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Client relationship manager Jobs in Anaheim, CA

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Client relationship manager • anaheim ca

Last updated: 1 day ago
  • Promoted
Relationship Manager

Relationship Manager

FSSISanta Ana, CA, US
Full-time
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 ...Show moreLast updated: 30+ days ago
Relationship Manager

Relationship Manager

Financial Statement Services, IncSanta Ana, CA, US
Full-time
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 ...Show moreLast updated: 30+ days ago
Relationship Manager

Relationship Manager

Hanmi BankLa Palma, CA, US
Full-time
The Relationship Manager (“RM”) is responsible for managing and developing a portfolio of new and expanding existing productive and profitable relationship with clients with emphasis on...Show moreLast updated: 30+ days ago
Business Banking Relationship Manager

Business Banking Relationship Manager

BMO Financial GroupLa Mirada, CA, United States
Part-time
Come join a culture that is about so much more than the bottom line.Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local c...Show moreLast updated: 30+ days ago
  • Promoted
Client Relationship Specialist - Brea, CA

Client Relationship Specialist - Brea, CA

California StaffingBrea, CA, US
Full-time
Client Relationship Specialist.As a Client Relationship Specialist, you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the fi...Show moreLast updated: 1 day ago
  • Promoted
Client Success Manager

Client Success Manager

TradeJobsWorkForce92735 Santa Ana, CA, US
Full-time
Client Success Manager Job Duties : Train CS team in the coaching / management process for clients in regards to ...Show moreLast updated: 30+ days ago
Treasury Relationship Manager

Treasury Relationship Manager

FFB BankCerritos, CA
Full-time
Job Type Full-time Description.FFB, a dynamic and acclaimed single-branch bank born in the heart of Fresno, CA in 2005, is on a mission to redefine the banking experience.Our commitment to deliveri...Show moreLast updated: 30+ days ago
Business Relationship Area Manager Executive Director

Business Relationship Area Manager Executive Director

JPMorganChaseBrea, California, USA
Full-time
If you are a proven leader enjoy building relationships and providing support to your team and clients then a role as a Business Relationship Manager Area Manager is for you.As an Area Manager in B...Show moreLast updated: 8 days ago
Developer Relationship Manager - GSI

Developer Relationship Manager - GSI

NVIDIARemote, CA, US
Remote
Full-time
Our work at NVIDIA is dedicated towards a computing model passionate about visual and AI computing.For two decades, NVIDIA has pioneered visual computing, the art and science of computer graphics, ...Show moreLast updated: 30+ days ago
  • Promoted
Client Services Manager

Client Services Manager

CotivitiAnaheim, CA, US
Full-time
The Client Services Manager is responsible for leading the cross-functional client team and providing the highest level of service to our clients. The role serves as both internal and external clien...Show moreLast updated: 2 days ago
Business Banking Relationship Manager

Business Banking Relationship Manager

BMOLa Mirada, CA, USA
Full-time +1
Come join a culture that is about so much more than the bottom line.Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local c...Show moreLast updated: 30+ days ago
  • Promoted
Business Banking Relationship Manager 3

Business Banking Relationship Manager 3

U.S. BancorpBrea, CA, US
Full-time
Business Banking Relationship Manager.Our Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They approach each and every day w...Show moreLast updated: 30+ days ago
  • Promoted
Client Relationship Consultant

Client Relationship Consultant

Voya FinancialAnaheim, CA, US
Part-time
Client Relationship Consultant.Together we fight for everyone's opportunity for a better financial future.We will do this together with customers, partners and colleagues.We will fight for others,...Show moreLast updated: 13 days ago
Relationship Manager

Relationship Manager

Citizens Business BankKatella Business Financial Center-027, Orange, CA, US
Full-time
Exact compensation may vary based on skills, experience and / or education, and location.This position is also eligible for an annual bonus. The Relationship Manager is responsible for developing and ...Show moreLast updated: 30+ days ago
Treasury Relationship Manager

Treasury Relationship Manager

Fresno First BankCerritos, California, United States, 90703
Full-time
FFB, a dynamic and acclaimed single-branch bank born in the heart of Fresno, CA in 2005, is on a mission to redefine the banking experience. Our commitment to delivering top-notch banking services h...Show moreLast updated: 28 days ago
SVP, Relationship Manager

SVP, Relationship Manager

Enterprise Bank & TrustCerritos, CA
Full-time
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community.From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is t...Show moreLast updated: 30+ days ago
  • Promoted
Relationship Specialist

Relationship Specialist

OPENLANEAnaheim, CA, US
Full-time
At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community.For more than 35 years, we've been committed to making dreams come true for independent car dealers.AFC's ...Show moreLast updated: 30+ days ago
  • Promoted
Premier Relationship Manager

Premier Relationship Manager

East West BancorpCerritos, CA, US
Full-time
We are currently seeking a high professional to join our team as a Premier Relationship Manager.As a Premier Relationship Manager, you will be a trusted adviser to our new and existing Premier clie...Show moreLast updated: 17 days ago
Senior Relationship Manager

Senior Relationship Manager

VirtualVocationsAnaheim, California, United States
Full-time
A company is looking for a Senior Relationship Manager to join their Drive Auto team.Key Responsibilities Proactively devise retention plans and strategies for client communication Lead regular ...Show moreLast updated: 30+ days ago
People also ask
Relationship Manager

Relationship Manager

FSSISanta Ana, CA, US
30+ days ago
Job type
  • Full-time
Job description

Relationship Manager

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 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. If you're energized by cultivating long-term client relationships, motivated by uncovering growth opportunities, and have experience working with Credit Union clients we'd love to hear from you.

Why You'll Love This Role :

  • You'll drive impact by managing key client relationships and identifying ways to grow our partnerships through meaningful, strategic conversations.
  • You'll own your portfolio working closely with the Chief Revenue Officer, you'll be empowered to lead client retention, expansion, and development efforts.
  • Your insights matter you'll help shape how we grow, bringing real-time market feedback and your ideas to the table.
  • Hybrid schedule available, giving you a balance of collaboration and autonomy. Will work onsite at least 3 days a week during an initial training period of no less than 90 days.

Your Essential Duties :

  • Act as a strategic partner to a portfolio of clients, ensuring exceptional service, retention, and profitable growth.
  • Increase revenue by seeking out new business opportunities with current and prospective clients.
  • Build and maintain a robust pipeline of Credit Union and related industry prospects through outreach, networking, and referrals.
  • Develop and present pricing proposals and RFP responses tailored to each client's needs.
  • Represent FSSI at trade shows and industry events, especially those tied to the Credit Union space.
  • Collaborate with internal teamsClient Services, Marketing, Technical, and Leadershipto deliver seamless onboarding and support for new work.
  • Maintain all contact activity in our CRM system and contribute to monthly reporting and forecasting.
  • Travel to meet with clients and prospects as needed, with regular portfolio reviews and annual account planning.
  • Attend client conferences and FSSI meetings on a monthly, quarterly and annual basis.
  • Serve as an escalation point for resolving client concerns and championing improvements.