Current jobs related to Customer Relationship Manager - San Diego, California - JPT Services

  • Relationship Manager

    2 weeks ago


    San Diego, California, United States Penn Foster Inc Full time

    Job Title: Relationship ManagerThe Relationship Manager is a key role in our commercial banking team, responsible for building and maintaining strong relationships with our clients. This includes identifying new business opportunities, developing and implementing strategies to grow our client base, and providing exceptional customer service to ensure client...

  • Relationship Manager

    2 weeks ago


    San Diego, California, United States Thrivent Financial Full time

    Job Title: Relationship ManagerAt Thrivent Financial, we're seeking a skilled Relationship Manager to join our team. As a key member of our organization, you'll play a critical role in building trust and value with our clients.Key Responsibilities:Oversee client relationships within a dedicated group of clients, working closely with managed account clients...

  • Relationship Manager

    3 weeks ago


    San Diego, California, United States Thrivent Financial Full time

    Job Title: Relationship ManagerThrivent Financial is seeking a skilled Relationship Manager to join our team. As a Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional service, and driving business growth.Key Responsibilities:Utilize Salesforce to coordinate and schedule...

  • Relationship Manager

    4 weeks ago


    San Diego, California, United States Thrivent Financial Full time

    Job Title: Relationship ManagerThrivent Financial is seeking a skilled Relationship Manager to join our team. As a Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional service, and driving business growth.Key Responsibilities:Utilize Salesforce to coordinate and schedule...


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

    Senior Relationship ManagerEnterprise Bank & Trust is seeking a seasoned Senior Relationship Manager to join our team. As a key member of our commercial lending team, you will be responsible for developing and managing new commercial deposit and loan accounts, as well as enhancing existing relationships. Your expertise in financial solutions and ability to...


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

    Job Title: VP, Relationship ManagerEnterprise Bank & Trust is seeking a highly skilled VP, Relationship Manager to join our team. As a key member of our commercial lending team, you will be responsible for developing and managing new commercial loan accounts and client relationships while enhancing existing customer relationships.Key Responsibilities:Develop...


  • San Diego, California, United States California Bank of Commerce Full time

    Job Title: Vice President, Commercial Relationship ManagerAt California Bank of Commerce, we are seeking a highly skilled and experienced Vice President, Commercial Relationship Manager to join our team. This is a unique opportunity to work with a dynamic and growing bank, where you will have the chance to make a real impact on our customers' financial...


  • 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 Bank of Southern CA 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...

  • Relationship Manager

    2 weeks ago


    San Diego, California, United States CalPrivate Bank Full time

    Job Title: Relationship Manager/Sr. Relationship ManagerJob Summary:We are seeking a skilled Relationship Manager to join our team at CalPrivate Bank. As a key member of our client-facing team, you will be responsible for developing and managing a portfolio of clients, identifying their banking needs, and designing tailored product and service portfolios to...


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

    Job Title: VP, Relationship ManagerEnterprise Bank & Trust is seeking a highly skilled VP, Relationship Manager to join our team. As a key member of our commercial lending team, you will be responsible for developing and managing new commercial loan accounts and client relationships.Key Responsibilities:Develop and manage new commercial loan accounts and...


  • San Diego, California, United States California Bank of Commerce Full time

    Job DescriptionAt California Bank of Commerce, we are seeking a highly skilled Commercial 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 within our bank's footprint.Key...


  • San Diego, California, United States CalPrivate Bank Full time

    Job Title: Senior Relationship ManagerAt CalPrivate Bank, we are seeking a highly skilled Senior Relationship Manager to join our team. As a key member of our client-facing team, you will be responsible for developing and managing a portfolio of Bank clients in a designated market area.Key Responsibilities:Develop and manage a portfolio of clients ranging...


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

    Job Title: VP, Relationship ManagerEnterprise Bank & Trust is seeking a seasoned VP, Relationship Manager to join our team. As a key member of our commercial lending team, you will be responsible for developing and managing new commercial loan accounts and client relationships.Key Responsibilities:Develop and execute a business development plan to identify...


  • San Diego, California, United States Fiserv Full time

    Job Title: Director, Relationship ManagementWe are seeking a highly skilled Director, Relationship Management to lead our team of Relationship Managers in building and maintaining strong client relationships, driving revenue growth, and ensuring client satisfaction.Key Responsibilities:Lead a team of Relationship Managers in delivering revenue realization...


  • San Francisco, California, United States BluPeak Credit Union Full time

    Job SummaryWe are seeking a highly skilled Customer Relationship Manager to join our team at BluPeak Credit Union. As a key member of our retail banking team, you will be responsible for building and maintaining strong relationships with our members, providing exceptional customer service, and driving business growth.Key ResponsibilitiesIdentify and acquire...

  • Relationship Manager

    2 weeks ago


    San Diego, California, United States CalPrivate Bank Full time

    Job SummaryAs a Relationship Officer at CalPrivate Bank, you will play a key role in building and maintaining strong relationships with our customers. Your primary responsibility will be to interview and determine customers' banking needs, and then provide them with tailored solutions to meet those needs.You will be responsible for opening new accounts,...

  • Relationship Manager

    2 weeks ago


    San Diego, California, United States Citizens Business Bank Full time

    Job SummaryThe Relationship Manager is a key role at Citizens Business Bank, responsible for developing and managing a portfolio of Commercial and/or Commercial Real Estate clients. This position requires a strong understanding of commercial banking products and services, as well as excellent relationship-building and communication skills.Key...


  • San Diego, California, United States Fifth Third Bank, N.A. Full time

    Job Title: Commercial Relationship Manager IVJob Summary:Fifth Third Bank, National Association is seeking a highly skilled Commercial Relationship Manager IV 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, identifying new business opportunities,...


  • San Diego, California, United States Fifth Third Bank, N.A. Full time

    Job SummaryWe are seeking a highly skilled Commercial Relationship Manager to join our team at Fifth Third Bank, N.A. This role will be responsible for developing and maintaining strong relationships with our commercial clients, providing them with tailored financial solutions to meet their business needs.Key ResponsibilitiesIdentify and develop new business...

Customer Relationship Manager

2 months ago


San Diego, California, United States JPT Services Full time
Job Overview

About Us: JPT Services is a dynamic business development organization that prioritizes the well-being of our team members. We embrace a diverse workforce, which enriches our company culture and fosters innovation. We are currently seeking an enthusiastic individual for the role of Client Account Manager who is passionate about building connections with both clients and colleagues.

Role Responsibilities:

  • Engage with clients, providing informative and friendly responses to their inquiries regarding our products.
  • Collaborate closely with customers to address their needs and facilitate the sales process.
  • Handle challenging customer inquiries with a positive attitude, focusing on solutions and favorable outcomes.
  • Master our sales strategies, effectively navigating negotiations to achieve high closing rates and enhance customer loyalty.
  • Prepare purchase orders and assist in the onboarding process for clients.
  • Develop new client accounts and ensure timely responses to all inquiries related to account management.
  • Actively participate in ongoing training and professional development opportunities.

Qualifications:

  • 1-2 years of experience in a customer service capacity, demonstrating proficiency in negotiation and upselling.
  • A personable and approachable professional who values positive interpersonal relationships.
  • Ability to multitask efficiently while maintaining a high level of productivity.
  • Exceptional communication skills complemented by a friendly demeanor.
  • Resilient in the face of challenges, maintaining composure under pressure.

#LI-Onsite