Relationship Manager
4 weeks ago
The Relationship Manager - Affordable Housing is responsible for building and maintaining strong relationships with clients in the affordable housing sector. This includes developing and implementing sales strategies to meet individual performance goals and achieving the Bank's growth objectives.
The ideal candidate will have a strong understanding of commercial banking products and services, including commercial real estate and multi-family loans. They will also have experience working with deed restricted affordable housing properties and a proven track record of meeting production goals.
The Relationship Manager will work closely with the Credit Administration team to ensure all loan requests are processed in a timely manner and will maintain follow up with existing clients to ensure the bank has timely and accurate financial information.
The successful candidate will be a self-motivated and organized individual with excellent communication and interpersonal skills. They will be able to work effectively in a team environment and maintain a professional approach to both duties and personal behaviors.
Key Responsibilities- Develop and implement sales strategies to meet individual performance goals and achieve the Bank's growth objectives
- Build and maintain strong relationships with clients in the affordable housing sector
- Develop and maintain a comprehensive profile of customer's current and future banking needs
- Provide exceptional service and solutions to existing and prospective banking clients
- Work closely with the Credit Administration team to ensure all loan requests are processed in a timely manner
- Maintain follow up with existing clients to ensure the bank has timely and accurate financial information
- Bachelor's degree and/or equivalent prior banking experience
- 5+ years of experience lending to affordable housing organizations and properties or commensurate experience in a financial capacity for an organization in the affordable housing industry
- Demonstrated relationship management experience and understanding of commercial banking products and services
- Proven sales and business development skills
- Computer literacy in Microsoft Office related software, Salesforce, and/or other established Client Management System (CSM)
-
Relationship Manager
4 weeks ago
Oakland, California, United States Bank of Southern CA Full timeJob SummaryAs a Relationship Manager at Bank of Southern CA, you will be responsible for managing overall loan and deposit relationships with customers. Your primary goal will be to grow revenues as directed by senior management by successfully prospecting new business and retaining and expanding existing customer relationships.Key ResponsibilitiesRetain and...
-
Relationship Manager
4 weeks ago
Oakland, California, United States California Bank of Commerce Full timeJob DescriptionJob Summary:As a Relationship Manager at California Bank of Commerce, you will be responsible for managing overall loan and deposit relationships with customers. Your primary goal will be to grow revenues as directed by senior management by successfully prospecting new business and retaining and expanding existing customer relationships.Key...
-
Customer Relationship Manager
3 weeks ago
Oakland, California, United States Fabian Oil Full timeFabian Oil is seeking a skilled Customer Relationship Manager to join our customer care team. The ideal candidate will possess strong analytical, reasoning, and problem-solving skills, as well as excellent written, verbal, and interpersonal communication skills.The Customer Relationship Manager will be responsible for working with customers to establish new...
-
Customer Relationship Manager
3 weeks ago
Oakland, California, United States Oxford Bank Full timeJob DescriptionThe Customer Relationship Manager at Oxford Bank is responsible for building and maintaining lifelong relationships with clients. This role requires a genuine interest in understanding customers' financial needs and priorities. The ideal candidate will be a product knowledge expert, able to present options to clients to make their banking easy...
-
Senior VPI Relationship Manager
4 weeks ago
Oakland, California, United States Vanguard Full timeAbout Vanguard Personalized Indexing (VPI)Vanguard is helping financial advisors leverage the precision of our proprietary direct indexing SMA solution to deliver on their clients' sophisticated investing goals. Our technology-driven and innovative indexing tools provide customization and transparent tax optimization for end-investors.As a key contributor to...
-
Relationship Banker
4 weeks ago
Oakland, California, United States Bank of America Full timeJob Description:At Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Relationship Banker, you will play a critical role in building and maintaining strong relationships with our clients, providing them with tailored financial solutions and exceptional customer...
-
Oakland, California, United States Community Bank of the Bay Full timeJob OverviewCommunity Bank of the Bay is seeking a seasoned Senior Vice President, Commercial Banking Relationship Manager to join our team. As a key member of our commercial banking group, you will be responsible for developing and maintaining strong relationships with our clients, providing them with tailored financial solutions to meet their business...
-
Senior VPI Relationship Manager
3 weeks ago
Oakland, California, United States Vanguard Full timeAbout Vanguard Personalized Indexing (VPI)Vanguard is helping financial advisors use the precision of Vanguard Personalized Indexing (VPI) to deliver on their clients' investing goals. Our technology-driven indexing tools provide customization and transparent tax optimization for end-investors.Key ResponsibilitiesPartner with Vanguard's Advisor and VPI Sales...
