Commercial Relationship Lead

3 days ago


Newport Beach, California, United States Bank of Montreal Full time
Job Overview

We are seeking an experienced Commercial Relationship Lead to join our team in Newport Beach, CA. As a key member of our commercial banking group, you will be responsible for developing and maintaining strong relationships with clients, driving business growth, and providing exceptional customer service.

About the Role

This is a full-time position that requires a minimum of 5-7 years of relevant experience in commercial banking or a related field. The ideal candidate will have a proven track record of sales performance, excellent communication skills, and the ability to work independently with minimal supervision.

Key Responsibilities
  • Develop and maintain strong relationships with existing and new clients to drive business growth and revenue generation.
  • Provide exceptional customer service to meet or exceed client expectations.
  • Collaborate with internal teams to deliver tailored solutions to clients' needs.
  • Analyze financial data to identify business opportunities and develop strategies to achieve goals.
  • Maintain accurate records and reports to ensure compliance with regulatory requirements.
Requirements
  • Minimum 5-7 years of relevant experience in commercial banking or a related field.
  • Proven track record of sales performance and revenue generation.
  • Excellent communication and interpersonal skills.
  • Able to work independently with minimal supervision.
  • Strong analytical and problem-solving skills.
What We Offer
  • A competitive salary range of $87,000 - $161,400 per year.
  • A comprehensive benefits package, including health insurance, tuition reimbursement, and retirement savings plans.
  • The opportunity to work with a dynamic and growing company in the financial industry.


  • Newport Beach, California, United States BMO Financial Group Full time

    Job SummaryWe're seeking a highly motivated and experienced Commercial Banking Relationship Manager to join our team. As a key member of our Liquidity Specialty Group, you'll be responsible for developing new business and managing key client relationships.Responsibilities:Develops new business by contacting prospects and clients, and by cross-selling Bank...


  • Newport Beach, California, United States Bank of America Full time

    Job Title: Strategic Financial Relationship Builder Location: Newport Beach, CAAbout the Role: We are seeking a highly skilled Strategic Financial Relationship Builder to join our team at Bank of America. As a key member of our Global Commercial Banking division, you will be responsible for providing expert financial solutions to complex clients and...


  • Newport Beach, California, United States Bank of America Full time

    Job Summary:The Commercial Lending Executive will be responsible for leading a team of bankers in identifying, acquiring, and retaining high-value clients within the Global Commercial Banking division of Bank of America.Salary: $140,000 - $235,000 annualized salaryMain Responsibilities:Lead a team of bankers in client acquisition and relationship...


  • Newport Beach, California, United States Bank of America Full time

    Job Overview:This is a senior-level position in the Global Commercial Banking division of Bank of America, responsible for managing an extensive portfolio of complex clients and prospects. The ideal candidate will have a proven track record of prospecting new business, enhancing existing relationships, and closing profitable transactions.Salary: $140,000 -...


  • Newport Beach, California, United States Bank of America Full time

    Job Title: Senior Relationship BankerThis role is responsible for providing expert financial solutions to complex clients and prospects in the Global Commercial Banking division. As a primary point of contact, you will acquire, deepen, and maintain profitable relationships with clients across various industries.Key Responsibilities:Manage an extensive...


  • Long Beach, California, United States City National Bank Full time

    Job Summary:We are seeking an experienced Senior Relationship Manager to join our team. As a key member of our commercial banking group, you will be responsible for developing and managing relationships with commercial clients, presenting product solutions to client needs, and providing responsive service.The ideal candidate will have a minimum of 5 years of...


  • Newport Beach, California, United States BMO Financial Group Full time

    BMO Financial Group, the 8th largest bank in North America and 4th largest commercial lender, seeks a Commercial Senior Lead Relationship Manager to drive business growth in the Emerging Middle Market segment.The ideal candidate will join our tight-knit team of experienced sales professionals and focus on creating relationships across our footprint with an...


  • Newport Beach, California, United States Bank of America Full time

    Job OverviewWe are seeking an experienced Senior Relationship Manager to join our Global Commercial Banking team in Newport Beach, CA. As a key member of our team, you will be responsible for providing advice and valuable financial solutions to complex clients and prospects.Key Responsibilities:Serving as the primary point of contact or trusted advisor for a...


