1,813 relationship manager jobs at 923 companies in Pico Rivera, CA
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Relationship Manager
Orange County, California, United States
$75k-$90k/yrOnsiteFull Time
The Orange Catholic Foundation: Catholic nonprofit foundation serving Orange County by raising and stewarding funds for parishes, schools, ministries, and priests.
5+ YOEPracticing Catholic with a bachelor's degree and 5+ years in relationship management, fundraising, nonprofit work, event planning, sales, or related fields; strong communication and project management skills required.
Microsoft Office, Microsoft Outlook, Raiser's Edge
Servbank: Private U.S. bank serving homeowners, businesses, communities, and lenders through mortgage subservicing and specialty banking.
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.
Columbia BankNASDAQ: COLB: Regional financial institution providing banking and wealth management services.
10+ YOE10+ years middle market lending experience, proven business development and relationship management, expert credit and underwriting skills, Microsoft Office proficiency, strong communication and presentation abilities.
CommerceWest BankOTCQX: CWBK: California commercial bank serving small and mid-sized businesses with lending, deposits, and treasury-management 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.
Hanmi Bank: Korean-American community bank serving immigrant and multi-ethnic communities with personal, business, SBA, commercial, and mortgage banking.
3+ YOEBachelor’s degree in business, finance, accounting, or related field, or 3+ years in sales or relationship management; banking or financial services experience, financial analysis, credit, lending, sales, and communication skills required.
Sunwest Bank: Privately held U.S. commercial bank serving entrepreneurs, businesses, individuals, and real estate clients.
Analyzing depository and credit information, preparing credit authorizations, underwriting loans, sourcing new business, and maintaining client relationships; proficiency with Excel, Word, and Salesforce; knowledge of commercial banking products and legal entity structures.
City National Bank: Commercial and private banking services for businesses and individuals.
3+ YOEBachelor's degree and minimum 3 years lending and credit experience; commercial credit knowledge, sales and relationship management, strong communication and analytical skills.
Farmers & Merchants Bank of Long BeachOTCQX: FMBL: California state-chartered community bank providing business and consumer banking services across Southern California.
5+ YOE5+ years CRE lending experience; knowledge of DSCR/LTV; underwriting support; portfolio management; client relationship development; Orange County and LA CRE knowledge.
Sunbit: Private financial technology providing point-of-sale financing and credit cards for everyday services.
5+ YOE5+ years in partnerships/program management or related roles; executive presence; program and project management expertise; strong communication and cross-functional collaboration.
1000heads: Private social transformation agency helping global brands with data, strategy, technology, creativity, and social-first marketing.
3+ YOEBachelor's degree and 3–4 years of account handling or influencer management experience, agency experience, influencer landscape knowledge, communication, organizational, and Microsoft Office skills.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Federal Agricultural Mortgage CorporationNYSE: AGM: Government-sponsored secondary-market enterprise providing liquidity to U.S. financial institutions serving agriculture and rural infrastructure.
5+ YOEMinimum five years lending or credit experience in leveraged, commercial, corporate, infrastructure or project finance; strong credit and financial analysis, underwriting, and relationship management skills.
American Plus Bank: Independent CDFI community bank serving individuals and businesses in California’s San Gabriel Valley and Los Angeles County.
7+ YOEBachelor's degree preferred; 7+ years product sales and relationship management in banking; Life and Health Insurance licenses; multilingual with English and Chinese preferred.
Mechanics Bank: Full-service independent Ohio community bank serving consumers and businesses in Richland and Ashland Counties.
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
Northern TrustNasdaq: NTRS: Global provider of wealth, asset, and banking services.
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.
U.S. BankNew York Stock Exchange: USB: Diversified financial services and banking institution.
5+ YOEBachelor's degree or equivalent experience, 5–7 years of relevant experience, and expertise in corporate trust, account management, trust operations, project management, and regulations.
Emerging Middle Market Relationship Manager, Director
Sherman Oaks, California, United States
$122k-$228k/yrOnsiteFull Time
BMOTSX: BMO: Diversified North American financial services provider.
10+ YOE10+ years in relationship, account, or portfolio management in corporate banking preferred; bachelor's degree required. Requires expertise in deal structuring, portfolio management, credit risk, negotiation, compliance, and client relationships.
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/yrOnsiteFull Time
BDO Digital, LLC: Professional services firm providing assurance, tax, and advisory services.
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
Cathay BankNASDAQ: CATY: Commercial bank providing financial services to individuals and businesses.
10+ YOEU.S. college graduate with 10+ years commercial lending experience, underwriting and loan negotiation skills, knowledge of credit policy and risk management, strong communication and mentoring abilities.