447 relationship manager jobs at 270 companies in Dixon, CA

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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
3mo
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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.
2w
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Relationship Manager I
Oakland, California, United States
$65k-$104k/yr OnsiteFull Time
City National Bank
City National BankNYSE: RY: Provider of commercial banking, wealth management, and investment services.
3+ YOEBachelors or equivalent, 3+ years sales and financial institution experience, strong banking product knowledge, regulatory/compliance familiarity, client relationship and sales skills.
1mo
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Relationship Manager- Core Market
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/yr RemoteFull Time
Lincoln Financial
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%.
1mo
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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
2w
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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
2mo
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Relationship Manager, Pac Rim Division
San Francisco or San Ramon or San Jose
$89k-$166k/yr OnsiteFull Time
BMO
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.
Credit analysis, Credit risk assessment, Portfolio management, Negotiation, Regulatory compliance, Product knowledge
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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.
3mo
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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
4w
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Small Business Relationship Manager
Concord, California, United States
$98k-$119k/yr OnsiteFull Time
U.S. Bank
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.
3mo
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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
2mo
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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 banking, investment, and financial risk management services.
5+ YOE5+ years commercial lending/business banking experience; portfolio management and sales skills; financial statement and cash-flow analysis; bachelor's degree preferred; strong leadership and client relationship skills.
1mo
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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
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
1w
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Treasury Relationship Manager II
San Ramon, California, United States
$120k-$180k/yr HybridFull Time
FFB Bank
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
4w
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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.
2mo
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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
1mo
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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.
3w
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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.
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