Relationship Manager
$75k - $130kServbank
As a Relationship Manager, you will play a pivotal role in expanding our treasury management business by acquiring new clients, fostering deposit growth, and cultivating strong client relationships. Your focus will be integral to the success of our Commercial Banking Division, particularly in enhancing Treasury Management services and facilitating client onboarding.
Leveraging your deep expertise in treasury products, you will develop and execute targeted strategies tailored to local market dynamics. Your responsibilities will encompass a spectrum of sales functions, including crafting compelling sales proposals, generating proformas, preparing documentation, and providing essential technical support. Moreover, you will ensure seamless integration and efficient onboarding of our products and services for clients. This position demands a proactive approach to business development, coupled with meticulous attention to detail in servicing and supporting our clients' treasury management needs. Your contributions will be instrumental in driving both revenue growth and client satisfaction within our organization. About Servbank: Founded in 1994, Servbank is a banking institution with local roots and national reach. We were built on a foundation of community-orientation, which ensures that no matter who we serve, we do so with the human touch that marks the gold standard of service. We work with individuals, businesses, and communities, so that whether you're a student, a homeowner, a small business owner, or a community leader, we can help you fulfill your goals. Come create excellence with Servbank. Job Responsibilities- Drive revenue growth by effectively prospecting and securing new treasury management business, while driving deposit growth and expanding existing customer relationships.
- Initiate strategic discussions around client-centric issues, integrating best practices, industry benchmarks, opportunity assessment, and solution positioning.
- Collaborate with bankers and senior-level clients to deliver integrated treasury solutions in a consultative manner.
- Lead business process reviews independently to support key client sales opportunities; engage industry solution specialists for complex business process reviews.
- Innovate new solution concepts and collaborate with internal product teams to advocate for client needs in complex product development.
- Provide thought leadership on working capital solutions to markets, prospects, and clients through roundtables, conferences, webinars, and professional media platforms.
- Manage non-credit risks within the customer portfolio and enhance profitability across all assigned relationships.
- Minimum 5 years of experience in cash management, sales, and relationship management.
- Proven track record in new business development, utilizing strong selling and negotiation skills.
- Comprehensive understanding of Treasury Service products, credit and risk processes, overdraft management, and pricing strategies.
- Exceptional verbal and written communication abilities.
- Ability to build strong relationships with clients, colleagues, external centers of influence (COIs), and consulting organizations.
- Strong time management, organizational, and planning skills.
- Demonstrated success in meeting or exceeding sales goals as a top individual contributor.
- Bachelor's degree.
- Certified Treasury Professional (CTP) designation (Preferred).
- Strong problem-solving skills and ability to propose creative solutions.
EEO Statement: We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Salary Description
$75,000-130,000
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Relationship Manager in Newport Beach, CA vacancy
- ...The Role: Relationship Manager The Location: Newport Beach, California Reports To: Market President Make a Difference Where It Matters Most At CalPrivate Bank, we believe banking is personal. We have deep roots in the communities we serve...Suggested
$88.8k - $165.6k
...commitments to progress-for a thriving economy, a sustainable future, and an inclusive society. We are seeking a top performing Relationship Manager to join BMO's Pacific Rim Division. In this role, you will build and grow a portfolio of commercial clients with strong...SuggestedPart timeWork experience placementLocal area$129.58k - $240.66k
Farmers & Merchants Bank of Long Beach is seeking a Relationship Manager 2 for Commercial Real Estate lending based in Newport Beach, California. This role focuses on developing and managing CRE loan portfolios while ensuring compliance with bank policies and fostering...Suggested- ...point for complex client issues and maintains strong client relationships Develops new business by contacting prospects and clients, and... ...products and services Reviews loan applications and cash management service agreements for accuracy and completeness Prepares reports...Suggested
$129.58k - $240.66k
...application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Relationship Manager 2 Full Time 2 Professional Newport Beach, CA, US 9 days ago Requisition ID: 2508 Salary Range: $129,584.00 To $240,656.00...SuggestedPermanent employmentFull timeContract workWork at officeLocal area- ...Senior Client Manager EPIC Insurance Brokers & Consultants is one of the fastest-growing insurance brokerage and consulting firms... ...analysis, compliance support, open enrollment, and ongoing client relationship management. The ideal candidate brings strong employee...Local area
$35 per hour
...Coordinator is responsible for building and retaining excellent relationships with existing clients and cultivating relationships with prospective clients. They support strong client relationships by managing daily service needs, coordinating regular meetings, preparing...Hourly payFull timeTemporary workLocal areaWork from homeNight shift$62k - $72k
...countless individuals and families achieve their financial goals. Why TFG? We pride ourselves on our customized approach to wealth management—focusing on growing, protecting, and conserving our clients’ wealth. As a member of our team, you’ll play a crucial role in this...Full timeWork at officeMonday to Friday$16.93 - $21.63 per hour
..., selling retail products and scheduling future appointments. Manage the finances by maintaining accurate balances and utilizing proper... ...Qualifications Competencies Leadership Customer Focus Peer Relationships Integrity & Trust Action Oriented Listening Functional...Hourly payMinimum wageFull timeTemporary workFlexible hoursShift workAfternoon shift- ...Fifth Third in Newport Beach, California is currently seeking a Commercial Relationship Manager IV responsible for business development, managing client relationships, and collaborating with internal partners. The position entails working with clients to provide tailored...
