47 senior relationship manager jobs at 29 companies in Escalon, CA
1w
Save
Mark Applied
Hide
1w
Senior Premier Relationship Manager
Modesto, California, United States
$63k-$117k/yrOnsiteFull Time
BMOTSX: BMO: Diversified North American financial services provider.
4+ YOETypically 4–6 years of relevant financial services experience; related post-secondary degree preferred. Requires banking, lending, credit, investment, insurance, portfolio management, regulatory, and communication expertise.
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.
U.S. BankNew York Stock Exchange: USB: Diversified financial services and banking institution.
5+ YOEBachelor's degree or equivalent experience, 5–7 years of relevant experience, strong business-to-business sales and business development skills, relationship management expertise, and ability to meet performance goals.
Citibank, N.A.: Bank is a private commercial bank providing retail, commercial, corporate, and institutional financial services worldwide.
5+ YOE5+ years experience; strong analytical, communication, and financial planning skills; required US FINRA registrations (SIE + Series 6/63/65 OR Series 7/66), mortgage loan originator and Insurance Group 1 registration within 150 days; familiarity with Microsoft Office and financial planning software.
Microsoft Excel, Microsoft Outlook, Microsoft Word, Money Guide Pro, NaviPlan Select
CitiNYSE: C: Global financial services organization enabling growth and economic progress.
5+ YOE5+ years experience; strong analytical, financial planning and communication skills; knowledge of Microsoft Office and financial planning tools; self-starter; required US FINRA registrations and insurance/MLO registrations within 150 days.
Microsoft Office, Microsoft Excel, Microsoft Outlook, Microsoft Word, Money Guide Pro, NaviPlan Select
CitiNYSE: C: Global financial services organization enabling growth and economic progress.
5+ YOERequires 5–8 years of experience, a bachelor's degree or equivalent, strong financial and analytical skills, Microsoft Office and financial planning software experience, and FINRA and insurance registrations.
Microsoft Office, Microsoft Excel, Microsoft Outlook, Microsoft Word, Money Guide Pro, NaviPlan Select
Cupertino or Pleasanton or Santa Cruz or California or California
$150k-$210k/yrHybridFull Time
Aardvark Tax Advisors: Tax, accounting, and advisory firm serving individuals, businesses, trusts, estates, and other organizations.
10+ YOEActive CPA or EA, 10+ years in public accounting or tax, complex compliance and planning expertise, client relationship management, team leadership, and professional tax software proficiency.
Sacramento or Fresno or Stockton or Santa Maria or Pleasant Hill
$53k-$109k/yrOnsiteFull Time
Relation Insurance: Private U.S. insurance brokerage serving businesses and individuals with employee benefits, commercial, personal, retirement, and wealth-management services.
5+ YOE5+ years account management in insurance (Accident & Health focus), Life Accident & Health license, high school diploma (bachelor's preferred), strong MS Office skills, client relationship and compliance knowledge.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word
Sunbelt Controls: Mechanical contractor providing design, construction, and maintenance services.
5+ YOEDegree in engineering (bachelor's or associate with equivalent experience), 5+ years construction experience, 10+ years total experience for bachelor's path, project management, ALC programming familiarity, ability to manage finances, procurement, and lead client relationships.
FM Industries: Contract manufacturer of precision semiconductor components.
3+ YOEBachelor's degree or 3+ years customer support/account management experience; strong account management and relationship building skills; Excel and internal system proficiency; ability to prepare reports and resolve customer issues.
Western Alliance BancorporationNYSE: WAL: A national bank holding providing diverse commercial financial services.
8+ YOE8+ years of related experience; Bachelor's degree or equivalent experience; advanced knowledge of banking operations, lending, treasury management; strong regulatory compliance knowledge; strong relationship management; up to 50% travel.
Benicia or Hayward or Rohnert Park or San Francisco or San Jose or Stockton or West Sacramento
$68k-$80k/yrFieldFull Time
RyderNYSE: R: Provider of logistics, transportation, and fleet management solutions.
5+ YOEBachelor's in Business/Marketing/Transportation or equivalent, 5+ years sales and customer relationship management experience, strong communication, financial analysis, and sales skills.
G3 Enterprises: Family-owned packaging, logistics, real-estate, and minerals provider serving beverage and agricultural businesses.
5+ YOEHigh school diploma or equivalent plus 9–10 years relevant experience, or bachelor's degree plus 5–6 years; project management, Microsoft Office, communication, customer relationship, and detail-oriented skills required.
Health Link Home Health: Bay Area home health and hospice provider serving patients and families with nursing, therapy, and in-home support.
Sales and marketing experience to build relationships with hospitals, clinics, senior living and SNFs; CRM discipline, valid driver's license, auto insurance, reliable transportation, strong communication and calendar management.
Golden West Packaging Group: Independent West Coast custom packaging manufacturer serving brands with corrugated boxes, cartons, displays, and fulfillment.
5+ YOEBachelor's or associate degree in business administration or related field, 5+ years of sales and solution-sales experience, strong communication, analytical, organizational, collaboration, and relationship-building skills.
San Francisco or Frisco or Austin or Pleasanton or Chicago
$128k-$192k/yrHybridFull Time
WorkdayNASDAQ: WDAY: Enterprise cloud applications for finance and human resources.
10+ YOE10+ years in customer-facing services, consulting, or account management; 1+ year project management with Workday HCM, Payroll, or Financials; SaaS experience; executive relationship skills; bachelor's degree or equivalent; travel up to 30%.
Golden West Packaging Group: Independent West Coast custom packaging manufacturer serving brands with corrugated boxes, cartons, displays, and fulfillment.
5+ YOERequires a business administration or related degree, 5+ years of sales and solutions sales experience, successful selling record, packaging industry knowledge, communication, analytical, organizational, and relationship-building skills.