Relationship Mgr II Corp Banking Relationship Mgmt First Citizens BancShares IncRelationship Mgr II Corp Banking Relationship MgmtSanta Monica, CA$160,000–$213,000 / yearAdvises senior leaders in late-stage companies and provides beneficial referrals by cross selling across the entire commercial platform to address client business needs; orchestrating cross-functional teams to optimize the client experience; and building real relationships to differentiate the bank with all key influencers in the technology ecosystem. Partnering with SVB Credit Solutions team to work through concept packages, underwriting and portfolio management of credit facilities and strategic conversation with SVB Credit partners including at times jumping in to help with modelling, memo write up and diligence calls with clients.
Relationship Mgr II Corp Banking Relationship Mgmt First Citizens BankRelationship Mgr II Corp Banking Relationship MgmtSanta Monica, California$160,000–$213,000 / yearFull timeAdvises senior leaders in late-stage companies and provides beneficial referrals by cross selling across the entire commercial platform to address client business needs; orchestrating cross-functional teams to optimize the client experience; and building real relationships to differentiate the bank with all key influencers in the technology ecosystem. Partnering with SVB Credit Solutions team to work through concept packages, underwriting and portfolio management of credit facilities and strategic conversation with SVB Credit partners including at times jumping in to help with modelling, memo write up and diligence calls with clients.
Middle Market Relationship Manager Columbia BankMiddle Market Relationship ManagerLos Angeles, CaliforniaMaintains a "trusted advisor" role, engaging in dialogue with Executive-level client contacts to assess holistic banking needs and to provide customized banking insights and solutions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
NewSr Relationship Manager Columbia BankSr Relationship ManagerIrvine, CaliforniaMaintains a "trusted advisor" role, engaging in dialogue with Executive-level client contacts to assess holistic banking needs and to provide customized banking insights and solutions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
Sr. Client Relationship Manager, Employee Benefits - IAS, West Baldwin Group ColleagueSr. Client 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. 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.
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.
NewAssociate Relationship Manager Fifth Third BankAssociate Relationship ManagerLos Angeles, CaliforniaARMs are expected to demonstrate proficient financial and risk analysis capabilities, along with sales and business development acumen Critical thinking and effective prioritization are essential, especially when supporting multiple Relationship Managers or other internal partners. This includes gaining a deep understanding of the bank’s products and services, building sales and client engagement competencies, identifying new revenue opportunities through prospecting, applying consultative selling strategies, and advancing proposals through the sales cycle.
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.
Business Development Relationship Manager (VC/Emerging Growth) SourcePro SearchBusiness Development Relationship Manager (VC/Emerging Growth)Santa Monica, CaliforniaReporting to the Associate Director of Business Development, the ideal candidate will provide proactive business development support to the Start-Up/VC Partners, with a focus on supporting Partners’ business development efforts with client, referral, and social networks. Directly participate in and train administrative assistants on social media (including Twitter and LinkedIn) to support partner reputation building and direct targeted communications to individuals and various network groups.
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.
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.
Sr Relationship Manager BBCN BankSr Relationship ManagerLos Angeles, 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.
Client Relationship Manager Castlewatch WealthClient Relationship ManagerGlendale, CaliforniaAt Castlewatch Wealth, you will have the opportunity to build meaningful relationships with clients, work closely with experienced advisors, and expand your knowledge of financial planning and wealth management. This individual will play an important role in preparing for client meetings, managing service requests, processing applications, and ensuring that client needs are handled accurately and efficiently.
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.
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.
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.
Client Relationship Manager View CleanersClient Relationship ManagerIrvine, CAAs the primary point of contact for clients, the Client Relationship Manager ensures that every customer interaction reflects View Cleaners' commitment to luxury garment care, professionalism, and personalized service. This position is ideal for someone who enjoys building relationships, leading people, solving problems, and helping grow a high-end service business.
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.
Relationship Manager - Bilingual (English And Japanese) Mizuho Financial groupRelationship Manager - Bilingual (English And Japanese)Los Angeles, CA$120,000–$130,000 / yearPerforms on-going credit reviews and provides timely assessment and communication of credit quality changes to maintain accurate risk grading; pro-actively recommends, develops and administers effective action plans for managing adversely graded relationships to minimize credit risk/cost. Mizuho Americas employs approximately 3,500 professionals, and its capabilities span corporate and investment banking, capital markets, equity and fixed income sales & trading, derivatives, FX, custody and research.