1,625 relationship manager jobs at 821 companies in Beverly Hills, CA

1mo
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Relationship Manager
Newport Beach, California, United States
$75k-$130k/yr OnsiteFull Time
Servbank
Servbank: Provides personal banking, mortgage subservicing, and community financial products.
5+ YOEMinimum 5 years cash management/relationship management experience, proven new business development and selling skills, deep knowledge of treasury products, strong communication, time management, and problem-solving; CTP and bachelor’s degree preferred.
3w
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Relationship Manager
Pasadena, California, United States
$88k-$125k/yr OnsiteFull Time
Citizens Business Bank
Citizens Business BankNASDAQ: CVBF: Commercial banking and financial services for businesses and professionals.
3+ YOEBachelor's degree or 3–5 years commercial banking experience; strong communication, sales, math, and reasoning skills; ability to manage commercial client relationships and meet financial goals.
2mo
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Relationship Manager
Irvine, California, United States
$125k-$160k/yr OnsiteFull Time
CommerceWest Bank
CommerceWest BankOTCQX: CWBK: Provides commercial banking, treasury management, and business lending services.
5+ YOEBA preferred or experience in related position; 5-7 years banking in business acquisition, relationship management, commercial lending to small/mid-size businesses; strong analytical and communication skills.
Microsoft Office
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Relationship Manager
Irvine, California, United States
OnsiteFull Time
Sunwest Bank
Sunwest Bank: Entrepreneurial business bank serving businesses and entrepreneurs nationwide.
Analyzing depository and credit information, preparing credit authorizations, underwriting loans, sourcing new business, and maintaining client relationships; proficiency with Excel, Word, and Salesforce; knowledge of commercial banking products and legal entity structures.
Microsoft Excel, Microsoft Word, Salesforce
1mo
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Relationship Manager CB
Los Angeles, California, United States
$92k-$157k/yr OnsiteFull Time
City National Bank
City National BankNYSE: RY: Provider of commercial banking, wealth management, and investment services.
3+ YOEBachelor's degree and minimum 3 years lending and credit experience; commercial credit knowledge, sales and relationship management, strong communication and analytical skills.
4w
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Cobrand Relationship Manager
Los Angeles or United States
$120k-$150k/yr RemoteFull Time
Sunbit
Sunbit: Financial technology platform for point-of-sale consumer financing.
5+ YOE5+ years in partnerships/program management or related roles; executive presence; program and project management expertise; strong communication and cross-functional collaboration.
3mo
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Sr Relationship Manager
Irvine, California, United States
$147k-$250k/yr OnsiteFull Time
Columbia Bank
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
10+ YOE10+ years middle market lending; 4-7 years commercial client service; strong credit and relationship skills; travel frequent.
1w
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Relationship Manager
New York City or Los Angeles
$85k-$95k/yr HybridFull Time
1000heads
1000heads: Social media agency providing strategic digital marketing and analytics.
3+ YOEBachelor's degree and 3–4 years of account handling or influencer management experience, agency experience, influencer landscape knowledge, communication, organizational, and Microsoft Office skills.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2w
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Relationship Manager - Power & Utilities
Washington or Denver or Los Angeles
$125k-$185k/yr RemoteFull Time
Farmer Mac
Farmer MacNYSE: AGM: Provides secondary market liquidity for agricultural and rural loans.
5+ YOEMinimum five years lending or credit experience in leveraged, commercial, corporate, infrastructure or project finance; strong credit and financial analysis, underwriting, and relationship management skills.
2mo
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Financial Relationship Manager
Temple City, California, United States
$75k-$95k/yr OnsiteFull Time
CTBC Bank
CTBC BankTaiwan Stock Exchange: 2891: Commercial bank providing financial services for individuals and businesses.
7+ YOEBachelor's degree preferred; 7+ years product sales and relationship management in banking; Life and Health Insurance licenses; multilingual with English and Chinese preferred.
