Business Relationship Manager
$250kJobtailor
Key Responsibilities Lead as the subject matter expert across a broad sales Area of assigned branches Partner with cross retail segment Area peers spanning Wealth Management, Consumer and Mortgage and initiate collaboration to optimize relationships to execute sales plan Accountable to scorecard metrics and KPI’s as defined by Senior Management Support the development of small business knowledge and skills to assigned branch Area team through execution of joint sales activities, ongoing training, and identifying referral opportunities Call on your assigned book of high valued clients, to deepen the relationship and retain their business Educate and introduce clients to the appropriate products and services that fit their needs Manage credit requests up to $250K, and work closely with Sr. Business Bankers on lending relationships over $250K Develop and execute an integrated and comprehensive sales plan to achieve scorecard results Proactively manage portfolio of assigned high value clients Collaborate with Consumer and Wealth business partners to deepen client relationships Work closely with the credit/risk team and Branches to facilitate loan closings Qualifications 5-8 years of experience, preferably 2-5 years banking experience or 2-3 years in Business Banking Exceptional consulting skills; ability to probe, listen, clarify and present information to advance sales transactions, deepen relationships Demonstrate analytical skills and ability to assimilate complex financial and company operating information Professional presentation skills Strong working knowledge of credit structuring and processing; credit trained preferred Highly effective communication and influence skills Customer oriented and responsive Superior organizational skills Excellent business development skills #J-18808-Ljbffr Jobtailor
- ...communities. The Role As a Customer Success Manager, you will be responsible for ensuring... ...passion for building enduring, trusted relationships with key decision‑makers, and a... ...create a customer roadmap based on their business goals and needs Facilitate customer to...SuggestedWork at officeLocal areaWork from homeFlexible hours
$110k
...beverage programs with enhanced services managed in one innovative, centralized platform... ...: Establishes and maintains positive relationships with clients and team members by actively... ...for continuous improvement. Business Oriented Strategic Thinking: Aligns team...SuggestedWork at officeShift work- If you are a proven leader, enjoy building relationships, and providing support to your team and clients, then a role as a Business Relationship Manager Area Manager is for you. As an Area Manager in Business Banking, you'll lead a team of Business Relationship Managers...SuggestedWork experience placementWork at officeLocal area
$81.6k - $177.95k
...initiating critical upsell and cross-sell activities. The Americas Retention Operations Manager sits within the Enterprise Sales Operations team and serves as the primary Sales Operations business partner to the regional Retention leadership team, ensuring the business is run...SuggestedTemporary work- ...responsible for driving adoption, retention, and measurable value for our enterprise and mid-market customers. You will recruit, develop, and empower a world-class CS team, design scalable processes, health scoring, and executive-level business reviews. #J-18808-Ljbffr Ivo Inc.Suggested
$200k - $240k
Neara is seeking a Head of Customer Success in San Francisco to lead a team that transforms product potential into impactful customer outcomes. The ideal candidate will own the customer journey for major enterprise accounts, building a high-performing team and ensuring ...- ...customer Build and maintain strong, trust-based relationships with key clients, acting as their advocate internally while managing expectations around cost, capacity, and... ...value for the customer Prepare regular business reviews, reporting, and performance analyses...Worldwide
- BXP is seeking a Property Management Coordinator in San Francisco to assist with daily operations and client relations of assigned properties. This role involves managing vendor contracts, processing invoices, and providing high-quality customer service. The ideal candidate...
$71k - $140k
...teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking... .... Overview Being the next generation Business Relationship Manager at East West Bank means you are part of a world-class team...Local area$132k - $163k
...US-based Senior Specialists who handle our most complex and relationship‑critical cases and offshore BPO teams that handle the majority... ...- prompt and context engineering, data structures, knowledge management, integrations, evaluations, etc. Deep experience in the ‘customer...Full timeFor contractorsWork at officeLocal areaFlexible hours- ...global enterprises. About the Role As a Product Engagement Manager on the User Operations team, you will lead a team of Product Engagement... ...decisions and processes. Build strong cross-functional relationships with Product, Engineering, and Operations teams. Are...Full timeWork at officeRelocation packageShift work
$70k - $90k
...Sales Representative / Account Manager - North Bay / Peninsula Area When you work at Trex, you're helping... ...Representative/Account Manager to help us manage key customer relationships while growing and developing new business. As a Trex Sales Representative/Account Manager,...Full timeLocal areaNight shift$10k
...the transaction flow of every dollar a business spends. We automate how over $100B in annualized... ...directly shape how companies move and manage billions, Ramp is the place to do it.... ...the high-touch, consultative relationships our enterprise customers expect. What You...Full timeWork at officeHome officeRelocation packageFlexible hours- ...accounts and strategic partnerships. This senior leadership role involves developing strategies for customer activation and managing complex relationships across global organizations. The successful candidate will have extensive experience in customer success and change...
