Commercial Banking Relationship Manager II
$112.6k - $200kColumbia Bank
About the Role:Commercial Relationship Manager develops, advises, manages, and retains client relationships. They also solicit new business relationships with a focus on the profitability of those relationships. This is a sales- and solutions-focused position. Business development of current and new commercial client relationshipsDevelop internal relationships in order to provide comprehensive financial solutions to clients from all areas of the BankAdvise clients on financial solutions and strategiesManage and review client relationshipsDemonstrate a high level of awareness of banking industry and industry-specific trendsDemonstrate a broad knowledge in other banking services offered by other lines of business to identify and offer qualified referralsDemonstrate an in-depth knowledge, understanding, and development of commercial banking financial solutions, including complex credit structures and solutions, treasury management and deposit solutions, and engaging in community relationships and activities for business developmentOther responsibilities as assignedAll employees are responsible for internal controls in the performance of their assigned duties. Internal control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct.Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.May be asked to coach, mentor, or train others and teach coursework as subject matter expert.Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.Takes personal initiative and is a positive example for others to emulate.Embraces our vision to become “Business Bank of Choice”May perform other duties as assigned.About You: Bachelor’s degree in finance or other appropriate area preferred or equivalent work experience., required. 7 years of Commercial Banking experience or equivalent, required.Proven ability to cross-sell all bank productsExpert in building client relationshipsHandles complex relationships and interact with outside counselExpert business development and sales skillsAbility to manage an existing portfolioConsultative selling skills and approachProactiveDeep knowledge of credit structuresWell-developed credit skills and acumenWell-developed underwriting skillsIn-depth understanding of personal and business financial statements and tax returnsAbility to manage a complex workflowStrong written and verbal skillsAbility to work independently, provide client solutions, prospect new client relationships, and coach and mentor other team membersDeep knowledge of bank products and servicesExpert in building, advising, and managing client relationships.Excellent oral and written communication, interpersonal, and client service skills.The pay range for this role is $112,596.40 to $200,000.00. The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.Primary Location: Ability to work fully onsite at posted location(s).4370 La Jolla Village Dr Suite 300 San Diego CA 92122Our Benefits:We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.Our Commitment to Diversity:Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.SummaryLocation: San Diego, CaliforniaType: Full time
$24.56 - $35.62 per hour
...Position Overview Personal Banker (Member Service Representative II) Salary and Hours Pay Range: $24.56 – $35.62 Scheduled Weekly... ...information, promote credit union products and services, and build relationships with members. Process transactions related to savings, loans,...SuggestedNight shiftDay shiftAfternoon shift$24.56 - $35.62 per hour
...exceptional team. Personal Banker (Member Service Representative II) The pay range for this position is listed below. Our pay... ...and promotes credit union products and services to build relationships. Processes transactions in the general areas of savings, loans,...SuggestedNight shiftDay shiftAfternoon shift- ...service! We are passionate about cultivating relationships within the educational and business... ...reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No... ...institution or other related field o PFR II: 2 years experience in a financial institution...SuggestedHourly payWork at office
$140k - $195k
...Popular is seeking a Commercial Relationship Officer in San Diego, CA to manage community associations. This role emphasizes building and maintaining client relationships while promoting banking solutions to meet client needs. Candidate must have a Bachelor's degree and...SuggestedRemote work- ...Bank of America is seeking a Client Associate to greet financial center clients, uncover personal banking needs, and connect them with specialists for tailored solutions. You will deepen relationships through platform services and support clients with self‑service or...Suggested
$22 - $29 per hour
...Associates at California Bank & Trust work in a relationship-centered culture where they are provided with... ...yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego... ...attention to detail and time management. Proficient in basic computer skills...Hourly payWork experience placementWork at officeMonday to FridayFlexible hours- ...Bank of America is seeking a motivated professional for client engagement in Lemon Grove... ...self-service resources and cultivating relationships to meet their financial goals. Ideal... ...Responsibilities include processing cash transactions, managing financial center traffic, and following...
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- ...service resources Accurately and efficiently process cash transactions for clients Build relationships with clients to meet financial needs Drive the client experience by managing financial center traffic, appointments, and outbound calls effectively Requirements Bachelor...
