106 relationship associate jobs at 66 companies in Fillmore, CA
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Relationship Associate - PBB
Los Angeles, California, United States
$17-$25/hrOnsiteFull Time
City National BankNYSE: RY: Provider of commercial banking, wealth management, and investment services.
1+ YOEMinimum 1 year customer service, cash handling, and basic computer experience; knowledge of bank products, policies, and regulatory compliance; strong communication and problem-solving skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook
3+ years preferred in wealth management/financial services or client service; experience supporting advisors, account maintenance, Salesforce and Microsoft Office proficiency; strong communication, organization, confidentiality.
Salesforce, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, Fidelity
Relationship Management Sales Associate - Institutional Client Group
Charlotte or Chicago or Minneapolis or Los Angeles
$98k-$116k/yrOnsiteFull Time
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
5+ YOEBachelor's or Master's degree; 5-7 years commercial lending experience; strong relationship, analytical, and credit knowledge; excellent communication and presentation skills.
E-Central Credit Union: Provides banking and lending services to its members.
3+ YOE2+ years sales/marketing in banking/credit union; Associate’s degree, Bachelor’s preferred; 75% travel; strong communication; willing to develop new business.
Associate Relationship Banker - Santa Barbara Market - Ventura, CA and Surrounding Areas
Ventura or Santa Barbara
$23-$30/hrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
1+ YOERequires 1+ year sales experience in retail banking, financial services, or related industries; high school diploma or GED; strong communication and client service skills; and ability to work weekends and some evenings.
4+ YOEBachelor's in Business, 4–8 years HOA/association experience, sales ability, experience working with associations/property managers, CRM use, authorized to work in the U.S.; no visa sponsorship.
EssilorLuxotticaEuronext Paris: EL: Designs, manufactures and distributes ophthalmic lenses, frames and sunglasses.
Customer-focused retail associate to drive sales, build relationships, use store technology, and maintain a welcoming store environment; retail or customer service experience is a plus.
Ares ManagementNew York Stock Exchange: ARES: Global alternative investment manager specializing in credit and private equity.
3+ YOE3+ years treasury or investment management experience, hands-on forecasting and financial modeling, treasury operations and cash management expertise, strong stakeholder and banking relationship skills.
Kyriba, FIS, Microsoft Power BI, SQL, Microsoft Excel, Tableau, Anaplan
California Resources CorporationNYSE: CRC: Independent oil and natural gas exploration and production.
3+ YOE3+ years treasury or related experience, bachelor’s in finance/accounting, strong Excel and PowerPoint skills, experience with treasury systems, cash forecasting, banking relationships, and strong communication.
Microsoft Excel, Microsoft PowerPoint, treasury workstation
Coordinate daily terminal operations, manage relationships with TSA/CBP/airlines/vendors, lead and direct Member and Operations Associates, pass background check and TSA/CBP clearance, Microsoft Office proficiency, high school diploma/GED, flexible availability.
Microsoft Outlook, Microsoft Excel, Microsoft Word
Associate Service Leader Onsite Relationship Management 94534
Glendale, California, United States
$60k-$75k/yrOnsiteFull Time
New York Life: Provides life insurance, retirement income, and investment solutions.
2+ YOEBachelor's degree required; 2 years customer service/call center experience preferred; must complete FINRA 99 and SIE within 1 year; FINRA licensing and pre-hire fingerprinting required; willing to relocate within 12–24 months.
Calabasas or San Jose or San Diego or Costa Mesa or Ontario
$28-$38/hrOnsiteFull Time
Acrisure: Provides AI-powered insurance, financial, and business risk solutions.
Requires an insurance license, high school diploma, intermediate MS Office proficiency, effective communication, relationship-building skills, and a self-starting, collaborative approach.
RichemontSIX Swiss Exchange: CFR: Designs and manufactures luxury jewelry, watches, and fashion accessories.
7+ YOEStrong ability to develop long-lasting client relationships in a fast-paced luxury environment; bachelor’s degree or jewelry certification with 7 years of experience preferred; excellent communication skills.
Air LiquideEuronext Paris: AI: Supplies industrial and medical gases, technologies, and related services.
Post-secondary diploma in business or equivalent, valid driver’s license, leadership and relationship-building skills, decision-making and problem-solving; sales experience in equipment rental or welding preferred.
Nati Boutique: A family-owned women's clothing boutique offering casual, comfortable, and affordable fashion across multiple locations.
Customer-facing sales experience or strong sales aptitude, high energy, ability to build relationships and close sales, open availability including weekends and some holidays, passion for fashion and upselling.
805Title: Provides title insurance and escrow services for real estate transactions.
Develop new title and escrow relationships through proactive outreach, pipeline management, and consistent follow-up; sales aptitude and professionalism required; prior sales/real estate helpful but not required.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOERequires 1+ year treasury management or corporate banking experience, financial acumen, client relationship skills, strong communication, time management, and Microsoft Office proficiency. Bachelor's degree, CTP, and sales experience preferred.