Middle Market Senior Relationship Manager Tri Counties BankMiddle Market Senior Relationship ManagerIrvine, CA$154,000–$220,000 / yearEstablished in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability. Tri Counties Bank is dedicated to providing exceptional service for individuals and businesses throughout California with more than 75 locations, advanced mobile and online banking, and access to approximately 40,000 surcharge-free ATMs nationwide.
GCM Relationship Manager I - M&A Wilmington TrustGCM Relationship Manager I - M&ACosta Mesa, CaliforniaManages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts of simple to moderate intricacy, complexity and risk, including all administrative, operational and risk management activities for GCM transactions. Research and resolve issues related to control and client service aspects of assigned accounts in a timely manner to maintain customer satisfaction, working with appropriate internal and external resources as required.
Sr Relationship Manager BBCN BankSr Relationship ManagerBuena Park, CAMonitor the business activities of the customers to assess appropriated Customer Risk Rating and to generate or update Know Your Customer (KYC) documentation, including the BSA Customer Site Visitation Report for high risk customers. Monitor loan relationships for compliance/tickler and communicate directly with the customers to gather appropriate information and documents related to financials, insurance, collateral position, property taxes etc. to ensure full compliance with all credit covenants, credit reviews, audits and regulatory examinations.
Sr Relationship Manager, Advisory Northern TrustSr Relationship Manager, AdvisoryNewport Beach, CA$189,290–$331,200 / yearAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. Manages assigned account base of sophisticated wealth management clients by working with client service team, clients and their professional advisors to develop a thorough understanding of the client's needs and goals.
Relationship Manager Sunwest BankRelationship ManagerIrvine, CaliforniaCoordinate processing of approved loans in accordance with Bank policies and client expectations • Monitor loans for covenant compliance and changes in credit risk • Represent the Bank in community, civic, and reinvestment activities to develop business. Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter, and it is intended that Sunwest Bank, through the purposeful efforts of its employees and officers, are expected to make every resolute attempt to conform to its.
Carrier Relationship Manager Zenlayer IncCarrier Relationship ManagerDiamond Bar, CAProactively identify appropriate sourcing opportunities for data center, network services and partnerships to meet network expansion requirements, to reduce cost, and leverage external suppliers and partners as appropriate. Create and implement effective procurement strategy for all major networking equipment and accessory by working with internal business units on potential future projects.
Client Relationship Manager Zero Impact SolutionsClient Relationship ManagerHuntington Beach, CA$23–$26 / hourFull timeWe offer products to commercial and enterprise clients in EV Charging solutions, Fleet Electrification, Solar Micro-grids, Energy storage, Hydroponic farming and Rain Water/Grey Water collection systems. Collaborating closely with sales, EVSE technical support, and engineering teams, you will play a key role in tracking project completion and being the primary point of contact with our clients.
Commercial Relationship Manager CommunityAmerica Credit UnionCommercial Relationship ManagerIrvine, CaliforniaFull timeCompletion of Graduate School of Banking programs, Risk Management Association (RMA) coursework specific to commercial lending, National Association of Government Guaranteed Lenders (NAGGL) SBA Certifications, and/or other business lending programs is desirable. Summary: The Commercial Relationship Manager is responsible for cultivating relationships with potential members that translate into new business while maintaining and growing existing relationships with business members.
AVP/VP, Portfolio Relationship Manager, CRE Banc of CaliforniaAVP/VP, Portfolio Relationship Manager, CRESanta Ana, CaliforniaAs 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. Banc of California is one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses.
AVP, HOA Relationship Manager - Call Center Banc of CaliforniaAVP, HOA Relationship Manager - Call CenterBrea, CaliforniaAs 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. Banc of California is one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses.
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.
Business Relationship Manager East West BankBusiness Relationship ManagerWestminster, CaliforniaFull timeOur teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Overview: Being the next generation Business Relationship Manager at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints.
