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

Business Banking Sr Relationship Manager

$140k - $185k

Bank of America ATM

Job Description:This job is responsible for providing advice and valuable financial solutions to complex Business Banking clients and prospects. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services to identify cross-selling opportunities and increase overall client satisfaction.Job DescriptionAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!Job Description:This job is responsible for providing advice and valuable financial solutions to complex Business Banking clients and prospects. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services to identify cross-selling opportunities and increase overall client satisfaction.Responsibilities:Manages an extensive portfolio of complex clients and prospects with annual revenues of $20-$50 million and helps companies save, borrow, and invest for their current and future needsAcquires, deepens, and maintains profitable client relationships through sales, prospecting and enhancing existing relationshipsUnderstands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trendsCollaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services to design and deliver financial solutions to clients and prospectsLeads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issuesCoaches and mentors peers, while utilizing leadership skillsAdapts to changes in sales practices and broader market and industry conditions as neededRequired Qualifications:5+ years of experience in commercial lending, business development, commercial credit and portfolio management in business banking or middle market sectorExperience managing an extensive portfolio of clients with annual revenues of $20-$50 millionProven track record of sales, prospecting new business, and enhancing existing relationshipsAbility to understand and interpret financial statements and cash flow analysis to assess and analyze financial conditions of companies and industry trendsDesired Qualifications:Bachelor’s degree in Business, Finance or Economics preferred or equivalent relevant work experienceSkills:Business DevelopmentClient Experience BrandingClient ManagementClient Solutions AdvisoryRelationship BuildingAccount ManagementFinancial AnalysisLeadership DevelopmentLoan StructuringReferral IdentificationCredit Documentation RequirementsPipeline ManagementReferral ManagementRegulatory ComplianceRisk ManagementMinimum Education Requirement: High School Diploma/GED or equivalent work experienceShift:1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsUS - CA - Newport Beach - 520 Newport Center Dr - Newport Beach 520 Ncd (CA6814)Pay and benefits informationPay range$140,000.00 - $185,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.SummaryLocation: Newport BeachType: Full time

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Business Banking Sr Relationship Manager in Newport Beach, CA vacancy
  •  ...Bank of America in Newport Beach, CA is seeking a seasoned Commercial Banker to manage a large portfolio of mid-market clients (annual revenues $20–$50 million). You will...  ...financial solutions. You will lead client relationships, assess cash flow, and mentor peers while... 
    Senior

    Bank of America

    Newport Beach, CA
    4 days ago
  •  ...valuable financial solutions to complex Business Banking clients and prospects. Key...  ...deepening, and maintaining profitable relationships, collaborating with teammates and facilitating...  ...satisfaction. Responsibilities: Manages an extensive portfolio of complex clients... 
    Senior
    Work experience placement
    Work at office
    Local area
    Shift work
    Day shift

    Bank of America Corporation

    Newport Beach, CA
    17 days ago
  •  ...dedicated Personal Banker to support client relationships, process wires and transfers, open/...  ...You will collaborate with relationship managers and NCSS teams, handle daily balancing...  ...documentation, and develop deep knowledge of banking products to expand client relationships... 
    Suggested
    Work at office

    001 The Northern Trust Company

    Newport Beach, CA
    1 day ago
  •  ...Farmers & Merchants Bank of Long Beach seeks an experienced BBG Relationship Manager 2 in Seal Beach, CA to drive loan and deposit production and oversee credit analysis...  ...policy compliance, and coordinate with the Business Banking Group Manager on portfolio management and... 
    Senior

    Farmers & Merchants Bank

    Seal Beach, CA
    1 day ago
  • Job Description:Bank of America is looking for a Sr. Relationship Manager to join our Global Commercial Banking Business Banking team. The Business Banking segment of the Commercial Bank serves public and private companies with annual revenues of $5 million to $50 Million... 
    Senior
    Immediate start
    Day shift

    Bank of America

    Newport Beach, CA
    3 days ago
  •  ...Facility Solutions Manager Are you excellent at managing and retaining B2B accounts...  ...Solutions Manager is responsible for the business operations of an assigned client...  ...site visits, and developing long-term relationships with clients and Contractors. Additional... 
    Senior
    Contract work
    For contractors
    Night shift

    City Wide Facility Solutions

    Huntington Beach, CA
    3 days ago
  •  ...Farmers and Merchants Bank of Long Beach seeks a Documentation Officer to oversee the preparation, review, and servicing of loan documentation for commercial, CRE, and construction loans. The role ensures accuracy, compliance with internal policies and regulatory standards... 
    Senior

