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313 relationship manager jobs at 208 companies in Davis, CA

1mo
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Relationship Manager (CRE)
Walnut Creek, California, United States
$140k-$180k/yr OnsiteFull Time
California Bank of Commerce
California Bank of CommerceNASDAQ: BCAL: Providing tailored banking and financial solutions for middle-market businesses.
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
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2mo
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Senior Relationship Manager
Rancho Cordova, California, United States
$148k-$214k/yr HybridFull Time
Bank of Marin
Bank of MarinNASDAQ: BMRC: Provides commercial and retail banking, lending, and wealth management.
5+ YOEBachelor’s degree; 5-7 years banking experience; strong credit, sales, and client relationship skills.
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5d
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Associate Relationship Manager
Rancho Cucamonga or Torrance or Sacramento
$98k-$120k/yr OnsiteFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
2+ YOE2+ years relevant banking or sales experience; bachelor\u0002s degree or equivalent experience preferred; strong quantitative, credit, communication, and relationship skills.
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1mo
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Relationship Manager
Walnut Creek, California, United States
$60k-$100k/yr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Requires Series 7 and 66 or Series 7,63,65; SAFE Act registration and Form ADV-2B; high school diploma/GED; strong communication, client management, and product knowledge.
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3w
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Client Relationship Manager
Roseville, California, United States
$24/hr OnsiteFull Time
Veros
Veros: Provides automated property valuation and mortgage risk analytics software.
Strong verbal and written communication, client relationship and customer service skills, organization and follow-through, ability to manage multiple priorities, discretion with confidential information, and 45 WPM typing.
Microsoft Teams, GoTo Meeting
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5d
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Relationship Manager (San Francisco, CA)
San Francisco or Walnut Creek
$81k-$95k/yr HybridFull Time
Mercer Advisors
Mercer Advisors: Provides integrated wealth management and financial planning for families.
Client-facing role supporting wealth advisors; requires strong wealth management knowledge, relationship management, communication, leadership, and CRM proficiency.
CRM
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2mo
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Relationship Manager
Sacramento, California, United States
$40k-$100k/yr RemoteFull Time
Global Payments
Global PaymentsNYSE: GPN: Provides payment technology and software solutions for global commerce.
2+ YOE2+ years B2B sales experience; high school diploma required; college degree preferred; valid driver’s license; willing to spend ~75% in the field.
Salesforce, Atlas, Genius POS, Genius
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3w
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Relationship Manager
Rocklin, California, United States
$76k-$144k/yr HybridFull Time
AgWest Farm Credit
AgWest Farm Credit: Member-owned cooperative providing financing and insurance for agricultural producers.
2+ YOEBachelor's in business/finance or equivalent, 2+ years progressive credit/banking experience, strong financial analysis, credit and collateral knowledge, bankruptcy/foreclosure familiarity, effective communication and negotiation skills.
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2mo
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Napa Branch - Relationship Manager
Napa, California, United States
$24-$31/hr OnsiteFull Time
Golden 1 Credit Union
Golden 1 Credit Union: Member-owned cooperative providing banking and diverse lending services.
3+ YOEHigh school diploma required; Bachelor’s degree preferred. 3+ years in banking or relationship-building; prior Golden 1 teller/MS II experience preferred.
Microsoft Office, EnAct, Bridger, Card @ Once, eFunds, ECM, Springboard, DSUI/TNav, Wire Exchange, SBO, HRIS (ADP), Concur, Maestro, LPQ
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1mo
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Client Relationship Manager
Fresno or Walnut Creek
$65k-$90k/yr OnsiteFull Time
Mutual of America Financial Group
Mutual of America Financial Group: Provides retirement plans and investment services to various organizations.
Client relationship experience; excellent writing, presentation, and public speaking; active Series 6, 63 and SIE (or obtained within year); state Life & Health insurance license (or obtained within year); valid driver’s license; ability to work flexible hours.
