Excellent organizational and time management skills Exceptional oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees Ability to make decisions that have significant impact on the immediate work unit Ability to organize thoughts and ideas into understandable terminology Ability to organize and prioritize own work schedule on a short-term and long-term basis Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations Ability to work with little to no supervision while performing dutiesHow We'll Support You: Financial Security: You will be eligible to participate in the company's 401k plan which includes a company match and immediate vesting. Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA). Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family. Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off. Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Relationship Manager in Menlo Park, CA vacancy
  •  ...Flagstar Bank seeks a Relationship Manager Team Lead-Commercial Real Estate to manage and guide CRE loan relationships. You will lead junior managers, coordinate with portfolio managers, and oversee origination, structuring, pricing, underwriting, and closing of loans... 
    Suggested

    Flagstar Bank

    Palo Alto, CA
    2 days ago
  • $127.48k - $184.84k

     ...based on skills, experience and/or education, and location. This position is also eligible for an annual bonus. SUMMARY The Relationship Manager is responsible for managing a portfolio of Commercial clients and developing good Commercial business relationships that lead... 
    Suggested

    Citizens Business Bank

    Los Altos, CA
    1 day ago
  • $25 per hour

     ...focus, an understanding of diverse solution offerings as well as management of a diverse applications portfolio, leveraging a remote...  ...Management, with the ability to grow and improve client/customer relationships, implement change, and leverage technology for competitive... 
    Suggested
    Full time
    Temporary work
    Work at office
    Remote work
    Work from home
    Home office
    Flexible hours

    NTT DATA

    Palo Alto, CA
    6 days ago
  • $90k - $110k

     ...providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve...  ...part of our culture.Position Summary: The Executive Relationship Manager (Executive RM) is the face of the Workplace to our high... 
    Suggested
    Temporary work
    Local area
    Worldwide

    Morgan Stanley

    Menlo Park, CA
    5 days ago
  • $110k - $185k

     ...at Work (“MSAW”) is a division within Morgan Stanley Wealth Management, comprised of E*Trade, Shareworks by Morgan Stanley, Marketing...  ...various institutional and employee financial opportunities.The Relationship Manager (RM) position is responsible for the equity... 
    Suggested
    Temporary work

    Morgan Stanley

    Menlo Park, CA
    5 days ago
  •  ...and technology consulting, data and artificial intelligence, industry solutions, as well as the development, implementation and management of applications, infrastructure and connectivity. We are one of the leading providers of digital and AI infrastructure in the world... 
    Work at office
    Remote work
    Flexible hours

    NTT DATA

    Palo Alto, CA
    3 days ago
  • $289.6k - $398.2k

     ...human processes and experiences for customers and employees. Job Description:About the RoleOwn and grow our largest enterprise relationships. You'll sell transformative AI solutions to Fortune 500 and Global 2000 executives, closing multi-million-dollar, multi-year deals... 
    Full time

    Uniphore

    Palo Alto, CA
    7 days ago
  • $88.4k - $132.6k

     ...Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional...  ...and Financial Advisor, Small Business Partners, Relationship Manager, etc.)Organize client events to enhance client bonding.Acquire... 
    Full time
    Work at office

    Citigroup

    Palo Alto, CA
    7 days ago
  • $150k

     ...experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust,... 
    Temporary work
    Work at office
    Immediate start

    JP Morgan Chase

    Palo Alto, CA
    5 days ago
  • $98k - $125k

     ...for brand governance and control.We are leading the shift from management to AI-powered content orchestration. By integrating human-led...  ...Manager with a strong background managing and growing relationships with strategic and high-profile customers using cloud-based marketing... 
    Work at office
    Shift work

    Bynder

    San Carlos, CA
    5 days ago
  • $215.6k - $296.4k

     ...corporate, product and executive communications, build strong relationships with global media, and help tell the story of a category-...  ...conceptsDemonstrated experience anticipating reputational risk and managing complex communications issues, including crisis... 
    Full time
    Temporary work

    Joby Aviation

    San Carlos, CA
    3 days ago
  • $97.3k - $124.38k

     ...SoE) is seeking a highly motivated and team focused individual to join our Client Success and Engagement team, as a Client Success Manager. In this fast-paced environment, the successful candidate should have the ability to manage multiple programs, possess a strong attention... 
    Live in
    Work at office
    3 days per week

    Stanford University

    Stanford, CA
    5 days ago
  • $135k - $165k

     ...software implementation position.We are seeking a Customer Success Manager, Aviation Robotics to support the execution, documentation,...  ...with internal standards and customer requirements.Customer Relationship & Program CoordinationSupport customer communications by providing... 
    Flexible hours

    Dexterity

    Redwood City, CA
    5 days ago
  • $93.1k - $172.9k

    Are you passionate about building meaningful relationships and empowering customers to achieve their goals, while driving success for both...  ...future benefits for them and our company.The Customer Success Manager (CSM) is assigned a book of business specific to Concierge and... 
    Full time
    Local area
    Flexible hours

    Thomson Reuters

    Palo Alto, CA
    7 days ago
  • Stanford's Graduate School of Business (GSB) has built a global reputation based on its immersive and innovative management programs. We provide students a transformative leadership experience, pushing the boundaries of knowledge with faculty research, and offering a portfolio... 

