1,478 relationship manager jobs at 793 companies in Milpitas, CA
3mo
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Relationship Manager
San Francisco, California, United States
$104k-$151k/yr OnsiteFull Time
3+ YOEManages a portfolio of Commercial clients; develops relationships leading to loans, deposits, and banking products; supports Center sales and service initiatives.
1mo
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Relationship Manager
San Francisco, California, United States
$100k-$200k/yr OnsiteFull Time
10+ YOE5+ Mgmt10+ years banking experience with 5+ years direct client relationship management, venture debt/venture lending or C&I lending preferred; credit structuring, term sheet negotiation, and legal document review; must be authorized to work in the US.
1mo
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Relationship Manager
Palo Alto, California, United States
$100k-$150k/yr HybridFull Time
5+ YOEOriginate and service commercial and consumer credit solutions, build client relationships, cross-sell deposit/lending/treasury services, and represent the bank in community events.
Teladoc
1mo
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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
1mo
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Relationship Manager I
Palo Alto, California, United States
$65k-$104k/yr OnsiteFull Time
3+ YOEBachelor's degree, minimum 3 years direct sales and 3 years in a financial institution; NMLS/Safe Act registration; strong sales, banking knowledge, KYC/CIP compliance, relationship management and advisory skills.
1w
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Relationship Manager II
Redwood City or Boston or Charlotte
$126k-$176k/yr OnsiteFull Time
5+ YOE5+ years charitable gift planning experience, university degree preferred, strong written/verbal communication, public speaking, content creation, and client relationship skills.
2mo
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Relationship Manager
Walnut Creek, California, United States
$60k-$100k/yr OnsiteFull Time
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.
1mo
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Elan Sr. Technology Relationship Manager
Brookfield or Atlanta or Minneapolis or San Francisco or New York City or Chicago or Denver or Irving
$127k-$149k/yr OnsiteFull Time
8+ YOEBachelor’s degree or equivalent, 8+ years in technology/technical account or relationship management (financial services/payments preferred), strong API/UAT/certificate knowledge, compliance (CAT/PRISM) experience, and cross‑functional communication skills.
APIs, UAT, Elan, Fiserv, CardHub, SpendTrack, PRISM, CAT
1mo
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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
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VP, Relationship Manager, SBA
Los Angeles or Oakland
$98k-$135k/yr FieldFull Time
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)
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
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%.
1w
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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
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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
2mo
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Relationship Manager, AS Relationship Management- Greater San Franscico Bay
San Francisco, California, United States
$107k-$147k/yr RemoteFull Time
5+ YOEActive FINRA Series 7 and Series 63, bachelor’s degree or equivalent, 5+ years financial services relationship management, strong communication, negotiation, and consultative selling skills.
1mo
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Relationship Manager - Grata
New York City or San Francisco
$71k-$118k/yr HybridFull Time
3+ YOE3+ years customer-facing commercial experience managing renewals and upsells, strong account management, customer engagement, forecasting, and communication skills.
2w
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Relationship Manager
Campbell, California, United States
$90k-$115k/yr OnsiteFull Time
Bachelor's degree required, Series 65 required, CFP preferred, prior client-facing financial services experience preferred, strong organizational and communication skills.
3w
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Relationship Manager-Payments-Vice President
Tempe or Tampa or Plano or Chicago or Palo Alto or Atlanta
$115k-$200k/yr OnsiteFull Time
8+ YOE8+ years in relationship management or business development, experience with large corporate clients, C-suite engagement, strong communication and presentation skills, willingness to travel ~25%
3w
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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.
1mo
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VP, Relationship Manager
San Francisco, California, United States
$150k-$175k/yr OnsiteFull Time
5+ YOE5-7 years commercial lending experience with underwriting and loan negotiation skills; U.S. college graduate; strong credit policy and risk management knowledge; excellent communication and PC proficiency.
1w
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Principal Mid-Corporate Relationship Manager
Seattle or Portland or San Francisco or Los Angeles or Washington or Oregon or California or United States
$215k-$355k/yr HybridFull Time
10+ YOE10+ years of mid-corporate relationship management experience; food and agribusiness experience preferred; FINRA Series 63 and 79 required or obtainable within 180 days; must meet regulatory screening requirements.
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