NewPsychiatry Area Sales Manager - Los Angeles LundbeckPsychiatry Area Sales Manager - Los AngelesCerritos, CA$180,000–$210,000Internal Candidates must have a minimum of 1 year of Commercial experience in areas such as: Sales Management, Training, Market Access, Sales Operations, or Marketing or a minimum of 2 years consistent sales success within Lundbeck. Set and lead the development of area strategic direction and tactical sales plans using robust analytical skills to identify strengths and opportunities, while minimizing weaknesses and threats to execute those plans and meet or exceed sales goals.
Retail Service and Operations Manager Goodwill Southern CaliforniaRetail Service and Operations ManagerLake Elsinore, CAUnder the direction of the Site Manager, this role ensures seamless operations, outstanding customer and donor experiences, and strong team performance — all while advancing our mission of Transforming Lives Through the Power of Work. Goodwill Southern California is seeking a Retail Service & Operations Manager to help lead one of our retail stores, boutiques, or attended donation centers.
RN Case Manager - Paid Drive Time Professional Case ManagementRN Case Manager - Paid Drive TimeVista, WADuring the visits, the RN-Case Managers do physical assessments including vitals, ensure home safety with medical equipment and supplies, fill weekly medication planners and oversee skilled and non-skilled caregivers providing care in the client's home. Please contact Rick Carey at (866) 776-0127 x350 or at rick.carey@procasemanagement.com today to learn more about our opportunities where you can make a difference in your own career!
Sr 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.
Relationship Manager Columbia BankRelationship ManagerRiverside, CA$120,000–$200,000 / yearMaintains 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.
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 Relationship Manager I - Officer JPMorgan Chase & CoBusiness Relationship Manager I - OfficerRancho Santa Margarita, 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.
Senior Relationship Manager, Trust Counsel (Hybrid) First AmericanSenior Relationship Manager, Trust Counsel (Hybrid)Santa Ana, CaliforniaFirst 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.
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 Management Recruiters of SpokaneRelationship ManagerRiverside, CaliforniaInternally our employees strive to support our customers through a high degree of integrity, strong work ethic, knowledge of bank products and services while working as a team, coaching, and promoting togetherness in a supportive culture. Manage all administrative aspects of deposit portfolio including: account opening, bank product demonstrations, presentations, daily operational items, assisting with Branch needs, wires, new product set up, customer feedback.
NewCorporate Trust Associate Relationship Manager I UMB Financial CorpCorporate Trust Associate Relationship Manager ICosta Mesa, CA$51,291–$75,460 / yearThis role is responsible for administrative support to existing corporate trust clients, responding to client inquiries, and providing overall assistance to the Relationship Management team including; compiling performance data, record keeping, coordinating activities with operations staff, working with custodian banks and client staff, and resolving administrative and operations problems. The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors.
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.
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.
Relationship Manager Financial Statement Services, IncRelationship ManagerSanta Ana, CA$90,000–$100,000Industry 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 .
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.
17th St Costa Mesa - Relationship Manager 2 - Full Time - Onsite (So.Ca) Nuvision Federal Credit Union17th St Costa Mesa - Relationship Manager 2 - Full Time - Onsite (So.Ca)Costa Mesa, CAFull timeThe RM II position also performs a wide variety of duties related to handling member transactions including but not limited to; opening and closing all types of deposit and loan accounts (including HELOCS), posting deposits, withdrawals, and loan/VISA payments, performing account transfers, recommending other products and services, and any kind of account maintenance. The RM II position profiles the member’s account to recommend product and service solutions including; Investment Services, Insurance Products, First Mortgages, Small Business product services including lending and cash management solutions, consumer deposit and lending services, and Autoland (auto lending).
AVP, Portfolio Relationship Manager, C & I Banc of CaliforniaAVP, Portfolio Relationship Manager, C & ISanta Ana, CaliforniaDemonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA). Advanced 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.
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.
VP, Relationship Manager, Commercial Banking - Los Angeles Banc of CaliforniaVP, Relationship Manager, Commercial Banking - Los AngelesBrea, CaliforniaDemonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA). 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.
VP, Relationship Manager, Commercial Banking - Inland Empire Banc of CaliforniaVP, Relationship Manager, Commercial Banking - Inland EmpireBrea, CaliforniaDemonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA). 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.
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.
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.
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.
Small Business Sales Manager - Relationship Management - CA Region U.S. BancorpSmall Business Sales Manager - Relationship Management - CA RegionIrvine, CA$147,420–$180,180 / yearThe ideal candidate is an experienced sales leader with strong business acumen, proven success managing consultative sales teams, and the ability to balance revenue growth with sound risk management and exceptional client experiences. 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.
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.
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.
VP, Portfolio Relationship Manager, C & I Banc of CaliforniaVP, Portfolio Relationship Manager, C & ISanta Ana, CaliforniaDemonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA). Intermediate 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.
Business Banking Relationship Manager II Fifth Third BancorpBusiness Banking Relationship Manager IICA$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 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.
