1,061 senior relationship manager jobs at 561 companies in Colma, CA
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Senior Relationship Manager
San Francisco, California, United States
$156k-$256k/yrOnsiteFull Time
Bank of MarinNasdaq: BMRC: Backing Business. Building Communities.
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
East West BankNasdaq: EWBC: The premier financial bridge between the East and West.
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.
Commercial Bank of California: Privately held, Latino-owned full-service community bank serving California businesses, entrepreneurs, nonprofits, and real estate investors.
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.
California Bank of Commerce: California Bank of Commerce is a private commercial bank serving California individuals, professionals, and small to medium-sized 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.
Business Relationship Manager Senior Deepening - Vice President
Oakland, California, United States
$124k-$188k/yrOnsiteFull Time
ChaseNYSE: JPM: U.S. consumer and commercial bank serving individuals, families and businesses with banking, lending, cards and investment services.
5+ YOERequires 5+ years in business banking relationship management or related lending, strong knowledge of deposits, cash management, credit underwriting, risk management, and client relationship development.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
TriNetNYSE: TNET: Human resources solutions and PEO for small and medium-sized 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.
IlluminaNASDAQ: ILMN: Provides genomic sequencing and array-based solutions for genetic analysis.
12+ YOESenior sourcing leader with extensive supplier management, negotiation, and strategic sourcing experience; strong analytical, communication, and cross-functional collaboration skills; proficiency with Ariba, SAP, Quickbase and Microsoft Office; travel up to 25%.
Ariba, SAP, Quickbase, Microsoft Project, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
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.
Relationship Manager, AS Relationship Management- Greater San Franscico Bay
San Francisco, California, United States
$107k-$147k/yrRemoteFull Time
Charles SchwabNYSE: SCHW: Financial services firm providing brokerage, banking, and advisory services.
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.
AvidbankNASDAQ: AVBH: A privately held California commercial bank serving small businesses, technology companies, entrepreneurs, and individuals with lending and deposit services.
5+ YOE5+ years venture banking or related experience, strong underwriting and portfolio management, financial modeling, deal structuring, leadership and communication skills.
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 Digital, LLC: Professional services firm providing assurance, tax, and advisory services.
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
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.
Seattle or Portland or San Francisco or Los Angeles or Washington or Oregon or California or United States
$215k-$355k/yrHybridFull Time
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.
Software Banker, Senior Relationship Manager - Citi Commercial Bank
San Francisco, California, United States
$192k-$288k/yrHybridFull Time
CitiNYSE: C: Global financial services organization enabling growth and economic progress.
10+ YOE10+ years of experience; advanced banking, credit, investment product, business development, risk, compliance, and client relationship skills. Bachelor's degree required; master's preferred. FINRA 79, 63, and SIE required or obtainable.
CitiNYSE: C: Providing global banking, investment, and wealth management services.
10+ YOE10+ years of experience, bachelor's degree required and master's preferred, advanced credit and banking expertise, complex deal structuring, risk assessment, client relationship management, and team coordination skills.
HSBC Bank USA, N.A.: U.S. national bank providing commercial, consumer and wealth-banking services to individuals, businesses, governments and institutions.
Requires FINRA Series 7 and 66, or Series 63 and 65, plus life and health insurance licenses or willingness to obtain sponsorship; financial sales, wealth planning, regulatory, and client relationship experience required.
Senior Client Relationship Manager - Hybrid (Walnut Creek, CA)
San Francisco or Walnut Creek
$150k-$175k/yrHybridFull Time
OneDigital: Provider of insurance, financial services, and HR consulting solutions.
5+ YOERequires 5–10 years in financial services, retirement plan client experience, Series 65, ERISA knowledge, strong relationship management, and proficiency with Microsoft 365, SharePoint, Zoom, and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Microsoft SharePoint, Zoom, Salesforce, fi360/Toolkit, CRM, AI
San Francisco or Los Angeles or California or Oregon or Washington or Alaska
$125k/yrFieldFull Time
DoubleLine: Independent, employee-owned investment manager serving institutional and high-net-worth investors with fixed-income and multi-asset strategies.
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.