Relationship Manager
1 week ago
SUMMARY The Relationship Manager is responsible for developing and managing a portfolio of Commercial and/or Commercial Real Estate clients that lead to commercial and/or commercial real estate loans (Non-Owner Occupied), deposits and other banking products offered by the Bank. The Relationship Manager must assist with the management of the Department sales and service efforts to ensure retention of existing relationships and growth of new relationships. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following: Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job. Participate in all Department functions necessary to contribute to the achievement of Department earnings and growth objective. Actively participate in various community and civic activities. Assist with the management of the Department budget to ensure that deposit, loan and net income goals are met. Work with the Manager to ensure that all Bank operating and lending policies and procedures are properly implemented and followed. Assist in properly following and implementing all Bank audit procedures. Assist the manager to ensure that the Bank's CRA policies and objectives are adhered to in the Department. Assist with the management of the Department sales and service efforts to ensure retention of existing relationships and growth of new relationships. Manage personal sales efforts in order to meet Department goals. Provide, present and promote The Citizens Experience to all external and internal customers. Other duties as assigned. Supervisory Responsibilities This job has no supervisory responsibilities. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE Four year college or university program degree; or three (3) to five (5) years Commercial Real Estate or Banking experience and/or training; or equivalent combination of education and experience. LANGUAGE SKILLS Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or associates of the organization. MATHEMATICAL SKILLS Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry. REASONING ABILITY Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the associate is regularly required to talk or hear. The associate frequently is required to use hands and fingers to operate a computer keyboard, mouse, calculator, and telephone. The associate is occasionally required to stand, walk, sit, and reach with hands and arms. WORK ENVIRONMENT The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Salary Range: $73,770.00 To 191,292.00 Annually 40 hours per week #J-18808-Ljbffr
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Relationship Manager
2 weeks ago
San Diego, United States Citizens Business Bank Full timeSUMMARY The Relationship Manager is responsible for developing and managing a portfolio of Commercial and/or Commercial Real Estate clients that lead to commercial and/or commercial real estate loans (Non-Owner Occupied), deposits and other banking products offered by the Bank. The Relationship Manager must assist with the management of the Department sales...
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Relationship Manager
20 hours ago
San Diego, United States Citizens Business Bank Full timeSUMMARY The Relationship Manager is responsible for developing and managing a portfolio of Commercial and/or Commercial Real Estate clients that lead to commercial and/or commercial real estate loans (Non-Owner Occupied), deposits and other banking products offered by the Bank. The Relationship Manager must assist with the management of the Department sales...
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VP- Relationship Manager
4 days ago
San Diego, United States Western Alliance Bank Full timeResponsible for providing advice and valuable financial solutions to C&I clients and prospects. Key responsibilities of the role include serving as the primary point of contact/ trusted advisor and acquiring, deepening and maintaining profitable rela Relationship Manager, Relationship, Client Relations, Manager, Product Specialist, Market Manager, Business...
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VP- Relationship Manager
2 days ago
San Diego, United States Disability Solutions Full timeJob Title:VP- Relationship ManagerLocation:Carmel ValleyWhat you'll do:Responsible for providing advice and valuable financial solutions to C&I clients and prospects. Key responsibilities of the role include serving as the primary point of contact/ trusted advisor and acquiring, deepening and maintaining profitable relationships. This role is also...
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Commercial Banking Relationship Manager
1 week ago
San Diego, California, United States Western Alliance Bancorporation Full timeJob Title: Commercial Banking Relationship ManagerJob Summary:The Commercial Banking Relationship Manager is a critical role that requires exceptional leadership skills and a deep understanding of commercial banking operations. The ideal candidate will have a proven track record of success in managing complex financial relationships and driving business...
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Customer Relationship Management Specialist
1 week ago
San Diego, California, United States Gallagher Full timeAbout UsGallagher, a leading global insurance brokerage firm, offers a dynamic work environment that fosters growth and excellence. As a Customer Relationship Management Specialist, you will be part of a diverse team dedicated to delivering exceptional client service.Job SummaryWe are seeking a highly motivated and experienced professional to manage a...
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SVP- Senior Relationship Manager
18 hours ago
San Diego, United States Disability Solutions Full timeJob Title:SVP- Senior Relationship ManagerLocation:Carmel ValleyWhat you'll do:Responsible for providing advice and valuable financial solutions to complex C&I clients and prospects. Key responsibilities of the role include serving as the primary point of contact/ trusted advisor and acquiring, deepening and maintaining profitable relationships. This role is...
