Senior Relationship Manager
$147k - $250kColumbia Bank (WA, OR & ID)
Middle Market Banking Relationship ManagerServes as the key banking relationship manager for assigned middle market client relationships. Accountable for prospecting new business and working with Client Solution Managers to deepen client relationships. Maintains a "trusted advisor" role, engaging in dialogue with Executive-level client contacts to assess holistic banking needs and to provide customized banking insights and solutions. Drives financial performance through profitable revenue and growth and quality credit. At this level, the relationship manager generally supports a portfolio of middle market clients with $50MM+ in annual revenue. These client relationships are generally the largest and most complex in the market's portfolio.Serves as the trusted advisor to clients, functions as the Middle Market client "expert" and the go-to-person providing differentiating consult, ideas, and options for the largest and most complex clients. Champions and leads business development efforts by developing a clear and holistic understanding of the client's or prospect's business and industry. Performs client reviews to ensure the bank provides relevant solutions as clients grow and adapt.Develops and maximizes established referral network. Proactively prospects for new clients and identifies ways to expand existing relationships in collaboration with Client Solutions Manager and internal partners. Identifies opportunities and partners to structure, coordinate and sponsor credit and non-credit solutions.In partnership with the Client Solutions Manager, assembles and leads cross-functional team to quickly respond to customer request and identified needs. Utilizes team of experts to creatively present the full breadth of the bank.Maintains active prospecting effort, including identification, qualification and calling. Consistently balances prospecting efforts and quality client maintenance responsibilities.Makes decisions on loans and terms within established lending limits. Analyzes credit to determine the ability of customers and prospective customers to qualify for ensuing borrowing requirements.Follows-up on current loans to ensure compliance with internal procedures and other required terms.Studies middle market industrial, economic and financial situations relating to new or existing business as part of prudent business development and portfolio management disciplines.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.The pay range for this role is $147,000.00 to $250,000.00. 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).Our 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: View email address on click.appcast.io 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.
$122.54k - $208.72k
RELATIONSHIP MANAGER SENIOR CBWHAT IS THE OPPORTUNITY?Develops and manages relationships with commercial clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves...SeniorRemote work$111.41k - $189.74k
RELATIONSHIP MANAGER SENIOR SPECIALTY DEPOSITSWHAT IS THE OPPORTUNITY?The Specialty Deposits Relationship Manager position develops and manages relationships within the Escrow, Title, Homeowner Association Property Management, Commercial Property Management, 1031 Exchange...SeniorFor contractorsRemote work$160k - $210k
Senior Enterprise Client ExecutiveFirst year potential total compensation is $160,000 to... ...presence in direct sales channel. Manage and pursue complex accounts and prospective... ...ensure selling success.Develop and manage relationships with prospects and new customers. Actively...SeniorFull time- ...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
$96.4k - $144.6k
...CaliforniaCustomer Success - Customer Success Management /Full Time /HybridRestaurant365 is a SaaS... ...” ... and we want that for you too!As a Senior Customer Success Manager, you will manage the long-term customer relationship by becoming a trusted advisor to some of our...SeniorFull timeWork at office- Brown and Caldwell (BC) is excited to offer a fantastic Senior Client Services Manager/Project Manager opportunity to drive our sales strategy... ...requires consistent success in expanding long-term client relationships, leading high-performing Client Service Teams (CSTs),...SeniorFull timeTemporary workShift work
- UMB's Corporate Trust team is seeking a Relationship Manager III to serve as the main point of contact for large trustee clients. The role involves... ...of complex transactions. The candidate will engage with senior client staff, review legal documents, and collaborate across...Senior
$8k
...Want in? Join the #VTeamLife.What you’ll be doing...As a Senior Client Executive - SLED at Verizon, you'll play a key role... ...long-range strategic planning for growth of major accounts, managing C-level relationships, and providing industry-specific knowledge. You’ll also...SeniorFull timeContract workTemporary workPart timeWork experience placementLocal areaShift work$130k - $210k
Jobot is seeking a Sr. Relationship Manager for a well-established California bank operating for over 100 years. The role is in Costa Mesa, CA, with a hybrid work model and a permanent status. Salary is $130,000 - $210,000 per year, with compensation based on experience...SeniorPermanent employment$90k - $105k
...for shoppers, and for each other. Job Brief: The Senior Customer Success Manager partners with our customers. Reporting to the Manager of... ...contact for their book of business. They own the client relationship and be charged with maintaining and growing revenue from...SeniorRemote workWork from homeFlexible hours- AAA Auto Club Enterprises is seeking a Manager of Engagement to lead the product strategy focused on enhancing membership experiences. You will oversee touchpoints from onboarding to renewal, ensuring a cohesive member journey. The ideal candidate has at least 7 years of...Senior
$150.1k - $227k
