Sr. Relationship Manager - Global Commercial Banking (Middle Market) - Newport Beach or San Diego, CA
$140k - $235kBank of America
Job Description:At 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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.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 Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary point of contact or 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 in order to identify cross-selling opportunities and increase overall client satisfaction.This position can be filled in either Newport Beach OR San Diego.Responsibilities:Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion 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 domestic and international 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 in order 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 neededSkills:Client ManagementClient Solutions AdvisoryProspectingRelationship BuildingRisk ManagementFinancial AnalysisLeadership DevelopmentProject ManagementReferral IdentificationSales Performance ManagementBusiness DevelopmentClient Experience BrandingContinuous ImprovementData and Trend AnalysisPipeline ManagementUndergraduate degree desired: Majors in business, finance or economics preferred. MBA desirableRequired Skills Must have a minimum of 10 years’ experience in Commercial Lending or Investment Banking.Demonstrates ability to successfully manage an extensive portfolio of clients.Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions.Professional proven sales skills and experience, including planning, execution and follow up of client meetings.Strong corporate finance, capital markets and accounting acumen.Financial modeling experience and the completion of a formal credit training is required.Outstanding oral and written communication skills.Demonstrated leadership ability.Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems.Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & 63 license within 180 days of start date)Desired skills:Existing knowledge of the market preferred.Active networking contacts and Centers of Influence established in the market.Active member/participation in local community organizations.Minimum Education Requirements:Undergraduate degree or equivalent work experience desired: Majors in business, finance or economics preferred. MBA desirable.Shift:1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsUS - CA - Newport Beach - 520 Newport Center Dr - Newport Beach 520 Ncd (CA6814), US - CA - San Diego - 701 B ST (CA0816)Pay and benefits informationPay range$140,000.00 - $235,000.00 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 Beach; San DiegoType: Full time
- ...At Bank of America, we are guided... ...solutions to complex Global Commercial Banking clients... ...maintaining profitable relationships, collaborating... ...in either Newport Beach OR San Diego. Responsibilities : Manages an extensive portfolio... ...and broader market and industry...SeniorWork experience placementWork at officeLocal areaFlexible hoursShift workDay shift
$140k - $235k
Job Description:About us:At Bank of America, we are guided... ...to build foundational commercial banking sales and credit skills... ...transition into a Senior Relationship Manager role upon completion of... ...Transparency detailsUS - CA - Newport Beach - 520 Newport Center Dr -...SuggestedFull timeWork experience placementWork at officeLocal areaFlexible hoursShift workDay shift$140k - $235k
Job Description:At Bank of America, we are... ...is seeking a Senior Relationship Manager to join our team in... ...Group focuses on the middle‑market healthcare industry... ...team within the Global Commercial Bank. The Transformative... ...detailsUS - CA - Newport Beach - 520 Newport Center...SeniorFull timeWork experience placementWork at officeLocal areaFlexible hoursShift workDay shift$140k - $235k
Job Description At Bank of America, we are... ...is seeking a Senior Relationship Manager to join our team in... ...Group focuses on the middle‑market healthcare industry... ...team within the Global Commercial Bank. The Transformative... ...details US - CA - Newport Beach - 520 Newport Center...SeniorWork experience placementWork at officeLocal areaFlexible hoursShift workDay shift$140k - $235k
...Description:At Bank of America, we... ...to complex Global Commercial Banking clients... ...maintaining profitable relationships, collaborating... ...Relationship Manager (SRM) . Bank... ...and broader market and industry... ...detailsUS - CA - Los Angeles... ...3), US - CA - Newport Beach - 520 Newport...SeniorPermanent employmentFull timeWork at officeFlexible hoursShift workDay shift- ...grow institutional relationships within a firm... ...Corporate Relationship Management team is focused... ...management, banking and... ...benefits/compensation, marketing/sales, relationship... ...we are a leading global investment banking... ...Locations Newport Beach, CA, United States...
$134.46k - $184.89k
Guardian is seeking a Client Executive to strategically manage a portfolio of large, complex client relationships within our Group Benefits business. This role is... ...internal Jobs Hub in Workday.SummaryLocation: Newport Beach - Regional Office; Work From Home - CAType: Full...Full timeH1bWork at officeWork from homeVisa sponsorshipWork visaFlexible hours$148.5k - $174.7k
At U.S. Bank, we’re on a journey to do our... ...Group (ICG) Relationship Managers to manage Commercial and Corporate Healthcare... ...ranging from middle-market businesses with approximately... ...as well as the San Francisco Fair... ...; Cincinnati, OH; Newport Beach, CA; Charlotte, NC; Torrance...SeniorFull timeWork experience placementLocal area3 days per week$189.29k - $331.2k
About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust... ...identify opportunities for relationship enhancement4. Focused... ...working with. SummaryLocation: Newport Beach, CAType: Full timeSeniorFull timeWork experience placementH1bWorldwideFlexible hours$140k - $185k
...complex Business Banking clients and... ...maintaining profitable relationships, collaborating... ...:Manages an extensive portfolio... ...with local market stakeholders... ...experience in commercial lending, business... ...banking or middle market sectorExperience... ...detailsUS - CA - Newport Beach - 520 Newport...SeniorFull timeWork at officeLocal areaDay shift- ...Inc. (NYSE: BANC) is a bank holding company with over... ...of the nation’s premier relationship-based business banks, providing... ...banking and treasury management services to small, middle market, and venture backed... ...managementExperience in commercial and other related forms...Full timeTemporary workWork experience placementLocal areaImmediate startFlexible hours
