NewSr Relationship Manager Columbia BankSr Relationship ManagerIrvine, CAMaintains 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 Relationship Manager Columbia Banking System IncSr Relationship ManagerIrvine, CAMaintains 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.
Senior Relationship Manager, Commercial KeyCorpSenior Relationship Manager, CommercialFor Those Who Work At Home, CAGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. • Engaging clients in meaningful dialogue to uncover needs and deliver customized financial solutions that create measurable, sustainable value that aligns their needs with the bank's capabilities and strategic goals.
IT Business Relationship Manager County of OrangeIT Business Relationship ManagerSanta Ana, CA$127,878.40–$177,132.80 / yearIn addition to the minimum qualifications, the ideal candidate will possess at least two (2) years of work experience analyzing, researching and communicating complex technical solutions within a business or enterprise IT environment, as well as demonstrated knowledge of IT-related budgets, procurement processes and business operations that support enterprise technology services. The IT Business Relationship Manager interacts closely with County departments and is responsible for overall customer well-being such as monitoring customer satisfaction, understanding customer business practices, proactively addressing issues, and acting as an escalation point-of-contact if needed.
NewRelationship Manager Muthoot Fincorp LimitedRelationship ManagerLa Habra, CAJob Purpose: The primary responsibility of the Relationship Manager is to source business from the open market and connectors to achieve business targets as per the organizational goal. To find new micro markets and empanel good quality referral partners to scale up Micro LAP business.
NewGrowth Platforms - Business Unit Relationship Management, Deloitte Microsoft Technology Practice (Manager) - C_MAT Deloitte Touche Tohmatsu LtdGrowth Platforms - Business Unit Relationship Management, Deloitte Microsoft Technology Practice (Manager) - C_MATCosta Mesa, CA$122,000–$240,500 / yearWithin the Deloitte Microsoft Technology Practice, this team enables differentiated, innovative go-to-market (GTM) solutions that provide quantified value to our clients by aligning our capabilities with applicable market trends and firm strategies. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
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 Relationship Manager Wells Fargo & CoAssociate Relationship ManagerIrvine, CA$96,000–$132,000 / yearReview, understand, and participate in offering the full suite of solutions offered by Wells Fargo to commercial clients to meet low to moderately complex risk needs that may require an in-depth evaluation by engaging product organizations to develop client specific solutions and leveraging a solid understanding of clients' businesses, strategic objectives, operational priorities, and financial positions. Participate in the structuring, modification, and renewal of low to moderately complexity cash flow, real estate loans, and other industry-specific solutions within Commercial Banking by analyzing financials, presenting to clients, coordinating with internal stakeholders, and partnering with senior peers to execute complex transactions.
VP, Relationship Manager Customers Bancorp, Inc.VP, Relationship ManagerCA$140,000–$150,000 / yearCustomers Bank operates cubiX, one of the only 24/7/365 instant payment platforms at a federally regulated U.S. bank - serving institutional digital asset clients including major exchanges, stablecoin issuers, OTC desks, and trading firms. Where the Business Development Officer opens doors, the RM owns what happens next - onboarding, deepening, and retaining a portfolio of high-value accounts through expert knowledge of the cubiX platform, an understanding of clients' operational needs, and a proactive, high-touch service model.
Relationship Manager CTBC Financial Holding Co LtdRelationship ManagerRowland Heights, CAProven success in business development, including prospecting pipeline management and closing deposit-focused opportunities, while managing relationships and balancing growth with account/asset quality. POSITION SUMMARY: The Relationship Manager is responsible for acquiring, growing, and retraining deposit relationships with clients in fiduciary-related industries, businesses, and other professional services firms.
Business Relationship Manager I - Officer JPMorgan Chase & CoBusiness Relationship Manager I - OfficerCosta Mesa, 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.
NewBusiness Relationship Manager II - Assistant Vice President - English and Mandarin Language Preferred JPMorgan Chase & CoBusiness Relationship Manager II - Assistant Vice President - English and Mandarin Language PreferredYorba 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 $1.5 million.
Business Relationship Manager Senior Deepening - Vice President JPMorgan Chase & CoBusiness Relationship Manager Senior Deepening - Vice PresidentIrvine, 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.
Business Relationship Manager II - Assistant Vice President JPMorgan Chase & CoBusiness Relationship Manager II - Assistant Vice PresidentHuntington Beach, CAli>Identify 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 $1.5 million.
NewClient Relationship Manager, Trust & Legal Counsel (Hybrid) First American Financial CorpClient Relationship Manager, Trust & Legal Counsel (Hybrid)Santa Ana, CAFirst American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For list for eleven consecutive years.
NewSenior Relationship Manager, Trust Counsel (Hybrid) First American Financial CorpSenior Relationship Manager, Trust Counsel (Hybrid)Santa Ana, CAFirst American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For list for eleven consecutive years.