Salesforce
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2w
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Relationship Management, VP
Quincy or Boston or Sacramento
$110k-$208k/yr OnsiteFull Time
State Street
State StreetNYSE: STT: Provides investment management and custody services to institutional investors.
15+ YOEBachelor's degree preferred, 15+ years experience preferred with 3-5 years in financial services relationship management/sales; excellent communication, client management, and strategic skills.
SF360 CRM
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4w
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VP Relationship Manager
Lodi, California, United States
$125k-$200k/yr OnsiteFull Time
Farmers & Merchants Bank of Central California
Farmers & Merchants Bank of Central CaliforniaOTCQX: FMCB: A community bank providing commercial lending and deposit services.
3+ YOECommercial lending experience (2–5 years preferred), bachelor’s degree in business/accounting/finance preferred; strong judgement, negotiation, and communication skills; ability to use banking PC applications.
Windows, E-mail, SilverLake, Jack Henry, Microsoft Word, Microsoft Excel, Coretrac
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2mo
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VP/Client Relationship Manager
Vacaville, California, United States
$95k-$100k/yr OnsiteFull Time
First Northern Bank of Dixon
First Northern Bank of DixonOTCQX: FNRN: Independent community bank providing personal and business financial services.
5+ YOEBachelor's degree or equivalent (8 years) and 5+ years client relationship experience; proficiency with Profit Intel preferred; strong communication, initiative, and sales skills.
Profit Intel
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1w
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Emerging Middle Market Relationship Manager, Vice President
Fresno or Seattle or Sacramento or Reno or Lake Oswego
$122k-$228k/yr OnsiteFull Time
BMO
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
10+ YOE10+ years relationship/account/portfolio management experience preferred, bachelor’s degree required, credit knowledge for credit-qualifiable roles, strong sales and negotiation skills.
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2w
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Client Relationship Manager
United States or Folsom
$100k-$125k/yr RemoteFull Time
One Inc
One Inc: Digital payment processing and disbursement platform for insurance carriers.
10+ YOEEnterprise account management experience, ability to drive retention, growth, cross-sell and renewals, strong communication, analytics, and insurance/payments knowledge.
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1mo
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Commercial Relationship Manager - Healthcare Focused
San Francisco or San Jose or Sacramento or Palo Alto or Walnut Creek
OnsiteFull Time
Fifth Third Bank
Fifth Third BankNASDAQ: FITB: Provides retail, commercial, and wealth management financial services.
10+ YOE10+ years commercial banking experience with Middle Market healthcare focus, formal commercial credit training, strong financial statement analysis, relationship management, underwriting experience preferred, and proficiency with Microsoft Office and CRM.
Microsoft Office, CRM
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2w
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JPMorgan Private Client Relationship Manager – Walnut Creek, CA
Walnut Creek, California, United States
$150k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
10+ YOE10+ years in financial services with affluent/complex relationship management; SIE, Series 7 and Series 66 (or 63 and 65); strong prospecting, referral network, and financial planning skills; college degree preferred.
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3w
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Business Banking Sr Relationship Manager
San Jose or Walnut Creek or Pleasanton
$140k-$185k/yr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
5+ YOE5+ years commercial lending/business banking experience managing mid-market portfolios, strong financial analysis and sales skills, ability to interpret cash flow and financial statements, bachelor's preferred.
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3mo
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Healthcare Relationship Manager
Dallas or Walnut Creek or Las Vegas or San Jose
$113k-$200k/yr OnsiteFull Time
Columbia Bank
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
5+ YOEBachelor’s in Business or Finance; minimum 5 years healthcare banking; experience financing physician groups, ASCs, DSOs or healthcare real estate; strong financial analysis; cross-sell capability; occasional travel.
Microsoft Excel
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1w
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Relationship Banker Woodland
Woodland, California, United States
$27-$41/hr OnsiteFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
2+ YOE2+ years customer service experience, ability to acquire and manage customer relationships, FINRA Series 6 and Series 63, state insurance license(s), SAFE registration, meet enhanced financial/fitness/background standards.
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