$143k - $196k
...to have a positive global impact while having... ...-thinking Lifecycle Marketing & CRM Sr. Manager to lead our global lifecycle... ...strategies with commercial objectives.Shift the... ...presentation and relationship-building skills to secure... ...at our Irvine, CA office 2-3 days per...SeniorFull timeCasual workWork at officeImmediate startRemote workWork from homeFlexible hoursShift work2 days per week3 days per week$116k - $216k
Location:660 Newport Center Drive, Newport Beach CaliforniaJob SummaryThe Senior Relationship Manager serves as the Trusted... ...active commercial real estate owners... ...and developers. Sr Relationship Managers... ...includes traditional bank products and capital markets executions. Sr...SeniorPermanent employmentFull timeInterim roleWork at officeFlexible hoursNight shift$141.5k - $212.2k
...quality of life globally through design... ...and relationships in the A/E/C industry... ...practice in the San Diego Area. This... ...business and marketing plans for the... ...and Practice Management - approximately... ...Critical Facilities, Commercial/Workspace.... ...MD & Various CA, NJ Areas-$141...Full timeTemporary workPart timeFor contractorsCasual workWork at officeLocal area$230k - $280k
...purposeful career. Our global network is made up of... ...driven by strong client relationships, technical excellence,... ...is intentional, market-focused, and rooted in... ...seeking Client Service Managers(CSM)-Water who are energized... ...Clients in Orange & San Diego County, and working...Work at officeLocal area3 days per week- ...Laguna Hills, Mission Viejo, San Diego State/Province California... ...to, geographic location, market competition, and/or the successful... ...meet the needs of today’s global, distributed workforce. From... ...business-to-business (B2B) sales, managing the entire sales cycle,...Full timeWork at officeLocal area
$112.6k - $187.6k
Overview: Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts that may have significant complexity and risk, including all administrative... ...earnings growth and compliance with Bank and Division strategic plans. Participates...Full timeTemporary workWork experience placement$71.1k - $145.9k
Make banking a Fifth Third better We connect great people... ...collaboration with Portfolio Managers, Underwriters, and Credit... ...ongoing monitoring of commercial credit relationships Independently analyze borrower... ...Senior Commercial Middle Market Credit Analyst Total Base...SeniorWork at office$147k - $250k
...Middle Market Banking Relationship ManagerServes as the key banking relationship manager for assigned middle market client relationships. Accountable... ...experience serving commercial clients with $25MM+ annual... ...Karman Avenue Suite 400 Irvine CA 92614Our Benefits:We are...SeniorWork at office- A leading banking institution in California seeks a Relationship Manager for Business Banking to develop and manage client relationships, driving sales and delivering tailored financial solutions. Candidates must have extensive banking and lending experience, strong interpersonal...Senior
- ...industries and 80% of global commerce, and we need your... ...*The Customer Success Manager (CSM) works directly... ...onboarding in your local market with on-the-job training... ...approach to working relationships, internally and externally... ...across two trips, in San Ramon, California. This...Permanent employmentFull timeWork experience placementWork at officeLocal areaRemote workWorldwideRelocation packageFlexible hours3 days per week
$60k
Sales & Account Manager Location: US-CA-Newport Beach ID: 2026-1562 Category... ...a driven and relationship-focused Sales & Account... ...products are data-driven market intelligence tools... ...a real estate or commercial property context... ...investors, lenders, banks, and industry...Full timeContract workWork experience placementWork at officeLocal areaVisa sponsorshipWork visa$750 per month
At U.S. Bank, we’re on a journey... ...DescriptionThe Commercial Real Estate Senior... ...Analyst 3 manages portfolio risk... ...sensitivities, and market... ...MonitoringSupport Relationship Managers and Portfolio... ...position is Newport Beach, CA.Our qualification... ...well as the San Francisco Fair...SeniorFull timeWork experience placementWork at officeLocal area3 days per week$117.73k - $138.5k
At U.S. Bank, we’re on a journey to do our... ...Group (ICG) Portfolio Manager partners with Relationship Managers to... ...manage a portfolio of Commercial and Corporate Banking... ...Act as well as the San Francisco Fair Chance... ...; Cincinnati, OH; Newport Beach, CA; Charlotte, NC; Torrance...Full timeWork experience placementLocal area3 days per week$133.37k - $156.9k
At U.S. Bank, we’re on a journey to do our... ...Description The Portfolio Manager partners with Relationship Manager(s) to... ...Extensive knowledge of commercial/corporate lending... ...Act as well as the San Francisco Fair... ...MN; Cincinnati, OH; Newport Beach, CA; New York, NY; Dallas...Full timeWork experience placementLocal area- ...acquisitions, development and asset management of industrial properties in... ..., the Inland Empire and the San Francisco Bay Area. Alere has... ...annual financial statements, bank reconciliations and annual... .... This position is based in Newport Beach, CA and is in office full‑time with...Full timeWork at officeLocal areaFlexible hours
$147k - $250k
...Middle Market Banking Relationship ManagerServes as the key banking relationship manager for assigned middle market client relationships. Accountable... ...experience serving commercial clients with $25MM+ annual... ...Karman Avenue Suite 400 Irvine CA 92614Our Benefits:We are...Work at office$117k - $175k
...Description:At Bank of America, we... ...Credit Advisor (CA) to develop and... ...custom lending relationships with strategic... ...growth while also managing a portfolio of... ..., including marketable securities, commercial real estate, fine... ...detailsUS - CA - Newport Beach - 500 Newport...SeniorFull timeWork at officeDay shift$171.07k - $213.84k
...of a Director, Retail Marketing at Vanslooks a little like this.The Global Brand Retail Marketing... ...consistent, compelling, and commercially effective consumer... ...in lockstep with Brand Management, Creative, Integrated Marketing... ...but not limited to the San Francisco Fair Chance...Full timeSeasonal workLocal area- ...of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion... ...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...Full timeWork at officeLocal areaImmediate startFlexible hours
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