740 relationship manager jobs at 438 companies in Oceanside, 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.
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.
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.
Axos FinancialNYSE: AX: Provides digital-first banking and diverse financial services to customers.
3+ YOEBachelor's degree, 3+ years of banking experience, small business banking experience, and 2+ years of customer service experience. Must meet sales, compliance, and relationship management requirements.
Mechanics BankNASDAQ: MCHB: Full-service community bank providing personal and business financial services.
3+ YOEBachelor's degree preferred; 3+ years of commercial lending and relationship management experience required. Requires financial and credit analysis, negotiation, business development, networking, and banking software skills.
word processing, spreadsheet files, data base programs, banking specific programs
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.
Mercer Advisors: Provides integrated wealth management and financial planning for families.
Experience in wealth management client service, strong communication, leadership/mentoring, proficiency with CRM and workflow tools, ability to manage complex client relationships and service delivery.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
5+ YOE5+ years commercial lending/business development experience; experience managing portfolios of $20–50M; ability to analyze financial statements, sales track record, and client relationship skills.
BOK FinancialNASDAQ: BOKF: Provides commercial, consumer banking, and wealth management services.
8+ YOEBachelor's degree and 8–10 years of commercial lending experience, or 14–16 years of equivalent experience; requires relationship management, credit, financial analysis, loan structuring, and risk mitigation expertise.
Tri Counties BankNASDAQ: TCBK: Provides commercial and retail banking services in California.
3+ YOE3+ years commercial banking or business relationship experience preferred; high school diploma required, bachelor’s preferred; strong sales, financial analysis, communication, and organizational 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.