NewArea Manager JobotArea ManagerWalnut Creek, CA$200,000–$240,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are very close to securing one of our largest projects for the start of the year and are actively seeking an Area Manager with experience in Heavy Civil Road/Highway Construction to oversee the operation of projects in Northern California.
NewRegional Sales Manager - Western US - Commercial Roofing JobotRegional Sales Manager - Western US - Commercial RoofingConcord, CA$130,000–$160,000 / yearThe Regional Sales Manager will oversee sales performance across multiple locations in the Western U.S. This person will be responsible for leading commercial roofing sales teams, driving revenue growth, strengthening customer relationships, and building a repeatable sales process across the region. The right person will understand how to motivate experienced sales professionals, hold teams accountable to measurable activity, identify market opportunities, and help close significant re-roof, service, and maintenance roofing projects.
NewProject Manager JobotProject ManagerNorth Richmond, CA$140,000–$170,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The successful candidate will be responsible for managing a wide range of construction projects from inception to completion, with a special focus on projects in the biotech sector.
NewPersonal Lines Account Manager JobotPersonal Lines Account ManagerWalnut Creek, CA$65,000–$85,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The Personal Lines Account Manager is responsible for managing and servicing a portfolio of personal insurance clients, ensuring excellent customer service, policy accuracy, and strong client relationships.
NewAssistant Project Manager - Commercial HVAC JobotAssistant Project Manager - Commercial HVACWalnut Creek, CA$115,000–$135,000 / yearThe Assistant Project Manager is a full-time role that supports Project Managers and Project Executives by coordinating multi-department efforts to deliver HVAC and plumbing construction projects on schedule, on budget, and to specification. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewCommercial Lines Account Manager JobotCommercial Lines Account ManagerWalnut Creek, CA$125,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The successful candidate must have a very strong background of experience working primarily with medium to large size commercial accounts and possess a minimum of three to five years of insurance agency experience in an account management role.
NewGeneral Manager LUV Car WashGeneral ManagerSanta Rosa, CAThe General Manager (GM) is responsible for all site operations including recruiting of staff, site safety, facilities management, customer service, driving sales, site compliance and the development of the car wash team. Partner with Facilities to ensure all equipment is properly maintained, safely operated and maintenance requests are fulfilled in a timely manner to minimize site downtime.
Branch Manager Roadsafe Traffic SystemsBranch ManagerWoodland, CA$120,000–$130,000 / yearAs an Operations Manager, you will be primarily responsible for managing the day-to-day operations of crews and equipment within your assigned area, ensuring operational excellence and customer satisfaction. This role includes overseeing on-site employee training, directing the daily branch operations, and managing production, safety, staffing, inventory, revenue, and earnings.
NewMulti-Specialty Account Manager - San Francisco, CA - Altitude LundbeckMulti-Specialty Account Manager - San Francisco, CA - AltitudeHercules, CA$110,000–$135,000We are seeking a dynamic and results-driven sales professional with a proven track record of success who is looking to grow with LundbeckOur ideal candidate will have the ability to be a specialty product expert with an understanding of requisite market complexities in order to be successful promoting our products to stakeholders in the primary care and neurology settings. Business Planning & Account Leadership - Ability to use digital tools and apply data-based insights to create opportunities, develop strategy & tactics, allocate resources to enhance sales execution, monitor progress and adjust direction to maximize sales performance.
NewCommercial Route Manager Sprague Pest SolutionsCommercial Route ManagerVALLEJO, CA$26–$30 / hourThis position reports to the Branch Manager and partners with Operations Managers, Sales Reps, and a team of Route Managers (technicians) to continually enhance client satisfaction and business operations. The Route Manager will develop professional relationships with clients to understand their unique business challenges, offer knowledgeable guidance, recommend actions, and solve a wide variety of pest management problems.
NewSenior Account Manager, HVAC ABM IndustriesSenior Account Manager, HVACVallejo, CA$85,785–$159,315The Senior Account Manager owns the strategic selling process and communicates value to resolve the client’s issues and is responsible for the orchestration of the sales process, implementing an account management program including the implementation and transition process for new business. Founded in 1909, ABM serves over 20,000 clients, with annualized revenue approaching $8 billion and more than 100,000 team members in 350+ offices throughout the United States, United Kingdom, Republic of Ireland, and other international locations.
