996 senior relationship manager jobs at 547 companies in Dublin, CA
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Senior Relationship Manager
San Francisco, California, United States
$156k-$256k/yrOnsiteFull Time
Bank of MarinNASDAQ: BMRC: Provides commercial and retail banking, lending, and wealth management.
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: Provides commercial and consumer banking services across US and Asia.
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: 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.
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.
Business Relationship Manager Senior Deepening - Vice President
San Francisco, California, United States
$124k-$188k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
5+ YOERequires 5+ years in business banking relationship management or related lending, strong deposit, cash management, credit, and risk knowledge, excellent communication, organization, judgment, and client relationship skills.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
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.
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.
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)
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.
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.
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.
San Francisco or Los Angeles or California or Oregon or Washington or Alaska
$125k/yrFieldFull Time
DoubleLine Capital: Investment management firm specializing in fixed-income and diverse assets.
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.
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
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.
First Northern Bank of DixonOTCQX: FNRN: Independent community bank providing personal and business financial services.
5+ YOEBachelor's degree or equivalent (8 years) and 5+ years client relationship experience; proficiency with Profit Intel preferred; strong communication, initiative, and sales skills.
Citi Commercial Bank - Relationship Manager, Senior Vice President - Digital Tech & Comms
San Francisco, California, United States
$192k-$288k/yrHybridFull Time
CitiNYSE: C: Global diversified financial services holding.
10+ YOE10+ years experience in commercial banking, strong credit and deal-structuring skills, FINRA 79/63/SIE (or ability to obtain), track record in business development and client relationship management, bachelor\u0002s degree required.