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Senior Client Relationship Manager
4 days ago
San Diego, California, United States CBRE Full timeAccount Management Role at CBRECBRE Global Workplace Solutions (GWS) empowers organizations to unlock real estate's full potential.We are seeking a skilled Senior Client Relationship Manager to oversee client commitments and lead high-performing teams in delivering exceptional service.The ideal candidate will possess strong leadership skills, the ability to...
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Commercial Lending Relationship Manager
1 week ago
San Diego, California, United States First Citizens Bank Full timeAbout First Citizens BankFirst Citizens Bank is a bank that has been around for a long time. We have strong leadership, values that last, and a commitment to helping people and businesses succeed.Salary RangeThe salary for this position typically ranges from $128,314 to $196,747. The actual starting base pay will be determined based on skills, experience,...
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Sr Premier Relationship Manager Licensed
1 week ago
San Diego, United States BMO Financial Full timeApplication Deadline:12/29/2024Address:4180 La Jolla Village Dr.Job Family Group:Retail Banking Sales & ServiceThis is a licensed position requiring the SIE, Series 6, 63, Life and HealthThe mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next. A BMO Senior Premier...
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Relationship Banker
1 month ago
San Diego, United States comerica Full timeRelationship BankerWhat we can offer you:Career Growth - promotional opportunitiesIncentive program based on performancePaid Time Off (PTO), Paid Holidays for Full Time/Part Time EmployeesHealth, Dental, Vision, 401k match and Life InsuranceEmployee Assistance ProgramTuition Assistance Program (Full Time)Financial Coaching and Benefit GuidanceFloating...
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Relationship Banker
1 month ago
San Diego, United States comerica Full timeRelationship BankerWhat we can offer you:Career Growth - promotional opportunitiesIncentive program based on performancePaid Time Off (PTO), Paid Holidays for Full Time/Part Time EmployeesHealth, Dental, Vision, 401k match and Life InsuranceEmployee Assistance ProgramTuition Assistance Program (Full Time)Financial Coaching and Benefit GuidanceFloating...
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Relationship Banker
2 weeks ago
San Diego, United States comerica Full timeRelationship BankerWhat we can offer you:Career Growth - promotional opportunitiesIncentive program based on performancePaid Time Off (PTO), Paid Holidays for Full Time/Part Time EmployeesHealth, Dental, Vision, 401k match and Life InsuranceEmployee Assistance ProgramTuition Assistance Program (Full Time)Financial Coaching and Benefit GuidanceFloating...
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San Diego, California, United States axosbank Full timeJob OverviewThe Business Banking Relationship Manager at Axos Bank is a critical role responsible for managing and growing a portfolio of business banking clients. This position requires developing strong relationships with business owners, understanding their financial needs, and providing tailored banking solutions.Key ResponsibilitiesGrow and manage a...
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IT Business Relationship Manager
6 days ago
San Diego, United States QuidelOrtho Full timeThe Opportunity QuidelOrtho unites the strengths of Quidel Corporation and Ortho Clinical Diagnostics, creating a world-leading in vitro diagnostics company with award-winning expertise in immunoassay and molecular testing, clinical chemistry and transfusion medicine. We are more than 6,000 strong and do business in over 130 countries, providing answers with...
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Relationship Manager
3 weeks ago
san jose, United States Comerica Bank Full timeJob DescriptionRelationship Manager, Middle MarketThe Relationship Manager is responsible for new business development, portfolio management and underwriting to support the needs of the group. This role will focus on clients that typically have an annual revenue between $30MM and $500MM.Position Competencies:Successful incumbents are customer focused, have...
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Sr. Relationship Manager
6 months ago
San Diego, United States Bank of America Full timeDescription : This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and...
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IT Business Relationship Manager
1 month ago
San Diego, United States QuidelOrtho Full timeThe Opportunity QuidelOrtho unites the strengths of Quidel Corporation and Ortho Clinical Diagnostics, creating a world-leading in vitro diagnostics company with award-winning expertise in immunoassay and molecular testing, clinical chemistry and transfusion medicine. We are more than 6,000 strong and do business in over 130 countries, providing answers with...
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Relationship Manager
1 week ago
San Francisco, United States Flow MD Full timeRelationship Manager, Client Coverage About Flow Flow is at the forefront of revolutionizing private market funds with our innovative Investor Lifecycle Management Platform. As a leading B2B SaaS provider, we simplify the complexities of raising and managing funds by seamlessly integrating networks - including General Partners (GPs), Limited Partners (LPs),...
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Relationship Manager
3 days ago
San Jose, CA, United States Comerica Bank Full timeJob DescriptionRelationship Manager, Middle MarketThe Relationship Manager is responsible for new business development, portfolio management and underwriting to support the needs of the group. This role will focus on clients that typically have an annual revenue between $30MM and $500MM.Position Competencies:Successful incumbents are customer focused, have...