    Farmers-and-Merchants-Bank-of-Long-Beac

    Newport Beach, CA
    1 day ago
  •  ...make a positive impact on the future - including your own.We’re actively seeking a talented Senior People Business Partner to join our team in Newport Beach, CA.As a Sr. People Business Partner you will operate as a senior people strategist and thought partner to... 
    Senior
    Full time
    Flexible hours

    Pacific Life Insurance Company

    Newport Beach, CA
    1 day ago
  • $85k - $110k

     ...global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly...  ...the highest levels possible. Job Summary: Senior Account Managers perform advanced responsibilities and are primary points of contact... 
    Senior
    Full time
    Immediate start
    Flexible hours

    Acrisure

    Costa Mesa, CA
    10 hours ago
  •  ...future - including your own.We’re actively seeking a talented Sr Business Systems Analyst(PPM) to join our Enterprise Financial...  ...you’ll help move us forward:Business Analysis & Requirements Management - Bridge business requirements and PPM solution designPartner... 
    Senior
    Full time
    Work at office
    Relocation package
    Flexible hours

    Pacific Life Insurance Company

    Newport Beach, CA
    13 hours ago
  •  ...own.We're actively seeking a talented Sr. Business Analyst to join our Advanced Analytics...  ...’ll help us move forward:Build trusted relationships with stakeholders across Finance, Underwriting...  ...against a defined delivery timeline — managing milestones, risks, and stakeholder... 
    Senior
    Full time
    Work from home
    Relocation package
    Flexible hours
    1 day per week

    Pacific Life Insurance Company

    Newport Beach, CA
    3 days ago
  • $124.83k - $152.57k

     ...Leadership, splitting time across sales analytics and strategic spend management/value tracking to support sound decision‑making and capital...  ...investments, aligned to agreed delivery roadmaps and business objectives. Design and maintain tooling (e.g., dashboards and... 
    Senior

    Pacific Asset Management

    Newport Beach, CA
    17 hours ago
  • $350 per month

    DescriptionJob Title: Sr. Manager, Customer Performance & InsightsHyundai Capital America (HCA) helps people move forward. Through Hyundai...  ...and insurance solutions to more than 3 million customers and businesses nationwide.We’re a company driven by growth, innovation, and... 
    Senior
    Full time
    Work at office
    Local area
    Immediate start
    Remote work
    Shift work

    Hyundai Capital America

    Irvine, CA
    3 days ago
  • $200k - $270k

    In this key role, you will manage and drive direct sales engagements into a set of Named...  ...assigned territory. Develop executive relationships with key buyers and influencers and leverage...  ...Statements of Work. Negotiate terms of business with clients to achieve win/win results... 
    Contract work
    Work at office
    Home office

    Fortinet

    Costa Mesa, CA
    17 hours ago
  • $198.7k - $391.6k

     ...Pricing and Sales Strategy_ Senior Manager, Strategy, Growth, and Transformation Our...  ...empowers organizations to build deeper relationships with customers through innovative strategies...  ..., and architects. Our team balances business strategy, technology, creativity, and ongoing... 
    Senior
    Local area

    Deloitte

    Costa Mesa, CA
    4 days ago
  • $220k - $292k

     ...the expertise, technology, and business model of the 21st century’s...  ...Chain Planning team is seeking a Sr. Director of Supply Chain...  ...chain, systems, or operations management, with a focus in technical...  ...personal financial details (such as banking information, credit card... 
    Senior
    Full time
    Work experience placement
    Local area
    Immediate start
    Worldwide
    Relocation

    Anduril Industries

    Costa Mesa, CA
    1 day ago
  •  ...implications for approval. Create and ensure maintenance of technical documentation (such as clinical evaluation reports, risk management reports, 510(k) notification) as required for obtaining and/or maintaining regulatory approval/clearance for Client products... 
    Senior

    Katalyst Healthcares & Life Sciences

    Irvine, CA
    2 days ago
  •  ...Pacific Life in Newport Beach, CA seeks a Senior People Business Partner to serve as a senior people strategist, partnering with executives to shape workforce decisions and deliver data-backed insights that impact business performance. This is a senior, enterprise-level... 
    Senior

