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363 relationship manager jobs at 244 companies in Poway, CA

3mo
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Relationship Manager
San Diego, 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+ YOEManage a portfolio of commercial clients; develop relationships to generate loans, deposits, and banking products; ensure adherence to policies; supports center sales and service objectives.
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2w
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Relationship Manager
Carlsbad, California, United States
OnsiteFull Time
Sunwest Bank
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.
Microsoft Word, Microsoft Excel
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1mo
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Sr Relationship Manager
San Diego, California, United States
$115k-$170k/yr OnsiteFull Time
Columbia Bank
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.
Microsoft Office
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Relationship Manager III - C&IB
San Diego, California, United States
$160k-$296k/yr OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
8+ YOERelationship management experience in corporate banking; drive revenue; manage client risk and relationships.
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3mo
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Relationship Manager Senior CB
La Jolla, California, United States
$123k-$209k/yr OnsiteFull Time
City National Bank
City National BankNYSE: RY: Provider of commercial banking, wealth management, and investment services.
5+ YOEMinimum 5 years lending and credit experience; strong relationship management and sales skills; ability to analyze credit and originate loans.
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2d
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Referral Relationship Manager
Sorrento Valley, California, United States
$80k-$85k/yr HybridFull Time
Ethos Veterinary Health
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.
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Relationship Manager- Core Market
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/yr RemoteFull Time
Lincoln Financial
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%.
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1mo
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Relationship Manager
San Diego, California, United States
$40k-$100k/yr RemoteFull Time
Global Payments
Global PaymentsNYSE: GPN: Provides payment technology and software solutions for global commerce.
2+ YOEProspecting and presenting to small to mid-sized merchants; closing sales; field and in-person/remote engagements; CRM usage (Atlas/Salesforce).
Atlas, Salesforce
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1w
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Small Business Relationship Manager
San Diego, California, United States
$92k-$112k/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 or equivalent, 3+ years relationship banking experience, underwriting and financial analysis skills, consultative selling and relationship management.
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2mo
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JPMorgan Private Client Relationship Manager – Del Mar, CA
Del Mar, California, United States
$150k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
10+ YOE10+ years in financial services with affluent/complex relationship management and business development; proven ability to build trusted client relationships and deliver bespoke solutions.
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3mo
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Senior Business Relationship Manager (LO)
Carlsbad, California, United States
$104k-$168k/yr HybridFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
4+ YOE4+ years banking experience; ability to source/manage clients; knowledge of deposit/cash management; strong relationship and communication skills; BS/BA or higher.
Microsoft Office
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1mo
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Senior VIP Relationship Manager (HNW Segment)
Tijuana, Baja California, Mexico
OnsiteFull Time
Caliente.mx
Caliente.mx: Operates a sports betting and online casino gaming platform.
7+ YOE7+ years in private wealth management, luxury hospitality, or elite relationship management; UHNW client experience; bilingual English and Spanish; executive presence, discretion, analytical skills for retention strategy.
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1w
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Commercial Relationship Manager-Healthcare Focused
San Diego, California, United States
$122k-$262k/yr OnsiteFull Time
Fifth Third Bank
Fifth Third BankNASDAQ: FITB: Provides retail, commercial, and wealth management financial services.
10+ YOE10+ years commercial banking experience, formal commercial credit training or equivalent, underwriting experience preferred, strong financial statement analysis, relationship development and presentation skills.
Microsoft Office, CRM
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3d
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Business Banking Sr Relationship Manager
San Diego, California, United States
$140k-$185k/yr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
5+ YOE5+ years commercial lending/business banking experience; portfolio management for $20–50M clients; financial statement and cash flow analysis; sales and relationship development skills; Bachelor's preferred.
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1mo
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Middle Market Senior Relationship Manager
Irvine or Carlsbad or Pasadena
$154k-$220k/yr FieldFull Time
Tri Counties Bank
Tri Counties BankNASDAQ: TCBK: Provides commercial and retail banking services in California.
10+ YOE10+ years industry experience, advanced commercial credit analysis and loan structuring skills, proven track record in commercial banking growth, strong verbal/written communication and interpersonal skills, high school diploma required, bachelor’s preferred.
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1mo
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Emerging Middle Market Relationship Manager, Director
La Jolla, California, United States
$122k-$228k/yr OnsiteFull Time
BMO
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
10+ YOEExperience in relationship management in corporate banking; strong sales, advisory, and credit skills; 10+ years preferred.
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1mo
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Sr. Relationship Advisor
San Diego, California, United States
$189k-$331k/yr OnsiteFull Time
Northern Trust
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
12+ YOEExtensive fiduciary and wealth management experience; 12+ years as a relationship manager or attorney in trust/estate administration or related fields; college degree or equivalent experience; JD strongly preferred; fiduciary, tax, investment, communication and leadership skills.
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1mo
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Associate, Client Relationship Manager
San Diego, California, United States
$65k-$75k/yr HybridFull Time
Lido Advisors
Lido Advisors: Provides wealth management and financial planning for high-net-worth individuals.
1+ YOEBachelor's degree, 1+ year client support experience (RIA/financial services or relevant internship), Series 65 or 66 required/attainable, strong attention to detail, Excel/Word/Outlook/Salesforce/PowerPoint experience, excellent communication and multitasking skills.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Salesforce, Microsoft PowerPoint
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4w
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Relationship Manager - VP or SVP level
San Francisco or San Diego or Malvern or California or Florida or Illinois or Massachusetts or New Hampshire or New Jersey or New York or North Carolina or Pennsylvania or Rhode Island or Texas or United States
$150k-$250k/yr OnsiteFull Time
Customers Bank
Customers BankNYSE: CUBI: Provides commercial and consumer banking and digital financial solutions.
5+ YOE5+ years venture banking experience (VP 5-7, SVP 8-10), deep life-sciences/healthcare sector expertise, origination and credit structuring skills, strong network with VC/PE, excellent communication and consultative skills.
Microsoft Suite, AI & Automation tools
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1mo
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Client Relationship Manager - Del Mar, CA
Del Mar or San Diego
$40-$72/hr OnsiteFull Time
Charles Schwab
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
3+ YOEBachelor's degree or equivalent; active Series 7 and Series 63 required; Series 9/10 may be obtained within 90 days; 3+ years customer service and 3-5 years in financial/security services preferred; strong communication and financial acumen.
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