NewRN - Complex Discharge Planner - WCMC - AS Utilization Management - Full Time - 8 Hour - Days John Muir HealthRN - Complex Discharge Planner - WCMC - AS Utilization Management - Full Time - 8 Hour - DaysWalnut Creek, CA$96.12–$129.76 / hourThe Complex Discharge Planner plays a vital role in managing patient flow from Concord Medical Center (CMC) and Walnut Creek Medical Center (WCMC) to post-acute care settings, including Skilled Nursing Facilities (SNFs), Residential Care Facilities for the Elderly (RCFEs), board-and-care homes, and other lower levels of care. See John Muir Health Terms & Conditions at https://www.johnmuirhealth.com/terms-of-use.html and Privacy Policy at https://www.johnmuirhealth.com/content/dam/jmh/Documents/Legal-and-Privacy/website-privacy-policy.pdf and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions.
NewCommercial Relationship Manager - 2336923 Management Recruiters of SpokaneCommercial Relationship Manager - 2336923Novato, CaliforniaBank of Marin, voted by our employees as one of the “Best Places to Work” in the North Bay Business Journal, is seeking a Relationship Manager to join our North Bay Commercial Banking team at our corporate office in Novato. Professional / Educational Experience: Bachelor’s degree (B.A.) from four-year college or university in a related field and minimum 7-10 year’s relevant banking experience and/or training; or equivalent combination of education and experience.
Business Banking Treasury Management Advisor - Relationship Manager I PNC BankBusiness Banking Treasury Management Advisor - Relationship Manager IWalnut Creek, CaliforniaIn 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.
Business Relationship Manager Senior Deepening - Vice President JPMorgan Chase & CoBusiness Relationship Manager Senior Deepening - Vice PresidentWalnut Creek, 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 I - Officer JPMorgan Chase & CoBusiness Relationship Manager I - OfficerWalnut, 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.
C&IB Associate Relationship Manager PNC BankC&IB Associate Relationship ManagerWalnut Creek, CaliforniaIn 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.
Investment Consultant - Relationship Manager Morgan StanleyInvestment Consultant - Relationship ManagerWalnut Creek, CaliforniaOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. In collaboration with the Financial Advisor Team, Relationship Managers are responsible for assessing a client's circumstances and objectives, and based on those, go on to provide individualized, highly strategic Investment consulting.
Walnut Creek - Relationship Manager 2 - Full Time - Onsite - (No.CA) Nuvision Federal Credit UnionWalnut Creek - Relationship Manager 2 - Full Time - Onsite - (No.CA)Walnut Creek, 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).
Martinez- Relationship Manager 2 - Full Time - Onsite (No.CA) Nuvision Federal Credit UnionMartinez- Relationship Manager 2 - Full Time - Onsite (No.CA)Martinez, 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).
NewHealthcare Relationship Manager Columbia BankHealthcare Relationship ManagerWalnut Creek, CA$113,000–$200,000 / yearColumbia Bank is growing its Healthcare Banking platform, and we’re looking for a driven, relationship-first professional to help us serve the financial needs of physician groups, surgical specialists, micro-ER operators, DSOs, and physician-owned medical office buildings (MOBs). 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 Treasury Relationship Manager California Bank of CommerceSenior Treasury Relationship ManagerWalnut Creek, CA$135,000–$170,000 / yearThe role includes preparing sales presentations, recommending appropriate treasury solutions, supporting implementation readiness, escalating client service or operational issues through appropriate channels, and maintaining complete and accurate records of client activity, proposals, approvals, and required documentation. Promptly escalate customer complaints, fraud concerns, operational issues, documentation deficiencies, exceptions, suspected policy violations, or other incidents to the Treasury Sales Manager and/or appropriate internal partners in accordance with Bank reporting and incident response procedures, and assist with timely follow-up and resolution.
Commercial Relationship Manager - Healthcare Focused Fifth Third BancorpCommercial Relationship Manager - Healthcare FocusedWalnut Creek, CA$121,900–$262,100 / yearGENERAL FUNCTION: Responsible for profitable business development as well as monitoring the quality of an largest existing portfolio of companies with annual gross sales of at least $10MM and generally less than $500MM within a specific geographic area. Partner 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).
Associate Relationship Manager Wells Fargo & CoAssociate Relationship ManagerConcord, 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.
Senior Relationship Manager Bank of Marin BancorpSenior Relationship ManagerNovato, CA$151,132–$219,144 / yearThe Senior Relationship Manager is responsible for marketing new commercial banking clients to the Bank and managing and growing portfolio client relationships to meet all ongoing established portfolio growth and credit quality goals within the respective Commercial Banking Office, including loans, deposits and other Bank product offerings. Job Skill Level: • Demonstrated ability to operate a computer with Windows-based programs (Windows, MS Word, Excel, Outlook, etc.) • Basic understanding of banking policies and procedures • Solid understanding of Accounting, Financial Accounting, Commercial Credit underwriting • Excellent communication, sales, and public relations skills.
