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Marketing Relationship Manager
6 days ago
Franklin Whole Home San Jose, United StatesThe Marketing Relationship Manager leads the marketing team's relationships with distribution partners, installation partners, industry organizations and supports the local marketing initiatives by organizing and partnering with cross-departmental internal teams while closely col ...
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Marketing Relationship Manager
3 days ago
FranklinWH Energy Storage Inc. San Jose, United StatesFranklinWH is a startup company determined to become the leader in the global energy storage system (ESS) industry. FranklinWH offers whole energy solutions typically coupled with solar PV systems brining households into the modern all-electric future. Founded by a group of exper ...
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Cloud Operations Relationship Manager
5 days ago
Splunk Inc San Jose, United StatesSplunk is here to build a safer and more resilient digital world. The world's leading enterprises use our unified security and observability platform to keep their digital systems secure and reliable. While customers love our technology, it's our people that make Splunk stand out ...
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Manager - IT Business Relationship Manager
1 week ago
Sanmina-SCI San Jose, United StatesSanmina Corporation (Nasdaq: SANM) is a leading integrated manufacturing solutions provider serving the fastest-growing segments of the global Electronics Manufacturing Services (EMS) market. Recognized as a technology leader, Sanmina Corporation provides end-to-end manufacturing ...
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VP, Sr Business Relationship Manager
3 weeks ago
Citi San Jose, United States Full timeThe Senior Business Banker (Sr. BB) is responsible for managing and retaining Citibank's business relationships greater than $1MM and/or specialty needs. The Senior Business Banker will help customers with Deposits, Cash Management, Credit, and day -to-day needs. As a Senior Busi ...
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Client Relationship Manager
1 week ago
The CLASS Consulting Group Santa Clara, United StatesAbout Us: · The Class Consulting Group is a boutique management consulting firm headquartered in SFO-Bay Area that provides consulting services to senior management and Board of Directors of nonprofit/philanthropic organizations. It also offers community leadership opportunities ...
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Dealer Relationship Manager- San Jose
3 weeks ago
KINETIC ADVANTAGE LLC San Jose, United StatesJob Summary · As a Dealer Relationship Manager (DRM) of Kinetic Advantage, you are the first line of contact with our Dealers and our direct conduit for providing the Kinetic Advantage experience to our dealer partners. Your ability to leverage relationships through transparent ...
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Citibank (Switzerland) AG San Jose, United StatesAVP, Business Banking Relationship Manager - San Jose page is loaded · AVP, Business Banking Relationship Manager - San Jose · Apply · remote type · Hybrid · locations · San Jose California United States · time type · Full time · posted on · Posted 7 Days Ago · job req ...
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Emerging Middle Markets Relationship Manager
2 days ago
BMO Financial Group San Jose, United StatesWe are looking for a relationship manager to join our team supporting clients based in Japan with U.S. subsidiaries. English and Japanese bi-lingual language skills are preferred. This position would be assigned a portfolio of existing clients and also focus on creating new busin ...
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Dealer Relationship Manager- San Jose
3 weeks ago
KINETIC ADVANTAGE LLC San Jose, United StatesJob Description · Job DescriptionDescription:Job Summary · As a Dealer Relationship Manager (DRM) of Kinetic Advantage, you are the first line of contact with our Dealers and our direct conduit for providing the Kinetic Advantage experience to our dealer partners. Your ability to ...
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Sr. Middle Market Relationship Manager
1 week ago
Umpqua Bank San Jose, United StatesSr. Middle Market Relationship Manager · Commercial Banking · San Jose, California · San Francisco, California · Description · About Us: · Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. I ...
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Marketing Relationship Manager
2 weeks ago
FranklinWH Energy Storage Inc. San Jose, United StatesFranklinWH is a startup company determined to become the leader in the global energy storage system (ESS) industry. FranklinWH offers whole energy solutions typically coupled with solar PV systems brining households into the modern all-electric future. Founded by a group of exper ...
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AVP, Business Banking Relationship Manager
1 week ago
Citigroup Inc San Jose, United StatesThe Business Banker (BB) is responsible for proactively sourcing, acquiring, expanding and retaining customer relationships by maximizing sales opportunities in an assigned territory, under the Business Bank, and ensuring a world-class customer experience for all current and pros ...
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AVP, Business Banking Relationship Manager
4 days ago
Citigroup Inc San Jose, United StatesThe Business Banker (BB) is responsible for proactively sourcing, acquiring, expanding and retaining customer relationships by maximizing sales opportunities in an assigned territory, under the Business Bank, and ensuring a world-class customer experience for all current and pros ...
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AVP, Business Banking Relationship Manager
4 days ago
Citigroup Inc San Jose, United StatesThe Business Banker (BB) is responsible for proactively sourcing, acquiring, expanding and retaining customer relationships by maximizing sales opportunities in an assigned territory, under the Business Bank, and ensuring a world-class customer experience for all current and pros ...
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AVP, Business Banking Relationship Manager
5 days ago
Citigroup Inc San Jose, United StatesThe Business Banker (BB) is responsible for proactively sourcing, acquiring, expanding and retaining customer relationships by maximizing sales opportunities in an assigned territory, under the Business Bank, and ensuring a world-class customer experience for all current and pros ...
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NVIDIA Santa Clara, United States Full timeWe are looking for a Senior Developer Relation Manager to drive strategic partnerships with ISVs and developer communities who are building data engineering/analytics platforms, applications, solutions, or services. · Data analytics and machine learning applications are importan ...
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Relationship Manager
3 weeks ago
InsideHigherEd Stanford, United StatesRelationship Manager School of Medicine, Stanford, California, United States Project Management Apr 08, 2024 Post Date 102834 Requisition #The healthcare industry is being revolutionized by artificial intelligence, novel business models, and a digital transformation. Stanfo ...
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Market Client Relationship Manager
3 weeks ago
Bank of America San Jose, United States OTHERJob Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. ...
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Market Client Relationship Manager
1 week ago
Bank of America San Jose, CA, United StatesJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One ...
Market Client Relationship Manager - San Jose, United States - Bank of America
Description
Market Client Relationship Manager
San Jose, California
**Job Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. Were devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us
**Job Description:**
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.
**Responsibilities:**
+ Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
+ Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
+ Oversees the client service experience and reviews the approval of new client accounts
+ Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals
**Managerial Responsibilities:**
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
+ Diversity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&I goals.
+ Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
+ Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
+ Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
+ People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
+ Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
+ Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
+ Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
**Key Qualifications for the role:**
+ Candidates are **required** to currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
+ Minimum 5+ years professional experience required
+ Current or previous Merrill Wealth Management experience strongly preferred
+ Self-motivated and client centric
+ Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
+ Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
+ Prior trend analysis experience
+ Strong customer service and communication skills
+ Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
**Desired Qualifications:**
+ Bachelors degree or equivalent work experience
**Skills:**
+ Compensation Analysis
+ Performance Management
+ Process Performance Management
+ Referral Management
+ Workforce Planning
+ Due Diligence
+ Internal Audit Review
+ Leadership Development
+ Recruiting
+ Risk Management
+ Client Management
+ Customer Service Management
+ Employee Counseling
+ Succession Planning
+ Trade Operations Management
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "EEO is the Law" poster, CLICK HERE ) .
To view the "EEO is the Law" Supplement, CLICK HERE ) .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (Policy) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of Americas Drug-free workplace and alcohol policy, CLICK HERE .
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