Senior Relationship Manager

1 week ago


San Diego, California, United States Bank of America Full time
Job Summary:

The Senior Relationship Manager will be a key member of our Healthcare, Education & Not-for-Profit Team, which covers our clients and prospects in the West region. This team is part of the Global Commercial Bank and is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. The Senior Relationship Manager will be responsible for managing an extensive portfolio of HENFP clients and prospects with annual revenues of $50 million to $2 billion and helping companies save, borrow, and invest for their current and future needs. The Senior Relationship Manager will also be responsible for acquiring, deepening, and maintaining profitable client relationships through sales, prospecting, and enhancing existing relationships. Additionally, the Senior Relationship Manager will collaborate with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management, and facilitate client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services to design and deliver financial solutions to clients and prospects. The Senior Relationship Manager will also lead and facilitate dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues. The Senior Relationship Manager will also coach and mentor peers, while utilizing leadership skills. The Senior Relationship Manager will adapt to changes in sales practices and broader market and industry conditions as needed. The ideal candidate will have 10+ years' experience in broad-based commercial lending/corporate finance/relationship management experience and will have a proven track record of prospecting new business, enhancing existing relationships, and closing profitable transactions. The ideal candidate will also have professional proven sales skills and experience, including planning, execution, and follow-up of client meetings. The ideal candidate will also have strong corporate finance, capital markets, and accounting acumen, as well as financial modeling experience and the completion of a formal credit training. The ideal candidate will also have outstanding oral and written communication skills, demonstrated leadership ability, and the ability to organize, facilitate, lead, and negotiate with a team of bank associates to solve client problems. The ideal candidate will also have the ability to obtain Securities Industry Essentials (SIE), Series 7 & 63 licenses within 180 days of start date. The ideal candidate will also have an undergraduate degree in a related field or equivalent work experience, and an MBA is desirable. The ideal candidate will also have existing knowledge of the market and will be an active member/participation in local community organizations. The ideal candidate will also have highly desirable to have active networking contacts and Centers of Influence established in the market. The ideal candidate will also have a desire to work in a specialty team with an interest in Healthcare, Education & Not-for-Profit institutions. The ideal candidate will also be able to work in a 1st shift (United States of America) and will have 40 hours per week.

  • San Diego, California, United States MRI Spokane Full time

    {"Job Title": "Senior Relationship Manager", "Job Summary": "At MRI Spokane, we are seeking a highly skilled Senior Relationship Manager to join our team. As a key member of our commercial banking team, you will be responsible for creating, developing, and managing a portfolio of commercial relationships within a specified region. Your expertise will be...


  • San Diego, California, United States Pacific Premier Bank Full time

    Job Title: Senior Relationship ManagerPacific Premier Bank is seeking a highly skilled Senior Relationship Manager to join our team in the San Diego market. As a key member of our commercial banking team, you will be responsible for developing and maintaining strong relationships with our middle market clients, providing expert advice and guidance on...


  • San Diego, California, United States Enterprise Bank & Trust Full time

    Senior Relationship ManagerEnterprise Bank & Trust is seeking a seasoned Senior Relationship Manager to develop and manage new commercial deposit and loan accounts, while enhancing existing relationships. As a key member of our team, you will be responsible for providing financial solutions to both existing and prospective clients, increasing the bank's...


  • San Diego, California, United States Pacific Premier Bank Full time

    Job SummaryPacific Premier Bank is seeking a highly skilled Senior Relationship Manager to join our team in the San Diego market. As a key member of our commercial banking team, you will be responsible for developing and maintaining strong relationships with middle market clients, providing expert advice and guidance on financial products and services, and...


  • San Diego, California, United States MRI Spokane Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Relationship Manager to join our team at MRI Spokane. As a key member of our commercial banking team, you will be responsible for building and maintaining strong relationships with our clients, providing expert advice on financial products and services, and driving business growth.Key...


  • San Diego, California, United States MRI Spokane Full time

    Job SummaryThe Commercial Relationship Manager is responsible for creating, developing, and managing a portfolio of commercial relationships within a specified region within the Bank's footprint. This role provides expert-level advice to customers on opportunities to utilize the Bank's deposit, loan products, and treasury management services.Key...


  • San Diego, California, United States MRI Spokane Full time

    Job SummaryThe Commercial Relationship Manager is responsible for creating, developing, and managing a portfolio of commercial relationships within a specified region within the Bank's footprint. The incumbent in this position provides expert-level advice to customers on opportunities to utilize the Bank's deposit, loan products, and treasury management...