1w
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Relationship Manager - FT40 - Irvine
Irvine, California, United States
$100k-$145k/yr OnsiteFull Time
Mechanics Bank
Mechanics BankNASDAQ: MCHB: Full-service community bank providing personal and business financial services.
3+ YOEBachelor's degree preferred; 3+ years of commercial lending and relationship management experience required. Requires financial and credit analysis, negotiation, business development, networking, and banking software skills.
word processing, spreadsheet files, data base programs, banking specific programs
2mo
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VP, Relationship Manager, SBA
Los Angeles or Oakland
$98k-$135k/yr FieldFull Time
Beneficial State Bank
Beneficial State Bank: Provides banking services prioritizing social and environmental impact.
5+ YOE5+ years commercial/business banking experience, bachelor’s degree or equivalent, SBA lending and credit analysis experience, proven sales and relationship management skills, Microsoft Office and Salesforce proficiency.
Microsoft Office, Salesforce, Client Management System (CSM)
3w
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Commercial Relationship Manager
Costa Mesa, California, United States
$82k-$173k/yr OnsiteFull Time
Fifth Third Bank
Fifth Third BankNASDAQ: FITB: Provides retail, commercial, and wealth management financial services.
4+ YOECommercial banking experience, commercial credit training, financial statement analysis, consultative sales and relationship management skills; minimum 4 years commercial banking experience; Bachelor's preferred.
Microsoft Office, CRM
1mo
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Small Business Relationship Manager
Los Angeles, California, United States
$92k-$112k/yr OnsiteFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
3+ YOENMLS registration required; 3–4 years relationship banking or equivalent, consultative selling, underwriting, financial analysis, and portfolio management experience; bachelor\u0002s degree or equivalent preferred; strong communication and regulatory knowledge.
2w
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Sr Relationship Manager, Advisory
Newport Beach, California, United States
$189k-$331k/yr OnsiteFull Time
Northern Trust
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
12+ YOE12–15 years experience in relationship management or trust/estate law, college degree or equivalent experience required; JD preferred. Extensive fiduciary, investment, tax, legal and client advisory knowledge; strong communication and leadership skills.
5d
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Associate Relationship Manager
New York City or Beverly Hills or Palm Beach or Newport Beach
$61k-$107k/yr OnsiteFull Time
Flagstar
FlagstarNYSE: FLG: Provides personal banking, mortgage lending, and commercial financial services.
2+ YOEHigh school diploma or equivalent and 2+ years of related commercial banking experience. Requires financial products, compliance, KYC/AML knowledge, customer service, relationship management, and independent decision-making.
KYC, AML
1w
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Relationship Manager (Newport Beach, CA)
Newport Beach, California, United States
$72k-$90k/yr HybridFull Time
Mercer Advisors
Mercer Advisors: Provides integrated wealth management and financial planning for families.
Experience in wealth management client service, strong communication, leadership/mentoring, proficiency with CRM and workflow tools, ability to manage complex client relationships and service delivery.
CRM
6d
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Emerging Middle Market Relationship Manager, Director
Sherman Oaks, California, United States
$122k-$228k/yr OnsiteFull Time
BMO
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
10+ YOE10+ years in relationship, account, or portfolio management in corporate banking preferred; bachelor's degree required. Requires expertise in deal structuring, portfolio management, credit risk, negotiation, compliance, and client relationships.
Project Management, Change Management
1mo
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Senior Commercial Relationship Manager
Los Angeles, California, United States
$151k-$178k/yr HybridFull Time
Banner Bank
Banner BankNasdaq: BANR: Provides regional commercial banking and personal financial services.
6+ YOEBachelor's (or equivalent), 6+ years in commercial credit/analysis or business development, commercial underwriting and relationship management skills, knowledge of cash management products and lending regulations.
10h
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D365 Client Relationship Manager
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/yr OnsiteFull Time
BDO USA
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