Lead Commercial Banking Relationship Manager Wells Fargo & CoLead Commercial Banking Relationship ManagerIrvine, CA$167,000–$260,000 / yearStrategically collaborate and consult with peers, colleagues, and middle to senior level managers to resolve client issues while achieving Wells Fargo's business objectives, by helping clients navigate Wells Fargo's processes, escalating inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements; serve as a mentor for less experienced colleagues. Review, understand, and offer the full suite of complex solutions offered by Wells Fargo to commercial clients to meet complex needs that require solid understanding and an in-depth evaluation, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients' businesses, strategic objectives, operational priorities, and financial positions.
JPMorgan Private Client Relationship Manager - Irvine, CA JPMorgan Chase & CoJPMorgan Private Client Relationship Manager - Irvine, CAIrvine, CABuild a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth. Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach.
Relationship Manager, Consumer and Retail - Institutional Client Group U.S. BancorpRelationship Manager, Consumer and Retail - Institutional Client GroupCA$194,225–$228,500 / yearThe Relationship Manager's primary focus involves expanding and servicing a variety of large and highly complex customer relationships, taking a leadership role in all aspects of client relationship management, including dedication to customers, quality, accountability, loan and deposit growth, and fee income growth. In 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.
NewSVP, Relationship Manager Enterprise Bank and 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.
Commercial Relationship Manager III-Food, Beverage & Agribusiness UMB Financial CorpCommercial Relationship Manager III-Food, Beverage & AgribusinessCAAs the Relationship Manager, you will be responsible for increasing the Bank's profitability by cultivating new commercial relationships and the expansion/retention of existing relationships. The team includes relationship managers, treasury management officers and others that provide a suite of products and services that serve companies of this size.
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.
Sr Client Relationship Manager, Employee Benefits - IAS, West The Baldwin Group Insurance Holdings, LLCSr Client Relationship Manager, Employee Benefits - IAS, WestIrvine, CA$110,000–$120,000 / yearThe 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.
SVP, Relationship Manager Cathay General BancorpSVP, Relationship ManagerEl Monte, CA$175,000–$200,000 / yearReview clients accounts and portfolios in order to identify, evaluate, and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact Mickey Hsu, FVP Employee Relations Manager at 626-582-7370 or mickey.hsucathaybank.com.
VP- Client Relationship Manager - Commercial Franchise Practice Marsh & McLennan Companies IncVP- Client Relationship Manager - Commercial Franchise PracticeCA$165,000–$185,000 / yearThis role is ideal for someone who thrives in a fast-paced, entrepreneurial environment and enjoys combining relationship management, strategic sales, and industry expertise to help clients navigate complex challenges and unlock long-term success. This is an opportunity to step into a highly visible role where you will influence client strategy, drive business growth, and partner with industry leaders to deliver tailored risk solutions that create measurable impact.
Relationship Manager Fiserv IncRelationship ManagerCA$78,500–$167,100 / yearAbility to influence others at multiple levels internally and externally (who do not have a direct reporting line to this VP) and work collaboratively across teams to lead others who do not formally report to this person to drive results. Strategic Account Planning: Develop and execute comprehensive account plans focused on profitable deal constructs and innovative partnerships to drive incremental revenue.
Relationship Manager - VP or SVP level Customers Bancorp, Inc.Relationship Manager - VP or SVP levelCA$150,000–$250,000 / yearWhat You'll Do: We are seeking a highly motivated and experienced Relationship Manager at a Vice President or Senior Vice President level to join our Venture Banking team on the West Coast (San Francisco or San Diego area), dedicated exclusively to the Life Science and Healthcare sector. The Relationship Manager will serve as a trusted financial partner to founders, management teams, and venture capital investors - bringing deep sector expertise, a robust professional network, and a consultative approach to client development.
Senior Vice President, Relationship Manager - Digital Asset Group Western Alliance BancorpSenior Vice President, Relationship Manager - Digital Asset GroupCAli>Gather all information necessary to present a financing request to senior management or Loan Committee for approval; meet with new/potential customers; visit sites of loans; negotiate loan terms and conditions; refer and recommend acceptance to the Chief Credit Officer or Loan Committee. Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; solve problems relative to processing and servicing of loans within the Relationship Manager's portfolio.
Strategic Partner Relationship Manager Ultimate Staffing ServicesStrategic Partner Relationship ManagerIrvine, California$105,000–$155,000This role blends strategy, business development, and relationship management, working cross-functionally with internal teams and external partners (including carriers, digital platforms, agencies, and lead providers). The Manager, Strategic Partner Relationships is responsible for driving profitable growth by identifying, developing, and managing strategic partnerships that support customer acquisition and premium growth.
Relationship Manager MRISpokaneRelationship ManagerIrvine, CAA well-established regional commercial bank is expanding its commercial lending team and is seeking an experienced relationship-focused banker with a proven ability to develop new commercial relationships. This is a confidential opportunity with a respected regional banking organization seeking experienced commercial banking professionals who are motivated to grow their business and be rewarded for performance.
