Relationship Manager/Sr. Relationship Manager
2 weeks ago
Relationship Manager/Sr. Relationship Manager - Newport Beach, CA Develops and manages a portfolio of Bank clients in market area. Determines customer’s banking needs and designs product and service portfolio for client. Performs to standards that meet or exceed the Bank’s objectives and fulfills the expectations of all internal and external customers. Represents the Bank in a professional courteous manner at all times. Senior Relationship Manager responsible for developing and managing more complex banking relationships. ESSENTIAL DUTIES and RESPONSIBILITIES Develops and manages a portfolio of clients ranging from credits to only relationships. Grows revenue by successfully prospecting for new business and retaining and expanding existing client relationships. Provides financial advice to clients and identifies and sells appropriate bank products and services as needed. Builds strong relationships with referral sources, centers of influence, etc. Works with business development staff, lenders and underwriters to structure loans. Responds to client inquires in professional and knowledgeable manner. Perform other duties as assigned or needed. BANK SECRECY ACT REQUIREMENTS This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank’s BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program. KNOWLEDGE, SKILLS and ABILITIES REQUIRED (MINIMUM QUALIFICATIONS) Minimum five years of banking experience including business development and relationship management skills. Knowledge of Bank policies and procedures and regulatory compliance. Ability to effectively sell bank products and services. Possesses credibility and professionalism when working clients. Ability to close business. Customer Focus Technical Skills Problem Solving Judgment Team Work Composure Strong Verbal and Written Communication Skills Quality and Accuracy of Work PHYSICAL DEMANDS Regularly required to talk or listen Frequently required to use hands and fingers to handle or feel, reach with hands or arms. Required to sit for long periods of time Occasionally required to stand and walk Occasionally required to lift up to 25 pounds Specific vision abilities required by this position include close vision and the ability to focus. Employee may be required to travel occasionally between banking offices Salary Range: $128,000.00 To $161,000.00 Our Career Benefits & Team Member Commitments Our mission is driven through Relationships,Solutions and Trust. This is built by our incredible Team Members.Learn about our benefits and our mission to provide a DistinctlyDifferent ™ banking experience. #J-18808-Ljbffr
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Newport Beach, United States CalPrivate Bank Full timeA leading financial institution in Newport Beach is seeking a Relationship Manager/Sr. Relationship Manager to develop and manage client portfolios. This role involves providing top-notch financial advice, building strong client relationships, and ensuring compliance with banking regulations. Candidates should have a minimum of five years of banking...
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Sr Private Bank Relationship Manager
2 days ago
Newport Beach, United States Umpqua Bank Full timeAbout the Role :Pursues business development opportunities to establish, maintain, and build relationships with high-net-worth clients. This is first and foremost a sales position and we seek a self-motivated individual who is comfortable developing new business opportunities. Secondarily, manages client relationships, monitors credit quality of loans and...
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Sr. Relationship Advisor
3 weeks ago
Newport Beach, United States Northern Trust Full timeWealth Management Relationship ManagerNorthern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to...
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Marketing Relationship Manager
1 week ago
Newport Beach, United States Pacific Life Full timeDescription :Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but...
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Sr. Relationship Manager
1 week ago
West Palm Beach, Florida, United States Bank of America Full time $104,000 - $250,000 per yearJob Description:Great opportunity to join Bank of America's Dealer Financial Services Team which is part of the Global Commercial Bank serving public and private companies with annual revenues of $50 million to $2 billion. Dealer Finance is a specialty group that provides the full range of commercial banking services to new automotive, and recreational...
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Marketing Relationship Manager
3 weeks ago
Newport Beach, United States Pacific Life Full timeJob Description: Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just...
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Relationship Marketing Account Manager
2 weeks ago
Newport Beach, United States Pacific Life Full timeRelationship Marketing Manager Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate pushing one another to transform not just Pacific Life,...
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Marketing Relationship Manager
1 week ago
Newport Beach CA-, United States Pacific Life Full time $110,700 - $135,300Job Description:Job Description:Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just...
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Merrill Market Client Relationship Manager
5 days ago
Newport Beach, United States The Bank of America Corporation Full timeMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world Relationship Manager, Client Relations, Relationship, Manager, Client Service, Financial Advisor, Business...
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Merrill Market Client Relationship Manager
3 days ago
Newport Beach, CA, United States The Bank of America Corporation Full timeMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world Relationship Manager, Client Relations, Relationship, Manager, Client Service, Financial Advisor, Business...