..., and you are the future of Salesforce.The Customer Success Manager, Senior Manager is a highly strategic and experienced individual contributor... ...data-intensive work, freeing the CSM for high-stakes relationship building.ROI Segmentation (Human vs. AI): Determining which...SeniorFull timeWork at officeRemote workFlexible hours3 days per week- Banc of California is seeking a skilled financial analyst to provide credit and trend analysis for middle market clients. The role involves evaluating credit worthiness and making recommendations to Credit Administration while ensuring compliance with banking regulations...Senior
$148.6k - $198.2k
...lists. First American will always strive to be a great place to work, for all. For more information, please visit We DoThe Senior Relationship Manager, Trust Counsel is responsible for managing client relationships while providing legal guidance related to trust services....SeniorFull timeLocal area$148.6k - $198.2k
...Senior Relationship Manager, Trust CounselThe Senior Relationship Manager, Trust Counsel is responsible for managing client relationships while providing legal guidance related to trust services. This role serves as a key point of contact for clients, ensuring high-quality...SeniorLocal area- Citigroup Inc. is seeking a Wealth Relationship Manager in Fountain Valley, California. This seasoned professional position involves building strong relationships with affluent clients and providing personalized financial planning solutions. The ideal candidate will have...Senior
$189.29k - $331.2k
...TrustAs a global leader in innovative wealth management, asset servicing, asset management and... ...to identify opportunities for relationship enhancement4. Focused client service with... ...within the organization is encouraged, senior leaders are accessible, and you can take...SeniorWork experience placementH1bWorldwideFlexible hours$140k - $235k
...grow, and make an impact. Transformative Healthcare Group Bank of America's Transformative Healthcare segment is seeking a Senior Relationship Manager to join our team in Southern California. The Transformative Healthcare Group focuses on the middle-market healthcare...SeniorWork experience placementWork at officeLocal areaFlexible hoursShift workDay shift$83.92k - $125.88k
Citigroup Inc. is seeking a Wealth Relationship Manager in Aliso Viejo, California to enhance relationships with affluent clients and provide tailored financial solutions. This full-time role demands strong analytical and financial skills, with responsibilities including...SeniorFull time- BMO Financial Group is seeking a seasoned Relationship Manager in Newport Beach, CA to lead strategic client engagements and drive revenue through... ...-selling and optimal structuring of complex deals. In this senior role, you will manage high-value portfolios, coordinate...Senior
- Bank of America in Southern California seeks a Senior Relationship Manager to serve Global Commercial Banking clients in the Transformative Healthcare group. You will manage a portfolio of healthcare clients, deepen relationships, and coordinate with product specialists...Senior
- ...Senior Client Manager EPIC Insurance Brokers & Consultants is one of the fastest-growing insurance brokerage and consulting firms in the... ..., compliance support, open enrollment, and ongoing client relationship management. The ideal candidate brings strong employee...SeniorLocal area
- ...a single, highly strategic enterprise customer. The Senior Enterprise Customer Success Manager holds end-to-end accountability for customer success... ...partners, and athletes, managing ongoing communication and relationship coordinationLead intake of customer, partner, and...SeniorFull timeTemporary workPart timeWork experience placementWork at officeLocal areaFlexible hours
- 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...Senior
- ROX United is seeking a Public Relations Director to lead client relationships and manage media engagement strategies. This role requires a proactive and creative professional with over 7 years of experience in public relations, capable of juggling multiple projects while...Senior
$116k - $216k
Location:660 Newport Center Drive, Newport Beach CaliforniaJob SummaryThe Senior Relationship Manager serves as the Trusted Advisor for clients and prospects who are primarily active commercial real estate owners, investors and developers. Sr Relationship Managers provide...SeniorPermanent employmentFull timeInterim roleWork at officeFlexible hoursNight shift$118k - $134k
...technologies. Summary The Revenue Growth & Client Strategy Senior Manager position is overall responsible for pricing and contract status... ...) and present these ideas internally and externally Build relationship and strong communication with key Customer contacts Provide...SeniorContract workTemporary workSummer workWork at officeLocal areaFlexible hours- Citi is seeking a Wealth Relationship Manager in Fountain Valley, California. In this role, you'll manage affluent clients, offering tailored financial solutions based on your strong analytical and financial skills. You'll work closely with product specialists and ensure...Senior
$130k - $210k
Sr. Relationship Manager $130000 - $210000 per year | Costa Mesa, CA | Hybrid | Permanent Compensation Based on Experience. Sr. Relationship Manager needed for a well-established California bank operating for over 100 years A bit about us: We are a well-established California...SeniorPermanent employmentLocal areaFlexible hours$143k - $196k
...data-driven, and forward-thinking Lifecycle Marketing & CRM Sr. Manager to lead our global lifecycle marketing team. In this role, you... ...transformation.Communicator: Exceptional presentation and relationship-building skills to secure buy-in from partners and peers as well...SeniorFull timeCasual workWork at officeImmediate startRemote workWork from homeFlexible hoursShift work2 days per week3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Relationship Manager. Be the first to apply!
- senior relationship manager Irvine, CA
- global relationship manager Irvine, CA
- labor relations director Irvine, CA
- government relations manager Irvine, CA
- relationship manager Irvine, CA
- university relations manager Irvine, CA
- labor relations manager Irvine, CA
- provider relations manager Irvine, CA
- industry relations manager Irvine, CA
- enterprise relationship manager Irvine, CA