  • San Diego, California, United States Enterprise Bank & Trust Full time

    Job Title: SVP, Relationship ManagerEnterprise Bank & Trust is a leading financial institution that has been serving the community for years. As a Senior Relationship Manager, you will play a crucial role in developing and managing new commercial deposit and loan accounts, as well as enhancing existing relationships.Key Responsibilities:Identify and develop...


  • San Diego, California, United States Enterprise Bank & Trust Full time

    Job Title: Senior Relationship ManagerEnterprise Bank & Trust is seeking a Senior Relationship Manager to join our team. As a key member of our commercial banking team, you will be responsible for developing and managing new commercial deposit and loan accounts, as well as enhancing existing relationships.Key Responsibilities:Identify deposit-driven...


  • San Diego, California, United States Enterprise Bank & Trust Full time

    Job Title: Senior Relationship ManagerEnterprise Bank & Trust is seeking a seasoned Senior Relationship Manager to join our team. As a key member of our commercial banking group, you will be responsible for developing and managing new commercial deposit and loan accounts, as well as enhancing existing relationships.Key Responsibilities:Identify...


  • San Diego, California, United States Enterprise Bank and Trust Full time

    Job Title: Senior Relationship ManagerEnterprise Bank & Trust is seeking a seasoned Senior Relationship Manager to join our team. As a key member of our commercial banking group, you will be responsible for developing and managing new commercial deposit and loan accounts, as well as enhancing existing relationships.Key Responsibilities:Identify...


  • San Diego, California, United States Pacific Premier Bank Full time

    Job SummaryPacific Premier Bank is seeking a highly skilled Senior Relationship Manager to join our team. As a key member of our commercial banking team, you will be responsible for developing and maintaining strong relationships with our clients, providing expert advice and guidance on financial products and services, and driving business growth.Key...


  • San Diego, California, United States Enterprise Bank & Trust Full time

    Enterprise Bank & Trust: A Leader in Commercial BankingAt Enterprise Bank & Trust, we're committed to helping businesses succeed and our communities thrive. As a Senior Relationship Manager, you'll play a key role in developing and managing new commercial deposit and loan accounts, while enhancing existing relationships.Key Responsibilities:Identify...


  • San Diego, California, United States Pacific Premier Bank Full time

    Job Title: Senior Relationship ManagerThe Senior Relationship Manager is a key role at Pacific Premier Bank, responsible for building and maintaining strong relationships with commercial clients in the San Diego market. This position requires a deep understanding of the client's financial needs and the ability to provide expert advice on banking products and...


  • San Diego, California, United States Premier Financial Bancorp Full time

    Job Title: Senior Relationship ManagerThe Senior Relationship Manager is a key role in our Commercial Banking team, responsible for building and maintaining strong relationships with our middle market clients in the San Diego market.Key Responsibilities:Develop and execute customized banking solutions to meet the unique needs of our clients, including...


  • San Diego, California, United States Pacific Premier Bank Full time

    Job Title: Senior Relationship BankerPacific Premier Bank is seeking a highly skilled Senior Relationship Banker to join our team in the San Diego market. As a Senior Relationship Banker, you will be responsible for developing and maintaining strong relationships with commercial clients, providing expert advice and guidance on banking products and services,...


  • San Diego, California, United States Premier Financial Bancorp Full time

    Job Title: Senior Relationship ManagerThe Senior Relationship Manager is a key role within Premier Financial Bancorp, responsible for building and maintaining strong relationships with commercial clients in the San Diego market. This position requires a deep understanding of the banking industry, excellent communication skills, and the ability to provide...


  • San Diego, California, United States PNC Full time

    Job Title: Senior Relationship StrategistPNC is seeking a highly skilled Senior Relationship Strategist to join our Private Bank organization in San Diego, CA. As a key member of our team, you will be responsible for developing and executing a relationship management plan to acquire and retain clients.Key Responsibilities:Lead or support client management...


  • San Diego, California, United States Premier Financial Bancorp Full time

    Job Title: Senior Relationship ManagerThe Senior Relationship Manager is a key role in our Commercial Banking team, responsible for building and maintaining strong relationships with our middle market clients in the San Diego market.Key Responsibilities:Develop and execute strategies to identify and pursue new business opportunities with existing and...


  • San Diego, California, United States Pacific Premier Bank Full time

    Job Title: Senior Relationship ManagerAt Pacific Premier Bank, we are seeking a highly skilled Senior Relationship Manager to join our team. As a key member of our commercial banking team, you will be responsible for developing and maintaining strong relationships with our middle market clients in the San Diego market.Responsibilities:Develop new depository...