Senior Relationship Manager - Commercial Real Estate Flagstar Bank NASenior Relationship Manager - Commercial Real EstateNewport Beach, CA$142,561.50–$222,200 / yearWorks with assigned portfolio managers to ensure pro-active monitoring of the credit quality of the portfolio through timely financial statement gathering, monitoring client's compliance with ongoing required reporting, properly analyzing financial information and taking or recommending appropriate corrective actions based on acceptable levels. Develops and maintains relationships to generate direct deal flow; Coordinates the team approach to approving and closing new deals to grow assets and revenues while optimizing profitability (ROE).
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.
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.
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. 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 II City National BankRelationship Manager IIIrvine, 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 I City National BankRelationship Manager IWhittier, 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. 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 Private Banking Relationship Manager - San Francisco, San Diego, Los Angeles, Irvine CA California Bank & TrustSenior Private Banking Relationship Manager - San Francisco, San Diego, Los Angeles, Irvine CAIrvine, CA$135,000–$192,000 / 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, 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 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.
NewCarrier Relationship Manager Zenlayer IncCarrier Relationship ManagerDiamond Bar, CARequired Qualifications: Background in procurement, network interconnection strategy, network planning or internet peering in telecom, data center, AI, or cloud industry Degree graduate in business administration or related field 4+ years of related working experience in similar roles Great written and verbal communication skills Possess excellent computer skills Well organized, detail oriented, and responsible. Duties & Responsibilities: Leading and maintaining business relationships with Internet Service Providers (ISP), IP Transit vendors and Data Centre Operators Proactively 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.
NewBusiness Relationship Manager East West Bancorp IncBusiness Relationship ManagerIrvine, 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. 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.
NewRelationship Manager III - C&IB The PNC Financial Services Group IncRelationship Manager III - C&IBIrvine, CA$159,600–$296,400 / yearIn 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.
Relationship Manager Columbia Banking System IncRelationship ManagerRiverside, CA$120,000–$200,000 / yearMaintains 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.
Small Business Relationship Manager U.S. BancorpSmall Business Relationship ManagerIrvine, CA$91,620–$111,980 / yearThe Small Business Relationship Manager NMLS is responsible for delivering excellent customer service in alignment with U.S. Bank Core Values while providing comprehensive financial solutions to complex small business clients with annual revenues generally between $500K and $2.5 million, typically not exceeding $5 million. 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.
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.
Senior Relationship Manager, Pac Rim Division Bank of MontrealSenior Relationship Manager, Pac Rim DivisionNewport Beach, CAThe successful candidate will have a proven sales track record, a strong COI network, and solid commercial credit expertise to identify opportunities, structure complex lending solutions, and deliver exceptional client experiences. Advanced level of proficiency: • Product Knowledge • Regulatory Compliance • Structuring Deals • Portfolio Management • Credit Risk Assessment • Project Management • Customer Service • Problem Solving • Negotiation • Customer Relationship Building.
Premier Relationship Manager East West Bancorp IncPremier Relationship ManagerDiamond Bar, CADevelop and execute strategies to proactively drive client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients • Collaborate with Regional Manager and/or Branch Manager to develop and implement client-centric strategic marketing plans and generate new business through prospecting, outside calling, networking, and referrals • Demonstrate genuine curiosity about clients, helping them reach their financial ambitions • Leverage client insights and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering exceptional client experience • Connect with product specialists to provide more advanced technical input to identify and fulfill multiple needs with clients • Promote our products and Services to potential clients, exploring their needs and making referrals to other business units where appropriate • Support branch improvement initiatives, providing client feedback of our service and ensuring compliance with audit requirements and quality assurance • Maintain the levels of operational integrity required by EWB and adhere to the Business Principles and Values of EWB • May perform other duties as assigned. Bachelor's degree or equivalent experience FINRA Series 6, 63, Life and Health Insurance licenses required; must obtain series 7 within 6 months of joining 5+ years of proven and progressive financial services and/or retail sales experience, or equivalent, including evidence of strong sales results and knowledge of banking products for referral purposes Relationship management experience with high-net-worth clients or equivalent Strong sales, communication, cross-selling, sales planning, mathematical, decision-making, and analytical skills Strong relationship management, client service, time management and prioritization skills Broad knowledge of financial products and services Understanding of the business banking client segment and products/services appropriate to complement Premier offerings A strong sense of ownership, responsibility, and accountability Excellent understanding of financial planning, wealth management, and client-needs assessment.
CRE Relationship Manager Sunwest BankCRE Relationship ManagerIrvine, CaliforniaThis role serves as the primary point of contact for clients, building long-term relationships while partnering with credit, underwriting, and operations teams to structure and close transactions aligned with the Bank’s risk appetite. 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 Bank Secrecy Act Program and Procedures.
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.
Commercial Banking Relationship Manager - Tustin, Irvine, Encino or Chino, CA California Bank & TrustCommercial Banking Relationship Manager - Tustin, Irvine, Encino or Chino, CAChino, CA$190,000–$230,000 / 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.