544 relationship manager jobs at 312 companies in Temecula, 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.
Experience in commercial lending, underwriting, and client relationship development; knowledge of commercial banking products and legal entity structures; strong communication and Microsoft Office skills.
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.
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%.
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.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
8+ YOEFormal credit training, experience with middle-market clients, bachelor's degree typical, 8+ years industry experience, strong credit analysis and client relationship skills; no visa sponsorship.
JPMorgan Private Client Relationship Manager – Del Mar, CA
Del Mar, California, United States
$150k/yrOnsiteFull Time
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.
Tampa or Cary or Aurora or Oriskany or Omaha or Bridgewater or New York or Bloomfield or Irvine
$78k-$105k/yrHybridFull Time
MetLifeNYSE: MET: Global provider of insurance, annuities, and financial services.
8+ YOE8+ years in insurance/client service/project management with experience managing implementations and complex accounts; strong project management, stakeholder management, and communication skills; proficiency with Microsoft Office.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word
Los Angeles or Temple City or Mission Viejo or Arcadia or Anaheim Hills
$84k-$126k/yrOnsiteFull Time
CitiNYSE: C: Providing global banking, investment, and wealth management services.
5+ YOE5-8 years in wealth management with strong analytical, financial planning, and communication skills; FINRA registrations; mortgage originator licensing.
Banner BankNasdaq: BANR: Provides regional commercial banking and personal financial services.
8+ YOE8+ years in commercial real estate lending; Bachelor's degree in related field; strong credit analysis, relationship management, and knowledge of real estate markets; willingness to travel ~20%.
Senior Relationship Manager - Commercial Real Estate
Newport Beach, California, United States
$143k-$222k/yrOnsiteFull Time
FlagstarNYSE: FLG: Provides personal banking, mortgage lending, and commercial financial services.
10+ YOE10+ years commercial lending relationship experience, undergraduate degree in business/finance or related, expert credit and underwriting skills, strong negotiation and communication, Microsoft Office proficiency.
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.
Banc of CaliforniaNYSE: BANC: Commercial bank providing business lending and treasury management services.
8+ YOEBachelor's or equivalent, minimum 8 years commercial lending/relationship management experience, strong credit judgment, compliance knowledge, computer and communication skills.