542 relationship manager jobs at 342 companies in Isleton, 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.
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.
TriNetNYSE: TNET: Manages HR, payroll, and employee benefits for small businesses.
8+ YOEDevelop and manage regional broker strategy; strong executive-level selling and relationship skills; typically 8+ years sales/account management; bachelor’s degree preferred; proficient in Microsoft Office Suite and Salesforce.
Beneficial State Bank: Provides banking services prioritizing social and environmental impact.
5+ YOE5+ years commercial/business banking experience, bachelor’s degree or equivalent, SBA lending and credit analysis experience, proven sales and relationship management skills, Microsoft Office and Salesforce proficiency.
Microsoft Office, Salesforce, Client Management System (CSM)
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.
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.
Citizens Business BankNASDAQ: CVBF: Commercial banking and financial services for businesses and professionals.
3+ YOEBachelor's degree or 3+ years commercial banking experience; strong sales, communication, and numerical skills; ability to prepare reports and follow bank policies.
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.
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.
SVB - Relationship Manager, Life Sciences Innovation Banking
San Francisco, California, United States
$130k-$173k/yrHybridFull Time
First Citizens BankNasdaq: FCNCA: Provides full-service consumer, commercial, and wealth management banking.
2+ YOEBachelor's with ≥2 years relationship management or HS/GED with 6 years; preferred 4+ years in commercial banking/venture capital; strong relationship, negotiation, and network-building skills; knowledge of commercial banking products and operations.
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