$145k - $235k
Index Relationship Manager Buyside, West Coast - Enterprise Sales - Bloomberg Financial Solutions Location Business Area Sales and Client Service Ref # 10043471 Description & Requirements Bloomberg is a global leader in business and financial information, news and insight...Contract workTemporary workFor contractorsWork experience placementLocal area$85k - $160k
As an Engagement Manager, you'll be the driving force behind the AI search program for... ...Profound platform Conduct regular strategic business reviews, proactively identifying... ...customer objectives and proactively manage relationships with key stakeholders across marketing,...Work at office- BMO is seeking a Director level Senior Relationship Manager to cover middle-market clients in the San Francisco Bay Area. You will drive new client acquisition and growth, leveraging networks and collaborating with Portfolio Management, Treasury Product Services, and other...
$140k - $200k
Glean is seeking an AI Success Manager (AISM) who will lead successful implementations of our Work AI platform. You will collaborate with... ...teams to ensure efficient deployment and drive measurable business outcomes for clients. Candidates should have 3+ years in technical...- BMO Financial Group in the San Francisco Bay Area seeks a Director-level Senior Relationship Manager to cover middle-market businesses ($50MM - $5B revenue) within our Diversified Industries Group. The role leverages a strong local network and existing client base to drive...Local area
- BMO Financial Group in San Francisco seeks a Director level Senior Relationship Manager to lead growth in the Bay Area middle‑market segment, leveraging a strong regional network and existing client base across industries including Food, Engineering & Construction, Technology...
- Conductor-LLC is looking for a Sr. Customer Success Manager to strengthen customer relationships and ensure retention. This role is crucial for maximizing customer value from the platform, requiring strong B2B SaaS experience and a commitment to customer success. The successful...
- ...law firms and corporations. You will own adoption and long-term value realization across a vertical, guiding associates and senior managers while serving as a strategic advisor to senior accounts. You’ll define engagement models, set rollout roadmaps, and align cross-...
- Conductor LLC is seeking a Sr. Customer Success Manager in San Francisco, California. This role involves developing strong customer relationships that enhance retention and loyalty, ensuring clients achieve their organic marketing objectives. With a primary focus on customer...
$97.6k - $164k
Meter is seeking a Customer Success representative to manage a diverse book of accounts across various industries. In this critical... ...during transitions, drive account expansions, and foster strong relationships. Your daily tasks will involve collaborating with support and...- ...Job Description If you are a proven leader, enjoy building relationships, and providing support to your team and clients, then a role as a Business Relationship Manager Area Manager is for you. As an Area Manager in Business Banking, you'll lead a team of Business...Work experience placementWork at officeLocal area
$81k
...Direct is one of Uber's fastest growing businesses, enabling Merchants to unlock last-mile... ...seeking an Associate Customer Success Manager to join our growing team. As an Associate... ...Partners, developing long‑lasting relationships to support and grow their business on our...Full time- Vice President, Relationship Manager-Enterprise Software Brand: HSBC Area of Interest: Commercial Banking Location: San Francisco, CA, US,... ...flexible banking solutions for start-ups, scale-ups, growth businesses at every stage of their journey - from the first-time founder...Flexible hours
- ...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...Full time
$8k
...sales experience, ability to efficiently manage your time, excellent customer relations... ...you'll deliver outstanding and innovative business solutions that support our technology... ...establishing, building and maintaining relationships with key decision makers. Effectively...Full timeTemporary workPart timeWork experience placementShift work- ...Relationship Management & Retention Serve as the primary relationship manager for a portfolio of clients in the San Francisco region, ensuring... ...regular meetings, portfolio reviews, and feedback sessions. New Business Development Collaborate with the Business Development team...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Business Relationship Manager. Be the first to apply!
- director enterprise applications San Francisco, CA
- commercial business manager San Francisco, CA
- business affairs manager San Francisco, CA
- business opportunity manager San Francisco, CA
- associate business manager San Francisco, CA
- business administration manager San Francisco, CA
- director business analysis San Francisco, CA
- director business planning San Francisco, CA
- director of business systems San Francisco, CA
- IT business relationship manager San Francisco, CA

