573 relationship manager jobs at 297 companies in Aromas, CA
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Relationship Manager
Palo Alto, California, United States
$100k-$150k/yrHybridFull Time
Commercial Bank of California: A private business bank providing personalized financial and lending services
5+ YOEOriginate and service commercial and consumer credit solutions, build client relationships, cross-sell deposit/lending/treasury services, and represent the bank in community events.
City National BankNYSE: RY: Provider of commercial banking, wealth management, and investment services.
3+ YOEBachelor's degree, minimum 3 years direct sales and 3 years in a financial institution; NMLS/Safe Act registration; strong sales, banking knowledge, KYC/CIP compliance, relationship management and advisory skills.
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
7+ YOE7+ years in Relationship Management, Account or Portfolio Management in corporate banking with sales metrics; bachelor’s degree; credit knowledge; Pacific Rim experience preferred.
Modern Wealth Management: Provides personalized financial planning and investment management services.
Bachelor's degree in finance/business required, Series 65 required, CFP preferred, client-facing financial services experience preferred, strong organizational and communication skills.
AvidbankNASDAQ: AVBH: A commercial bank providing tailored financial and lending solutions.
5+ YOE5+ years venture banking or related experience, strong underwriting and portfolio management, financial modeling, deal structuring, leadership and communication skills.
Akron or Los Angeles or Washington or Troy or New York City or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Omaha
$125k-$185k/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
6+ YOEBachelor’s degree and 6+ years of ERP industry experience, or high school diploma/GED and 7+ years; 6+ years in client relationship management or IT managed services; D365 experience required.
Microsoft Dynamics 365, Microsoft Power Platform, Power Apps, Power Automate, Power BI, Azure DevOps, Microsoft Outlook, Microsoft Teams, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, ServiceNow, Microsoft Dynamics CRM, ITSM
HSBCLondon Stock Exchange: HSBA: Global banking and financial services provider.
Requires FINRA Series 7 and 66, or Series 63 and 65, plus life and health insurance licenses or willingness to obtain sponsorship; financial sales, wealth planning, regulatory, and client relationship experience required.
Merchant Services Relationship Manager - Vice President
Plano or Chicago or Tampa or Jersey City or Palo Alto or Wilmington or Brooklyn
$115k-$200k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
8+ YOE8+ years in payments relationship management or business development, contract negotiation, experience with complex Fortune 500 clients and C-suite engagement, strong presentation and communication skills.
Chicago or Denver or San Francisco or New York City or Scottsdale or San Jose
$69k-$84k/yrHybridFull Time
Gusto: Cloud-based payroll and HR software for small businesses.
3+ YOERequires 3+ years in customer service or contact center roles, preferably B2B SaaS and retirement services, with analytical, problem-solving, communication, organizational, retention, and cross-functional skills.
Google Workspace, Zendesk, Intercom, Gong, Jira, Slack
Cathay BankNASDAQ: CATY: Provides commercial and consumer financial services and banking solutions.
7+ YOE7-10 years commercial lending experience with underwriting, negotiation, and portfolio management; US college graduate in a related field; knowledge of commercial real estate and construction lending; strong communication and PC proficiency.
Relationship Manager Team Lead-Commercial Real Estate
San Francisco or Palo Alto
$135k-$242k/yrOnsiteFull Time
FlagstarNYSE: FLG: Provides personal banking, mortgage lending, and commercial financial services.
15+ YOEBachelor's degree in business, finance, or related field; 15+ years in commercial lending and 5+ years in commercial real estate lending relationship management or sales. Requires expert credit, underwriting, structuring, analytical, and leadership skills.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
5+ YOEBachelor's degree, 5–10 years of industry experience, equity compensation and stock plan expertise, strong communication, project organization, securities licenses, and Certified Equity Professional designation.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
5+ YOEBachelor’s degree and 5–10 years of industry experience required, with equity compensation expertise, securities licenses, strong communication, organization, and complex problem-solving skills.
Element SolutionsNYSE: ESI: Produces specialty chemicals for electronics and industrial manufacturing.
7+ YOE3+ MgmtBachelor's degree or equivalent; 7+ years technical experience with 5+ years in IT business partnership in manufacturing or 5–8 years IT service management with 3+ years management; stakeholder engagement, analytics, SOX support; 10–20% travel.
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
3+ YOE3–4 years relationship banking experience, typically a bachelor’s or equivalent, NMLS registration required, strong underwriting, sales, and financial analysis skills.
HSBCLondon Stock Exchange: HSBA: Provides global banking and financial services to individuals and businesses.
Requires FINRA Series 7 and 66 or Series 63 and 65 licenses, wealth planning and financial sales experience, client advisory skills, regulatory knowledge, and expertise in banking, investments, and insurance.