- Seek out new business opportunities within the bank's defined market areas and actively participate in business development efforts to attract and retain quality clients.
- Develop and maintain a network of professional relationships and referral sources to include business owners, accountants, attorneys, and other centers of influence to enhance generation of new business.
- Plan, develop and pursue an active customer call program, within the Bank structure, to attract new banking relationships.
- Support other account officers in their efforts to obtain new business and retain existing relationships for the bank.
- Grow and manage a portfolio of accounts, acting as a key point of contact for business owners. Assist in opening new accounts and other administrative needs to gain new accounts.
- Manage all administrative aspects of deposit portfolio including: account opening, bank product demonstrations, presentations, daily operational items, assisting with Branch needs, wires, new product set up, customer feedback
- Promote and present to customers bank financial products and services, and coordinate implementation of strategies necessary to enhance deposit generating activities.
- Promote other products of the bank and provide referrals as appropriate.
- Coordinate with various divisions and departments (Branches, Operations, etc.) in the servicing of routine transactions and maintains up-to-date knowledge of competitors' products and pricing in the market served.
- Participate in civic, social and community relations activities to promote and strengthen the image of the bank within the Bank's footprint and reasonable proximity.
- Maintain a high visibility profile for the bank within the business and professional communities at large.
- Assist in coordinating local events including onsite branch events, business networking events and other client interaction events
- Assist in local marketing efforts including advertising strategies, public relations, social media, events, etc.
- Provide exceptional customer service for all local customers and be an internal cultural leader for the local market
- Be the key contact for all Bank related items for a portfolio of customers.
- Requires a bachelor's degree in finance, real estate, or related field.
- Extensive knowledge and experience in sourcing, creating, growing, and fostering relationships in a professional setting.
- Excellent customer service skills, communication skills, both written and verbal, and presentation skills.
- Excellent knowledge of sales, branch banking services and products (i.e., deposits, cash management, loans and other fee income generating products).
- Strong interpersonal communication skills.
- Demonstrated ability to work in a team-oriented environment and on a collaborative basis.
- Demonstrated ability to manage high-volume workflow.
- Desire to work in a dynamic and challenging environment characterized by sometimes changing priorities and short-term deadlines.
- Must be detail oriented.
- Microsoft office suite (Word, Excel, Outlook, PowerPoint) proficiency. Strong excel skills
- Team player with positive attitude
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· Overview · A premier business and commercial real estate bank with over $850 million in assets seeking a Relationship Manager to support continued growth and depository expansion. Our culture is built on a foundation of customer service as we Connect stories, Create the futur ...
Riverside, CA1 week ago
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+ Makes and services all types of business and individual loans and lines of credit. · + Calls on potential or existing customers to develop new business relationships. · + Provides financial counsel to current and prospective customers.+ ...
Riverside $117,000 - $220,000 (USD)1 month ago
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The Relationship Manager II will acquire and deepen client relationships by generating new business and consumer client relationships within assigned client segments and expand existing ones to become the main bank option. · ...
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The Opportunity is to acquire small business personal clients deepen existing relationships integrate both business personal clients act trusted strategic advisor provide financial advice connect client needs cnbs products service offerings. · ...
Riverside $71,869 - $114,797 (USD)3 weeks ago
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The Middle Market Relationship Manager III will be responsible for managing client relationships in the middle market segment. · Prospect new business · Expand existing relationships · ...
Riverside $81,000 - $140,000 (USD)1 month ago
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Job Type · Full-time · Description · JOB SUMMARY: · The Relationship Manager role requires strong portfolio management and business development skills and a desire to provide comprehensive banking solutions to commercial real estate investor clients including acquisition, bridge, ...
Irvine $170,000 - $202,500 (USD)1 week ago
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· Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus. · SUMMARY · The Relationship Manager is responsible for developing and managing a portfolio of Commercial and/or Commercial Real Estate c ...
Brea $62,783 - $87,896 (USD) Full time1 week ago
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The Compliance Solutions Relationship Manager (RM) serves as a strategic client advocate and trusted partner for a complex, high‑revenue portfolio of clients. The RM is accountable for relationship governance and overall relationship health, ensuring productive and collaborative ...
San Dimas Full time1 week ago
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JOB SUMMARY: · The Relationship Manager role requires strong portfolio management and business development skills and a desire to provide comprehensive banking solutions to commercial real estate investor clients including acquisition, bridge, refinancing and construction lending ...
Irvine $170,000 - $202,500 (USD) Full time1 week ago
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EBizCharge is looking for a positive, energetic and self-motivated Relationship Manager to close new opportunities and vet out existing accounts. · ...
Irvine1 month ago
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This is a full-time Relationship Manager role based in Laguna Hills, CA. The Relationship Manager will work directly with clients to maintain and grow relationships and provide tailored banking and lending solutions. · For over 50 years, Citizens Business Bank has prioritized a c ...
Orange County, CA1 month ago
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Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus. · Summary · The Relationship Manager is responsible for developing and managing a portfolio of Commercial and/or Commercial Real Estate clie ...