- CalPrivate Bank is looking for a Relationship Manager in Newport Beach, California, to develop and maintain relationships with high-net-worth clients and businesses. This role involves driving portfolio growth and ensuring compliance with internal policies. The ideal candidate...
$130k - $210k
Sr. Relationship Manager (CRE) $130000 - $210000 per year | Costa Mesa, CA | Hybrid | Permanent About Us We are a well-established California bank that has been in operation for over 100 years. Why Join Us Strong benefits (M, D, V, and 401k) Multiple Metric bonuses...Permanent employmentLocal areaFlexible hours$129.58k - $240.66k
Farmers and Merchants Bank of Long Beach is seeking a Relationship Manager 2 in Newport Beach, CA. This role involves managing and expanding a Commercial Real Estate loan portfolio while ensuring compliance with credit standards and regulations. The ideal candidate will...- ...Strategic Relationship Manager We are seeking a driven and relationship-focused Strategic Relationship Manager to support growth across the restaurant and hospitality technology space. This role is ideal for someone with strong restaurant operations knowledge and a...
- A boutique law firm in Newport Beach is seeking an experienced Front Desk Office Manager and Administrative Assistant. You will be the first point of contact for clients, manage client interactions, and provide essential administrative support. Ideal candidates are organized...
$90k - $120k
...expansion & PQLs by identifying usage gaps and spotting product-qualified signals Build repeatable playbooks for onboarding, lifecycle management, health scoring, renewals, and QBRs Work cross-functionally with Product to relay customer feedback and influence roadmap Partner...Local area- BMO Financial Group is looking for a Relationship Manager in Newport Beach, California. This role involves managing a portfolio of commercial clients, structuring complex lending solutions, and ensuring exceptional client service. The ideal candidate should have over 7...
- ...referral partners while helping ensure exceptional service delivery. What You’ll Do Coordinate caregiver schedules and client services Manage new client inquiries and onboarding Support client and family communications Maintain accurate records in Agency Management...Full timeWork at officeShift workAfternoon shift
- ...and enhancing client service, ensuring clients receive exceptional support. Responsibilities include assisting financial advisors, managing communications, and ensuring compliance. The candidate should have strong customer service skills and proficiency in Microsoft...Full timeWork at office
$140k - $235k
...or trusted advisor; acquire, deepen, and maintain profitable relationships; collaborate with teammates; facilitate client relationships with... ...opportunities and increase overall client satisfaction. Manage an extensive portfolio of complex clients and prospects with annual...Local areaDay shift$121.9k - $262.1k
...specific geographic area. Ability to develop trusted advisory relationships with the Senior Executives (e.g. CEO, CFO, COO) of the... ...to offer beneficial banking solutions (e.g. loans, treasury management, capital markets) based on clients and prospects needs. This...Work experience placementWork at officeLocal area$25k
...CRM Marketing Manager Location: Newport Beach, CA Employment Type: Full‑time Reports to: Vice President of Marketing Responsibilities Design, build, and manage end‑to‑end CRM, email, and SMS marketing programs Build foundational CRM infrastructure from the ground up, including...Hourly payFull timeTemporary workLocal area- ...a Client Services Coordinator for a full-time position. This dynamic office-based role involves coordinating caregiver schedules, managing client inquiries, and ensuring exceptional service delivery. The ideal candidate has 2+ years in healthcare or customer service, strong...Full timeWork at office
$70.4k - $105k
Johnson Controls, Inc. is seeking a Site Manager/Customer Care Representative in Huntington Beach, California, to manage key accounts and drive sales growth. This role focuses on developing customer strategies for fire protection projects, enhancing customer satisfaction...- As a PR Manager within Gateway PR, you’ll serve in a hybrid PR and communications manager role supporting corporate communications accounts... ...Muckrack and Meltwater. Build and maintain strong client relationships through proactive communication and strategic counsel....Work at office
- ...day-to-day execution, while mentoring a talented team across managers, associates and coordinators. You’ll also contribute to new business... ...Hall’s people-centered culture and core values: One Team, Relationships, Leadership, Hustle & Grit, Growth Mindset, Make an Impact....Work at officeLocal areaAfternoon shift
- A premier tax and business advisory firm is seeking a Manager for their Private Client Services. The role involves managing client communications... ...Accounting or Finance. Join us and contribute to elite client relationships while enjoying a competitive salary and comprehensive benefits...
$75k - $95k
Kaas Settlement Consulting is looking for a Client Services Manager to manage cases in Newport Beach, California. This role is crucial, acting as the primary client contact and ensuring timely management of cases from intake to policy issuance. The firm specializes in structured...Full time$10 per hour
Infosys Limited is seeking an Associate Engagement Manager in Newport Beach, California. This role involves leading client relationships, managing a portfolio of $10-30M, and collaborating with multiple delivery partners to ensure successful project execution. The ideal...$73.77k - $191.29k
...skills, experience and/or education, and location. This position is also eligible for an annual bonus. SUMMARY The Relationship Manager is responsible for developing and managing a portfolio of Commercial and/or Commercial Real Estate clients that lead to commercial...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Manager. Be the first to apply!

