Commercial Banking Relationship Manager - San Francisco, Walnut Creek, San Jose, CA
$175k - $250kCalifornia Bank & Trust
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a Commercial Banking Relationship Manager in San Francisco, Walnut Creek, San Jose, CA. Essential Functions: Responsible for generating and servicing a wide variety of commercial loans and developing strong, low risk commercial relationships while maintaining quality customer service. Acts as the principal account and relationship manager for new and existing clients. Develops, generates and follows-up on new client leads through existing clients and referrals from other bank departments. Calls on existing relationships to review portfolios and makes recommendations as needed. Responsible for sales, credit analysis, proper loan structuring, client interviewing and perceptive character judgment. Responsible for monitoring credit performance. Responsible for building and maintaining relationships, with a resulting high degree of customer satisfaction. Cross sell other bank products. Aggressively seeks and obtains quality new business through client and prospect calls, referrals, and cross selling efforts. Requires skills and experience in applicant interviewing and perceptive character judgment, loan structuring, credit analysis, and monitoring credit performance. Responsible for building and maintaining relationships, with a resulting high degree of customer satisfaction. Other duties as assigned. Qualifications: Requires a Bachelor's and must have at least 4-8+ years' experience with commercial or credit associated lending, credit, underwriting experience. A combination of education and experience may meet requirements. Extensive knowledge of commercial loans, credit analysis, lending, loan processing and closing processes. Ability to expand commercial loans, client relationships and cross-sell bank products. Requires strong sales ability. Solid experience in applicant interviewing and perceptive character judgment skills. Ability to structure loans and monitor credit performance. Must have strong interpersonal and communication skills. Working knowledge of software applications, including word processing and spreadsheets. Manages a medium commercial portfolio. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits, including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $175,000 - $250,000 annually depending on job-related factors such as level of experience. #J-18808-Ljbffr California Bank & Trust
$170k - $210k
...financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all... ...methodology here.Job Summary:The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing...SuggestedTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$29.08 - $35.54 per hour
About U.S. Bank At U.S. Bank, we’re on a journey to do our best. Helping the customers... ...lowest level of the position posted. Relationship Bankers build relationships with... ...California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject...SuggestedTemporary workLocal area$29.08 - $35.54 per hour
...Relationship Banker At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter... ...Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and...SuggestedTemporary workLocal area$24.92 - $30.46 per hour
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses... ...at—all from Day One. Job Description Relationship Bankers build relationships with customers... ...Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject...SuggestedTemporary workLocal area- ...Savings is one of America’s oldest banks. The Bank provides commercial mortgage and relationship banking services in Boston,... ..., Washington, D.C. and the San Francisco Bay Area. Publicly-traded but... ...business development and client management for the Bank’s most significant...SuggestedWork at officeRemote work
$25 - $26.77 per hour
...Bank Of America Job Opportunity At Bank of America, we are... ...operational excellence Builds relationships with clients to meet... ...lending, and investments Manages financial center traffic, appointments... ...details US - CA - San Francisco - 1640 Van Ness Ave - VAN NESS...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$18 - $20 per hour
Associate Banker Consumer Banking This is an... ...opportunity. This role is in San Francisco Candidates must reside within... ...distance to San Francisco CA About this Position Join... ...banking. You'll help clients manage their money confidently through relationship building, technology...Full timeApprenticeshipInternshipRemote workMonday to Friday- ...Stockton St Chinatown SF Branch, San Francisco, CA Bilingual Cantonese... ...Unit Consumer & Community Banking Posting Date 09/10/2026, 0... ...understood. We build lasting relationships by doing the right thing, exceeding... ..., leveraging a tablet to manage lobby traffic, check...Part timeShift work
$245k - $285k
...Remote-Friendly (Travel-Required) | San Francisco, CA | Seattle, WA | New York City, NY About... ...About the Team As the Product Policy Manager for Product Risk, you will play a... ...recruiters will never ask for money, fees, or banking information before your first day. If...Contract workFor contractorsFor subcontractorWork at officeRemote workVisa sponsorshipFlexible hours$130k - $145k
...Classification:Investment Management - InvestmentsA GLOBAL... ...of multifamily and commercial real estate debt... ...internal and external relationships to efficiently guide... ...based in our office in San Francisco and will follow a hybrid... ...: San Francisco, CA, USAType: Full timeFull timePart timeLocal areaRemote work$190k - $285k
...This San Francisco, CA-based, fully remote Quantitative Trader — Multi-Asset position will trade... ...effects; and Research cross-asset relationships without forcing unstable correlations.... ...incident controls. Responsibilities Manage live exposures and instrument-specific...Live inLocal areaRemote work$200k - $300k
