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1,481 relationship manager jobs at 797 companies in Santa Clara, 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
Palo Alto, California, United States
$100k-$150k/yr HybridFull Time
Commercial Bank of California
Commercial Bank of California: A private business bank providing personalized financial and lending services
5+ YOEOriginate and service commercial and consumer credit solutions, build client relationships, cross-sell deposit/lending/treasury services, and represent the bank in community events.
Teladoc
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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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1mo
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Relationship Manager I
Palo Alto, 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+ YOEBachelor's degree, minimum 3 years direct sales and 3 years in a financial institution; NMLS/Safe Act registration; strong sales, banking knowledge, KYC/CIP compliance, relationship management and advisory skills.
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4d
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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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2w
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Relationship Manager II
Redwood City or Boston or Charlotte
$126k-$176k/yr OnsiteFull Time
TIAA
TIAA: Financial services organization providing retirement, asset management, and investments.
5+ YOE5+ years charitable gift planning experience, university degree preferred, strong written/verbal communication, public speaking, content creation, and client relationship skills.
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4d
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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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1mo
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Broker Relationship Manager
Philadelphia or Dublin
$90k-$179k/yr HybridFull Time
TriNet
TriNetNYSE: TNET: Manages HR, payroll, and employee benefits for small businesses.
8+ YOEDevelop and manage regional broker strategy; strong executive-level selling and relationship skills; typically 8+ years sales/account management; bachelor’s degree preferred; proficient in Microsoft Office Suite and Salesforce.
Microsoft Office Suite, Salesforce
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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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2w
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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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2mo
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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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3w
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Relationship Manager
Campbell, California, United States
$90k-$115k/yr OnsiteFull Time
Modern Wealth Management
Modern Wealth Management: Provides personalized financial planning and investment management services.
Bachelor's degree required, Series 65 required, CFP preferred, prior client-facing financial services experience preferred, strong organizational 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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Relationship Manager-Payments-Vice President
Tempe or Tampa or Plano or Chicago or Palo Alto or Atlanta
$115k-$200k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
8+ YOE8+ years in relationship management or business development, experience with large corporate clients, C-suite engagement, strong communication and presentation skills, willingness to travel ~25%
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3w
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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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16h
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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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