515 relationship manager jobs at 284 companies in Lathrop, CA
1mo
Save
Mark Applied
Hide
Relationship Manager (CRE)
Walnut Creek, California, United States
$140k-$180k/yr OnsiteFull Time
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
8h
Save
Mark Applied
Hide
Relationship Manager
Walnut Creek, California, United States
$60k-$100k/yr OnsiteFull Time
1+ YOEHigh school diploma or equivalent; 1 year of experience; Series 7 and 66 or Series 7, 63, and 65 licenses; SAFE Act registration; firm-approved designation; strong communication, organization, risk management, and client service skills.
Form ADV-2B
1mo
Save
Mark Applied
Hide
Broker Relationship Manager
Philadelphia or Dublin
$90k-$179k/yr HybridFull Time
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.
Microsoft Office Suite, Salesforce
1mo
Save
Mark Applied
Hide
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
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%.
2w
Save
Mark Applied
Hide
Relationship Manager (San Francisco, CA)
San Francisco or Walnut Creek
$81k-$95k/yr HybridFull Time
Client-facing role supporting wealth advisors; requires strong wealth management knowledge, relationship management, communication, leadership, and CRM proficiency.
CRM
2mo
Save
Mark Applied
Hide
Relationship Manager, Pac Rim Division
San Francisco or San Ramon or San Jose
$89k-$166k/yr OnsiteFull Time
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
3w
Save
Mark Applied
Hide
Relationship Manager
Livermore, California, United States
$155k-$228k/yr OnsiteFull Time
3+ YOEBachelor's degree or 3+ years commercial banking experience; strong sales, communication, and numerical skills; ability to prepare reports and follow bank policies.
4w
Save
Mark Applied
Hide
Small Business Relationship Manager
Concord, California, United States
$98k-$119k/yr OnsiteFull Time
3+ YOENMLS registration required; typically bachelor’s degree or equivalent and 3+ years relationship banking experience; strong underwriting, consultative selling, and compliance knowledge.
3w
Save
Mark Applied
Hide
VP, Relationship Manager
San Jose or San Francisco
$100k-$160k/yr OnsiteFull Time
5+ YOE5+ years venture banking or related experience, strong underwriting and portfolio management, financial modeling, deal structuring, leadership and communication skills.
3mo
Save
Mark Applied
Hide
Relationship Manager I
Pleasanton, California, United States
$65k-$104k/yr OnsiteFull Time
3+ YOEBachelor's degree or equivalent; minimum 3 years direct sales and financial institution experience; regulatory knowledge (CIP/KYC); strong relationship development and advisory skills.
1mo
Save
Mark Applied
Hide
VP Relationship Manager
Lodi, California, United States
$125k-$200k/yr OnsiteFull Time
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
4w
Save
Mark Applied
Hide
VP/FVP, Relationship Manager
Milpitas, California, United States
$120k-$180k/yr OnsiteFull Time
7+ YOE7-10 years commercial lending experience with underwriting, negotiation, and portfolio management; US college graduate in a related field; knowledge of commercial real estate and construction lending; strong communication and PC proficiency.
1w
Save
Mark Applied
Hide
Treasury Relationship Manager II
San Ramon, California, United States
$120k-$180k/yr HybridFull Time
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
2mo
Save
Mark Applied
Hide
Commercial Relationship Manager - Healthcare Focused
San Francisco or San Jose or Sacramento or Palo Alto or Walnut Creek
OnsiteFull Time
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
Save
Mark Applied
Hide
IT Manufacturing Relationship Manager
Fremont, California, United States
$129k-$193k/yr OnsiteFull Time
7+ YOE3+ MgmtBachelor's degree or equivalent; 7+ years technical experience with 5+ years in IT business partnership in manufacturing or 5–8 years IT service management with 3+ years management; stakeholder engagement, analytics, SOX support; 10–20% travel.
1mo
Save
Mark Applied
Hide
Business Banking Sr Relationship Manager
San Jose or Walnut Creek or Pleasanton
$140k-$185k/yr OnsiteFull Time
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
Save
Mark Applied
Hide
JPMorgan Private Client Relationship Manager – Walnut Creek, CA
Walnut Creek, California, United States
$150k/yr OnsiteFull Time
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
Save
Mark Applied
Hide
Healthcare Relationship Manager
Dallas or Walnut Creek or Las Vegas or San Jose
$113k-$200k/yr OnsiteFull Time
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
3mo
Save
Mark Applied
Hide
Client Relationship Manager
Hayward, California, United States
$85k-$100k/yr OnsiteFull Time
3+ YOEThree+ years in administrative or sales support; proficient with Microsoft Office and Salesforce; restoration industry experience preferred; bachelor’s degree preferred.
Microsoft Office, Salesforce
1mo
Save
Mark Applied
Hide
Relationship Banker
Milpitas, California, United States
$56k-$73k/yr OnsiteFull Time
1+ YOEHigh school diploma/GED, 1+ years customer service or sales/financial services experience preferred; strong sales and communication skills; ability to manage multiple relationships; must enroll in NMLS upon employment.
Microsoft Office
Explore Jobs