## Citi Private Bank - UHNW BankerApplyremote type... ...: Hybridlocations: San Francisco California United... ...within one area. Strong commercial awareness is a necessity... ...matters.* Build relationships with client families... ...Private Bank.* Effectively manage client expectations...Full time$185k - $280k
From San Francisco, CA, the fully remote Digital-Asset Quantitative Trader will build a controlled institutional process for liquid digital... ..., funding markets, and fragmented liquidity A record of managing weekend, overnight, and venue-failure procedures Experience...Remote workWork from homeHome officeFlexible hoursShift workNight shiftWeekend work- ...Relationship Banker - San Francisco Financial Market San Francisco, California;San Francisco, California **... ...18 years of age.** Acknowledge ( **Bank of America employees are required to... ...business, lending, and investments + Manages financial center traffic, appointments...Work at officeFlexible hoursShift workWeekend workDay shift
$250k
## Managing Director, Private Banker, Downtown San FranciscoApplylocations: San Francisco California United Statestime type:... ...contribute to the commercial objectives of the business... ...strengthen client relationships with the firm.*... ...interests of the Private Bank.* Help team members...Full time$250k
...regarding financial matters. Build relationships with client families that cross... ...term connections to the Citi Private Bank. Effectively manage client expectations regarding what... ...Full time Primary Location: San Francisco California United States Primary...Full time$28.85 - $33.65 per hour
...Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a... ...advisor - from acquiring, building and managing client relationships to considering a client's complex financial... ...40 Pay Transparency Details US - CA - San Francisco - 1640 Van Ness Ave - VAN NESS...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$200k - $250k
...Senior Venture Capitalist / Investment Manager will focus on developing investment strategies... ...partners. This position is based in San Francisco, requiring attendance in the office... ...experience building and maintaining relationships with a diverse range of stakeholders across...Work experience placementWork at officeRelocation package- Early-Stage Investor Job Application (San Francisco) Chapter One is a venture fund built for... ...founders doing the same. Chapter One manages >$100 million and is investing out of its... ...What you’ll do Lead deals and own relationships with founders Develop investment theses...Relocation
- ...Locations San Francisco, CA 94105, USA Description Stinson LLP seeks an Associate Attorney with two to five years of financial services... ...San Francisco, California office. Duties include file management, motion practice, courtroom opportunities, depositions,...Temporary workWork at officeLocal areaRelocation package
$175k
...communities. As a leading investment bank, we enable growth and success for our... ...offer in-depth knowledge and industry relationships in our core sectors of chemicals &... ...seeking a 2027 Summer Associate in our San Francisco, CA office. Eligibility: Enrolled in...Full timeSummer workInternshipSummer internshipWork at officeWork visa- 2027 Investment Banking Summer Associate Program - San Francisco, Technology, Media & Telecom Group... ..., and wealth and asset management services. With more than... ...and professional relationships with peers and senior bankers... ...2028. San Francisco, CA: Technology Group Jefferies...Summer workInternshipWorldwide
$75k - $160k
Private Wealth Management (PWM)Goldman Sachs Private Wealth Management... ...planning and private banking and lending services. As client... ...client needs evolve, this close relationship allows the team to offer... ...expected base salary for this San Francisco, California, United States-...Full timeTemporary workPart time$80k - $100k
...1 California Street At Citizens Private Bank, as a Private Banker, you will have the... ...overall deposits. Act as the deposit and cash management expert (and cross‑sell where needed).... ...prospects. Maintain and deepen client relationships acting as a trusted advisor. Manage relationships...Work at officeLocal areaFlexible hours- ...valued, and understood. We build lasting relationships by doing the right thing, exceeding... ...the utmost hospitality, using the latest banking solutions and cutting-edge financial technology... ...will take a lead role in acquiring, managing, and retaining meaningful relationships...Immediate startAfternoon shift
$37.56 - $45.9 per hour
...Job Description At U.S. Bank, we're on a journey to do our best. Helping the customers... .... Actively deepens existing customer relationships through routine calling and develops new... ...- Basic knowledge of cash flow management and business credit underwriting - Effective...Temporary workWork experience placement$275k
...Investment Banking - Banker - Tech - VP - New York or San Francisco Country: United States of America It Starts Here: Santander... ...transactions while developing relationships with key clients and driving new... ..., and Advisory transactions. Manage day-to-day deal processes,...Hourly payFull timeContract workWork experience placementWork at officeShift work$250k
...inbound calls to acquire new relationships and deepen existing... ...practices, and escalating, managing and reporting control issues... ...relevant experience Previous banking, retail, or sales experience... ...time Primary Location South San Francisco California United States Primary...Full time- Eastdil Secured Savills is seeking an Associate to join our Hospitality team in San Francisco. The role involves working with senior team members on presentations, financial analysis, underwriting, and transaction execution for hospitality transactions. This position offers...
$109.12k - $163.68k
...Banker Safe Act Lo, Avp - San Francisco Area The associate banker... ...target firms Cultivate relationships with firm employees. Source... ...investments, credit, cash management, and financial planning teams... ...deliver citi's full suite of banking and wealth management...Full time
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