- Zions Bancorporation (Fresno, CA)
- …& Middle Market Excellence Awards. We are looking for a **Commercial Banking Relationship Manager in** **Fresno, CA.** This role focuses on generating and ... maintaining quality customer service. + Acts as the principal account and relationship manager for new and existing clients. + Develops, generates and follows-up… more
- Columbia Bank (Encino, CA)
- **About the Role:** Serves as the key banking relationship manager for assigned middle market client relationships. Accountable for prospecting new business and ... profitable revenue and growth and quality credit. At this level, the relationship manager generally supports a portfolio of mid-size middle market clients with… more
- Capital One (Los Angeles, CA)
- Relationship Manager , Business Cards & Payments - Acquisitions (El Segundo) ** Relationship Manager , Business Cards & Payments (Acquisitions)** ... to be regularly worked. Sales Territory: $100,000 - $135,000 for Customer Development Manager Candidates hired to work in other locations will be subject to the… more
- Wells Fargo (San Jose, CA)
- **About this role:** Wells Fargo is seeking a Senior Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team. This ... and develop strong Centers of Influence (COIs) to support long-term relationship development + Deepen existing relationships by understanding client priorities and… more
- Citigroup (Torrance, CA)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...+ Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer… more
- JPMorgan Chase (Los Angeles, CA)
- …developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help ... net worth referral network and strong community presence + Proven trusted relationship builder with a track record of delivering an exceptional client experience… more
- Bloomberg (San Francisco, CA)
- Relationship Manager , West Coast Enterprise Data & Technology Sales, Enterprise Sales - Bloomberg Financial Solutions Location San Francisco Business Area Sales ... West Coast Enterprise Data & Technology Sales team is looking for a Relationship Manager . As the financial markets evolve, it is becoming even more important for… more
- JPMorgan Chase (San Francisco, CA)
- …ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop ... Possess 10+ years in Financial Services, including affluent or complex relationship management and business development. + Exhibit an entrepreneurial spirit,… more
- Wolters Kluwer (Sacramento, CA)
- **Permanent remote role with travel.** As a Senior Account & Relationship Manager , you will expand your client portfolio, actively identifying and developing new ... and sales tactics. + CRM Software: Proficient use of Customer Relationship Management tools. + Problem-Solving: Capability to resolve moderately complex customer… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …is partnering with a high-growth, relationship -centered firm to identify a Sr. Relationship Manager to join their team. The Opportunity This is a ... high-profile role for a financial planning professional who blends technical depth with strong emotional awareness. As a Lead Advisor, you'll partner closely with advisors and clients to deliver customized, sophisticated planning across tax, estate, insurance,… more