23 client relationship manager jobs at 16 companies in Windsor, CA
2mo
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Relationship Manager
San Rafael, California, United States
$74k-$103k/yr OnsiteFull Time
3+ YOEManage commercial client portfolio, drive loans and deposits; 3–5 years commercial banking experience or four-year degree; strong communication, math, and regulatory compliance knowledge.
1w
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Senior Business Banking Relationship Manager (LO)
San Rafael, California, United States
$104k-$168k/yr FieldFull Time
4+ YOERequires 4+ years of banking experience or equivalent; experience sourcing or managing $2M–$25M client portfolios, business-to-business sales, financial services knowledge, communication skills, and intermediate Microsoft Office skills preferred.
Microsoft Office
3w
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Relationship Banker- Marin Area
Corte Madera or San Rafael
$25-$27/hr OnsiteFull Time
0+ YOEHandles client transactions, educates clients on self-service banking, manages cash, meets sales goals, adaptable to technology, able to work weekends and extended hours. High school diploma/GED required; cash handling or sales experience preferred.
1mo
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Relationship Banker- Marin Area
San Rafael or Corte Madera
$25-$27/hr OnsiteFull Time
High school diploma/GED required; ability to engage clients, manage cash, educate on self-service banking, and work weekends/extended hours; strong communication and problem-solving skills.
ATM, online banking, mobile banking
2mo
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Senior Project Manager
Sebastopol, California, United States
$154k-$165k/yr OnsiteFull Time
10+ YOE10+ years commercial construction project management; manage 2–3 active projects; mentor project teams; strong financial management, forecasting, scheduling, and client relationship skills; OSHA 30 and First Aid/CPR preferred; Bachelor\u0002s degree preferred.
Premier Construction Software, Bluebeam Revu, Microsoft Project, Microsoft Excel, Microsoft Office Suite
1mo
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Copy of Environmental Remediation Project Manager
Santa Barbara or Oakland or San Francisco or San Jose or San Rafael
$110k-$130k/yr HybridFull Time
4+ YOEBA/BS in engineering, business, or environmental science plus 4 years relevant experience (or equivalent). Valid driver's license, US citizenship or permanent residency required. Experience managing remediation projects and client relationships preferred.
1mo
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Senior Environmental Project Manager (Oil, Gas, Remediation)
Long Beach or Los Angeles or Orange or Westlake Village or Oakland or San Luis Obispo or Richmond or San Diego
$125k-$200k/yr HybridFull Time
6+ YOEBA/BS + 6 years relevant experience (or equivalent). Must pass drug screen, background check, and motor vehicle records check. Experience managing complex environmental projects and client relationships; professional credentials (PG, PE, CHMM, PMP) preferred.
2mo
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Account Manager (Commercial Landscaping)
Santa Rosa, California, United States
$78k-$90k/yr OnsiteFull Time
Manage client relationships, drive customer satisfaction and retention, develop new business, create proposals/contracts/estimates, coordinate between clients and production teams, and promote safety and high service standards.
1mo
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Account Manager
Santa Rosa, California, United States
$83k-$88k/yr OnsiteFull Time
2+ YOEManage daily security operations, schedule officers, lead and develop teams, handle incidents, ensure compliance, and maintain client relationships. Requires high school diploma, valid driver\u0019s license, 2+ years supervisory/security experience.
Microsoft Office, CCTV, access control
2w
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Account Manager II, Personal Lines
Larkspur or San Francisco or San Ramon
$80k-$90k/yr HybridFull Time
3+ YOERequires high school diploma/GED, 3-5 years of insurance account management experience, current insurance licensing, Microsoft Office proficiency, strong communication, analytical, organizational, and client relationship skills.
Microsoft Office Suite, Microsoft Outlook
3mo
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Account Manager - State Farm Agent Team Member
Napa, California, United States
$35k-$100k/yr OnsiteFull Time
Sales experience preferred; strong customer service and communication; ability to build client relationships and market products.
17h
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Business Development Manager - Rocky Mountain Region
Benicia, California, United States
FieldFull Time
Strategic business development professional who builds client relationships, identifies opportunities, obtains RFQs/RFPs, prepares bids and estimates, negotiates contracts, and drives regional revenue growth.
1mo
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Enterprise Data Governance Analyst
Richmond or Los Angeles County or San Francisco or California or Virginia
$85k-$95k/yr HybridFull Time
4+ YOEBachelor's degree, 4+ years supporting enterprise data management/governance, strong data stewardship and metadata management skills, client relationship experience, facilitation and cross-functional coordination skills.
Collibra, Microsoft Office, Microsoft Excel, Microsoft SharePoint, Microsoft Teams
3mo
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Financial Advisor
Mill Valley, California, United States
RemoteContract
5+ YOECFP or CFA required; 5+ years as a financial advisor with client relationships; fee-only planning experience; knowledge of portfolio management, Roth conversions, Medicare, retirement income.
3mo
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Regional Engineering Sponsor (Water)
Lone Tree or Woodcliff Lake or Tampa or Vancouver or Santa Fe Springs or Houston or Westlake or Fairfield
$179k-$275k/yr OnsiteFull Time
20+ YOEBachelor's in engineering and PE registration required; 20+ years' experience in water/wastewater project delivery, project/program management, design and construction, strong client relationships and business development experience.
3w
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Deputy Tax & Accounting Leader
Santa Rosa or Santa Cruz or Cupertino or Pleasanton
$170k-$220k/yr HybridFull Time
12+ YOEActive CPA or EA, 12+ years public accounting/tax experience, proven people management, deep federal/state/local tax knowledge, client relationship experience, proficiency with professional tax software.
UltraTax, Axcess Tax, Lacerte
3mo
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Senior Wealth Advisor
Irvine or Walnut Creek or San Diego or Los Angeles or Sacramento or Eugene or Santa Rosa or Medford or San Jose
OnsiteFull Time
5+ YOE5+ years in investment/wealth management; bachelor’s degree preferred; CFA, CFP, CIMA, CWS, CEPA, or AIF credentials; strong marketing, business development, and client relationship skills; willing to travel.
CRM, Financial planning software, Microsoft Office
1mo
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Associate Private Banker
San Rafael, California, United States
$85k-$135k/yr OnsiteFull Time
3+ YOE3+ years banking experience (investment/commercial/private), 2+ years client service or sales desk experience, bachelor’s degree preferred, strong cash management and lending product knowledge, excellent communication and relationship-building skills, proficiency with Word/Excel/PowerPoint.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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