Servbank: Provides personal banking, mortgage subservicing, and community financial products.
5+ YOEMinimum 5 years cash management/relationship management experience, proven new business development and selling skills, deep knowledge of treasury products, strong communication, time management, and problem-solving; CTP and bachelor’s degree preferred.
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
10+ YOE10+ years middle market lending experience, proven business development and relationship management, expert credit and underwriting skills, Microsoft Office proficiency, strong communication and presentation abilities.
Senior Relationship Manager, Income Property Group
Newport Beach, California, United States
$116k-$216k/yrOnsiteFull Time
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
7+ YOE7+ years real estate finance experience, bachelor’s degree or equivalent preferred, strong credit and risk management, product knowledge, client relationship and team leadership skills.
Tampa or Cary or Aurora or Oriskany or Omaha or Bridgewater or New York or Bloomfield or Irvine
$78k-$105k/yrHybridFull Time
MetLifeNYSE: MET: Global provider of insurance, annuities, and financial services.
8+ YOE8+ years in insurance/client service/project management with experience managing implementations and complex accounts; strong project management, stakeholder management, and communication skills; proficiency with Microsoft Office.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word
Senior Relationship Manager - Commercial Real Estate
Newport Beach, California, United States
$143k-$222k/yrOnsiteFull Time
FlagstarNYSE: FLG: Provides personal banking, mortgage lending, and commercial financial services.
10+ YOE10+ years commercial lending relationship experience, undergraduate degree in business/finance or related, expert credit and underwriting skills, strong negotiation and communication, Microsoft Office proficiency.
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/yrRemoteFull Time
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%.
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
12+ YOE12–15 years experience in relationship management or trust/estate law, college degree or equivalent experience required; JD preferred. Extensive fiduciary, investment, tax, legal and client advisory knowledge; strong communication and leadership skills.
Tri Counties BankNASDAQ: TCBK: Provides commercial and retail banking services in California.
10+ YOE10+ years industry experience, advanced commercial credit analysis and loan structuring skills, proven track record in commercial banking growth, strong verbal/written communication and interpersonal skills, high school diploma required, bachelor’s preferred.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
5+ YOE5+ years commercial lending/business development experience; experience managing portfolios of $20–50M; ability to analyze financial statements, sales track record, and client relationship skills.
BOK FinancialNASDAQ: BOKF: Provides commercial, consumer banking, and wealth management services.
8+ YOEBachelor's degree and 8–10 years of commercial lending experience, or 14–16 years of equivalent experience; requires relationship management, credit, financial analysis, loan structuring, and risk mitigation expertise.
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.
JPMorgan Private Client Relationship Manager – Del Mar, CA
Del Mar, California, United States
$150k/yrOnsiteFull Time
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.
Sunwest Bank: Entrepreneurial business bank serving businesses and entrepreneurs nationwide.
5+ YOEBachelor's degree in Finance/Business/Real Estate, 5+ years CRE lending/banking experience, strong CRE underwriting and credit structuring skills, proven business development track record, excellent communication, and knowledge of loan documentation and compliance.
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
4+ YOE4+ years banking experience, 2+ years sourcing/managing B2B portfolios preferred, knowledge of deposit and cash management, credit assessment skills, intermediate Microsoft Office, BS/BA preferred.
Banc of CaliforniaNYSE: BANC: Commercial bank providing business lending and treasury management services.
8+ YOEBachelor's or equivalent, minimum 8 years commercial lending/relationship management experience, strong credit judgment, compliance knowledge, computer and communication skills.
East West BankNASDAQ: EWBC: Provides commercial and consumer banking services across US and Asia.
5+ YOEBachelor’s degree preferred; 5+ years commercial lending or private banking with proven sales record; strong knowledge of C&I and SBA lending, credit and deposit products; analytical, communication, and negotiation skills; legal authorization to work in the U.S.
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.