Senior Relationship Manager - Fund Finance Flagstar Bank NASenior Relationship Manager - Fund FinanceWalnut Creek, CA$140,781.75–$239,461 / yearCredit Quality: Works with assigned portfolio managers to ensure pro-active monitoring of the credit quality of the portfolio through timely financial statement gathering, monitoring clients compliance with ongoing required reporting, properly analyzing financial information and taking or recommending appropriate corrective actions based on acceptable levels. Job Responsibilities: New Business Origination: 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).
Senior Relationship Manager Commecial Banking City National BankSenior Relationship Manager Commecial BankingWalnut Creek, 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.
Business Banking Treasury Management Advisor - Relationship Manager I The PNC Financial Services Group IncBusiness Banking Treasury Management Advisor - Relationship Manager IWalnut Creek, CA$82,500–$150,000 / 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.
Business Banking Relationship Manager 2 U.S. BancorpBusiness Banking Relationship Manager 2Walnut Creek, CA$104,550–$123,000 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Bank offers a robust, market‑leading Business Banking compensation plan that rewards the full scope of your relationship‑building efforts-from loan generation to deposit growth to fee‑based production.
Business Banking Relationship Manager 4 -East Bay U.S. BancorpBusiness Banking Relationship Manager 4 -East BayWalnut Creek, CA$132,260–$155,600 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Bank offers a robust, market‑leading Business Banking compensation plan that rewards the full scope of your relationship‑building efforts-from loan generation to deposit growth to fee‑based production.
Client Relationship Manager, Employee Benefits The Hartford Insurance Group IncClient Relationship Manager, Employee BenefitsWalnut Creek, CA$80,000–$120,000 / yearThe Hartford's Group Benefits segment is a market leader in life and disability insurance and an expanding suite of voluntary products and services, providing businesses with the employee benefits solutions necessary to attract and retain top talent. We view underwriting human achievement to be at the heart of what we do, aiming to build resilience in our communities, empower personal and business success for our customers and create a culture where our employees can thrive.
VP/Client Relationship Manager First Northern Bank of DixonVP/Client Relationship ManagerVacaville, CA$95,000–$100,000 / yearRegularly assess clients through check-ins to determine satisfaction, areas for improvement and opportunities for cross-selling additional products and services to deepen the relationship with the Bank. Identify potential clients, partners and new target markets through various channels, including networking, referrals, and research; use this info to take action to gain new clients.
Business Banking Relationship Manager - East Bay U.S. BancorpBusiness Banking Relationship Manager - East BayWalnut Creek, CA$117,725–$138,500 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Bank offers a robust, market‑leading Business Banking compensation plan that rewards the full scope of your business development and relationship‑building efforts-from loan generation to deposit growth to fee‑based production.
Senior Client Relationship Manager - Hybrid (Walnut Creek, CA) Insight Performance IncSenior Client Relationship Manager - Hybrid (Walnut Creek, CA)Walnut Creek, CA$150,000–$175,000 / yearOur Newest Opportunity: The Senior Client Relationship Manager partners closely with Plan Advisors and internal specialists to develop relationship strategies, support fiduciary wellness, and drive timely execution of ongoing plan governance, benchmarking, and participant engagement activities. OneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
Lead Commercial Banking Relationship Manager Wells Fargo & CoLead Commercial Banking Relationship ManagerConcord, CA$167,000–$260,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. In this role, you will: Develop, retain, and expand complex client relationships by understanding financial priorities and decision‑maker needs, while proactively identifying new opportunities across the Wells Fargo platform to drive multi‑line revenue growth.
Senior Commercial Banking Relationship Manager Wells Fargo & CoSenior Commercial Banking Relationship ManagerConcord, CA$143,000–$224,000 / yearDesired Qualifications: • Proven ability to develop and execute a sales strategy • Local in-market network • Experience developing partnerships, externally and internally • Account relationship management experience and treasury management product knowledge • Treasury Management product knowledge • Trusted industry relationships-operational, C-suite and/or board levels • Understands segments, markets, technology, venture capital • Experience and knowledge related to key risks for companies within the Technology industry, including pre-profit VC-backed companies • Effective organizational, multi-tasking, and prioritizing skills. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
Senior Relationship Manager - Middle Market (San Francisco, California) Flagstar Bank NASenior Relationship Manager - Middle Market (San Francisco, California)Walnut Creek, CA$140,781.75–$239,461 / yearCredit Quality: Working with assigned portfolio managers, ensure pro-actively monitoring credit quality of 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. The position is supported by product specialists (capital markets, rates and FX derivatives, treasury management, etc.), portfolio managers (credit underwriting, transaction approvals/processing, portfolio management routines) and operational support specialists but remains accountable for all aspects of the relationship.
