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758 relationship manager jobs at 416 companies in Tracy, CA

3w
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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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6d
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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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1mo
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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.
Requires Series 7 and 66 or Series 7,63,65; SAFE Act registration and Form ADV-2B; high school diploma/GED; strong communication, client management, and product knowledge.
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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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1mo
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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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1mo
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Relationship Manager- Core Market
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/yr RemoteFull Time
Lincoln Financial
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%.
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1w
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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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2w
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Relationship Manager
Livermore, California, United States
$155k-$228k/yr OnsiteFull Time
Citizens Business Bank
Citizens Business BankNASDAQ: CVBF: Commercial banking and financial services for businesses and professionals.
3+ YOEBachelor's degree or 3+ years commercial banking experience; strong sales, communication, and numerical skills; ability to prepare reports and follow bank policies.
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1w
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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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3w
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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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2w
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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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2w
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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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2w
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Wealth Relationship Manager
Cupertino, California, United States
$101k-$151k/yr OnsiteFull Time
HSBC
HSBCLondon Stock Exchange: HSBA: Global banking and financial services provider.
Experience in financial sales and wealth planning, strong client relationship and business development skills, knowledge of wealth products and regulatory frameworks, and ability to work with Compliance/Credit/Risk.
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2w
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Wealth Relationship Manager
Cupertino, California, United States
OnsiteFull Time
HSBC
HSBCLondon Stock Exchange: HSBA: Provides global banking and financial services to individuals and businesses.
Experience in financial sales and wealth planning; strong client relationship, business development, compliance and communication skills; Series 7, 63, 65 or 66 and life & health insurance licenses required.
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1mo
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Client Relationship Manager
Fresno or Walnut Creek
$65k-$90k/yr OnsiteFull Time
Mutual of America Financial Group
Mutual of America Financial Group: Provides retirement plans and investment services to various organizations.
Client relationship experience; excellent writing, presentation, and public speaking; active Series 6, 63 and SIE (or obtained within year); state Life & Health insurance license (or obtained within year); valid driver’s license; ability to work flexible hours.
Salesforce
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1mo
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VP Relationship Manager
Lodi, California, United States
$125k-$200k/yr OnsiteFull Time
Farmers & Merchants Bank of Central California
Farmers & Merchants Bank of Central CaliforniaOTCQX: FMCB: A community bank providing commercial lending and deposit services.
3+ YOECommercial lending experience (2–5 years preferred), bachelor’s degree in business/accounting/finance preferred; strong judgement, negotiation, and communication skills; ability to use banking PC applications.
Windows, E-mail, SilverLake, Jack Henry, Microsoft Word, Microsoft Excel, Coretrac
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1mo
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Relationship Manager II
Redwood City or Charlotte or Boston
$134k-$212k/yr OnsiteFull Time
TIAA
TIAA: Provides retirement and financial services for academic and non-profit sectors.
5+ YOE5+ years charitable gift planning experience required; university degree preferred; strong written/verbal communication, content creation and public speaking; EMR not mentioned; sedentary work.
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3w
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VP/FVP, Relationship Manager
Milpitas, California, United States
$120k-$180k/yr OnsiteFull Time
Cathay Bank
Cathay BankNASDAQ: CATY: Provides commercial and consumer financial services and banking solutions.
7+ YOE7-10 years commercial lending experience with underwriting, negotiation, and portfolio management; US college graduate in a related field; knowledge of commercial real estate and construction lending; strong communication and PC proficiency.
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