Relationship Manager
Jobtailor
Responsibilities Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. Structures complex deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue. Develops new business by contacting prospects and clients, and by cross‑selling Bank products and services that include credit, trust/investment and cash management. Reviews loan applications and cash management service agreements, ensuring accuracy, completeness, and alignment with the bank's risk management standards. Develops market strategies to align with business goals, identifying opportunities, and expanding client portfolios. Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision‑making. Requirements 7+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred. Bachelor’s degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Deep knowledge and technical proficiency gained through extensive education and business experience. Advanced level of proficiency: Product Knowledge, Regulatory Compliance, Structuring Deals, Portfolio Management, Credit Risk Assessment, Project Management, Customer Service, Problem Solving, Negotiation, Customer Relationship Building. Expert level of proficiency: Financial Analysis. Hard Skills Relationship Management Account Management Portfolio Management Credit Qualifications Product Knowledge Regulatory Compliance Structuring Deals Credit Risk Assessment Financial Analysis Project Management Soft Skills Problem Solving Negotiation Customer Service Customer Relationship Building #J-18808-Ljbffr
$130k - $200k
...collaborate like experts. With Relevance AI, anyone can create and manage intelligent agents that handle workflows, decisions, and... ...retention, adoption, and expansion. You will cultivate deep-rooted relationships with champions and the C-suite, identifying impactful new use...SuggestedFull timeWork at officeFlexible hours$181k - $226k
...Brex is seeking a Relationship Manager for its Startups team in San Francisco. This pivotal role involves managing a portfolio of approximately 200 companies, providing guidance and resources to clients. Ideal candidates will have 4+ years of experience in relationship...SuggestedRemote workWork from homeFlexible hours- ...Relationship Management & Retention Serve as the primary relationship manager for a portfolio of clients in the San Francisco region, ensuring high levels of engagement, satisfaction, and retention. Partner with investment teams to deliver tailored solutions and address...Suggested
$127.11k - $149.29k
...this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Relationship Manager Full Time Management San Francisco, San Francisco, CA, US 30+ days ago Requisition ID: 1711 Salary Range: $127,105.00 To $14...SuggestedFull timeWork at officeLocal area- ...As a Wealth Advisor and Relationship Manager at Twin Peaks Wealth Advisors, you are the face of the firm for a portfolio of clients. You quarterback every facet of their financial lives, from equity compensation and tax strategy to investment management and generational...Suggested2 days per week3 days per week
$80.5k - $135k
...for career advancement. Overview We are currently seeking 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...$65k - $200k
...integrity. East West Bank gives people the confidence to reach further. Overview East West Bank is looking for a Commercial Banking Relationship Manager. This role is to champion commercial banking business activities in the commercial banking segment with an aim to deepen and...- ...they call anyone else? Ever wish you owned the whole customer relationship, not just the ticket in front of you? Do you measure yourself... ...that resonates, this role is for you. As a Customer Success Manager, you'll own a book of Numeric customers and be accountable for...Full timeWork at office
$130k - $178k
...you are too, let's talk. About the role: The Customer Success Manager role will play a critical part in the exciting growth and... ...Customer Value: Develop and nurture strong customer and C-Level relationships to understand their business goals and needs, ensuring retention...Full timeLocal areaWorldwideFlexible hoursShift work$97k - $190k
...Customer Success team is the linchpin of the post-sales customer relationship. By combining deep business and technical savvy, Customer... ...full potential of their investment. SENIOR CUSTOMER SUCCESS MANAGER The Role As a Senior Customer Success Manager, you are a highly...Full timeWork experience placementLocal areaWorldwideFlexible hours$181k - $226k
...combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and... ..., acquiring new customers, and building even stronger relationships with our current customers. Our winning culture recognizes big...Work at officeRemote workWork from home$104.06k - $150.89k
...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...$100k - $200k
...absolute integrity. East West Bank gives people the confidence to reach further. Overview The Bank is currently seeking a Relationship Manager for our Venture Lending Team. This individual will work with the Managing Director and other Relationship team members in...- ...Tatari is looking for a Client Services Manager in San Francisco to manage agency relationships and drive account growth through data-driven insights. The ideal candidate will have over 2 years of experience in account management, a relevant Bachelor's degree, and strong...
