Banking Relationship Specialist

4 weeks ago


San Jose, California, United States Umpqua Bank Full time

At Umpqua Bank, we're committed to creating a great place to work by offering a unique brand of relationship banking and a culture where associates thrive.

As a Personal Banker Travel, you'll build new and expand existing relationships with clients by asking questions to identify needs, offering appropriate products and services, and referring the customer to the appropriate business partners within the Bank when needed.

We're looking for a skilled professional who can provide excellent customer service by providing immediate acknowledgement, identifying, and offering products and services, and responding to inquiries in a timely manner.

Key responsibilities include delivering and packaging detailed clerical support for deposit and consumer loan accounts, business accounts, collections and wires, safe deposit contracts, and pay and receive transactions.

Cash handling, balancing, and calculating skills are essential for this role, as well as supporting the branch goal of identifying and referring a range of bank products and services to the appropriate business partners.

Familiarity with state laws regarding products and services is also required, as well as prior Client Service Specialist or banking experience.

Bilingual skills are preferred, and the role may be eligible for performance-based incentive compensation.

We offer a comprehensive benefits package, including healthcare coverage, a 401(k)-retirement savings plan, employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid time off.

Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce.


  • Relationship Manager

    4 weeks ago


    San Jose, California, United States City National Bank Full time

    Job Title: Relationship Manager - Commercial BankCity National Bank is seeking a skilled Relationship Manager to join our team in San Francisco. As a Relationship Manager, you will be responsible for developing and managing relationships with commercial clients in the assigned business segment and/or geographic areas.Key Responsibilities:Develops and manages...


  • San Jose, California, United States Comerica Bank Full time

    Job SummaryComerica Bank is seeking a skilled Commercial Banking Relationship Manager to join our team. As a key member of our Middle Market group, you will be responsible for developing and maintaining relationships with clients, identifying new business opportunities, and providing exceptional customer service.Key ResponsibilitiesDevelop and maintain...


  • San Jose, California, United States Paramount Residential Mortgage Group Full time

    Account Executive, Wholesale Job DescriptionOverview:As a Wholesale Account Executive at Paramount Residential Mortgage Group, you will be the driving force behind our business. You will use your industry knowledge, communication skills, and sales expertise to develop relationships with mortgage bankers, provide exceptional service, and bring in their...


  • San Jose, California, United States Western Alliance Bank Full time

    Job Title: Senior Banking SpecialistLocation: San JoseAbout the Role:As a Senior Banking Specialist, you will be responsible for providing exceptional client service and support in a fast-paced banking environment. You will work closely with clients to understand their financial needs and provide tailored solutions to meet their goals.Key Responsibilities:...


  • San Jose, California, United States BMO Financial Group Full time

    Job SummaryWe are seeking a seasoned Senior Relationship Manager to join our Commercial Banking team. The ideal candidate will have a proven track record of driving business growth and developing strong relationships with clients in the middle market segment.The successful candidate will be responsible for leading business development initiatives, managing...


  • San Francisco, California, United States City National Bank Full time

    Job DescriptionJob Title: Commercial Bank Relationship ManagerJob Summary:We are seeking a highly skilled Commercial Bank Relationship Manager to join our team at City National Bank. As a Relationship Manager, you will be responsible for developing and managing relationships with commercial clients in the assigned business segment and/or geographic areas.Key...


  • San Diego, California, United States Fifth Third Full time

    Job SummaryFifth Third Bank is seeking a highly skilled Commercial Banking Relationship Manager to join our team. As a key member of our commercial banking team, you will be responsible for developing and maintaining relationships with existing and new clients, identifying business opportunities, and providing exceptional customer service.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 Francisco, California, United States BMO Harris Full time

    Job Summary:We are seeking a highly skilled Business Banking Relationship Manager to join our team at BMO Harris. As a key member of our commercial banking team, you will be responsible for providing technical expertise and advisory support to our clients, helping them achieve their business goals and objectives.Key Responsibilities:Provide proactive credit...


  • San Francisco, California, United States BMO Financial Group Full time

    Job SummaryWe are seeking a highly skilled Business Banking Relationship Manager to join our team at BMO Financial Group. As a key member of our business banking team, you will be responsible for providing technical expertise and advisory support to our clients, helping them achieve their financial goals.Key Responsibilities:Provide proactive credit...


  • San Francisco, California, United States DaVita Full time

    Job Title: VP of Corporate Banking Relationship DevelopmentLocation:Job Summary:The VP of Corporate Banking Relationship Development will be responsible for negotiating and coordinating the closing of major and complex corporate banking deals. This role will develop business checking and deposit relationships with customers, engage in business development...


  • San Francisco, California, United States California Bank & Trust Full time

    Commercial Banking Relationship ManagerThis role is responsible for generating and servicing a wide variety of commercial loans and developing strong, low-risk commercial relationships while maintaining quality customer service.Key Responsibilities:Acts as the principal account and relationship manager for new and existing clients.Develops, generates, and...


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

    Job SummaryAs a Business Banking Relationship Manager at Bank of Montreal, you will play a key role in providing technical expertise for proactive credit analysis, structuring, and pricing within assigned portfolios. You will work closely with the team to provide advisory support, identify deficiencies, and recommend corrective action plans. Your expertise...


  • San Francisco, California, United States Bank of Montreal Full time

    Job SummaryWe are seeking a highly skilled Business Banking Relationship Manager to join our team. As a key member of our Commercial Sales and Service team, you will be responsible for providing technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio/jurisdiction.Key...


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

    About the Role:Serves as the key banking relationship manager for assigned middle market client relationships. Accountable for prospecting new business and working with Client Solution Managers to deepen client relationships. Maintains a "trusted advisor" role, engaging in dialogue with Executive-level client contacts to assess holistic banking needs and to...


  • San Francisco, California, United States Citigroup Inc Full time

    The Client Relationship Manager - Private Banking role at Citigroup Inc. represents a dynamic opportunity for a skilled professional to join a dynamic team and contribute to the success of our clients.The ideal candidate will have a solid understanding of the private banking industry, with a strong focus on providing exceptional client service and developing...


  • San Diego, California, United States Wells Fargo Full time

    About this RoleWe are seeking a highly skilled Senior Business Banking Relationship Manager to join our growing Small & Business Banking Team. This role will support customers in an assigned local market by deepening relationships and engaging in prospecting activities.Key ResponsibilitiesOnboard, manage, and grow account relationships with Small Business...


  • San Francisco, California, United States First Citizens Full time

    Job Title: SVB Enterprise Technology Banking Relationship ManagerThis is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office.Together, First Citizens and Silicon Valley Bank offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and...


  • San Jose, California, United States Bank of Montreal Full time

    Job SummaryAs a Senior Premier Relationship Manager at Bank of Montreal, you will be responsible for managing and growing an assigned portfolio of mass affluent clients. You will partner with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a differentiated experience. Our customer-centric approach...


  • San Jose, California, United States Heritage Bank of Commerce Full time

    Job SummaryThe VP/HOA Relationship Manager will play a key role in soliciting new business and individual account relationships with a focus on homeowner association (HOA) and property managers. This position requires a broad knowledge of banking, with a specific proficiency in HOA Specialty Banking. The successful candidate will develop both loan and...