750 relationship manager jobs at 427 companies in Rialto, CA
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Relationship Manager
Newport Beach, California, United States
$75k-$130k/yrOnsiteFull Time
Servbank: Provides personal banking, mortgage subservicing, and community financial products.
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: Commercial and consumer banking services in the Western United States.
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: Provides commercial banking, treasury management, and business lending 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.
Sunwest Bank: Entrepreneurial business bank serving businesses and entrepreneurs nationwide.
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.
Farmers and Merchants Bank of Long BeachOTCQX: FMBL: Local community bank providing commercial and personal banking services.
5+ YOE5+ years CRE lending experience; knowledge of DSCR/LTV; underwriting support; portfolio management; client relationship development; Orange County and LA CRE knowledge.
City National BankNYSE: RY: Provider of commercial banking, wealth management, and investment services.
3+ YOEBachelor's degree, minimum 3 years sales and 3 years banking experience; strong knowledge of personal and small business banking products, regulatory/compliance (CIP/KYC), financial statement review, and relationship management.
CTBC BankTaiwan Stock Exchange: 2891: Commercial bank providing financial services for individuals and businesses.
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 BankNASDAQ: MCHB: Full-service community bank providing personal and business financial services.
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
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/yrRemoteFull Time
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%.
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
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.
New York City or Beverly Hills or Palm Beach or Newport Beach
$61k-$107k/yrOnsiteFull Time
FlagstarNYSE: FLG: Provides personal banking, mortgage lending, and commercial financial services.
2+ YOEHigh school diploma or equivalent and 2+ years of related commercial banking experience. Requires financial products, compliance, KYC/AML knowledge, customer service, relationship management, and independent decision-making.
Mercer Advisors: Provides integrated wealth management and financial planning for families.
Experience in wealth management client service, strong communication, leadership/mentoring, proficiency with CRM and workflow tools, ability to manage complex client relationships and service delivery.
Cathay BankNASDAQ: CATY: Provides commercial and consumer financial services and banking solutions.
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.
BOK FinancialNASDAQ: BOKF: Provides commercial, consumer banking, and wealth management services.
8+ YOEBachelor's degree and 8–10 years of commercial lending experience, or 14–16 years of equivalent experience; requires relationship management, credit, financial analysis, loan structuring, and risk mitigation expertise.
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
3+ YOENMLS registration required, bachelor's degree or equivalent preferred, 3–4 years relationship banking experience, consultative selling, underwriting, credit and product knowledge, strong communication and community engagement skills.
East West BankNASDAQ: EWBC: Provides commercial and consumer banking services across US and Asia.
10+ YOE10+ years treasury and payments sales/relationship experience, bachelor’s degree typically required, CTP preferred, advanced treasury knowledge, strong sales and communication skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
Senior Relationship Manager, Income Property Group
Newport Beach, California, United States
$116k-$216k/yrOnsiteFull Time
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
7+ YOE7+ years real estate finance experience, bachelor’s degree or equivalent preferred, strong credit and risk management, product knowledge, client relationship and team leadership skills.