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347 relationship manager jobs at 234 companies in Encinitas, CA

3w
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Relationship Manager
Carlsbad, California, United States
OnsiteFull Time
Sunwest Bank
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.
Microsoft Word, Microsoft Excel
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2mo
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Relationship Manager 1
Laguna Hills, California, United States
$102k-$174k/yr OnsiteFull Time
Farmers and Merchants Bank of Long Beach
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.
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1mo
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Sr Relationship Manager
San Diego, California, United States
$115k-$170k/yr OnsiteFull Time
Columbia Bank
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
7+ YOE7+ years commercial banking experience, middle-market relationship management, business development, advanced credit acumen, strong communication and presentation skills, and proficiency with Microsoft Office.
Microsoft Office
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2mo
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Relationship Manager III - C&IB
San Diego, California, United States
$160k-$296k/yr OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
8+ YOERelationship management experience in corporate banking; drive revenue; manage client risk and relationships.
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1w
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Referral Relationship Manager
Sorrento Valley, California, United States
$80k-$85k/yr HybridFull Time
Ethos Veterinary Health
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.
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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%.
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2mo
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Relationship Manager
San Diego, California, United States
$40k-$100k/yr RemoteFull Time
Global Payments
Global PaymentsNYSE: GPN: Provides payment technology and software solutions for global commerce.
2+ YOEProspecting and presenting to small to mid-sized merchants; closing sales; field and in-person/remote engagements; CRM usage (Atlas/Salesforce).
Atlas, Salesforce
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2w
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Small Business Relationship Manager
San Diego, California, United States
$92k-$112k/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 or equivalent, 3+ years relationship banking experience, underwriting and financial analysis skills, consultative selling and relationship management.
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2mo
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JPMorgan Private Client Relationship Manager – Del Mar, CA
Del Mar, 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 and business development; proven ability to build trusted client relationships and deliver bespoke solutions.
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1mo
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Senior VIP Relationship Manager (HNW Segment)
Tijuana, Baja California, Mexico
OnsiteFull Time
Caliente.mx
Caliente.mx: Operates a sports betting and online casino gaming platform.
7+ YOE7+ years in private wealth management, luxury hospitality, or elite relationship management; UHNW client experience; bilingual English and Spanish; executive presence, discretion, analytical skills for retention strategy.
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2w
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Business Banking Sr Relationship Manager
San Diego, California, United States
$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; portfolio management for $20–50M clients; financial statement and cash flow analysis; sales and relationship development skills; Bachelor's preferred.
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3w
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Principal Commercial Restaurant Finance Relationship Manager
Atlanta or Boston or Charlotte or Carlsbad or Scottsdale or Dallas or Chicago
$185k-$300k/yr HybridFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
10+ YOE10+ years commercial banking relationship management; Series 63 and 79 (or equivalents) required/obtainable; restaurant relationship experience preferred; strong credit, compliance, and communication skills; ability to travel up to 50%.
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1mo
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Middle Market Senior Relationship Manager
Irvine or Carlsbad or Pasadena
$154k-$220k/yr FieldFull Time
Tri Counties Bank
Tri Counties BankNASDAQ: TCBK: Provides commercial and retail banking services in California.
10+ YOE10+ years industry experience, advanced commercial credit analysis and loan structuring skills, proven track record in commercial banking growth, strong verbal/written communication and interpersonal skills, high school diploma required, bachelor’s preferred.
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1mo
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Sr. Relationship Advisor
San Diego, California, United States
$189k-$331k/yr OnsiteFull Time
Northern Trust
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
12+ YOEExtensive fiduciary and wealth management experience; 12+ years as a relationship manager or attorney in trust/estate administration or related fields; college degree or equivalent experience; JD strongly preferred; fiduciary, tax, investment, communication and leadership skills.
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1mo
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Wealth Relationship Manager SAFE Act -ALISO VIEJO
Aliso Viejo, California, United States
$84k-$126k/yr OnsiteFull Time
Citi
CitiNYSE: C: Providing global banking, investment, and wealth management services.
5+ YOE5+ years experience; client relationship management for affluent/HNW clients, FINRA registrations (SIE, Series 6/63/65 or Series 7/66), Insurance Group 1 and NMLS/MLO registration within 150 days; bachelor's degree or equivalent; Microsoft Office and financial planning software experience.
Microsoft Excel, Microsoft Outlook, Microsoft Word, Money Guide Pro, NaviPlan Select
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1mo
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Relationship Manager - VP or SVP level
San Francisco or San Diego or Malvern or California or Florida or Illinois or Massachusetts or New Hampshire or New Jersey or New York or North Carolina or Pennsylvania or Rhode Island or Texas or United States
$150k-$250k/yr OnsiteFull Time
Customers Bank
Customers BankNYSE: CUBI: Provides commercial and consumer banking and digital financial solutions.
5+ YOE5+ years venture banking experience (VP 5-7, SVP 8-10), deep life-sciences/healthcare sector expertise, origination and credit structuring skills, strong network with VC/PE, excellent communication and consultative skills.
Microsoft Suite, AI & Automation tools
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2d
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Private Banking Relationship Manager - San Diego, CA
San Diego, California, United States
$147k-$196k/yr OnsiteFull Time
Zions Bancorporation
Zions BancorporationNASDAQ: ZION: Provides commercial and consumer banking services in Western US.
6+ YOEBachelor's degree and 6+ years experience in lending/sales/banking; NMLS federal registration required; strong credit analysis, loan structuring, sales and interpersonal skills.
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2mo
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Client Relationship Manager - Del Mar, CA
Del Mar or San Diego
$40-$72/hr OnsiteFull Time
Charles Schwab
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
3+ YOEBachelor's degree or equivalent; active Series 7 and Series 63 required; Series 9/10 may be obtained within 90 days; 3+ years customer service and 3-5 years in financial/security services preferred; strong communication and financial acumen.
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4w
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Staff Supplier Relationship
San Diego or Madison or Hayward
$108k-$162k/yr OnsiteFull Time
Illumina
IlluminaNASDAQ: ILMN: Provides genomic sequencing and array-based solutions for genetic analysis.
8+ YOESenior sourcing role requiring deep supplier management, category strategy, negotiation, cost reduction, supplier risk mitigation, and cross-functional leadership; proficient with Ariba, SAP, Quickbase and Microsoft Office; travel up to 25%.
Ariba, SAP, Quickbase, Microsoft Project, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
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2w
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Mission Hills - Senior Relationship Banker
San Diego, California, United States
$26-$33/hr OnsiteFull Time
Mission Federal Credit Union
Mission Federal Credit Union: Provides member-owned banking and lending services in San Diego.
3+ YOE3+ years banking experience, 12+ months opening accounts and processing/referring loans, intermediate Microsoft Office skills, strong communication, sales, compliance knowledge; ability to obtain MLO registration and notary commission preferred.
Microsoft Office, Symitar
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