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284 relationship manager jobs at 170 companies in Oxnard, CA

2mo
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Relationship Manager
Dallas or Los Angeles or Culver City or San Francisco
$90k-$130k/yr HybridFull Time
Altruist
Altruist: Provides a digital custodian and portfolio management platform for advisors.
5+ YOE5+ years in relationship management or B2B financial services; FINRA licenses; strong consultative sales and relationship skills; experience with RIA technology and platforms.
Google Workspace, Salesforce, Slack
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2d
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Relationship Manager CB
Los Angeles, California, United States
$92k-$157k/yr OnsiteFull Time
City National Bank
City National BankNYSE: RY: Provider of commercial banking, wealth management, and investment services.
3+ YOEBachelor's degree and minimum 3 years lending and credit experience; commercial credit knowledge, sales and relationship management, strong communication and analytical skills.
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6d
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Relationship Manager (Woodland Hills, CA)
Woodland Hills, California, United States
$71k-$85k/yr HybridFull Time
Mercer Advisors
Mercer Advisors: Provides integrated wealth management and financial planning for families.
Experience in wealth management, client relationship management, CRM proficiency, strong communication, organizational and problem-solving skills; leadership or mentoring experience preferred.
CRM
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2mo
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Relationship Manager
Oxnard, California, United States
$127k-$185k/yr OnsiteFull Time
Citizens Business Bank
Citizens Business BankNASDAQ: CVBF: Commercial banking and financial services for businesses and professionals.
3+ YOE3-5 years commercial real estate or banking experience; four-year college degree or equivalent experience.
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2w
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Director, Commercial Relationship Manager
Sherman Oaks, California, United States
$122k-$228k/yr OnsiteFull Time
BMO
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
10+ YOE10+ years relationship/account/portfolio management experience in corporate banking, bachelor’s degree required, credit qualifications as applicable, strong negotiation, client management, and strategic advisory skills.
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1w
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Relationship Manager, Construction Lending
Encino, California, United States
$140k-$175k/yr HybridFull Time
Ascent Developer Solutions
Ascent Developer Solutions: Private mortgage lender providing construction and bridge financing to developers.
5+ YOE5+ years in construction/bridge lending, strong client relationship and sales experience, bachelor's preferred, ability to obtain California real estate license preferred, advanced Excel/PowerPoint/CRM skills.
Microsoft Excel, Microsoft PowerPoint, CRM
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4d
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Business Banking Relationship Manager
Goleta, California, United States
$108k-$137k/yr HybridFull Time
Montecito Bank & Trust
Montecito Bank & Trust: Provides community banking, wealth management, and commercial lending services.
5+ YOECollege degree or equivalent, 5-8 years business banking experience, ability to register as an MLO, strong credit underwriting and product knowledge, cash flow management skills.
National Mortgage Licensing System and Registry (NMLSR)
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6d
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Business Relationship Manager Senior Deepening - Vice President
Encino, California, United States
$114k-$176k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
5+ YOE5+ years business banking relationship management or related lending experience; strong deposit, cash management and commercial credit knowledge; relationship-building, communication, organizational and risk-management skills.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
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Commercial Middle Market Relationship Manager
El Segundo, California, United States
OnsiteFull Time
Fifth Third Bank
Fifth Third BankNASDAQ: FITB: Provides retail, commercial, and wealth management financial services.
10+ YOE10+ years commercial banking; strong relationship management; credit and financial analysis; ability to coordinate with internal partners and manage large client relationships.
Microsoft Office, CRM systems
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2d
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Lead Commercial Banking Relationship Manager
Woodland Hills or Oxnard
$167k-$260k/yr OnsiteFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
5+ YOE5+ years commercial banking relationship management experience; knowledge of commercial lending and treasury products; credit and compliance expertise; strong communication and networking in Woodland Hills/Oxnard market.
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1mo
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Wealth Relationship Manager
Beverly Hills, California, United States
$111k-$166k/yr OnsiteFull Time
HSBC
HSBCLondon Stock Exchange: HSBA: Global banking and financial services provider.
