SR Relationship Manager, Business Banking - Orange County, CA
Bank of America ATM
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.The Senior Relationship Manager (SRM) is responsible for managing a portfolio of business banking clients who require financial services and products to meet their needs. In addition to being the primary point of contact and key financial advisor for the client, the SRM is accountable for prospecting new business and retaining and deepening existing relationships. The SRM analyzes the client's financial and operating strategies and recommends alternative or additional financial services to best meet the client's immediate and long-term personal and business needs. The SRM will have the ability to forge relationships with the appropriate decision makers within the client company. The SRM is also responsible for leading, directing and coordinating key extended team members in the analysis and execution in the effective delivery of their products and services to clients and prospects. This involves coordinating client involvement by the team's specialists in credit and payments. To effectively perform this role, the SRM must be well versed in all Bank of America products and services for proper identification of cross-selling opportunities. The SRM is expected to consistently network in the community and with centers of influence. in addition, requires management of all Client Management Process core training, plus advanced credit and Treasury Management courses; successful experience in complex transactions; excels at client management success factors; demonstrates leadership skills and mentors new associates.Qualifications5 – 10+ years Commercial Lending, Business Development, Commercial Credit and Portfolio Management experience in the business banking or middle market sector. Management of an extensive portfolio of clients with annual revenues of $10 - $50 million. Proven track record of prospecting new business and enhancing existing relationships. Proven sales skills and experience. Must be able to assess and analyze financial conditions of clients and the industry trends. Must have excellent verbal and written communication skills and demonstrated leadership ability. Familiarity with sales force automation, such as ACT and other systems, a plus. Undergraduate degree required.Capable of organizing, facilitating, leading and negotiating with team of bank associates to solve client issues.Ability to understand and interpret financial statements and cash flow analysis required. May be hired as Relationship ManagerShift:1st shift (United States of America)Hours Per Week: 40Full time
$140k - $235k
Job Description:At Bank of America, we are guided... ...for our teammates and businesses based on role-specific... ...maintaining profitable relationships, collaborating with... ...Diego.Responsibilities:Manages an extensive portfolio... ...Transparency detailsUS - CA - Newport Beach - 520...SeniorFull timeWork experience placementWork at officeLocal areaDay shift- ...CAREERBanc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in assets... ...of 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...SuggestedFull timeTemporary workWork experience placementLocal areaImmediate startFlexible hours
- ...At Bank of America, we are guided by a common purpose to... ...flexibility for our teammates and businesses based on role-specific considerations... ..., and maintaining profitable relationships, collaborating with teammates... ...Responsibilities : Manages an extensive portfolio of complex...SeniorWork experience placementWork at officeLocal areaShift workDay shift
$189.29k - $331.2k
...global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (... ...reflect the three cornerstones of business conduct which we strive to... ...to identify opportunities for relationship enhancement4. Focused client service...SeniorFull timeWork experience placementH1bWorldwideFlexible hours$140k - $235k
Job Description:About us:At Bank of America, we are guided by a... ...specific responsibilities and business needs.At Bank of America, you... ...to transition into a Senior Relationship Manager role upon completion of the program... ...Pay Transparency detailsUS - CA - Newport Beach - 520 Newport...SuggestedFull timeWork experience placementWork at officeLocal areaFlexible hoursShift workDay shift$94k - $141k
...Category: Commercial and Business Sales, WealthCompany:... ...retaining customer relationships by maximizing sales opportunities... ..., Credit, and Cash Management products and support... ...and work closely with Sr. Business Bankers on... ...acquisition of new to bank clients and target...Full time$80k - $85k
...sales opportunity within the Orange County, CA territory. Candidates MUST... ...process. Build lasting relationships with new leads and existing... ...internal teams, such as account managers and revenue operations, to... ...-motivated approach to new business development in a field...Temporary workLocal areaFlexible hours$37.5 - $67.31 per hour
...interested in a Branch Manager career within the... ...customer relationships to drive consistent... ...assignment is based on business need and branch... ..., Business Banking, and Home Lending... ...below: Coastal Orange County District locations... ...Huntington Beach CA 92648 301 E. 17th...Full timeWork experience placementInterim role- ...Ayco Workplace Advisory Solutions, Relationship Manager - Vice President, Newport Beach, CA Your Impact Are you motivated to help... ...Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide...