- ...dexterity. Job Description Build a high value, consultative relationship with the client Evangelize the Boomtrain product offering and... ...Improve the operational performance of the Boomtrain Relationship Management team and how it collaborates with other Boomtrain teams...
$110k - $160k
...leading community and private bank serving Bay Area businesses, nonprofits, and individuals? Bank of San Francisco is seeking a Relationship Manager, Commercial Banking to become a critical part of our team. Job Responsibilities Develop and manage new and existing client...Full timeWork experience placementWork at officeLocal area$50k
...small and mid-sized merchants, restaurateurs, and businesses to ultimately close deals within a fast sales cycle. As a Software Relationship Manager (SRM) you will report to a District Manager and receive coaching from a Director. Activities include explaining our value...Contract workLive inLocal areaWorldwide$180.9k - $226.1k
...in. The Product Partnerships team maintains Mercury’s external relationships and streamlines our collective workflows to keep customers,... ..., and Mercury employees happy. As Senior Product Partnerships Manager for Lending, you’ll own and evolve Mercury’s portfolio of strategic...Contract work$175k - $225k
...American and Commercial gaming/casino sector, reports to the Managing Director and Group Head of the TMT team. Location for this position... ...Responsible for loan originations, business development and relationship management in the native American and commercial gaming/casino...Work at office- ...The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act The 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....Work at office
$181k - $226k
...combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and... ..., acquiring new customers, and building even stronger relationships with our current customers. Our winning culture recognizes big...Work at officeRemote workWork from home$225k - $275k
...delivers a range of financial solutions to midsize clients through a relationship banking model. The business offers deposit solutions, loans,... ...variety of service industries. The Director Relationship Manager - Middle Market Banking is responsible for acquiring and...Bank staffWork at office$155.67k - $255.72k
...Senior Relationship Manager Bank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal, is seeking a Senior Relationship Manager to join our San Francisco Commercial Banking Office. This is a full-time position that...Full timeWork experience placementBank staffWork at office$100k - $200k
...real business processes at scale. The Role The Customer Engagement Manager owns a portfolio of strategic enterprise accounts end-to-end: every engagement, every outcome, every relationship, every expansion opportunity. Think of this as the McKinsey Associate...$210k - $300k
Column in San Francisco is seeking a Senior Lawyer to lead strategic partnerships in financial technology. You will be directly involved in drafting agreements and shaping product innovation while navigating complex regulatory frameworks. This position requires extensive...Flexible hours$120k - $160k
..., Cloud + Infrastructure, Cybersecurity, Data + Analytics and Managed Support. Our values—SPICE (Socially Conscious, People + Performance... ...management experience, and the ability to drive C-level relationships. The CD is accountable for the strategic direction, revenue performance...Full timeSummer workWork at officeRemote workFlexible hours$175k - $190k
...A leading insurance brokerage firm is seeking an Experienced P&C Client Executive in San Francisco to manage client relationships and provide expert guidance on insurance programs. Candidates should have a college degree and at least 10 years of experience in a similar...- ...TASI Bank is seeking a Relationship Manager in San Francisco to own the full lifecycle of commercial client relationships. You will originate, structure, and manage well‑underwritten CRE and C&I loans while deepening existing relationships to support long‑term growth....
$19.24 - $24.59 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...Hourly payMinimum wageFull timeTemporary workPart timeFlexible hours$26 - $30 per hour
...Key Responsibilities Client Interaction: Greet clients and pets with warmth, ensuring a positive experience Appointment & Schedule Management: Coordinate appointments, procedures, and clinic operations Communication: Answer phones, respond to emails, and manage messages...Hourly payDaily paidCasual workWork at officeShift work
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