658 relationship manager jobs at 394 companies in Fallbrook, CA
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Relationship Manager
Newport Beach, California, United States
$75k-$130k/yrOnsiteFull Time
Servbank: Provides personal banking, mortgage subservicing, and community financial products.
5+ YOEMinimum 5 years cash management/relationship management experience, proven new business development and selling skills, deep knowledge of treasury products, strong communication, time management, and problem-solving; CTP and bachelor’s degree preferred.
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
10+ YOE10+ years middle market lending experience, proven business development and relationship management, expert credit and underwriting skills, Microsoft Office proficiency, strong communication and presentation abilities.
CommerceWest BankOTCQX: CWBK: Provides commercial banking, treasury management, and business lending services.
5+ YOEBA preferred or experience in related position; 5-7 years banking in business acquisition, relationship management, commercial lending to small/mid-size businesses; strong analytical and communication skills.
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.
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.
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.
Proven client relationship experience, project management skills, proficiency with Microsoft Office, strong communication and analytical skills, willingness to travel, bachelor’s degree in business preferred.
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%.
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
12+ YOE12–15 years experience in relationship management or trust/estate law, college degree or equivalent experience required; JD preferred. Extensive fiduciary, investment, tax, legal and client advisory knowledge; strong communication and leadership skills.
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.
Senior Relationship Manager, Income Property Group
Newport Beach, California, United States
$116k-$216k/yrOnsiteFull Time
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
7+ YOE7+ years real estate finance experience, bachelor’s degree or equivalent preferred, strong credit and risk management, product knowledge, client relationship and team leadership skills.
JPMorgan Private Client Relationship Manager – Del Mar, CA
Del Mar, 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 and business development; proven ability to build trusted client relationships and deliver bespoke solutions.
Tampa or Cary or Aurora or Oriskany or Omaha or Bridgewater or New York or Bloomfield or Irvine
$78k-$105k/yrHybridFull Time
MetLifeNYSE: MET: Global provider of insurance, annuities, and financial services.
8+ YOE8+ years in insurance/client service/project management with experience managing implementations and complex accounts; strong project management, stakeholder management, and communication skills; proficiency with Microsoft Office.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word
Zero Impact Solutions: Deploys renewable infrastructure including EV charging, solar, and energy storage.
1+ YOEBachelor's degree,1-3 years client service or sales experience,strong communication,project management,CRM and Microsoft Office proficiency,ability to engage C-level stakeholders and manage client expectations.
Banner BankNasdaq: BANR: Provides regional commercial banking and personal financial services.
8+ YOE8+ years in commercial real estate lending; Bachelor's degree in related field; strong credit analysis, relationship management, and knowledge of real estate markets; willingness to travel ~20%.