Relationship Manager

1 day ago


San Bernardino, California, United States Citizens Business Bank Full time
Job Summary

The Relationship Manager is a key role at Citizens Business Bank, responsible for managing a portfolio of Commercial clients and developing strong business relationships that drive commercial loans, deposits, and other banking products.

Key Responsibilities
  • Manage a portfolio of Commercial clients to achieve business growth and retention goals.
  • Develop and maintain strong relationships with clients to understand their business needs and provide tailored solutions.
  • Work closely with the Center sales and service team to ensure effective sales and service efforts.
  • Assist with the management of the Center budget to ensure deposit, loan, and net income goals are met.
  • Ensure compliance with all Bank policies, procedures, and regulatory requirements.
Requirements
  • Four-year college or university program degree; or three to five years of Commercial Banking experience and/or training; or equivalent combination of education and experience.
  • Ability to read, interpret, and write routine reports and correspondence.
  • Ability to speak effectively before groups of customers or associates.
Working Conditions

The work environment is typically moderate, with occasional periods of high activity.

Salary Range: $73,770.00 to $191,292.00 Annually

40 hours per week



  • San Bernardino, California, United States Citizens Business Bank Full time

    About the RoleWe are seeking a highly skilled Commercial Banking Relationship Manager to join our team at Citizens Business Bank. As a key member of our Commercial Banking team, you will be responsible for managing a portfolio of Commercial clients and developing strong business relationships that lead to commercial loans, deposits, and other banking...


  • San Bernardino, California, United States Citizens Business Bank Full time

    Job SummaryThe Commercial Banking Relationship Manager is responsible for managing a portfolio of Commercial clients and developing strong business relationships that lead to commercial loans, deposits, and other banking products offered by Citizens Business Bank. This role requires a strong understanding of commercial banking products and services, as well...


  • San Bernardino, California, United States Citizens Business Bank Full time

    Job SummaryThe Commercial Banking Relationship Specialist is responsible for managing a portfolio of Commercial clients and developing strong business relationships that lead to commercial loans, deposits, and other banking products offered by Citizens Business Bank.This role requires the ability to assist with the management of the Center sales and service...


  • San Francisco, California, United States TBWA\Chiat\Day Full time

    About UsWe're on a mission to revolutionize the way businesses interact with their customers. At Notion, we're passionate about building a company that's as diverse and creative as the millions of people we reach worldwide. Our team is dedicated to making software toolmaking ubiquitous, and we're looking for talented individuals to join us on this...


  • San Gabriel, California, United States The Capital Group Companies , Inc. Full time

    Relationship Manager OpportunityWe are seeking a skilled Relationship Manager to lead sales initiatives in the RIA channel, identifying firm and firm representative needs and coordinating efforts to serve those needs.Key Responsibilities:Manage American Funds Distributions presence, relationships, and business results with key RIA firms.Deliver motivational...


  • San Francisco, California, United States HSBC Full time

    Unlock Your Potential as a Relationship Manager at HSBCAt HSBC, we're committed to helping our clients achieve their financial goals. As a Relationship Manager, you'll play a critical role in building and maintaining long-term relationships with our High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.Key Responsibilities:Acquire, maintain, and grow...

  • Relationship Manager

    2 weeks ago


    San Francisco, California, United States FHLBank San Francisco Full time

    About the RoleThe Federal Home Loan Bank of San Francisco is seeking a skilled Relationship Manager to join our team. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our members, providing exceptional client service, and identifying opportunities to deliver financial solutions that meet...

  • Relationship Manager

    2 weeks ago


    San Diego, California, United States Midland Credit Management Inc Full time

    About the JobThe Client Relationship Manager role is with our Post-Purchase/Media Department at Midland Credit Management Inc. This individual fosters relationships with internal and external partners to drive organizational success, analyzes initiatives, manages existing programs, executes on department priorities, measures against performance goals, and...