    Pacific Life

    Newport Beach, CA
    1 day ago
  • $140k - $170k

     ...Commercial Banking Business Development Officer   Pay range $140,000 - $170,000 Annually...  ...deposit products, as well as treasury management services and solutions. We also...  ...wallet of existing clients. Develops bank relationships with small to medium clients.  •    Utilizes... 
    Full time
    Local area
    Flexible hours

    Genesis Bank

    Newport Beach, CA
    a month ago
  •  ...Job Description Job Summary The BBG Relationship Manager 2 has additional lending approval...  ...community involvement, cross-selling and business development activities including but not...  ...marketing activities to the Business Banking Group Manager. Establish and... 
    Contract work
    Work at office

    Farmers and Merchants Bank of Long Beach

    Seal Beach, CA
    6 days ago
  • $126k - $250k

    Job Description:At Bank of America, we are guided by a common purpose...  ...responsibilities and business needs.At Bank of America, you...  ...developing new custom credit relationships with strategic wealth clients...  ...responsible and profitable manner, managing a portfolio of existing... 
    Full time
    Work at office
    Flexible hours
    Day shift

    Bank of America

    Newport Beach, CA
    13 hours ago
  •  ...using CCL and CROSS rulings, requesting CCATS • Validate and maintain ECCN and HTS classifications in ERP systems and tools • Manage vendor classification price lists, complete analysis, and prepare upload files • Identify and resolve compliance holds to meet department... 
    Senior

    Trade Compliance Recruiting Solutions

    Irvine, CA
    4 days ago
  •  ...serve professional operators, property managers, and facilities teams who demand...  ...industrial facilities, and multi-location businesses, including restaurant and retail chains...  ...About the Role This is a field-driven, relationship-first position focused on creating... 
    Full time
    Temporary work

    Veritech Plumbing

    Costa Mesa, CA
    17 hours ago
  • $109k - $146k

    Looking for the peace of mind that comes from working with a well-established company? California based insurer has a great opportunity for a Senior Actuarial Analyst who will be responsible for developing rate proposals & performing loss reserves analyses of personal...
    Senior

    DW Simpson

    Costa Mesa, CA
    17 hours ago
  • $110k - $130k

     ...Acrisure empowers millions of ambitious businesses and individuals with the right...  ...About The Role The role of the Sr. Benefits Account Manager is to support the team through their...  ...clients. This role requires strong relationship management skills, deep knowledge of... 
    Senior
    Immediate start
    Flexible hours

    Acrisure LLC

    Costa Mesa, CA
    3 days ago
  •  ...the implementation and support of SAP’s Business Intelligence solutions. Lead all phases...  ...status of projects and initiatives to management. Manage multiple projects/reporting solutions...  ...changes the at-will employment relationship existing between the Company and its employees... 
    Full time
    Work experience placement
    Work at office

    Callaway Golf Company

    Huntington Beach, CA
    13 hours ago
  •  ...Tracks internal and external corrective and preventive actions. Performs other related duties and projects as business needs require at direction of management. Education and Experience Bachelor’s degree in related field preferred Minimum five (5) years of experience in... 
    Senior

    PRISMATIK DENTALCRAFT, INC.

    Irvine, CA
    3 days ago
  • $105k - $115k

     ...Commercial Insurance and Risk Management, Private Insurance and Risk...  ...wherever their passions and businesses take them throughout the U.S....  ...insurance and risk management.The Sr. Client Manager assists in the coordination of carrier relationships on behalf of the company by... 
    Senior
    Full time
    Contract work

    The Baldwin Group

    Tustin, CA
    1 day ago
  • $146k - $194k

     ...bringing the expertise, technology, and business model of the 21st century’s most innovative...  ...is looking for an experienced people manager to lead the Test & Evaluation Compliance...  ...demand personal financial details (such as banking information, credit card numbers, or... 
    Senior
    Full time
    Temporary work
    Work experience placement
    Immediate start

    Anduril Industries

    Costa Mesa, CA
    2 days ago
  • $165.7k - $281.7k

     ...technology manufacturers and cloud providers to business-to-business technology experts. Our...  ...Business Strategy and Operations Sr Advisor, acts as a force multiplier for the...  ...before they impact the bottom lineProgram Management & Cross-Functional AlignmentTrack progress... 
    Senior
    Full time
    Temporary work
    Worldwide

    Ingram Micro

    Irvine, CA
    13 hours ago

Do you want to receive more vacancies?

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