790 relationship manager jobs at 447 companies in Bonsall, CA
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Relationship Manager
Newport Beach, California, United States
$75k-$130k/yrOnsiteFull Time
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.
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
10+ YOE10+ years middle market lending experience, proven business development and relationship management, expert credit and underwriting skills, Microsoft Office proficiency, strong communication and presentation abilities.
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.
Sunwest Bank: Entrepreneurial business bank serving businesses and entrepreneurs nationwide.
Experience in commercial lending, underwriting, and client relationship development; knowledge of commercial banking products and legal entity structures; strong communication and Microsoft Office skills.
Farmers and Merchants Bank of Long BeachOTCQX: FMBL: Local community bank providing commercial and personal banking services.
5+ YOE5+ years CRE lending experience; knowledge of DSCR/LTV; underwriting support; portfolio management; client relationship development; Orange County and LA CRE knowledge.
Axos FinancialNYSE: AX: Provides digital-first banking and diverse financial services to customers.
3+ YOEBachelor's degree, 3+ years of banking experience, small business banking experience, and 2+ years of customer service experience. Must meet sales, compliance, and relationship management requirements.
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
Ethos Veterinary Health: Operates a network of specialty and emergency veterinary hospitals.
3+ YOE3+ years experience managing relationships, outreach, event planning, CRM proficiency, valid driver's license and reliable transportation, ability to work occasional evenings and weekends.
Proven client relationship experience, project management skills, proficiency with Microsoft Office, strong communication and analytical skills, willingness to travel, bachelor’s degree in business preferred.
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.
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.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
5+ YOE5+ years commercial lending/business development experience; experience managing portfolios of $20–50M; ability to analyze financial statements, sales track record, and client relationship 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
BOK FinancialNASDAQ: BOKF: Provides commercial, consumer banking, and wealth management services.
8+ YOEBachelor's degree and 8–10 years of commercial lending experience, or 14–16 years of equivalent experience; requires relationship management, credit, financial analysis, loan structuring, and risk mitigation expertise.
Tri Counties BankNASDAQ: TCBK: Provides commercial and retail banking services in California.
3+ YOE3+ years commercial banking or business relationship experience preferred; high school diploma required, bachelor’s preferred; strong sales, financial analysis, communication, and organizational skills.
Irvine or Washington or Oregon or Idaho or California
$151k-$178k/yrHybridFull Time
Banner BankNasdaq: BANR: Provides regional commercial banking and personal financial services.
6+ YOEBachelor’s degree in a relevant field required, or equivalent education and experience, plus 6+ years in commercial credit, analysis, or business development. Requires complex relationship management and commercial credit expertise.