$41.71k - $69k
...Join us in building something new. This Bank Manager requisition supports our DeNovo branch expansion, where you’ll have the opportunity... ...with a focus on building strong community and networking relationships. Delivers exceptional service to BMO customers and prospects...Local areaImmediate startDay shift- ...About this role:Wells Fargo is seeking a Relationship Banker (SAFE) to join our National... ...the primary point of contact for everyday banking needs, products and services through scheduled... ...that makes it easier for customers to manage their banking with confidence....Temporary workWork experience placementImmediate start
- SchoolsFirst FCU Chula Vista Branch is seeking a Personal Banker (Member Service Representative III) to deliver world-class service and promote credit union products. The role handles savings, loans, memberships, and account services in a 100% on-site environment. Qualified...
- ...Fifth Third Bank, National Association in San Diego, CA is seeking a Float Personal Banker I-Carmel Mountain to deliver exceptional customer care, handle daily transactions, and refer customers to business partners for banking products. The role involves travel to multiple...
$22 - $26 per hour
...Experience Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering... ...referring the client to the appropriate business partners within the Bank when needed. Also responsible for uncovering and originating...Immediate start$37 - $65.5 per hour
...within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby...Temporary workWork experience placementImmediate start$132.5k - $205k
...Description At Sunflower Bank, N.A., we’re experiencing great... ...institution, we offer a full range of relationship-focused services to meet personal, business, and wealth‑management financial objectives.... ...Originators, Business Bankers, Commercial Relationship Managers), to...Full timeFlexible hours- ...exceptional customer experience, builds relationships, and helps small business customers succeed... ...completeness; produces quality results. Manages and oversees branch customer accounts,... ...customer. Develops strong knowledge of bank products and services; recommends bank services...
- ...CA, offering a Full Time Regional Banker/Teller role within Branch Banking. The role emphasizes customer-centric service, proactive sales, and risk-aware operations to strengthen customer relationships and share of wallet. Base salary is disclosed, and the position offers...Full timeWork at office
$23 - $31 per hour
...National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in‑branch interactions, scheduled... ..., services, and digital tools to help them manage their finances with confidence. You will support account...Work experience placementFlexible hours- ...Standards. This includes acquiring new clients and expanding existing relationships through active listening, identifying needs, offering... ...providing proactive solutions and problem resolution in line with the bank’s Breakthrough Client Service Standards, opening consumer and...Immediate start
- ...volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly new account production goals as assigned by upper management. Processes deposits and pay out funds in accordance with bank procedures,...
$127.63k - $237.01k
...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals... ...integrated financial services advice to these clients including: banking, credit, asset management, trust and estate planning, and...Remote work$76.32k - $127.21k
...clients. Responsibilities: Cultivate relationships with advisors ensuring client satisfaction... ...limited to retirement, personal wealth management, risk management, and education planning... ...or information regarding an applicant’s bank or credit card. Should you have any questions...Full timeWork at officeWork from home- ...visiting branch/service center locations. Provides detailed information and promotes credit union products and services to build relationships. Processes transactions in areas of savings, consumer loans, real estate loans and auxiliary credit union services.Delivers...
$170k - $225k
U.S. Private Bank - Private Banker - Vice President or Executive Director Job Information... ...Advisory Business Unit Asset & Wealth Management Posting Date 10/22/2024, 11:34 PM... ...Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly...Full timeTemporary workWork experience placementLocal area$25 - $35 per hour
...That Take Pride in Their Work, Supportive Management Team That Put Employees First... ...Development Account Executive – Residential and Commercial Security Systems to join our team! You... ...settings You are driven by building relationships and enthusiastic! You're excited to...Hourly payFull timeWork at office$69.8k - $132k
...structure analysis, profit enhancement, cash management, and profitability analysis... ...entities across the country, including large commercial gaming resorts, casinos, and Indian gaming... ...to develop and maintain effective relationships with business associates and industry groups...Full timeWork experience placementInternshipLocal areaFlexible hours$185k - $215k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses... ...medium to large size high net worth client relationships. Builds a team of Banking, Trust and... ...handling complex wealth and relationship management issues, providing counsel and expert advice...Work experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$310k - $365k
...lender-side representation for commercial finance matters. Experience representing banks and/or private credit funds on... ...Case/Transaction Assistance and Management: Assist/Manage a variety of complex... ...internal and external client relationships by providing support, regular...Full timeWork at officeRelocationRelocation package$27.02 - $39.18 per week
...visiting branch/service center locations. Provides detailed information and promotes credit union products and services to build relationships. Processes transactions in areas of savings, consumer loans, real‑estate loans and auxiliary credit union services. Delivers...Remote work
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