Business Banking Relationship Manager II Fifth Third BancorpBusiness Banking Relationship Manager IIOntario, CA$71,100–$145,900 / yearThe 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. Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.
NewBusiness Banking Relationship Manager II (City of Industry) Fifth Third BankBusiness Banking Relationship Manager II (City of Industry)City of Industry, California$71,100–$145,900 / yearThe 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. Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.
NewBusiness Banking Relationship Manager II (Long Beach) Fifth Third BankBusiness Banking Relationship Manager II (Long Beach)Long Beach, California$71,100–$145,900 / yearThe 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. Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.
Business Relationship Manager East West Bancorp IncBusiness Relationship ManagerAlhambra, CAOur 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. Strategically collaborating with commercial lending business partners, private banking, Retail Regional Managers, and/or Branch Managers to execute sales strategies Ability to drive the priorities of the business and develop a plan to drive growth.
Relationship Manager Business Banking Sr City National BankRelationship Manager Business Banking SrOntario, CARemote$92,114–$156,880 / yearThis may be accomplished through active calling efforts and referrals from existing customers and line colleagues from Personal & Business Banking and other divisions, and by providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program. Preferred to be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and be registered/licensed with the "Nationwide Mortgage Licensing System and Registry" (NMLS); or must be able to be registered under the Safe Act.
Relationship Manager - Mission Viejo, CA FidelityRelationship Manager - Mission Viejo, CAMission Viejo, CaliforniaRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Commercial Relationship Manager I Banner BankCommercial Relationship Manager IOntario, CA$99,296–$134,342 / yearIn 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. You'll play a key role in growing a high-performing portfolio while helping clients navigate their lending and treasury management needs.
CRE Relationship Manager II Banner BankCRE Relationship Manager IIIrvine, CA$173,670–$204,317 / yearp>As 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 Relationship Manager Senior Deepening - Vice President JPMorgan Chase Bank, N.A.Business Relationship Manager Senior Deepening - Vice PresidentIrvine, 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.
Principal Commercial Banking Relationship Manager Wells Fargo & CoPrincipal Commercial Banking Relationship ManagerIrvine, CA$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. In this role, you will: 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.
R&I Independence Joint Business Relationships Manager PricewaterhouseCoopers LLPR&I Independence Joint Business Relationships ManagerIrvine, CA$73,500–$212,280 / yearAs part of the Joint Business Relationships (JBR) Independence team within Risk & Independence, you will consult with and provide guidance to teams on the application of the business relationship rules in areas such as provision of services, procurement, use of third-party technology, marketing, participation in conferences and events, publications, among others. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Commercial Relationship Manager Fifth Third BancorpCommercial Relationship ManagerLong Beach, CA$121,900–$262,100 / yearCareers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner. 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.
Commercial Relationship Manager IV Fifth Third BancorpCommercial Relationship Manager IVNewport Beach, CA$121,900–$262,100 / yearPartner 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.
Commercial Middle Market Relationship Manager Fifth Third BankCommercial Middle Market Relationship ManagerEl Segundo, California$121,900–$262,100 / yearPartner 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.
VP, Relationship Manager - Trust & Estate Axos BankVP, Relationship Manager - Trust & EstateIrvine, CAQualifications: • Bachelor's degree • 7+ years of experience in relationship management, private banking, trust services, wealth management, or commercial banking • Proven track record of self-sourcing new business • Trust & Estate experience preferred but not required for strong relationship managers • Excellent communication, presentation, and client-facing skills. The VP, Relationship Manager - Trust & Estate is responsible for originating, developing, and managing high-net-worth and fiduciary client relationships across trust, estate, and related deposit solutions.
VP, Relationship Manager Axos BankVP, Relationship ManagerIrvine, CaliforniaThis role is focused on new business development, deepening existing client relationships, and delivering a high‑touch client experience in partnership with internal trust, fiduciary, and banking teams. This position is ideal for a self‑starter with strong relationship‑building skills, a proven ability to source new business, and the aptitude to quickly learn trust and estate products if not already specialized.
Senior Client Relationship Manager Mutual of AmericaSenior Client Relationship ManagerLong Beach, CaliforniaManage pre and post client meeting tasks: preparation of meeting material (plan health reports, investment reviews, plan design, compliance, legislative updates), post-review meeting minutes, plan amendments, fund changes etc.). Conduct group education presentations, enrollment presentations, and participant 1:1 meeting to the employees of a client when needed (when Participant Account Specialist is unavailable).
Relationship Manager I City National BankRelationship Manager IIrvine, CARemote$65,296–$104,304 / yearKey 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. Maximize client contact - networking & being visible in the community representing the Bank by actively participating in outside civic and community affairs business and industry-related organizations and other professional activities as appropriate.
Relationship Manager II City National BankRelationship Manager IILong Beach, CARemote$71,869–$114,797 / yearKey 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 SeniorWhittier, CARemote$78,970–$126,140 / yearKey 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. Maximize client contact - networking & being visible in the community, representing the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate.