447 relationship manager jobs at 270 companies in Dixon, CA
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Relationship Manager (CRE)
Walnut Creek, California, United States
$140k-$180k/yrOnsiteFull Time
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.
Chicago or Austin or Dallas or Houston or Irvine or Los Angeles or Phoenix or Portland or Salt Lake City or San Diego or San Francisco or San Ramon or United States
$100k-$250k/yrRemoteFull Time
Lincoln FinancialNew York Stock Exchange: LNC: Provides life insurance, annuities, and retirement planning services.
5+ YOE5+ years retirement-industry client-facing experience, strong relationship management, ERISA/IRS knowledge, FINRA S6 & S63 and Life & Health licenses required within hire windows, travel up to 30%.
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.
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.
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.
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.
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
3+ YOENMLS registration required; typically bachelor’s degree or equivalent and 3+ years relationship banking experience; strong underwriting, consultative selling, and compliance knowledge.
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.
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
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.
FFB BankOTCQX: FFBB: Provides commercial banking, lending, and merchant services to businesses.
5+ YOEBachelor’s degree required; 5–7 years in commercial banking, business development, or sales; Microsoft Office proficiency; commercial banking and compliance knowledge; communication, organizational, teamwork, and relationship-building skills.
Microsoft Office Suite, Microsoft Excel, Microsoft Word, Microsoft Outlook, CRM
JPMorgan Private Client Relationship Manager – Walnut Creek, CA
Walnut Creek, California, United States
$150k/yrOnsiteFull Time
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.
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.