  • San Francisco, California, United States Notion, LLC Full time

    About UsWe're a software company on a mission to empower individuals, teams, and organizations to create tailored solutions for any problem or challenge. Our goal is to make software development accessible to everyone.With a strong focus on design, craft, and collaboration, we've been working towards this vision since 2016. Our customers include renowned...


  • San Francisco, California, United States TBWA\Chiat\Day Full time

    About UsWe're on a mission to empower individuals, teams, and companies to tailor their software to solve any problem and take on any challenge. Our goal is to make software toolmaking ubiquitous, and we're committed to achieving this through focus, design, and craft.Our TeamWe're a diverse and creative team passionate about building a company that...


  • San Francisco, California, United States Flow MD Full time

    About FlowFlow is a leading provider of innovative Investor Lifecycle Management Platform solutions for private market funds. Our cutting-edge technology simplifies the complexities of raising and managing funds by seamlessly integrating networks, including General Partners, Limited Partners, Law Firms, Fund Administrators, and more, into one comprehensive...


  • San Francisco, California, United States Flow MD Full time

    About FlowFlow is a leading provider of innovative Investor Lifecycle Management Platform solutions for private market funds. Our cutting-edge technology simplifies the complexities of raising and managing funds by seamlessly integrating networks, including General Partners, Limited Partners, Law Firms, Fund Administrators, and more, into one comprehensive...


  • San Diego, California, United States Midland Credit Management Inc Full time

    About the JobThe Relationship Manager role is a key position within our Post-Purchase/Media Department. This individual will foster relationships with internal and external partners to drive organizational success, analyze initiatives, manage existing programs, execute on department priorities, measure against performance goals, and ensure a culture of...


  • San Francisco, California, United States HSBC Full time

    About the RoleWe are seeking a skilled Relationship Advisor to join our Innovation Banking Division at HSBC. As a key member of our team, you will be responsible for servicing client accounts, cash management, and liquidity needs. This is an exciting opportunity to work with venture-backed companies and their investors, providing tailored solutions to meet...

  • Relationship Manager

    5 hours ago


    San Francisco, California, United States TBWA\Chiat\Day Full time

    About UsWe're a mission-driven company that's changing the way people interact with software. Our goal is to empower individuals, teams, and companies to tailor their software to solve any problem and take on any challenge.We've been working towards this vision since 2016, and we've had the privilege of working with customers like Pixar, Mitsubishi, Figma,...


  • San Francisco, California, United States Federal Home Loan Bank of San Francisco Full time

    Job SummaryWe are seeking a highly skilled Relationship Manager to join our team at the Federal Home Loan Bank of San Francisco. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our members, identifying their financial needs, and providing tailored solutions to meet those needs.Key...


  • San Francisco, California, United States Notion, LLC Full time

    About UsWe're on a mission to empower individuals, teams, and organizations to create tailored software solutions that tackle complex challenges. Our goal is to make software toolmaking accessible to everyone, and we're committed to achieving this through focus, design, and craft.We've been working towards this vision since 2016, and we're proud to have...


  • San Francisco, California, United States Flow MD Full time

    About FlowFlow is a leading provider of innovative Investor Lifecycle Management Platform solutions for private market funds. Our cutting-edge technology simplifies the complexities of raising and managing funds by seamlessly integrating networks, including General Partners, Limited Partners, Law Firms, Fund Administrators, and more, into one comprehensive...


  • San Francisco, California, United States Flow MD Full time

    About FlowFlow is a leading provider of innovative Investor Lifecycle Management Platforms, revolutionizing private market funds with our cutting-edge technology. As a B2B SaaS company, we simplify the complexities of raising and managing funds by seamlessly integrating networks, including General Partners, Limited Partners, Law Firms, Fund Administrators,...


  • San Francisco, California, United States HSBC Full time

    About the RoleWe are seeking a highly skilled and experienced Relationship Manager to join our team at HSBC. As a key member of our Private Banking division, you will be responsible for acquiring, maintaining, and growing profitable long-term relationships with High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals.Key ResponsibilitiesCombine...