Relationship Manager California Bank of CommerceRelationship ManagerIrvine, CA$140,000–$180,000 / yearREQUIRED SKILLS AND ABILITIES: Good written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person and over the phone; Accurate word processing and computer database skills; with knowledge of Microsoft Office Suite applications; Effective interpersonal skills with the ability to work with individuals and groups at all organization levels; ability to work independently and as part of a team; Firm understanding of accounting principles, financial statement analysis and banking operations and regulations; Strong analytical ability with active listening skills; Advanced ability to: Exercise discretionary judgement within CBC's framework of regulatory banking environment; Work effectively with senior management, other team members at all levels, and external contacts; Explain complex information in a clear and well composed fashion; Take initiative and prioritize tasks; good time-management, problem-prevention and problem-solving skills; Work accurately with close attention to detail; Maintain confidentiality of sensitive information; Study and apply new information. Lead direct reports to meet the organization's expectations for productivity, quality, continuous improvement, and goal accomplishment; Provide oversight and enterprise direction in accordance with the organization's policies and procedures; Foster a spirit of teamwork and unity among department and enterprise members that allows for discussion over ideas, conflict and expeditious conflict resolution, and the appreciation of diversity as well as cohesiveness, support, and working effectively together to enable direct reports and the department to succeed; Consciously create a workplace culture that is consistent with the overall organization's and that emphasizes the identified mission, vision, guiding principles, and values of the organization; Lead team members using CBC's performance management and development process that provides an overall context and framework to encourage direct report's contribution and includes goal setting, feedback, and performance development planning; Maintain transparent communication.
NewPrincipal Commercial Banking Relationship Manager Wells Fargo BankPrincipal Commercial Banking Relationship ManagerIrvine, California$185,000–$300,000 / yearLead the strategy and resolution for full suite of most complex solutions offered by Wells Fargo to commercial clients to meet the most complex and significant needs across multiple areas of the enterprise that may require an in-depth evaluation, vision, and creativity, by engaging product organizations to develop long term, large-scale client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions; may coordinate highly complex activities and resolutions. Develop, retain, and grow highly complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback; act as a subject matter expert to guide and influence others in growing relationships.
Sr Private Bank Relationship Manager Columbia BankSr Private Bank Relationship ManagerIrvine, CaliforniaThis position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee’s assessment of the consumer’s financial characteristics to a particular Bank MLO) for compensation or gain. This position IS NOT authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and therefore this position is limited in acting as a Bank MLO for open-ended transactions (i.e., home equity lines of credit) only.
Deposit Sales Relationship Manager MRINetwork JobsDeposit Sales Relationship ManagerIrvine, CaliforniaMarket Bank’s Cash Management products and services and is therefore expected to demonstrate sufficient knowledge to establish new clients and to provide expertise in demonstrations internally and externally. Provide a high level of personalized sales and service support to key client and Strategic Relationships within the Bank.
NewMDI Relationship Manager Fiserv IncMDI Relationship ManagerCA$59,500–$126,600 / yearYou will work closely with client leaders, internal partners, and cross-functional teams to support retention, identify growth opportunities, and connect clients with solutions that improve performance, satisfaction, and long-term value. About your role: As an MDI Relationship Manager, you will manage a portfolio of Minority Depository Institution clients through a strategic, consultative approach that strengthens executive relationships and advances business outcomes.
Client Relationship Manager FlexTGClient Relationship ManagerIrvine, CARemote$60,000–$70,000 / yearAs a brand-neutral leader with a nationwide footprint, we deliver customized managed print solutions that help organizations streamline operations, reduce costs, and stay ahead in a rapidly evolving landscape. We’re seeking a Client Relationship Manager who thrives on building strong partnerships and delivering exceptional customer experiences.
NewInternational Associate Relationship Manager Columbia Banking System, Inc.International Associate Relationship ManagerIrvine, CA$22–$32 / hourParticipate in formal training programs designed to develop knowledge of foreign exchange products, trade services, international payments, treasury solutions, risk management, and commercial banking practices. Support trade services activities by assisting with letters of credit, documentary collections, trade finance solutions, international payment services, and related client requests.
Business Relationship Manager Senior Deepening - Vice President - English and Mandarin Languages Preferred JPMorgan Chase Bank, N.A.Business Relationship Manager Senior Deepening - Vice President - English and Mandarin Languages PreferredMonterey Park, CAFull timeManage, 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.