Sr. Relationship Manager - Global Commercial Banking/Middle Market (So. California - Newport Be[...]
$140k - $235kDormont Manufacturing Co
Responsibilities Provide advice and financial solutions to complex Global Commercial Banking clients and prospects. Serve as primary point of contact or trusted advisor; acquire, deepen, and maintain profitable relationships; collaborate with teammates; facilitate client relationships with Product Specialists. Identify cross‑selling opportunities and increase overall client satisfaction. Manage an extensive portfolio of complex clients and prospects with annual revenues of $50million to $2billion; help companies save, borrow, and invest for their current and future needs. Understand and interpret financial and cash‑flow statements to assess and analyze financial conditions of companies and industry trends. Collaborate with domestic and international teammates across the bank (Investment Banking, Foreign Exchange, Wealth Management, Credit, Treasury Management, Merchant Services) to design and deliver financial solutions. Lead and facilitate dialogue with complex clients regarding industry, alternative capital structures, and general business issues. Coach and mentor peers while utilizing leadership skills. Adapt to changes in sales practices and broader market and industry conditions as needed. Skills Client Management Client Solutions Advisory Prospecting Relationship Building Risk Management Financial AnalysisLeadership Development Project Management Referral Identification Sales Performance Management Business Development Client Experience Branding Continuous Improvement Data and Trend Analysis Pipeline Management Desired Skills Existing knowledge of the market. Active networking contacts and Centers of Influence established in the market. Active member/participation in local community organizations. Educational Requirements Undergraduate degree desired (majors in business, finance, or economics preferred). MBA desirable. Licensing Securities Industry Essentials (SIE), Series7 & Series63 (must obtain within 180 days of start date). Location & Work Details Position may be filled in NewportBeach or SanDiego. 1st shift. 40hours per week. Compensation & Benefits Pay range: $140,000.00 – $235,000.00 annualized salary, offers determined based on experience, education, and skill set. Discretionary incentive: eligible to participate in the annual discretionary plan based on performance. This role is eligible to receive industry‑leading benefits, paid time off, and resources and support to employees. #J-18808-Ljbffr Dormont Manufacturing Co
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$140k - $235k
...program designed to build foundational commercial banking sales and credit skills, preparing... ...participants to transition into a Senior Relationship Manager role upon completion.... ...Hours per week: 40. Location US - CA - Newport Beach - 520 Newport Center Dr - Newport...SuggestedWork experience placementLocal areaShift workDay shift$88.8k - $165.6k
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Senior Relationship Manager, IPG Location: 660 Newport Center Drive, Newport Beach California About the Job The Senior... ...primarily active commercial real estate... ...and developers. Sr Relationship Managers... ...traditional bank products and capital markets executions. Sr Relationship...SeniorPermanent employmentInterim role$130k - $210k
Relationship Manager II We are a well-established California bank that has been in operation for over 100 years. Job Details Salary: $130,000 - $210,000 per year... ...Essential Duties Build and manage a portfolio of commercial and/or CRE clients through business development,...SeniorLocal areaFlexible hours$134.46k - $184.89k
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Regional Manager We are seeking a highly motivated Regional... ...to lead a team of relationship managers in our Emerging Middle Market Group. The ideal... ...member of the Southern California divisional leadership... ...support partners within the Commercial Bank across the various...Part timeInterim roleBank staffShift work- ...Business Relationship Manager Senior, Government If you are customer focused... ...Government in Business Banking, you'll manage existing client... ..., credit underwriting with commercial credit training. This position... ...talents they bring to our global workforce are directly...SeniorWork experience placement
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Bank of America is seeking a professional for a role focused on providing financial solutions to complex Global Commercial Banking clients. The candidate will manage a portfolio of clients with annual revenues ranging from $50 million to $2 billion and will work closely...Senior- Fifth Third in Newport Beach, California is currently seeking a Commercial Relationship Manager IV responsible for business development, managing client relationships, and... ...entails working with clients to provide tailored banking solutions based on their needs. Ideal...Senior
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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... ...in CRE lending, possess deep market knowledge, and have demonstrated credit...- ...Client Service Account Manager Vice President in... ...you will be part of the Relationship Management team. You will... ...within payments, banking and treasury to ensure... ...small business banking, commercial banking, financial transaction... ...they bring to our global workforce are directly...Work experience placement
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...trusted advisory relationships with the Senior Executives... ...with One Bank Partners to create... ...understanding of credit, commercial products and... .... loans, treasury management, capital markets) based on clients... ...partner. LOCATION Newport Beach, California 92660 AGENCY POLICY...Work experience placementWork at officeLocal area$70.6k - $139.8k
...understanding of the market and business... ...but not limited to Banking, Private Equity, Asset Management, Insurance, & Fintech... ...insight, and grow relationships. With access to... ...independent member of Crowe Global, one of the... ..., and the California Fair Chance Act....SeniorFull timeSeasonal workLocal areaWorldwideHome office$100k - $150k
We’re building a relationship-oriented bank for the modern world. We... ...nuances of treasury management and deposit... ...of your interview. California residents — your privacy... ...$150,000.00 for the market based on experience,... ...1 Job Location: CA-Newport Beach, 520 Newport Ctr...Remote work
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