Pacific Grove • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Pacific Grove • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Pacific Grove • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Pacific Grove • 50 milesRemote · Hybrid · Onsite · Field · All Environments
261 relationship manager jobs at 162 companies in Pacific Grove, CA
3d
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Relationship Manager
San Jose, California, United States
$127k-$185k/yr OnsiteFull Time
3+ YOEFour-year college degree or 3–5 years of commercial banking experience and/or training, with communication, mathematical, reasoning, and customer relationship skills.
1d
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Senior Relationship Manager
San Jose, California, United States
$170k-$210k/yr OnsiteFull Time
7+ YOEBachelor's degree required; master's preferred. Requires 7–10 years of commercial lending experience, banking knowledge, relationship management, business development, analytical, communication, and problem-solving skills.
Microsoft Office
3mo
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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
1mo
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Relationship Manager
Monterey, California, United States
$85k-$110k/yr OnsiteFull Time
Bachelor's degree in finance/business required, Series 65 required, CFP preferred, client-facing financial services experience preferred, strong organizational and communication skills.
Salesforce
1mo
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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.
1w
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D365 Client Relationship Manager
Akron or Los Angeles or Washington or Troy or New York City or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Omaha
$125k-$185k/yr OnsiteFull Time
6+ YOEBachelor’s degree and 6+ years of ERP industry experience, or high school diploma/GED and 7+ years; 6+ years in client relationship management or IT managed services; D365 experience required.
Microsoft Dynamics 365, Microsoft Power Platform, Power Apps, Power Automate, Power BI, Azure DevOps, Microsoft Outlook, Microsoft Teams, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, ServiceNow, Microsoft Dynamics CRM, ITSM
3mo
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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; portfolio management and sales skills; financial statement and cash-flow analysis; bachelor's degree preferred; strong leadership and client relationship skills.
1w
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Wealth Relationship Manager
San Francisco or Fremont or Cupertino
$100k-$200k/yr OnsiteFull Time
Requires FINRA Series 7 and 66, or Series 63 and 65, plus life and health insurance licenses or willingness to obtain sponsorship; financial sales, wealth planning, regulatory, and client relationship experience required.
1w
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Relationship Manager, CX
Chicago or Denver or San Francisco or New York City or Scottsdale or San Jose
$69k-$84k/yr HybridFull Time
3+ YOERequires 3+ years in customer service or contact center roles, preferably B2B SaaS and retirement services, with analytical, problem-solving, communication, organizational, retention, and cross-functional skills.
Google Workspace, Zendesk, Intercom, Gong, Jira, Slack
4d
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Business Relationship Manager Senior Deepening - Vice President
Santa Clara or Salinas
$124k-$188k/yr FieldFull Time
5+ YOERequires 5+ years in business banking relationship management or business lending, strong deposit, cash management, credit, and risk knowledge, excellent communication, organization, judgment, and client relationship skills.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
5d
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Senior Relationship Manager-Agribusiness (Specialty Crops)
Salinas, California, United States
$144k-$245k/yr HybridFull Time
8+ YOE8–10 years of relevant experience, specialty crop agriculture expertise, credit and financial knowledge, industry relationships, business development success, digital proficiency, and strong analytical and communication skills.
Salesforce, nCino
3mo
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Commercial Relationship Manager II
Santa Cruz, California, United States
$82k-$173k/yr OnsiteFull Time
4+ YOEFour+ years in commercial banking with sales and credit experience; ability to develop relationships and analyze financial statements.
CRM, Microsoft Office
1mo
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Small Business Relationship Manager
San Jose, California, United States
$98k-$119k/yr OnsiteFull Time
3+ YOE3–4 years relationship banking experience, typically a bachelor’s or equivalent, NMLS registration required, strong underwriting, sales, and financial analysis skills.
1mo
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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.
1w
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Wealth Relationship Manager
Cupertino, California, United States
OnsiteFull Time
Requires FINRA Series 7 and 66 or Series 63 and 65 licenses, wealth planning and financial sales experience, client advisory skills, regulatory knowledge, and expertise in banking, investments, and insurance.
2mo
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Client Relationship Manager - San Jose Or Santa Clara
San Jose or Santa Clara or California or Colorado or Connecticut or District of Columbia or Hawaii or Illinois or Maryland or Massachusetts or Minnesota or Nevada or New Jersey or New York or Oregon or Rhode Island or Washington
$130k-$160k/yr OnsiteFull Time
8+ YOEBachelor's degree or equivalent, 8+ years enterprise technology sales, experience selling complex solutions, C-level relationship building, forecasting accuracy, CRM proficiency, and willingness to travel ~50%.
Microsoft Dynamics
2mo
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Business Relationship Manager San Jose CA Area, Assistant Vice President
San Jose, California, United States
$99k-$148k/yr OnsiteFull Time
5+ YOE5+ years experience, strong consulting and credit skills, ability to manage and grow business banking relationships, register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry.
Nationwide Mortgage Licensing System and Registry (Registry)
2mo
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Wealth Relationship Manager - Los Gatos
Los Gatos, California, United States
$88k-$133k/yr OnsiteFull Time
5+ YOE5+ years experience; strong analytical and communication skills; FINRA registrations (SIE and Series 6/63/65 or Series 7/66) required within 150 days; Insurance Group 1 and mortgage loan originator registration required within 150 days; Bachelor’s degree or equivalent experience; Microsoft Office and financial planning software preferred; KYC/AML c...
Microsoft Office, Microsoft Excel, Microsoft Outlook, Microsoft Word, Money Guide Pro, NaviPlan Select
2w
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Sr. VIP Relationship Manager, US
New York City or San Jose
$179k-$215k/yr HybridFull Time
6+ YOEBachelor's degree in business or related field, English fluency, and 6+ years in VIP business development within crypto, private banking, finance, or trading. Requires market analysis, communication, negotiation, and US financial regulations expertise.
blockchain, OKX Wallet, OKLink
1mo
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Senior Business Banking Relationship Manager (LO)
Salinas, California, United States
$104k-$168k/yr OnsiteFull Time
4+ YOE4+ years banking experience, experience sourcing/managing client portfolios, knowledge of deposit/cash management, ability to assess credit and structure lending, intermediate Microsoft Office skills, LO qualification required.
Microsoft Office, Microsoft Excel
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