520 relationship manager jobs at 289 companies in Temple, PA
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Relationship Manager
Cincinnati or Tempe or Saint Petersburg or Rochester or Allentown or Irving
$60k-$94k/yrHybridFull Time
PaychexNASDAQ: PAYX: Provider of integrated payroll, HR, and benefits outsourcing solutions.
5+ YOERequires 5 years in account management, sales, or high-level customer service with mid-market clients, including 2 years in account management and 1 year in leadership experience.
Vanguard: Global investment management and financial services provider.
3+ YOE3+ years managing a financial services book of business, with high-net-worth client relationship experience preferred; requires regulatory licensing or registration and a bachelor's degree or equivalent experience.
Rockefeller Capital Management: Provides wealth management and financial advisory services to clients.
5+ YOERequires 5+ years in client service or relationship management within wealth management or financial services, a bachelor's degree, Series 7 and 66, and strong communication, organization, and Microsoft Office skills.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, eMoney, AI
Customers BankNYSE: CUBI: Provides commercial and consumer banking and digital financial solutions.
5+ YOEBachelor's degree and 5+ years real estate lending or commercial banking experience; strong credit analysis, loan structuring, underwriting, relationship management, and business development skills.
Ephrata National BankOTCQX: ENBP: Community bank providing personal, business, and mortgage financial services.
4+ YOEBachelor’s degree and 4–6 years of relevant experience required, including trust or wealth management experience with complex client relationships. Requires fiduciary, investment, regulatory, communication, and problem-solving skills.
Senior Relationship Manager - Annuities Distribution
Newark or Pennsylvania or Maine or Delaware or New Jersey or District of Columbia or Massachusetts or Connecticut or New York or Shelton or Fort Washington
Bachelor's degree in a related business field and extensive financial services experience in relationship management, distribution, sales, business development, or partner management; annuity or retirement product experience required.
SEINASDAQ: SEIC: Provides technology and investment solutions for financial services institutions.
3+ YOERequires 3+ years in financial services client sales and service, a bachelor's degree, Series 65 or 66 license, consultative sales experience, financial technology knowledge, and strong communication and organizational skills.
PTMA Financial Solutions: Provides treasury and investment services to public sector entities.
5+ YOEDevelop and execute sales strategies for municipal clients; bachelor’s degree, 5+ years experience, Series 7/63/50 required, strong interpersonal and municipal finance knowledge.
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/yrOnsiteFull Time
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
Firstrust Bank: Provides community banking and commercial financial services in Philadelphia.
5+ YOEDevelop and grow commercial client relationships (clients with $20M–$150M revenue); commercial lending, underwriting, and sales experience; 5+ years commercial lending required; bachelor's preferred; Microsoft Office proficiency; ability to travel locally and drive.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Salesforce
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
5+ YOE5+ years SBA lending experience, deep knowledge of SBA products (7(a),504,Express), strong credit/underwriting skills, proven sales and relationship management, consultative selling, and regulatory compliance.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
1+ YOERequires 1+ year of business banking relationship management or related lending experience, business credit knowledge, strong communication, risk management, prioritization, and proficiency with Microsoft Office tools.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Franklin Mint Federal Credit Union: Member-owned financial cooperative providing banking and lending services
3+ YOEBachelor's degree in business, finance, or related field; 3+ years of relevant experience; commercial industry knowledge; business development track record; referral network; sales, analytical, presentation, and Microsoft Office skills.
Almac Group: Provides global pharmaceutical development and manufacturing solutions.
5+ YOEBachelor’s degree and 5+ years in a similar pharmaceutical industry role and B2B customer service. Preferred: life sciences degree, project management, clinical trial packaging or distribution, GMP/GCP, and supplier management experience.
7+ YOEBachelors or four years relevant experience; minimum seven years commercial portfolio management; financial analysis and credit knowledge; strong sales, communication, and presentation skills.
Philadelphia or Lancaster County or Lehigh County or Berks County or New Jersey or Delaware or Maryland or Virginia or Washington
$114k-$190k/yrHybridFull Time
Fulton BankNASDAQ: FULT: Regional bank providing personal, commercial, and mortgage banking services.
6+ YOEBachelor's degree or equivalent experience in business, finance, accounting, or similar; 6+ years of commercial or related banking experience; 2+ years managing a large complex client portfolio.
Philadelphia or Lancaster County or New Jersey or Delaware or Maryland or Virginia or Mount Laurel or Lancaster or Plymouth Meeting or Greenville or Bridgewater or Wyomissing or Gaithersburg or Washington
$114k-$190k/yrHybridFull Time
Fulton BankNASDAQ: FULT: Provides retail and commercial banking and wealth management services.
6+ YOEBachelor's degree or equivalent experience, 6+ years in commercial credit or banking, and 2+ years managing a complex client portfolio. Requires credit, risk, negotiation, communication, and organizational skills.
TD BankToronto Stock Exchange: TD: Provide retail, commercial, and wholesale banking and financial services.
10+ YOEUndergraduate degree, 10+ years relevant experience, strong commercial credit and financial analysis, proven business development track record, negotiation skills, and industry network for commercial clients.