1,562 relationship manager jobs at 804 companies in Campbell, CA
3mo
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Relationship Manager
San Francisco, California, United States
$104k-$151k/yr OnsiteFull Time
3+ YOEManages a portfolio of Commercial clients; develops relationships leading to loans, deposits, and banking products; supports Center sales and service initiatives.
1mo
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Relationship Manager
San Francisco, California, United States
$100k-$200k/yr OnsiteFull Time
10+ YOE5+ Mgmt10+ years banking experience with 5+ years direct client relationship management, venture debt/venture lending or C&I lending preferred; credit structuring, term sheet negotiation, and legal document review; must be authorized to work in the US.
1mo
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Relationship Manager
Palo Alto, California, United States
$100k-$150k/yr HybridFull Time
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.
Teladoc
1mo
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Relationship Manager (CRE)
Walnut Creek, California, United States
$140k-$180k/yr OnsiteFull Time
7+ YOEBachelor's degree, 7+ years commercial lending experience, strong relationship management and business development skills, Microsoft Office proficiency, excellent communication and analytical ability.
Microsoft Office
1mo
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Relationship Manager I
Palo Alto, California, United States
$65k-$104k/yr OnsiteFull Time
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.
1w
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Relationship Manager
Walnut Creek, California, United States
$60k-$100k/yr OnsiteFull Time
High school diploma or equivalent; Series 7 and 66, or Series 7, 63, and 65 licenses; SAFE Act registration; strong communication, organization, risk management, and wealth management knowledge.
Form ADV-2B
1d
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Business Relationship Manager
Sunnyvale, California, United States
$200k-$250k/yr OnsiteFull Time
5+ YOERequires stakeholder and relationship management, business acumen, strategic planning, communication, negotiation, ITIL service management, portfolio management, financial management, risk governance, and change management.
ITSM, HP Project and Portfolio Management Center (HP PPM), ITIL, SLA, KPI, PMO, ROI
1w
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Relationship Manager
Walnut Creek, California, United States
$60k-$100k/yr OnsiteFull Time
1+ YOEHigh school diploma or equivalent; 1 year of experience; Series 7 and 66 or Series 7, 63, and 65 licenses; SAFE Act registration; firm-approved designation; strong communication, organization, risk management, and client service skills.
Form ADV-2B
1mo
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Broker Relationship Manager
Philadelphia or Dublin
$90k-$179k/yr HybridFull Time
8+ YOEDevelop and manage regional broker strategy; strong executive-level selling and relationship skills; typically 8+ years sales/account management; bachelor’s degree preferred; proficient in Microsoft Office Suite and Salesforce.
Microsoft Office Suite, Salesforce
3w
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Relationship Manager (San Francisco, CA)
San Francisco or Walnut Creek
$81k-$95k/yr HybridFull Time
Client-facing role supporting wealth advisors; requires strong wealth management knowledge, relationship management, communication, leadership, and CRM proficiency.
CRM
2mo
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Relationship Manager, Pac Rim Division
San Francisco or San Ramon or San Jose
$89k-$166k/yr OnsiteFull Time
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.
Credit analysis, Credit risk assessment, Portfolio management, Negotiation, Regulatory compliance, Product knowledge
3mo
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Relationship Manager, AS Relationship Management- Greater San Franscico Bay
San Francisco, California, United States
$107k-$147k/yr RemoteFull Time
5+ YOEActive FINRA Series 7 and Series 63, bachelor’s degree or equivalent, 5+ years financial services relationship management, strong communication, negotiation, and consultative selling skills.
1mo
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Relationship Manager - Grata
New York City or San Francisco
$71k-$118k/yr HybridFull Time
3+ YOE3+ years customer-facing commercial experience managing renewals and upsells, strong account management, customer engagement, forecasting, and communication skills.
3w
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Relationship Manager
Monterey, California, United States
$85k-$110k/yr OnsiteFull Time
Bachelor's degree in finance/business required, Series 65 required, CFP preferred, client-facing financial services experience preferred, strong organizational and communication skills.
Salesforce
1mo
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Small Business Relationship Manager
Concord, California, United States
$98k-$119k/yr OnsiteFull Time
3+ YOENMLS registration required; typically bachelor’s degree or equivalent and 3+ years relationship banking experience; strong underwriting, consultative selling, and compliance knowledge.
1mo
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VP, Relationship Manager
San Jose or San Francisco
$100k-$160k/yr OnsiteFull Time
5+ YOE5+ years venture banking or related experience, strong underwriting and portfolio management, financial modeling, deal structuring, leadership and communication skills.
5d
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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
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
1mo
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VP, Relationship Manager
San Francisco, California, United States
$150k-$175k/yr OnsiteFull Time
5+ YOE5-7 years commercial lending experience with underwriting and loan negotiation skills; U.S. college graduate; strong credit policy and risk management knowledge; excellent communication and PC proficiency.
2w
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Principal Mid-Corporate Relationship Manager
Seattle or Portland or San Francisco or Los Angeles or Washington or Oregon or California or United States
$215k-$355k/yr HybridFull Time
10+ YOE10+ years of mid-corporate relationship management experience; food and agribusiness experience preferred; FINRA Series 63 and 79 required or obtainable within 180 days; must meet regulatory screening requirements.
4d
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Wealth Relationship Manager
San Francisco or Fremont or Cupertino
$100k-$200k/yr OnsiteFull Time
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.
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