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948 relationship manager jobs at 532 companies in Santa Rosa, 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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2w
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Relationship Manager I
Oakland, 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+ YOEBachelors or equivalent, 3+ years sales and financial institution experience, strong banking product knowledge, regulatory/compliance familiarity, client relationship and sales skills.
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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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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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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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3mo
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Napa Branch - Relationship Manager
Napa, California, United States
$24-$31/hr OnsiteFull Time
Golden 1 Credit Union
Golden 1 Credit Union: Member-owned cooperative providing banking and diverse lending services.
3+ YOEHigh school diploma required; Bachelor’s degree preferred. 3+ years in banking or relationship-building; prior Golden 1 teller/MS II experience preferred.
Microsoft Office, EnAct, Bridger, Card @ Once, eFunds, ECM, Springboard, DSUI/TNav, Wire Exchange, SBO, HRIS (ADP), Concur, Maestro, LPQ
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9h
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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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1w
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Principal Mid-Corporate Relationship Manager
Seattle or Portland or San Francisco or Los Angeles or Washington or Oregon or California or United States
$215k-$355k/yr HybridFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
10+ YOE10+ years of mid-corporate relationship management experience; food and agribusiness experience preferred; FINRA Series 63 and 79 required or obtainable within 180 days; must meet regulatory screening requirements.
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2mo
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Relationship Manager - San Francisco, CA
San Francisco or Los Angeles or California or Oregon or Washington or Alaska
$125k/yr FieldFull Time
DoubleLine Capital
DoubleLine Capital: Investment management firm specializing in fixed-income and diverse assets.
5+ YOEBachelor's preferred (marketing/finance), 5+ years in investment management with 3+ years as an external wholesaler, Series 7 and 63, existing territory relationships, proven mutual fund/ETF sales success, ability to work independently and travel frequently.
Salesforce.com
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1mo
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SVB - Relationship Manager, Life Sciences Innovation Banking
San Francisco, California, United States
$130k-$173k/yr HybridFull Time
First Citizens Bank
First Citizens BankNasdaq: FCNCA: Provides full-service consumer, commercial, and wealth management banking.
2+ YOEBachelor's with ≥2 years relationship management or HS/GED with 6 years; preferred 4+ years in commercial banking/venture capital; strong relationship, negotiation, and network-building skills; knowledge of commercial banking products and operations.
SVB Go
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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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2mo
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Senior Relationship Manager
San Francisco, California, United States
$156k-$256k/yr OnsiteFull Time
Bank of Marin
Bank of MarinNASDAQ: BMRC: Provides commercial and retail banking, lending, and wealth management.
5+ YOEBachelor's degree or equivalent, 5+ years relevant banking experience, strong commercial credit and underwriting skills, proficiency with Microsoft Windows, Word, Excel, Outlook, and excellent communication and sales abilities.
Microsoft Windows, Microsoft Word, Microsoft Excel, Microsoft Outlook
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4w
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Associate Customer Relationship Manager
San Francisco, California, United States
$64k-$129k/yr HybridFull Time
TriNet
TriNetNYSE: TNET: Provides human resources solutions for small and midsize businesses.
2+ YOE2+ years experience preferred; strong communication, client relationship, retention, negotiation skills; proficient in Microsoft Office; bachelor’s degree preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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3mo
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Private Client Relationship Manager
San Francisco, California, United States
$151k-$189k/yr OnsiteFull Time
Capital Group
Capital Group: Providing active investment management and research-driven financial strategies
Bachelor’s degree required; Series 65 within 60 days; CFP preferred; strong sales and service orientation; client relationship management and collaboration skills.
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2mo
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VP/Client Relationship Manager
Vacaville, California, United States
$95k-$100k/yr OnsiteFull Time
First Northern Bank of Dixon
First Northern Bank of DixonOTCQX: FNRN: Independent community bank providing personal and business financial services.
5+ YOEBachelor's degree or equivalent (8 years) and 5+ years client relationship experience; proficiency with Profit Intel preferred; strong communication, initiative, and sales skills.
Profit Intel
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