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726 relationship jobs at 382 companies in San Diego, CA

1mo
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Relationship Manager
Carlsbad, California, United States
OnsiteFull Time
Sunwest Bank
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.
Microsoft Word, Microsoft Excel
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2mo
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Sr Relationship Manager
San Diego, California, United States
$115k-$170k/yr OnsiteFull Time
Columbia Bank
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
7+ YOE7+ years commercial banking experience, middle-market relationship management, business development, advanced credit acumen, strong communication and presentation skills, and proficiency with Microsoft Office.
Microsoft Office
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1w
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Relationship Manager, SBB
San Diego, California, United States
$20-$25/hr OnsiteFull Time
Axos Financial
Axos FinancialNYSE: AX: Provides digital-first banking and diverse financial services to customers.
3+ YOEBachelor's degree, 3+ years of banking experience, small business banking experience, and 2+ years of customer service experience. Must meet sales, compliance, and relationship management requirements.
BSA/AML, calculator, telephone, computer keyboard, computer mouse, copiers
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2mo
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Sr. Relationship Advisor
San Diego, California, United States
$189k-$331k/yr OnsiteFull Time
Northern Trust
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
12+ YOEExtensive fiduciary and wealth management experience; 12+ years as a relationship manager or attorney in trust/estate administration or related fields; college degree or equivalent experience; JD strongly preferred; fiduciary, tax, investment, communication and leadership skills.
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2w
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Fanatics Markets Relationship Executive
Miami or Dallas or Houston or Austin or San Diego or San Francisco
$90k-$110k/yr OnsiteFull Time
Fanatics
Fanatics: Global digital sports platform for merchandise, collectibles, and betting.
4+ YOE4+ years in sales, customer acquisition, hospitality, relationship management, or customer success with direct performance accountability; strong written/verbal communication, high-volume outbound outreach, organization, and persistence.
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4w
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Referral Relationship Manager
Sorrento Valley, California, United States
$80k-$85k/yr HybridFull Time
Ethos Veterinary Health
Ethos Veterinary Health: Operates a network of specialty and emergency veterinary hospitals.
3+ YOE3+ years experience managing relationships, outreach, event planning, CRM proficiency, valid driver's license and reliable transportation, ability to work occasional evenings and weekends.
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1w
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Business Relationship Manager
Carlsbad, California, United States
$103k-$145k/yr OnsiteFull Time
Tri Counties Bank
Tri Counties BankNASDAQ: TCBK: Provides commercial and retail banking services in California.
3+ YOE3+ years commercial banking or business relationship experience preferred; high school diploma required, bachelor’s preferred; strong sales, financial analysis, communication, and organizational skills.
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3mo
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Relationship Manager
San Diego, California, United States
$100k/yr RemoteFull Time
Global Payments
Global PaymentsNYSE: GPN: Provides payment technology and software solutions for global commerce.
Prospecting, presenting solutions, and closing sales for merchants; strong communication and networking; ability to drive high-velocity sales.
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4w
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Relationship Banker - San Diego Coast
San Diego or Solana Beach or La Jolla or Carlsbad or Encinitas
$25-$27/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Engage clients in-branch, educate on self-service banking, handle cash transactions, build client relationships, and identify financial solutions.
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2w
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Relationship Banker -Escondido-Oceanside Market
Oceanside or Escondido or San Diego or Fallbrook or Vista or Carlsbad or San Marcos
$25-$27/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Engage clients in lobby, process cash transactions, educate clients on self-service banking, build relationships, follow risk and operational procedures; customer service and sales focus.
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1w
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Healthcare Business Banking Relationship Manager
San Diego, California, United States
$132k-$161k/yr HybridFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
7+ YOEBachelor's degree or equivalent experience and 7+ years of relevant experience. Requires healthcare banking, complex credit structuring, business development, commercial credit, and executive relationship-building expertise.
Microsoft Office, Salesforce, nCino
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1d
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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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2w
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Senior Relationship Strategist - PNC Private BankAMG
San Diego, California, United States
$160k-$296k/yr OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
8+ YOEBachelor's degree typical, 8+ years industry experience, proven client relationship and business development skills, decision making and financial analysis abilities.
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3mo
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JPMorgan Private Client Relationship Manager – Del Mar, CA
Del Mar, California, United States
$150k/yr OnsiteFull Time
JPMorgan Chase
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.
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3w
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Relationship Banker Sr
Carlsbad, California, United States
$26-$41/hr OnsiteFull Time
City National Bank
City National BankNYSE: RY: Provider of commercial banking, wealth management, and investment services.
3+ YOEMinimum 3 years direct sales, 2 years banking experience, 3 years basic computer experience (Microsoft Word, Excel, Outlook), and good standing/registration under the SAFE Act/NMLS.
Microsoft Word, Microsoft Excel, Microsoft Outlook
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5d
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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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1w
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Broker Relationship Consultant, Employee Benefits
California or Los Angeles or San Diego or Arizona
$150k-$170k/yr HybridFull Time
Amwins
Amwins: Wholesale insurance distributor and group benefits administrator.
5+ YOEBachelor's degree or equivalent experience; 5+ years in employee benefits, brokerage, carrier distribution, PEO consulting, or related work; broker relationship expertise, benefits funding knowledge, strong presentation skills, and an active Life and Health license or ability to obtain one.
ADP TotalSource
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1w
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Rancho Bernardo - Relationship Banker
San Diego, California, United States
$23-$26/hr OnsiteFull Time
Mission Federal Credit Union
Mission Federal Credit Union: Provides member-owned banking and lending services in San Diego.
2+ YOEHigh school diploma or GED, 2+ years in a financial institution or retail service environment, 12+ months opening accounts, computer proficiency, and strong communication, organization, and customer service skills.
Symitar
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2w
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Partner Relationship Executive
San Diego, California, United States
$180k-$190k/yr OnsiteFull Time
Mulligan Funding
Mulligan Funding: Provides working capital and loans to small businesses.
2+ YOERequires 2+ years of successful MCA, commercial finance, or alternative lending sales/BD experience, commercial financial analysis, negotiation, pipeline management, and coaching skills.
Salesforce
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2mo
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Advisory Director Client Relationship Executive – Cyber & Risk
Atlanta or Phoenix or Boston or Portland or Philadelphia or Pittsburgh or Southfield or San Diego or San Francisco or San Jose or Minneapolis or Columbia or Denver or Kansas City or St Louis or Austin or Dallas or Houston or Reno or Hartford or Salt Lake City or Arlington or Edison or Fort Lauderdale or Jacksonville or Orlando or Tampa or Melville or New York or Bellevue or Charlotte or Raleigh or Washington or Appleton or Milwaukee or Cincinnati or Cleveland or Wichita or Baltimore or Oklahoma City or Tulsa
$190k-$300k/yr HybridFull Time
Grant Thornton
Grant Thornton: Provides audit, tax, and professional advisory services to businesses.
10+ YOE10+ years in advisory/consulting sales or enterprise transformation; proven C-suite relationship building, commercial acumen, pursuit leadership, solution architecture; Bachelor’s required, MBA preferred; travel up to ~25%.
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