Brea, CA6 days ago
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· POSITION SUMMARY: · The Relationship Manager is responsible for acquiring, growing, and retraining deposit relationships with clients in fiduciary-related industries, businesses and other professional services firms. The role focuses on understanding complex client cash-ma ...
Rowland Heights, CA, US2 days ago
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POSITION SUMMARY: · The Relationship Manager is responsible for acquiring, growing, and retraining deposit relationships with clients in fiduciary-related industries, businesses and other professional services firms. The role focuses on understanding complex client cash-managemen ...
Rowland Heights, CA2 days ago
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· Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus. · SUMMARY · The Relationship Manager is responsible for developing and managing a portfolio of Commercial and/or Commercial Real Estate c ...
Brea Business Financial Center-, Brea, CA, US2 days ago
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Commercial Bankers / Relationship Managers - Altus Recruiting is partnered with multiple commercial banks throughout CA. We have been recruiting Commercial, SBA, Ag & Specialty Lenders throughout the state for 29 years. If you want to check in on where the career market is for yo ...
Orange County, CA1 day ago
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· Who We Are: · FSSI has been a trusted leader in document outsourcing and communication solutions for over 45 years. We serve a wide range of Fortune 500 companies in the financial, banking, insurance and billing industries across the U.S. We're looking for a Relationship Manag ...
Santa Ana, California, United States1 week ago
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We're looking for a Relationship Manager to join our Business Development team in Santa Ana, CA. In this role, you'll strengthen client partnerships, drive revenue growth, and help expand our footprint across key markets. · Act as a strategic partner to a portfolio of clients. · ...
Santa Ana Full time2 weeks ago
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Makes and services all types of business and individual loans and lines of credit, · both secured and unsecured. · ...
Irvine2 months ago
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The Physician Relations Manager will be responsible for developing and maintaining strong relationships with Physicians/Practices in a defined service area through consistent, strategic field call strategies.About Universal Health Services: · One of the nation's largest and most ...
Corona Full time1 month ago
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PNC seeks Relationship Manager III - C&IB within PNC's Commercial Banking organization to foster an inclusive workplace culture where all employees feel respected, valued. · Build client relationships by adding value through best-in-class products and business solutions. · ...
Irvine $104,000 - $254,150 (USD) Full time3 weeks ago
Relationship Manager - Riverside - MRI Spokane
Description
OverviewA premier business and commercial real estate bank with over $850 million in assets seeking a Relationship Manager to support continued growth and depository expansion. Our culture is built on a foundation of customer service as we Connect stories, Create the future, and Cultivate relationships. Internally our employees strive to support our customers through a high degree of integrity, strong work ethic, knowledge of bank products and services while working as a team, coaching, and promoting togetherness in a supportive culture. We foster a great working culture for employees to grow and flourish.
The Relationship Manager will be responsible for driving new business to the bank, cultivating, and developing new deposit relationships and being an excellent representative of the bank to the community. While our customers are both individuals and businesses, the bank has had success focusing on onboarding new business customers whose banking needs are more comprehensive than individuals. The RM will need to establish a thorough knowledge of our products and services to efficiently articulate the benefits business customers will experience when moving their banking. The RM will find new customers for the bank through inbound leads, client referrals, outbound prospecting, networking groups and client events. In many cases the RM will be the first interaction a customer has with our bank; and therefore, it is critical the RM exemplifies the bank's culture, employee work ethic, and high level of customer service along with a strong banking knowledge. The RM will gain knowledge of all aspects of banking including: online banking functions, understanding client risk profiles, various payment methods and some lending.
Areas of Responsibility and Job Requirements:
Business Development Deposits:
• Full-time
Job Functions
• Credit
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Relationship Manager
Only for registered members Riverside, CA
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Relationship Manager
Only for registered members Riverside
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Relationship Manager II
Full time Only for registered members Riverside
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Relationship Manager II
Only for registered members Riverside
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Middle Market Relationship Manager III
Only for registered members Riverside
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Relationship Manager
Only for registered members Irvine
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Relationship Manager
Full time Only for registered members Brea
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Relationship Manager
Full time Only for registered members San Dimas
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Relationship Manager
Full time Only for registered members Irvine
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Relationship Manager
Only for registered members Irvine
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Relationship Manager
Only for registered members Orange County, CA
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Relationship Manager
Only for registered members Brea, CA
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Relationship Manager
Only for registered members Rowland Heights, CA, US
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Relationship Manager
Only for registered members Rowland Heights, CA
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Relationship Manager
Only for registered members Brea Business Financial Center-, Brea, CA, US
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Relationship Manager
Only for registered members Orange County, CA
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Relationship Manager
Only for registered members Santa Ana, California, United States
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Relationship Manager
Full time Only for registered members Santa Ana
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Relationship Manager
Only for registered members Irvine
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physician relationship manager
Full time Only for registered members Corona
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Relationship Manager III
Full time Only for registered members Irvine