    Stanford University

    Stanford, CA
    5 days ago
  • $107k - $161k

     ...operates Snapchat, a visual messaging app that enhances your relationships with friends, family, and the world, and Specs Inc., a wholly-...  ...Small and Medium Customers (SMC) organization! You will build and manage partnerships with brands and agencies to help them expand... 
    Full time
    Live in
    Work at office
    Local area

    Snap

    Palo Alto, CA
    5 days ago
  • $341k

     ...work. Job Summary Responsible for leading Equinix’s relationship with strategic accounts that will include regional/global customer...  .... Responsible for significant key partner relationship management and development. Responsible for the master strategy for accounts... 
    Base plus commission
    Full time
    Contract work
    Temporary work
    Work at office

    Equinix

    Redwood City, CA
    1 day ago
  • $22 - $26 per hour

     ...reassurance and clear communication during emotionally stressful situations. Schedule appointments, procedures, and consultations while managing the hospital calendar. Answer multi-line phones and respond to client emails promptly and professionally. Provide accurate... 
    Temporary work
    Flexible hours

    Ethos Veterinary Health

    Redwood City, CA
    2 days ago
  • $150k - $180k

     ...applying business rules in processes like accounts payable, order management, and supply chain. Nanonets agents handle the exceptions...  ...’s voice internally. Roles and Responsibilities Own customer relationships post‑implementation and serve as the single point of contact... 
    Work at office

    NanoNets (YC W17)

    Palo Alto, CA
    2 days ago
  • $192.5k - $240.6k

     ...technical expertise and customer-facing skills.Own executive-level relationships with key enterprise clients, serving as a trusted advisor for...  ..., and advocacy targets.Proven record of accomplishment of managing complex client relationships, leading multi-stakeholder... 
    Full time
    Casual work

    Uniphore

    Palo Alto, CA
    5 days ago
  • $65k - $101k

     ...Client Care Manager For nearly 20 years, TheKey has helped clients achieve successful long-term aging at home with comprehensive...  ...Duties and Responsibilities: Oversee day-to-day client relationships and the delivery of high-quality, holistic care tailored to individual... 
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Shift work

    Craig Cares

    Palo Alto, CA
    1 day ago
  •  ...Customer Success Manager - US West/EastAppdome is a fast-growing SaaS company specializing in innovative security, defense, anti-fraud...  ...focus on customer retention and growth by building trusted relationships, understanding customers' security objectives, and driving successful... 
    Worldwide

    Appdome

    Redwood City, CA
    1 day ago
  • $172.6k - $258.8k

     ...About the role The Customer Retention Manager is responsible for reducing churn, improving customer health, and protecting recurring revenue through early risk detection, cross-functional mitigation, and scalable retention programs. The role partners closely with... 
    Local area

    Rubrik

    Palo Alto, CA
    4 days ago
  •  ...Description: Job Title : Client Success Manager Reports To : Senior Client Success Manager FLSA Status : Exempt...  ...business development as well as ongoing client implementations and relationship management, with a focus being on finding the right long-term... 
    Contract work
    Work at office

    Larkin Benefit Administrators

    Atherton, CA
    2 days ago
  •  ...Overview Customer Success Manager AI-Powered Founder & Executive Communications Location: San Francisco Bay Area (Hybrid or Remote)...  ...now looking for a Customer Success Manager to own the client relationship end-to-end. You’ll be the bridge between our content creation... 
    Full time
    Remote work

    Blazel

    Palo Alto, CA
    2 days ago
  • $154k - $190k

     ...Customer Success Manager Palo Alto, CA Eudia is redefining the future of legal work with AI-powered Augmented Intelligence, enabling...  ...customers, acting as the strategic quarterback for executive relationships, measurable value realization, adoption, renewals, and expansion... 

    Eudia

    Palo Alto, CA
    1 day ago
  • $25.75 per hour

     ...Schedule Full Time Located Remotely? N Position Type Non-Management Pay Range: $25.75-$25.75 per hour POSITION SUMMARY...  ...leisure travelers alike. Working at Residence Inn, you will build relationships grounded in teamwork and experience the legendary Residence... 
    Hourly pay
    Full time
    Work experience placement
    Local area
    Remote work
    Flexible hours
    Weekend work

    Marriott

    San Carlos, CA
    3 days ago
  • $10k - $50k

     ...product signals — usage spikes, team signups, credit consumption — into qualified pipeline Partner with your pod's Customer Success Manager to make sure new customers hit consumption targets and your held-back commission unlocks Feed learnings from the front line... 
    Worldwide

    OpenArt AI

    San Carlos, CA
    2 days ago
  • $22 - $26 per hour

     ...professionalism Provide reassurance and clear communication during stressful situations Schedule appointments and coordinate procedures Manage and maintain the hospital calendar Answer multi‑line phones and respond to emails Provide accurate information about hospital... 
    Hourly pay
    Full time
    Work at office
    Flexible hours
    Weekend work

    Ethos Veterinary Health

    Redwood City, CA
    4 days ago
  • $140k - $235k

     ...Growth companies including Global Treasury Services, Credit, Risk Management (FX & Derivatives), Capital Raising & Investment Banking...  ...advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships... 
    Work experience placement
    Work at office
    Shift work
    Day shift

    Bank of America

    Palo Alto, CA
    10 hours ago

Do you want to receive more vacancies?

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