NewSales Officer III - Treasury Management City National BankSales Officer III - Treasury ManagementWalnut Creek, CARemote$92,114–$156,880 / yearDevelops treasury management sales plans in conjunction with relationship managers, regional managers, banking office managers and line officers to support existing and develop new treasury management clients. Fosters ongoing relationships with all line units within assigned territory by providing product/service information, attending officer meetings, conducting comprehensive training sessions and supporting the line units business development and client retention efforts.
Commercial 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.
Middle Market Business Development Officer Fifth Third BankMiddle Market Business Development OfficerWalnut Creek, CA$121,900–$262,100 / yearClient Solutions & Cross‑Functional Partnership: Collaborate with Commercial Relationship Managers, Treasury Management, Commercial Payments, Capital Markets, and Wealth partners to structure comprehensive, client‑centric financial solutions. SKILLS FOR SUCCESS: Qualified candidates will possess an advanced degree of proficiency (typically from 7+ years of work or practical experience), across a suite of skills including, but not limited to: Strategic Market Insight: Ability to assess market dynamics and identify high‑value growth opportunities.
Trust Officer Bank of Marin BancorpTrust OfficerNovato, CA$99,487–$146,615 / yearAs a Trust Officer, you will serve as a trusted advisor to high-net-worth individuals, families, trusts, and estates, providing fiduciary oversight, relationship management, and coordination of comprehensive wealth management solutions. This position offers the opportunity to work closely with clients, portfolio managers, attorneys, CPAs, and bank partners while contributing to the continued growth of one of Northern California's premier community banks.
JPMorgan Private Client Relationship Manager - Walnut Creek, CA JPMorgan Chase & CoJPMorgan Private Client Relationship Manager - Walnut Creek, CAWalnut Creek, 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.
Commercial Relationship Manager - Healthcare Focused Fifth Third BankCommercial 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).
NewRelationship 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.
Small Business Relationship Manager - Concord US BankSmall Business Relationship Manager - ConcordConcord, CA$97,560–$119,240 / 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.
Business Banking Senior Relationship Manager - Walnut Creek- Potential Signing Bonus Up To $25K US BankBusiness Banking Senior Relationship Manager - Walnut Creek- Potential Signing Bonus Up To $25KWalnut Creek, CA$140,040–$171,160 / yearBy developing new client relationships, deepening existing partnerships, and delivering tailored financial solutions, you'll play a key role in helping businesses thrive while growing your own career. 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.
Business Banking Senior Relationship Manager - Walnut Creek- Potential Signing Bonus up to $25K U.S. BankBusiness Banking Senior Relationship Manager - Walnut Creek- Potential Signing Bonus up to $25KWalnut Creek, CaliforniaBy developing new client relationships, deepening existing partnerships, and delivering tailored financial solutions, you'll play a key role in helping businesses thrive while growing your own career. 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.
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. 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.
Associate Director, Employer Relationship Manager (6300U) Haas School of Business #87904 University of CaliforniaAssociate Director, Employer Relationship Manager (6300U) Haas School of Business #87904Berkeley, CA$94,300–$134,100 / yearAs a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer. Quickly and appropriately identifies, addresses, and mitigates unforeseen and / or rapidly unfolding events that may negatively impact relationships between the campus and various constituencies, keeping senior management appropriately advised and notified.
Business Banking Senior Relationship Manager - Walnut Creek- Potential Signing Bonus up to $25K U.S. BancorpBusiness Banking Senior Relationship Manager - Walnut Creek- Potential Signing Bonus up to $25KWalnut Creek, CA$140,040–$171,160 / yearBy developing new client relationships, deepening existing partnerships, and delivering tailored financial solutions, you'll play a key role in helping businesses thrive while growing your own career. 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.
Small Business Relationship Manager U.S. BancorpSmall Business Relationship ManagerConcord, CA$97,560–$119,240 / 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.
Senior Business Banking Relationship Manager (LO) Wells Fargo & CoSenior Business Banking Relationship Manager (LO)San Rafael, CA$104,000–$168,000 / 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. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Healthcare Relationship Manager Columbia Banking System, Inc.Healthcare Relationship ManagerWalnut Creek, CA$113,000–$200,000 / yearAbout the Role: Columbia 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.
Healthcare Relationship Manager Columbia BankHealthcare Relationship ManagerWalnut Creek, California$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.
Middle Market Manager Columbia Banking System IncMiddle Market ManagerWalnut Creek, CA$166,000–$295,000 / yearStaffing 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. Ability to communicate effectively with small and large audiences; often includes presentations to customers at a high level (i.e. CFO, CEO, and other Executive levels).
Sr. Project Manager Travis Credit UnionSr. Project ManagerVacaville, CaliforniaThis role identifies project team members, manages project budget and resources, develops formal project plan, leads and documents project meetings, reports on project status, manages performance of team members, ensures project is completed on time and on budget. Summary : The Project Manager position manages corporate projects for the Credit Union, and may work with the Business Analyst, Executive Sponsor, IT Business Relationship Manager and the Project Owner to identify success measurements of projects and complete final project charter.
Middle Market Manager Columbia BankMiddle Market ManagerWalnut Creek, CaliforniaStaffing 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. Ability to communicate effectively with small and large audiences; often includes presentations to customers at a high level (i.e. CFO, CEO, and other Executive levels).
