Sr. Relationship Manager - Global Commercial Banking/Middle Market (So. California - Newport Beach/San Diego, CA)
$140k - $235kBank of America ATM
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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.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.Position may be filled in 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 8 years’ experience in Commercial Banking or Transaction Banking.Demonstrates ability to successfully manage a portfolio of Non-Bank Financial Institutions (NBFI) clients.Proven track record of prospecting, originating, and onboarding new NBFI clients.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.The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDICShift: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... ...be filled in Newport Beach or San Diego. Responsibilities : Manages an extensive... ...practices and broader market and industry...SeniorWork experience placementWork at officeLocal areaShift 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- ...Workplace Advisory Solutions, Relationship Manager - Vice President, Newport Beach, CA Your Impact Are you... ...investment management, banking and comprehensive... ...benefits/compensation, marketing/sales, relationship management... ...1869, we are a leading global investment banking,...Suggested
- BANC OF CALIFORNIA AND YOUR CAREERBanc of California... ...(NYSE: BANC) is a bank holding company... ...nation’s premier relationship-based business... ...banking and treasury management services to small, middle market, and venture backed... ...in commercial and other related...SuggestedFull timeTemporary workWork experience placementLocal areaImmediate startFlexible hours
- 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... ...experience in the business banking or middle market sector. Management of an extensive...SeniorImmediate startDay shift
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$148.5k - $174.7k
At U.S. Bank, we’re on a journey... ...Client Group (ICG) Relationship Managers to manage Commercial and Corporate... ...ranging from middle-market businesses... ...Ordinance and the California Fair Chance... ...as well as the San Francisco Fair... ...Cincinnati, OH; Newport Beach, CA; Charlotte, NC...SeniorFull timeWork experience placementLocal area3 days per week$140k - $170k
...Commercial Banking Business Development Officer... ...Location: Newport Beach, CA Who We Are... ...Genesis Bank is a California commercial... ..., and San Bernardino counties... ...as treasury management services and... ...Develops bank relationships with small to... ...referring to cross-marketing opportunities...Full timeLocal areaFlexible hours$140k - $235k
...Company Overview At Bank of America, we... ...a Senior Relationship Manager to join our team in Southern California. The Transformative... ...focuses on the middle-market healthcare... ...team within the Global Commercial Bank. The Transformative... ...Location: US - CA - Newport Beach - 520 Newport...SeniorWork experience placementWork at officeLocal areaFlexible hoursShift workDay shift$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$141.5k - $212.2k
...quality of life globally through... ...and relationships in the A/E/... ...practice in the San Diego Area. This... ...business and marketing plans for the... .../Southern California and US West... ...Practice Management - approximately... ..., Commercial/Workspace.Strong... ...& Various CA, NJ Areas-$...Full timeTemporary workPart timeFor contractorsCasual workWork at officeLocal area- ...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
$250k - $305k
...PIMCO is a global leader in active... ...public and private markets. We invest our... ...base and deep relationships with issuers... ...and commercially minded leader... ...Creative Solutions Manager. This newly created... ..., TX, or Newport Beach, CAResponsibilitiesThe... ...Beach, CA USAType: Full...SeniorFull timePart timeWork at officeFlexible hours$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$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$82.1k - $172.5k
...Make banking a Fifth Third better® We connect... ...create and implement a relationship strategy for... ...strong understanding of commercial credit, commercial... ...g. loans, treasury management, capital markets) based on clients and... ...-- Costa Mesa, California 92626 Fifth Third Bank...Work experience placementWork at officeLocal area$132.26k - $155.6k
At U.S. Bank, we’re on a journey to... ...with assigned Relationship Manager(s) to successfully manage Commercial Banking credit... ...Ordinance and the California Fair Chance Act... ...as well as the San Francisco Fair... ...San Francisco, CA; Cincinnati, OH; Newport Beach, CA; Charlotte,...Full timeWork experience placementLocal 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 Relationship Managers(CRM)-Transportation... ...Transportation Clients in Orange & San Diego County, and working...Work at officeLocal area3 days per week$117.73k - $138.5k
At U.S. Bank, we’re on a journey to... ...ICG) Portfolio Manager partners with Relationship Managers to successfully... ...a portfolio of Commercial and Corporate... ...and the California Fair Chance Act... ...as well as the San Francisco Fair... ...Cincinnati, OH; Newport Beach, CA; Charlotte, NC;...Full timeWork experience placementLocal area3 days per week$64.17k - $102.81k
...Trust As a global leader in innovative... ...wealth management, asset... ...management and banking services, Northern... ...on assigned relationships by cross... .... 660 Newport Center Drive, Newport Beach, CA 92660 Salary... ...Privacy Notice California Applicant Privacy... ...57 (Europe, Middle East and...SeniorWork experience placementH1bWork at officeLocal areaWorldwideMonday to FridayFlexible hours- ...DescriptionExperian is a global data and... ...across a range of markets, from financial services... ...to build trusted relationships with senior... ...you'll be doing Manage an assigned portfolio... ..., lending, banking, or related industries... ...degree required. California area-based...Local areaRemote work
- ...Custom Lending - Global Wealth & Investment Management Saint... ..., Illinois; Newport Beach, California; Westlake... ...Acknowledge ( Bank of America... ...Credit Advisor (CA) to develop... ...lending relationships with strategic... ..., including marketable securities, commercial real estate,...SeniorWork at officeShift workDay shift
$170k - $252.5k
...product- and commercial-led engagement... ..., complex, Global Asset Manager. This individual... ...client relationships, with responsibility... ...limited to Middle Office... ...of financial markets, asset servicing... ...largest custodian banks, asset... ...SummaryLocation: Irvine, California; Quincy,...Full timeTemporary workInterim roleWork at officeFlexible hours$36k - $40k
...location at Fashion Island in Newport Beach, CA ! How Do You Fit In? As... ...Working alongside the Store Manager, store supervisors, and a... ...TechStyleOS is the globally integrated Operations and Services... ...predictive analytics to data-driven marketing and attribution, our unique...Hourly payPart timeWork experience placementImmediate startFlexible hoursAfternoon shift- ...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 analyze financial... ...solutions. You will lead client relationships, assess cash flow, and mentor peers...Senior
- ...Senior Database Admin Newport Beach, CA | Austin, Tx On-site Contract-to-Hire Client Note: This is primarily a database administration role focused on performance tuning and optimization in snowflake Key Responsibilities - Architect and operate a cloud-native...SeniorPermanent employmentFull timeContract workTemporary work
- ...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... ...experience in commercial banking, emphasizing business...
- BANC OF CALIFORNIA AND YOUR CAREERBanc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion... ...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
$171.07k - $213.84k
...Director, Retail Marketing at Vanslooks a little... ...like this.The Global Brand Retail... ...compelling, and commercially effective consumer... ...lockstep with Brand Management, Creative, Integrated... ...limited to the San Francisco Fair... ...SummaryLocation: USCA > USA > California > Costa Mesa HQ -...Full timeSeasonal workLocal area
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