  • Newport Beach, California, United States Green Street Advisors LLC Full time

    About the RoleWe are seeking a highly motivated and results-driven Commercial Real Estate Sales Professional to join our team. As a key member of our sales team, you will be responsible for driving revenue growth through proactive prospect engagement, lead generation, and client acquisition.Job DescriptionThis exciting opportunity involves:Developing and...


  • Newport Beach, California, United States Bank of America Full time

    Job Description: The Commercial Banking Manager will be responsible for managing a team of relationship bankers and providing guidance on sales strategies and product offerings. This role requires exceptional leadership skills, a deep understanding of commercial banking products, and the ability to drive revenue growth through strategic planning and...


  • Newport Beach, California, United States Bank of America Full time

    Unlock Your Potential as a Global Commercial Banking Healthcare Market ExecutiveBank of America is seeking an experienced leader to drive growth and innovation in the healthcare sector.The successful candidate will be responsible for maintaining and growing our industry-leading market share, developing and executing market and client strategies, and coaching...


  • Newport Beach, California, United States Bank of America Full time

    Job Overview: As a Commercial Lending Specialist, you will play a critical role in building and maintaining relationships with high-net-worth clients in the Global Commercial Banking division. This role requires strong analytical skills, excellent communication, and a deep understanding of financial markets and instruments.Responsibilities:Develop and...


  • Newport Beach, California, United States Green Street Advisors LLC Full time

    Job OverviewGreen Street Advisors LLC is seeking a highly motivated and ambitious Sales Executive to join our team in the United Kingdom. As a Strategic Sales Ambassador, you will play a vital role in driving revenue growth and expanding our customer base in the commercial real estate sector.Key ResponsibilitiesYou will be responsible for developing and...


  • Huntington Beach, California, United States TD Bank, N.A. Full time

    Job Summary:We are seeking a highly skilled Head of Commercial Lending Technology to lead our Commercial Lending Technology team. The ideal candidate will have a strong background in technology and commercial lending, with experience in leading teams and driving business outcomes.Key Responsibilities:Lead the development and implementation of technology...


  • Newport Beach, California, United States CapRock Partners Management Inc Full time

    Job OverviewWe are seeking an experienced Property Accountant to manage and oversee the accounting of multiple operating properties within our portfolio. As a key member of our team, you will play a pivotal role in supervising and enhancing the effectiveness of our outsourced accounting functions, ensuring timely and accurate reporting.About UsWe are a...


  • Newport Beach, California, United States Alera Group Full time

    Alera Group is seeking a skilled Commercial Lines Client Advisor to join their Property Casualty team. As an Insurance Industry Account Specialist, you will play a vital role in serving as the day-to-day expert on a book of business and the point of contact for clients while maintaining a high level of client and internal team satisfaction.The primary...


  • Long Beach, California, United States City National Bank Full time

    **Job Overview**We are seeking a seasoned Commercial Banking Relationship Director to join our team at City National Bank. This is an exceptional opportunity for a results-driven professional to leverage their expertise in commercial banking and relationship management to drive business growth.The ideal candidate will have a proven track record of building...


  • Newport Beach, California, United States Coffman Engineers Full time

    Job OverviewThe Senior Civil Engineer will play a key role in expanding the civil engineering department in our Newport Beach office.This individual will assist our business development team and other discipline leads in developing technical proposals and take a proactive lead role in marketing commercial, institutional, and industrial clients.Develop...


  • Long Beach, California, United States City National Bank Full time

    Job Description: Company Overview At City National Bank, we are committed to delivering exceptional service and personalized attention to our clients. Our goal is to help entrepreneurs and businesses thrive by providing innovative solutions and expert guidance. Salary The estimated annual salary for this position ranges from $122,535 to $208,715, with...


  • Redondo Beach, California, United States Impulse Space Full time

    About the Role">We are seeking a highly skilled Senior Commercial Attorney to join our Legal team at Impulse Space. As an integral part of our organization, you will play a critical role in identifying and managing risks across the company.In this position, you will be responsible for negotiating and overseeing commercial contracts, including supply chain,...