Commercial Relationship Manager IV Fifth Third BankCommercial Relationship Manager IVCosta Mesa, CaliforniaPartner with Portfolio Managers and Credit Officers on credit requests and adhere to established Portfolio Management guidelines (i.e., delinquencies, documentation preparation, financial statement tracking exceptions, matured loans). The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
JPMorgan Chase Private Client Relationship Manager, Vice President - Los Angeles, CA JPMorgan Chase & CoJPMorgan Chase Private Client Relationship Manager, Vice President - Los Angeles, CALos Angeles, CALook for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorgan Chase capabilities addressing the client's full financial picture.
Relationship Manager EverTrust BankRelationship ManagerLos Angeles, CA$90,000–$150,000 / yearWork with the designated underwriter and/or other loan support staff to prepare Credit Approval Report for new loans, renewals, and amendments. Work with the Portfolio Manager to review and prepare credit and financial analysis and ensure each portfolio is properly risk rated based on the bank's rating system.
Senior Relationship Manager, Income Property Group KeyCorpSenior 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.
Relationship Manager II City National BankRelationship Manager IILong Beach, CaliforniaRemote$71,869–$114,797 / yearFull timeKey measures of success include acquisition of new personal and new small business clients, deposit and fee income growth from both new and existing portfolios, loan and line volume that includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as the qualitative sales, networking, and community presence activities that generate the aforementioned volumes and represent City National with polished professionalism. Capture holistic view of client’s needs – draw insights from data to provide sound financial advice (strategies, products / solutions); conduct discovery activities with existing clients to grow current book e.g., deposits, investments, credit.
Relationship Manager Senior City National BankRelationship Manager SeniorLos Angeles, CaliforniaRemote$78,970–$126,140 / yearFull timeKey measures of success include acquisition of new personal and new small business clients, deposit and fee income growth from both new and existing portfolios, loan and line volume that includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as the qualitative sales, networking, and community presence activities that generate the aforementioned volumes and represent City National with polished professionalism. Capture holistic view of client’s needs – draw insights from data to provide sound financial advice (strategies, products / solutions); conduct discovery activities with existing clients to grow current book e.g., deposits, investments, credit.
Relationship Manager I City National BankRelationship Manager IIrvine, CaliforniaRemote$65,296–$104,304 / yearFull timeKey measures of success include acquisition of new personal and new small business clients, deposit and fee income growth from both new and existing portfolios, loan and line volume that includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as the qualitative sales, networking, and community presence activities that generate the aforementioned volumes and represent City National with polished professionalism. Capture holistic view of client’s needs – draw insights from data to provide sound financial advice (strategies, products / solutions); conduct discovery activities with existing clients to grow current book e.g., deposits, investments, credit.
Senior Commercial Banking Relationship Manager - Los Angeles, CA California Bank & TrustSenior Commercial Banking Relationship Manager - Los Angeles, CALos Angeles, CA$180,000–$250,000 / yearAs a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register.
Client Relationship Manager - Employee Benefits - IAS, West The Baldwin Group Insurance Holdings, LLCClient 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.
SVP, Relationship Manager, Commercial Banking - Orange County Banc of CaliforniaSVP, Relationship Manager, Commercial Banking - Orange CountyAnaheim, CaliforniaIntermediate math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities.
Relationship Manager Financial Statement Services, IncRelationship ManagerSanta Ana, CAIndustry Leadership: FSSI is a technology-driven leader in document services, focused on providing best-in-class services and dedicated to utilizing industry-leading software and equipment. We serve a wide range of Fortune 500 companies in the financial, banking, insurance and billing industries across the U.S. We're looking for a Relationship Manager to join our Business Development team in Santa Ana, CA .
Private Banking Relationship Manager - Los Angeles, CA California Bank & TrustPrivate Banking Relationship Manager - Los Angeles, CALos Angeles, CA$117,000–$144,000 / yearAs a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register.
Private Banking Relationship Manager - El Segundo California Bank & TrustPrivate Banking Relationship Manager - El SegundoEl Segundo, CA$157,000–$211,000 / yearAs a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register.
Relationship Manager Senior CB City National BankRelationship Manager Senior CBIrvine, CaliforniaRemote$122,535–$208,715 / yearFull timeRelationships in portfolio may contain numerous accounts requiring extensive operational expertise to manage workflow to match client needs, risk control and maximize cross selling potential. This may be accomplished through active calling efforts and referrals from existing customers, providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program.
Relationship Manager CB City National BankRelationship Manager CBLos Angeles, CaliforniaRemote$92,114–$156,880 / yearFull timeRelationships in portfolio may contain numerous accounts requiring extensive operational expertise to manage workflow to match client needs, risk control and maximize cross selling potential. This may be accomplished through active calling efforts and referrals from existing customers, providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program.
Senior Relationship Manager City National BankSenior Relationship ManagerIrvine, CARemote$122,535–$208,715 / yearRelationships in portfolio may contain numerous accounts requiring extensive operational expertise to manage workflow to match client needs, risk control and maximize cross selling potential. This may be accomplished through active calling efforts and referrals from existing customers, providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program.
Senior Manager, Bank Relationship Management Oaktree Capital ManagementSenior Manager, Bank Relationship ManagementLos Angeles, California$135,000–$170,000 / yearThe role will be expected to identify opportunities to streamline and automate reporting processes, improve data transparency, and deliver actionable insights to Finance leadership and business stakeholders while leveraging Oaktree's global banking relationships and enterprise scale to enhance service delivery, optimize commercial outcomes, and support the firm's financing and liquidity objectives. A key responsibility will be establishing and enhancing the bank relationship management infrastructure, including the development of centralized reporting and data management capabilities related to bank balances, interest rates, fee structures, service utilization, and banking partner performance.
Associate Relationship Manager The Capital Group Companies, Inc.Associate Relationship ManagerLos Angeles, CA$125,909–$201,454 / yearYou take the time to create and maintain meaningful relationships and are comfortable engaging new contacts through targeted outreach, introductory conversations, and follow‑up engagement, while remaining closely aligned with Business Development Managers (BDMs) on strategy, messaging, and prioritization. Over time, this role should effectively operate as the second‑in‑command on prospecting efforts, independently advancing defined relationships while partnering closely with BDMs for strategic direction and later‑stage engagement.
Business Banking Relationship Manager 2- Glendale CA U.S. BancorpBusiness Banking Relationship Manager 2- Glendale CAGlendale, CA$117,630–$143,770 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. By developing new client relationships, deepening existing partnerships, and delivering tailored financial solutions, you'll play a key role in helping businesses thrive while growing your own career.
Business Banking Relationship Manager 3 - Potential Sign On Bonus up to $25K U.S. BancorpBusiness Banking Relationship Manager 3 - Potential Sign On Bonus up to $25KBeverly Hills, CA$117,630–$143,770 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. By developing new client relationships, deepening existing partnerships, and delivering tailored financial solutions, you'll play a key role in helping businesses thrive while growing your own career.