C&IB Associate Relationship Manager The PNC Financial Services Group IncC&IB Associate Relationship ManagerWalnut Creek, CA$82,500–$150,000 / 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 I, UHNW (Walnut Creek, CA) Mercer AdvisorsRelationship Manager I, UHNW (Walnut Creek, CA)Walnut Creek, CaliforniaThey work collaboratively with Regis Wealth Advisors and Wealth Solution Specialists on the following: a) ensuring world-class customer service is delivered in a highly efficient manner with attention to detail and strong positive interpersonal skills, b) increasing overall productivity of services delivered to the clients, c) identifying additional growth opportunities within the book of business, d) Identification & Implementation of Advanced Planning techniques for clients as needed . For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
NewBusiness Banking Relationship Manager 3 U.S. BancorpBusiness Banking Relationship Manager 3Walnut Creek, CA$124,650–$152,350 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. U.S. Bank offers a robust, market‑leading Business Banking compensation plan that rewards the full scope of your relationship‑building efforts-from loan generation to deposit growth to fee‑based production.
NewBusiness Banking Relationship Manager 4 -East Bay U.S. BankBusiness Banking Relationship Manager 4 -East BayWalnut Creek, CaliforniaIn 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. Bank offers a robust, market‑leading Business Banking compensation plan that rewards the full scope of your relationship‑building efforts—from loan generation to deposit growth to fee‑based production.
Relationship Manager - EGP (FP) Bank of America CorpRelationship Manager - EGP (FP)Walnut Creek, CA$52,000–$100,000 / yearKey responsibilities include serving as a key point of contact for clients on any non-administrative requestsneeds while supporting relationship management activities and developing implementing and monitoring the teams client service model. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives ideas and experiences helping to create a work community that is culture driven resilient results focused and effective.
Relationship Manager Bank of America CorpRelationship ManagerWalnut Creek, CA$60,000–$100,000 / yearKey responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Relationship Manager Citizens Business BankRelationship ManagerSan Rafael, CAThe Relationship Manager is responsible for managing a portfolio of Commercial clients and developing good Commercial business relationships that lead to commercial loans (Commercial and Industrial), deposits and other banking products offered by the Bank. Four year college or university program degree; or three (3) to five (5) years Commercial Banking experience and/or training; or equivalent combination of education and experience.
Business Banking Relationship Manager Bank of America CorpBusiness Banking Relationship ManagerWalnut Creek, CA$90,000–$110,000 / yearResponsibilities:Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating riskIdentifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviewsDelivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the timeFosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunitiesLeverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goalsSupports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segmentCoaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric cultureRequired Qualifications:Has proven success in consultative sales in financial services or in business-to-business salesAbility to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific leversIs passionate about outside sales and enjoys spending time prospectingWants to enhance existing relationships and exceed sales goalsCan analyze financial conditions of clients and industry trendsCan understand and interpret financial statements and cash flow analysisHas excellent communication skills and demonstrated leadership abilityEnjoys partnering and negotiating with a team of bank employees to solve client issuesDemonstrated management of a client portfolio with focus on relationship development and deepeningThorough knowledge of small business financial products and servicesFamiliarity with CRM platforms and other banking systemsDesired Qualifications:Community leadershipStrong computer skills with an ability to multitask in a demanding environmentUndergraduate degree in business, finance or economics preferred or seven years relevant work experienceSkills:Client Experience BrandingClient ManagementClient Solutions AdvisoryCustomer and Client FocusPipeline ManagementCredit Documentation RequirementsFinancial AnalysisOral CommunicationsPrioritizationWritten CommunicationsCoachingInterpret Relevant Laws, Rules, and RegulationsProspectingRisk ManagementMinimum Education Requirement: High School Diploma/GED or equivalent work experienceShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources.
NewBusiness Banking Relationship Manager - East Bay U.S. BankBusiness Banking Relationship Manager - East BayWalnut Creek, CaliforniaIn 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. Bank offers a robust, market‑leading Business Banking compensation plan that rewards the full scope of your business development and relationship‑building efforts—from loan generation to deposit growth to fee‑based production.
NewBusiness Banking Relationship Manager 3 U.S. BankBusiness Banking Relationship Manager 3Walnut Creek, CaliforniaIn 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. Bank offers a robust, market‑leading Business Banking compensation plan that rewards the full scope of your relationship‑building efforts—from loan generation to deposit growth to fee‑based production.
Institutional Client Group Relationship Manager - Walnut Creek U.S. BancorpInstitutional Client Group Relationship Manager - Walnut CreekWalnut Creek, CA$170,255–$200,300 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Sells appropriate bank products and services to those prospects and clients, identifying and successfully capitalizing on cross-sell opportunities and making appropriate referrals.
Deposit Sales Relationship Manager MRINetwork JobsDeposit Sales Relationship ManagerWalnut Creek, 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.