-
Account Manager
4 weeks ago
Oakland, California, United States Hilti Corporation Full timeAccount Manager Role OverviewAs a key member of our team, the Account Manager will serve as the primary point of contact for our customers, fostering strong relationships and driving business growth.The ideal candidate will possess excellent communication and interpersonal skills, with a proven track record of success in outside sales and customer...
-
Account Manager
4 weeks ago
Oakland, California, United States Alex Anneker - State Farm Agent Full timeJob OverviewAs a key member of the Alex Anneker - State Farm Agent team, the Account Manager plays a vital role in driving business growth and customer satisfaction. This dynamic professional will cultivate strong relationships with clients, identifying their needs and providing tailored solutions to meet their goals.Key ResponsibilitiesEstablish and...
-
IT Procurement Manager
4 weeks ago
Oakland, California, United States LHH Recruitment Solutions Full timeJob Title: IT Procurement ManagerLHH Recruitment Solutions is seeking an experienced IT Procurement Manager to lead our client's procurement efforts in the enterprise software and cloud services categories. This role will support financial and legal stakeholders and the sourcing team.The ideal candidate will have a strong background in IT sourcing, contract...
-
Account Manager
4 weeks ago
Oakland, California, United States Patrick Gray - State Farm Agent Full timeAccount ManagerAs a key member of the Patrick Gray - State Farm Agent team, the Account Manager plays a vital role in driving business growth and delivering exceptional customer experiences. This role requires a strong ability to build and maintain customer relationships, identify opportunities for upselling and cross-selling, and provide tailored solutions...
-
IT Procurement Manager
4 weeks ago
Oakland, California, United States LHH Recruitment Solutions Full timeJob Title: IT Procurement ManagerLHH Recruitment Solutions is seeking an experienced IT Procurement Manager to lead our client's procurement efforts in the enterprise software and cloud services categories. The ideal candidate will have a strong background in IT sourcing, contract negotiation, and supplier relationship management, with a proven track record...
-
Development Manager
3 weeks ago
Oakland, California, United States PSE Healthy Energy Full timeAbout PSE Healthy EnergyPSE Healthy Energy is a non-profit organization dedicated to a healthy, resilient, and equitable energy future. Our team of public health professionals, scientists, and engineers integrate technical expertise across multiple fields to inform science-based energy policy.About the PositionThe Development Department at PSE Healthy Energy...
-
Administrative Manager
3 weeks ago
Oakland, California, United States Ultimate Staffing Full timeJob Title: Member Experience and Event SpecialistJob Summary:We are seeking a highly organized and detail-oriented Member Experience and Event Specialist to join our team at Ultimate Staffing. The successful candidate will be responsible for designing and coordinating exceptional learning and professional meeting experiences for our members.Key...
-
Annual Fund Manager
3 weeks ago
Oakland, California, United States Oakland Children's Fairyland Full timeAnnual Fund ManagerChildren's Fairyland is seeking a highly skilled and experienced Annual Fund Manager to join our team. As a key member of our development team, you will be responsible for managing our annual giving program, identifying and soliciting new donors, and stewarding existing relationships.Key Responsibilities:Develop and implement a...
-
Senior Client Manager
2 weeks ago
Oakland, California, United States Seismic Full timeAbout SeismicWe are a boutique marketing agency specializing in high-performance Influencer Marketing campaigns and communities for brands.Our team combines institutional knowledge with data science and proprietary technology to deliver performance-driven influencer marketing campaigns that work seamlessly for brands, creators, and audiences alike.Are you...
-
Franchise Account Manager
4 weeks ago
Oakland, California, United States wm Full timeJob SummaryAs a Franchise Account Manager - Schools/Government, you will be responsible for managing customer relationships, sales, and business development for government entities and educational institutions. This role involves establishing and maintaining strong relationships with clients, addressing customer inquiries and resolving issues promptly, and...
-
Marketing Communications Manager
3 weeks ago
Oakland, California, United States Reading Partners Full timeMarketing Communications ManagerReading Partners is revolutionizing education by leveraging community volunteers in under-resourced schools. As a Marketing Communications Manager, you will play a vital role in supporting our 12 regional teams and national partnerships team.Key Responsibilities:Drive and support regional marketing and communications...
-
Annual Fund Manager
4 weeks ago
Oakland, California, United States Oakland Children's Fairyland Full timeAnnual Fund ManagerFairyland is seeking a highly skilled Annual Fund Manager to join our team. As a key member of our development department, you will be responsible for managing our annual giving program, identifying and soliciting individual donors, and stewarding relationships with our supporters.Key Responsibilities:Develop and implement a comprehensive...