$140k - $185k
...financial solutions to complex Business Banking clients and prospects. Key... ...and maintaining profitable relationships, collaborating with teammates... ....Responsibilities:Manages an extensive portfolio of complex... ...Pay Transparency detailsUS - CA - Newport Beach - 520 Newport...SeniorFull timeWork at officeLocal areaDay shift$70k - $90k
...Must live within reasonable driving distance of territory (Orange County, CA area) – local candidates only What You'll Do: Get... ...territory of apartments, condos, and co-ops where you'll build relationships with property professionals, obtain referrals, and engage...Full timeLocal areaFlexible hoursWeekend workAfternoon shift$37.5 - $67.31 per hour
...Branch Manager Wells Fargo is seeking... ...retaining customer relationships to drive consistent... ...is based on business need and branch availability... ..., Business Banking, and Home Lending... ...: Coastal Orange County District locations... ...Huntington Beach CA 92648 301 E. 17...Work experience placementInterim role$100k - $130k
...Sales Account Executive - Orange County Territory Pay: $100... ...seeking a motivated, relationship-driven sales... ...ability to develop new business, build long-term client... ...person presentations, managing a sales pipeline through... ...Location: Orange County, CA Job Type: Full-time...Full timeWork at officeLocal areaWork from homeMonday to FridayShift work$122.54k - $208.72k
...SENIOR RELATIONSHIP MANAGER COMMERCIAL BANKING WHAT IS THE OPPORTUNITY? Develops and manages relationships... ...commercial clients in our Healthcare business segment and/or geographic areas. Presents... ...National location is an essential function of the job. #LI-TT #CA-TT...SeniorRemote work$116k - $216k
...CaliforniaJob SummaryThe Senior Relationship Manager serves as the Trusted Advisor... ..., investors and developers. Sr Relationship Managers provide... ...which includes traditional bank products and capital markets... ...targeting and developing new business relationships while actively...SeniorPermanent employmentFull timeInterim roleWork at officeFlexible hoursNight shift$230k - $280k
...for? GHD’s municipal business in Water and Transportation... ...by strong client relationships, technical excellence,... ...partnerships with cities, counties, and local agencies.... ...Client Service Managers(CSM)-Water who are energized... ...for Water Clients in Orange & San Diego County, and...Work at officeLocal area3 days per week- ...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
- ...CAREERBanc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in assets... ...of 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...Full timeWork at officeLocal areaImmediate startFlexible hours
$240k - $353k
...California’s Transportation Business Line. WSP is looking for a Senior Vice President, Orange County/Southern California Local Business... ...advisor to our clients.Manages local client coordination and... ...established relevant client relationships and industry contacts in the...SeniorWork experience placementWork at officeLocal areaFlexible hours$140k - $185k
...financial solutions to complex Business Banking clients and prospects. Key... ...and maintaining profitable relationships, collaborating with teammates... .... Responsibilities Manages an extensive portfolio of complex... ...and Benefits Location: US - CA - Newport Beach - 520 Newport...SeniorWork experience placementLocal areaShift workDay shift$132.26k - $155.6k
At U.S. Bank, we’re on a journey to do our best.... ...Helping the customers and businesses we serve to make... ...Partners with assigned Relationship Manager(s) to successfully manage... ...the Los Angeles County Fair Chance Ordinance... ...SummaryLocation: San Francisco, CA; Cincinnati, OH;...Full timeWork experience placementLocal area- ...a significant impact on our business. As a Senior Home Lending... ...experience by utilizing centrally managed direct mail, media... ...formal and dotted-line reporting relationships. Builds role as the... ...sales experience in retail banking ~ Knowledge of real estate...SeniorWork experience placementLocal areaImmediate startRelocation
- ...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
- ...acquisitions, development and asset management of industrial properties in Los Angeles and Orange Counties, the Inland Empire and the San... ..., annual financial statements, bank reconciliations and annual CAM... ...is based in Newport Beach, CA and is in office full‑time with...Full timeWork at officeLocal areaFlexible hours
$85k - $100k
...outside sales position in the Orange County & Los Angeles, CA Area and will require... ...Work with Regional Sales Manager and Sales Development team... ...Uncovering pain points and business impact that maps back to our... ...a long-lasting business relationship In-depth knowledge of the...Live in$140k - $235k
...Company Overview At Bank of America, we are guided by a common... ...specific responsibilities and business needs. At Bank of America, you... ...segment is seeking a Senior Relationship Manager to join our team in Southern... ...Per Week: 40 Location: US - CA - Newport Beach - 520 Newport...SeniorWork experience placementWork at officeLocal areaFlexible hoursShift workDay shift- ...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 and... ...policy compliance, and coordinate with the Business Banking Group Manager on portfolio management...Senior
- ...of the firms San Diego, Los Angeles, or Orange County Office. The firm offers a highly positive... ...Key Responsibilities: Independently manage a litigation caseload, working cases from... ...California and be a good standing member of the CA Bar Must have 8+ years of defense...SeniorWork at officeFlexible hours
- ...reside in the greater northern Orange County or Huntington Beach area.... ...sales performance, effectively manage assigned territory and... ...accounts, build strong customer relationships and customer needs solving... ...and operating within AbbVie’s business code of conduct, policies...SeniorRemote jobFull timeTemporary workLocal areaNight shift
- ...Relationship Manager FSSI has been a trusted leader in document outsourcing and communication... ...500 companies in the financial, banking, insurance and billing industries... ...Relationship Manager to join our Business Development team in Santa Ana, CA. In this role, you'll strengthen...3 days per week
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