Bachelor's degree preferred; Series 7/63/65/66 and life & health insurance licenses required; experience in financial sales with high-net-worth clients, wealth planning expertise, compliance knowledge, and strong communication/sales skills.
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3mo
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Sr. Commercial Banking Relationship Manager
El Segundo, California, United States
OnsiteFull Time
First Bank
First Bank: A family-owned bank providing financial solutions to businesses and individuals.
Experience in commercial banking relationships; manages loan portfolios; knowledge of bank products; strong communication and leadership.
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1w
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Wealth Relationship Manager - Simi Valley
Simi Valley, California, United States
$84k-$126k/yr OnsiteFull Time
Citi
CitiNYSE: C: Providing global banking, investment, and wealth management services.
5+ YOE5+ years experience; strong analytical, communication and financial planning skills; required FINRA registrations and Insurance Group 1; bachelor’s degree or equivalent; ability to source and deepen high-net-worth client relationships.
Microsoft Excel, Microsoft Outlook, Microsoft Word, Money Guide Pro, NaviPlan Select
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6d
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Relationship Manager - Thousand Oaks, CA
Thousand Oaks, California, United States
$48k-$91k/yr OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
1+ YOEFINRA Series 7 & 66 (or ability to acquire Series 66), 1-3 years financial services experience, financial planning knowledge, strong client service and communication skills; degree/certifications helpful.
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1mo
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AVP, Portfolio Relationship Manager
Santa Ana or Woodland Hills
$75k-$113k/yr OnsiteFull Time
Banc of California
Banc of CaliforniaNYSE: BANC: Commercial bank providing business lending and treasury management services.
3+ YOECredit and financial analysis experience with loan structuring, covenant monitoring, and collateral analysis; bachelor’s in accounting/finance/economics or 3 years related experience; strong Excel and Microsoft Office skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, SmartStreet
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1w
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Business Banking Relationship Manager
El Segundo, California, United States
$90k-$110k/yr FieldFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Experience in consultative B2B or financial services sales, ability to analyze financial statements, prospecting/outside sales experience, portfolio management, strong communication and leadership skills, familiarity with CRM and banking systems, High School diploma/GED or equivalent experience.
CRM
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2mo
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Director Relationship Manager-TMT Gaming (hybrid)
New York or Santa Monica or San Francisco or Los Angeles or Dallas or Atlanta or Raleigh or Charlotte or Chicago or Jacksonville or Phoenix or Las Vegas or Oklahoma City
$175k-$225k/yr HybridFull Time
First Citizens Bank
First Citizens BankNasdaq: FCNCA: Provides full-service consumer, commercial, and wealth management banking.
8+ YOEBachelor's degree with 8+ years commercial banking/origination experience (or HS/GED with 12+ years); strong credit, underwriting, financial modeling, and cross-sell experience in commercial banking; effective writing and communication.
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2mo
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Wealth Relationship Manager (Beverly Hills, CA, US, 90210)
Beverly Hills, California, United States
OnsiteFull Time
HSBC
HSBCLondon Stock Exchange: HSBA: Provides global banking and financial services to individuals and businesses.
Bachelor’s degree in business/finance or related field; Series 7/63/65/66 licenses (or 63/65); life and health licenses; additional language skills (Mandarin, Hindi, Spanish); experience in wealth management and client advisory; strong relationship and sales skills.
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6d
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Business Banking Relationship Manager 3 - Woodland Hills, CA.
Woodland Hills, California, United States
$118k-$144k/yr HybridFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
5+ YOEBachelor's degree or equivalent experience; 5+ years relevant experience; strong B2B sales, prospecting, relationship management, market knowledge, and ability to serve businesses with $2.5M–$50M revenue.
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1w
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Wealth Relationship Manager - Simi Valley
Simi Valley, California, United States
$84k-$126k/yr OnsiteFull Time
Citi
CitiNYSE: C: Global diversified financial services holding.
5+ YOE5+ years experience; FINRA registrations required within 150 days; strong analytical, communication, and financial planning skills; knowledge of Microsoft Office and financial planning software.
Microsoft Excel, Microsoft Outlook, Microsoft Word, Money Guide Pro, NaviPlan Select
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