Strategic Account Manager Taconic Biosciences, Inc.Strategic Account ManagerBerkeley, CAFull timeAbility to develop and implement robust account plans; significant knowledge and understanding of business strategy and the ability to work collaboratively and influence others internally and externally at the director level is required. This account management role requires the ability to develop strong relationships with a variety of buying personas to both protect existing business and identify new opportunities among existing clients.
Relationship Manager (Cre) California Bank of CommerceRelationship Manager (Cre)Walnut Creek, CA$140,000–$180,000 / yearResponsibilities include recommending loans for approval managing loan portfolio credit quality, sourcing prospects, developing new customer relationships, and cross-selling appropriate bank products/services to prospects and customers. Occasionally required to raise objects up to 25 pounds from a lower to a higher position, move objects horizontally from position to position with, and/or bend body downward and forward, and/or extend hands and/or arms in any direction to access files and/or other office machinery.
Portfolio Leader GHD Group Pty LtdPortfolio LeaderSanta Rosa, CA$150,000–$247,000 / yearCustomer Needs Clarification: Consult with a range of customer representatives at different levels to identify the outcomes they require, introducing relevant internal specialists and utilizing their expertise to gather and analyze complex customer data, clarify medium- to long-term customer needs, and develop and agree to a specification of customer requirements. GHD will reimburse 50% of the cost of the following to maximum of $250.00 reimbursement annually for such items as: Health club membership fees, Home exercise equipment purchases, Bicycles, Race, run & marathon entrance fees, Smoking cessation programs, Weight loss programs (i.e.-Weight Watchers, Jenny Craig), Fitbits and Fitness Tracking devices.
Senior Associate, Investor Relations Business Development Voleon Capital Management LpSenior Associate, Investor Relations Business DevelopmentBerkeley, CAThis role is a means to make a difference: you will help us better serve our existing partners and connect potential future investors to one of the worlds leading quantitative investment firms. Partner with our senior sales/relationship managers in their work across the sales cycle from sourcing new opportunities to closing investments with both existing and prospective investors.
Senior Associate, Investor Relations Business Development The Voleon GroupSenior Associate, Investor Relations Business DevelopmentBerkeley, CaliforniaThis role is a means to make a difference: you will help us better serve our existing partners and connect potential future investors to one of the world's leading quantitative investment firms. Partner with our senior sales/relationship managers in their work across the sales cycle from sourcing new opportunities to closing investments with both existing and prospective investors.
Associate Director, Strategic Partnerships & Client Development (4638U), Berkeley Law - #86522 University of CaliforniaAssociate Director, Strategic Partnerships & Client Development (4638U), Berkeley Law - #86522Berkeley, CA$105,000–$120,000 / yearSB 791 and AB 810 Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer. Berkeley Law Executive Education helps legal practitioners and business professionals, as well as government and nonprofit leaders, meet their professional goals by delivering world-class certificate programs that teach hard and soft skills, elicit insights that lead to more effective problem-solving, and expand participants' networks.
Financial Advisor Bank of MontrealFinancial AdvisorConcord, CA$63,300–$117,200 / yearBuilds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
Senior Banker - Vacaville Financial Center Bank of America CorpSenior Banker - Vacaville Financial CenterVacaville, CA$25.97–$31.75 / hourResponsibilities:• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities• Assists, educates, and trains clients on conducting simple transactions through self-service technologies• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirementsRequired Qualifications:• Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. Skills:• Active Listening• Business Acumen• Customer and Client Focus• Oral Communications• Problem Solving• Account Management• Client Experience Branding• Client Management• Client Solutions Advisory• Relationship Building• Business Development• Pipeline Management• Prospecting• Referral Identification• Referral ManagementThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC and Loan Originators.
Senior Commercial Real Estate Underwriter Columbia Banking System IncSenior Commercial Real Estate UnderwriterWalnut Creek, CA$97,838.33–$140,000 / yearIncludes: (1) quantitative components within the underwriting narrative documenting the credit analysis; (2) accurate use of risk rating scoring models, using both quantitative and qualitative rating elements to ensure sponsors and individual loans are properly risk-rated; (3) accurate identification and mitigation of all Bank tracked policy exceptions, tracked guidelines exceptions, and departures from established procedures and underwriting processes; and (4) accurate loan and risk rate coding when the credits are boarded on the bank operating systems. May oversee the work of other commercial underwriters or credit analysts, including the timely review of credit requests and financial spreads to ensure accurate, high quality work product.
Senior Commercial Real Estate Underwriter Columbia BankSenior Commercial Real Estate UnderwriterWalnut Creek, CA$100,000–$175,000 / yearIncludes: (1) quantitative components within the underwriting narrative documenting the credit analysis; (2) accurate use of risk rating scoring models, using both quantitative and qualitative rating elements to ensure sponsors and individual loans are properly risk-rated; (3) accurate identification and mitigation of all Bank tracked policy exceptions, tracked guidelines exceptions, and departures from established procedures and underwriting processes; and (4) accurate loan and risk rate coding when the credits are boarded on the bank operating systems. + May oversee the work of other commercial underwriters or credit analysts, including the timely review of credit requests and financial spreads to ensure accurate, high quality work product.
Senior Banker Bank of AmericaSenior BankerVallejo, CaliforniaPartners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities. This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists.