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1,175 relationship manager jobs at 640 companies in Petaluma, CA

3mo
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Relationship Manager
San Francisco, California, United States
$104k-$151k/yr OnsiteFull Time
Citizens Business Bank
Citizens Business BankNASDAQ: CVBF: Commercial banking and financial services for businesses and professionals.
3+ YOEManages a portfolio of Commercial clients; develops relationships leading to loans, deposits, and banking products; supports Center sales and service initiatives.
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1mo
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Relationship Manager
San Francisco, California, United States
$100k-$200k/yr OnsiteFull Time
East West Bank
East West BankNASDAQ: EWBC: Provides commercial and consumer banking services across US and Asia.
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.
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1mo
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Relationship Manager (CRE)
Walnut Creek, California, United States
$140k-$180k/yr OnsiteFull Time
California Bank of Commerce
California Bank of CommerceNASDAQ: BCAL: Providing tailored banking and financial solutions for middle-market businesses.
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
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1w
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Relationship Manager
Walnut Creek, California, United States
$60k-$100k/yr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
High school diploma or equivalent; Series 7 and 66, or Series 7, 63, and 65 licenses; SAFE Act registration; strong communication, organization, risk management, and wealth management knowledge.
Form ADV-2B
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3w
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Relationship Manager I
Oakland, California, United States
$65k-$104k/yr OnsiteFull Time
City National Bank
City National BankNYSE: RY: Provider of commercial banking, wealth management, and investment services.
3+ YOEBachelors or equivalent, 3+ years sales and financial institution experience, strong banking product knowledge, regulatory/compliance familiarity, client relationship and sales skills.
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6d
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Relationship Manager
Walnut Creek, California, United States
$60k-$100k/yr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
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
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2mo
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VP, Relationship Manager, SBA
Los Angeles or Oakland
$98k-$135k/yr FieldFull Time
Beneficial State Bank
Beneficial State Bank: Provides banking services prioritizing social and environmental impact.
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)
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3w
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Relationship Manager (San Francisco, CA)
San Francisco or Walnut Creek
$81k-$95k/yr HybridFull Time
Mercer Advisors
Mercer Advisors: Provides integrated wealth management and financial planning for families.
Client-facing role supporting wealth advisors; requires strong wealth management knowledge, relationship management, communication, leadership, and CRM proficiency.
CRM
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2mo
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Relationship Manager, Pac Rim Division
San Francisco or San Ramon or San Jose
$89k-$166k/yr OnsiteFull Time
BMO
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
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
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3mo
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Relationship Manager, AS Relationship Management- Greater San Franscico Bay
San Francisco, California, United States
$107k-$147k/yr RemoteFull Time
Charles Schwab
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
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.
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1mo
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Relationship Manager - Grata
New York City or San Francisco
$71k-$118k/yr HybridFull Time
Datasite
Datasite: SaaS platform for managing mergers, acquisitions, and strategic projects.
3+ YOE3+ years customer-facing commercial experience managing renewals and upsells, strong account management, customer engagement, forecasting, and communication skills.
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1mo
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Small Business Relationship Manager
Concord, California, United States
$98k-$119k/yr OnsiteFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
3+ YOENMLS registration required; typically bachelor’s degree or equivalent and 3+ years relationship banking experience; strong underwriting, consultative selling, and compliance knowledge.
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1mo
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VP, Relationship Manager
San Jose or San Francisco
$100k-$160k/yr OnsiteFull Time
Avidbank
AvidbankNASDAQ: AVBH: A commercial bank providing tailored financial and lending solutions.
5+ YOE5+ years venture banking or related experience, strong underwriting and portfolio management, financial modeling, deal structuring, leadership and communication skills.
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3mo
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Napa Branch - Relationship Manager
Napa, California, United States
$24-$31/hr OnsiteFull Time
Golden 1 Credit Union
Golden 1 Credit Union: Member-owned cooperative providing banking and diverse lending services.
3+ YOEHigh school diploma required; Bachelor’s degree preferred. 3+ years in banking or relationship-building; prior Golden 1 teller/MS II experience preferred.
Microsoft Office, EnAct, Bridger, Card @ Once, eFunds, ECM, Springboard, DSUI/TNav, Wire Exchange, SBO, HRIS (ADP), Concur, Maestro, LPQ
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3d
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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
BDO USA
BDO USA: Provides accounting, tax, and business advisory services to organizations.
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
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1mo
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VP, Relationship Manager
San Francisco, California, United States
$150k-$175k/yr OnsiteFull Time
Cathay Bank
Cathay BankNASDAQ: CATY: Provides commercial and consumer financial services and banking solutions.
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.
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2w
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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
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
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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2d
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Wealth Relationship Manager
San Francisco or Fremont or Cupertino
$100k-$200k/yr OnsiteFull Time
HSBC
HSBCLondon Stock Exchange: HSBA: Global banking and financial services provider.
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.
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3d
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Wealth Relationship Manager
San Francisco, California, United States
OnsiteFull Time
HSBC
HSBCLondon Stock Exchange: HSBA: Provides global banking and financial services to individuals and businesses.
FINRA Series 7 and 66, or Series 63 and 65, required; life and health insurance licenses required or sponsorship available. Requires financial sales, wealth planning, regulatory, communication, and relationship-building expertise.
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2mo
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Relationship Manager - San Francisco, CA
San Francisco or Los Angeles or California or Oregon or Washington or Alaska
$125k/yr FieldFull Time
DoubleLine Capital
DoubleLine Capital: Investment management firm specializing in fixed-income and diverse assets.
5+ YOEBachelor's preferred (marketing/finance), 5+ years in investment management with 3+ years as an external wholesaler, Series 7 and 63, existing territory relationships, proven mutual fund/ETF sales success, ability to work independently and travel frequently.
Salesforce.com
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