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450 relationship manager jobs at 276 companies in San Marcos, CA

1mo
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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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2mo
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Relationship Manager 1
Laguna Hills, California, United States
$102k-$174k/yr OnsiteFull Time
Farmers and Merchants Bank of Long Beach
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.
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2mo
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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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1w
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Relationship Manager, SBB
San Diego, California, United States
$20-$25/hr OnsiteFull Time
Axos Financial
Axos FinancialNYSE: AX: Provides digital-first banking and diverse financial services to customers.
3+ YOEBachelor's degree, 3+ years of banking experience, small business banking experience, and 2+ years of customer service experience. Must meet sales, compliance, and relationship management requirements.
BSA/AML, calculator, telephone, computer keyboard, computer mouse, copiers
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4w
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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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3mo
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Relationship Manager
San Diego, California, United States
$100k/yr RemoteFull Time
Global Payments
Global PaymentsNYSE: GPN: Provides payment technology and software solutions for global commerce.
Prospecting, presenting solutions, and closing sales for merchants; strong communication and networking; ability to drive high-velocity sales.
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4w
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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 banking, investment, and financial risk management services.
5+ YOE5+ years commercial lending/business development experience; experience managing portfolios of $20–50M; ability to analyze financial statements, sales track record, and client relationship skills.
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14h
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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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1w
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Business Relationship Manager
Carlsbad, California, United States
$103k-$145k/yr OnsiteFull Time
Tri Counties Bank
Tri Counties BankNASDAQ: TCBK: Provides commercial and retail banking services in California.
3+ YOE3+ years commercial banking or business relationship experience preferred; high school diploma required, bachelor’s preferred; strong sales, financial analysis, communication, and organizational skills.
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1mo
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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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4d
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Strategic Relationship Manager - US West
North America or Seattle or Portland or San Francisco or Los Angeles or Salt Lake City or San Diego
$126k-$150k/yr RemoteFull Time
Harvard Business Publishing
Harvard Business Publishing: Publishes business research and provides corporate training services.
5+ YOERequires 5+ years in strategic account management, business development, consultative sales, customer success, or relationship management; CRM, territory, negotiation, presentation, and higher education experience preferred.
Salesforce
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3mo
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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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1mo
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Relationship Manager II
Irvine, California, United States
$72k-$115k/yr OnsiteFull Time
City National Bank
City National BankNYSE: RY: Provider of commercial banking, wealth management, and investment services.
5+ YOEBachelor's degree, 5+ years direct sales and financial institution experience, must be registered/able to register under Safe Act/NMLS; strong banking, regulatory and client-advisory skills.
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4w
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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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2mo
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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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2mo
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Wealth Relationship Manager SAFE Act -ALISO VIEJO
Aliso Viejo, California, United States
$84k-$126k/yr OnsiteFull Time
Citi
CitiNYSE: C: Providing global banking, investment, and wealth management services.
5+ YOE5+ years experience; client relationship management for affluent/HNW clients, FINRA registrations (SIE, Series 6/63/65 or Series 7/66), Insurance Group 1 and NMLS/MLO registration within 150 days; bachelor's degree or equivalent; Microsoft Office and financial planning software experience.
Microsoft Excel, Microsoft Outlook, Microsoft Word, Money Guide Pro, NaviPlan Select
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1mo
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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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1w
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Fanatics Markets Relationship Executive
Miami or Dallas or Houston or Austin or San Diego or San Francisco
$90k-$110k/yr OnsiteFull Time
Fanatics
Fanatics: Global digital sports platform for merchandise, collectibles, and betting.
4+ YOE4+ years in sales, customer acquisition, hospitality, relationship management, or customer success with direct performance accountability; strong written/verbal communication, high-volume outbound outreach, organization, and persistence.
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3w
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Relationship Mgr III-C&IB (F)
New York City or San Francisco or Boston or East Brunswick or San Diego or Pittsburgh or Charlotte or Raleigh or Irvine or Philadelphia
$104k-$254k/yr OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
8+ YOEIndustry specialty RM with advanced credit and client relationship experience (typically 8+ years), bachelor’s degree, required securities licenses within 180 days, strong credit, financial analysis, and client prospecting skills.
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3d
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VP, Portfolio Relationship Manager, Construction & LIHTC Loans
San Luis Obispo or San Diego or Santa Ana
$101k-$169k/yr OnsiteFull Time
Banc of California
Banc of CaliforniaNYSE: BANC: Commercial bank providing business lending and treasury management services.
5+ YOEBachelor's degree in accounting, finance, economics, or related field and/or 5+ years of lending or portfolio management experience; commercial lending, financial analysis, loan structuring, and risk management knowledge required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, LinkedIn Learning
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