CRE Relationship Manager Los Angelos PGM TekCRE Relationship Manager Los AngelosLos Angeles, CaliforniaAccording to the bank's risk appetite, fully understand the competition status of the market segment in which the bank is located, formulate and implement marketing strategies that meet market demand. Positive working attitude, fully understand and discover new needs of customers, carry out cross-marketing, and complete business deposit goals.
Business Relationship Manager SkyOne Federal Credit UnionBusiness Relationship ManagerHawthorne, CA$97,000–$125,000 / yearFull timeThis highly outbound role will have you spending much of your time outside the branch networking, cold calling, attending community events, delivering on-site presentations, and leveraging referrals to support SkyOne's Service and Sales Model. You will focus on acquiring new business relationships, generating accounts, and expanding core business deposits by building strong financial connections with prospective and existing members.
Treasury Services Relationship Manager CommunityAmerica Credit UnionTreasury Services Relationship ManagerIrvine, CADemonstrate a solid understanding of treasury management products and services, including payments, receivables, remote deposit capture, ACH services, online banking, positive pay, fraud mitigation tools, commercial cards, and cash flow management solutions. The Treasury Services Relationship Manager is responsible for developing and strengthening relationships with business members and prospective members by delivering treasury management solutions that support efficient cash flow management and day-to-day business operations.
Cobrand Relationship Manager Sunbit IncCobrand Relationship ManagerLos Angeles, CARemote$120,000–$150,000 / yearSunbit is recognized as one of the fastest-growing and most admired fintech companies, earning honors from Inc. 5000 (four consecutive years), Forbes Fintech 50, Deloitte Technology Fast 500, Financial Times, and FinTech Breakthrough for its innovation and impact. As a key member of the Cards organization, you will serve as the primary partner-facing lead for strategic retail partnerships, helping to strengthen executive relationships, drive launch readiness, and ensure long-term program success.
HOA Relationship Development Manager Columbia BankHOA Relationship Development ManagerIrvine, CA$90,000–$175,000 / yearDevelop new depository relationships with prospective HOA and property management clients through telephonic outreach, face-to-face visits, and written communication introducing Columbia Bank’s products and services. + Effectively negotiate deposit and credit product pricing, terms and conditions with managers or officers of property management companies; negotiate terms of credit agreements including financial covenants and reporting to protect the Bank from excessive credit risk.
Svp, Relationship Manager Enterprise Bank & TrustSvp, Relationship ManagerCerritos, CA$206,340–$252,194 / yearDevelop and maintain comprehensive knowledge of all commercial products including loans, treasury management, trade service products and deposits to facilitate cross-selling and enhance the client experience. Also responsible for increasing the bank's deposit base through various products, developing sound and profitable business relationships, credit assessment and exceeding customer needs and expectations while complying with regulatory requirements.
Senior Manager, Premier Relationship Management Morgan StanleySenior Manager, Premier Relationship ManagementLos Angeles, CA$110,000–$190,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Additionally, the Senior Manager will oversee team managers and assure their teams meet targets for daily, weekly, monthly, and annual performance metrics.
Client Relationship Manager III (Commercial Loan Officer Iii) United Business BankClient Relationship Manager III (Commercial Loan Officer Iii)Los Angeles, CAThe CRM III is a senior relationship manager responsible for developing new relationships with prospective clients and identifies the financial needs of clients, matches those needs with the wide range of Bank products and services that include extensions of commercial and/or real estate credits, demand, savings or time deposit account products or other services. The CRM III manages and grows large loan and deposit relationships, expands current services offered to their existing high-valued clients, and provides exemplary services to those clients by delivering regular support that includes regular contact, coordinating loan activities, monitoring loan payments, and completing financial analysis.
Sr. Client Relationship Manager, Employee Benefits - IAS, West The Baldwin Group Insurance Holdings, LLCSr. Client Relationship Manager, Employee Benefits - IAS, WestIrvine, CAThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. CRM), Employee Benefits, is the primary relationship manager for a portfolio of mid to high complexity clients, overseeing employee benefit programs, renewals, retention, strategic partnership and advanced service needs.
Associate Sales Relationship Manager MarketAxess Holdings, Inc.Associate Sales Relationship ManagerLos Angeles, CA$90,000–$125,000 / yearAs an Associate Sales Relationship Manager, you'll partner with the West Coast Sales team to deliver exceptional client support, market insights, product expertise, and operational excellence that drive client success and adoption of MarketAxess solutions. This role offers a unique opportunity to develop deep knowledge of the corporate bond market and the evolving electronic trading landscape while working alongside experienced Relationship Managers and Sales professionals.
Business Lead and Relationship Manager CRC Insurance Services, LLCBusiness Lead and Relationship ManagerCA$100,000–$130,000 / yearGeneral Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Please review the following job description: Responsible for leading business development initiatives and managing high-value client relationships to drive revenue and strategic growth.
CRE Relationship Manager II Banner BankCRE Relationship Manager IIIrvine, CA$173,670–$204,317 / yearAs a CRE Relationship Manager II you will provide a wide selection of services (primarily larger, more complex commercial real estate credits) to business clients through active business development and relationship management. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.
Senior Relationship Manager, Income Property Group Keybank National AssociationSenior Relationship Manager, Income Property GroupNewport Beach, CA$116,000–$216,000 / yearProvides the client with knowledge and access to the breadth of Key's product platform which includes: interim and permanent credit facilities, cash management, interest rate management, syndications, private equity, subordinated debt, deposits, leasing, private banking, equipment finance, etc. Serves as Trusted Advisor to clients by developing a clear and holistic understanding of the client or prospect's business through analysis of their management practices, portfolio dynamics, and business strategy, in the context of the current industry/economic climate, and then crafting value-added solutions, ideas and advice.
Client Relationship Manager - Employee Benefits - IAS, West Baldwin Group ColleagueClient Relationship Manager - Employee Benefits - IAS, WestIrvine, CaliforniaThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Client Relationship Manager (CRM), Employee Benefits, is the primary liaison between insurance carriers and clients, managing employee benefit programs, renewals, and day to day service inquiries.
Relationship Manager I - C&IB - Commercial Real Estate PNC BankRelationship Manager I - C&IB - Commercial Real EstateLos Angeles, CaliforniaIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Client Relationship Manager - Employee Benefits - Ias, West BRP Group, Inc.Client Relationship Manager - Employee Benefits - Ias, WestIrvine, CAThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Client Relationship Manager (CRM), Employee Benefits, is the primary liaison between insurance carriers and clients, managing employee benefit programs, renewals, and day to day service inquiries.
NewBusiness Relationship Manager I - Officer JPMorgan Chase & CoBusiness Relationship Manager I - OfficerYorba Linda, CAIdentify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs. Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000.
Business Relationship Manager Senior Acquisition - Vice President JPMorgan Chase & CoBusiness Relationship Manager Senior Acquisition - Vice PresidentEncino, CAAcquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed. Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
Business Relationship Manager I - Officer - English and Mandarin Languages Preferred JPMorgan Chase & CoBusiness Relationship Manager I - Officer - English and Mandarin Languages PreferredDiamond Bar, CAIdentify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs. Acquire, manage, and retain a portfolio of business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000.
Business Relationship Manager Senior Deepening - Vice President - English and Mandarin Languages Preferred JPMorgan Chase & CoBusiness Relationship Manager Senior Deepening - Vice President - English and Mandarin Languages PreferredMonterey Park, CAManage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed. Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities.