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Client relationship manager Jobs in Huntington Beach, CA

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Client relationship manager • huntington beach ca

Last updated: 16 hours ago
  • Promoted
Commercial Banking Relationship Manager

Commercial Banking Relationship Manager

U.S. BankNewport Beach, CA, US
Full-time
Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...Show moreLast updated: 21 days ago
  • Promoted
Client Service Manager

Client Service Manager

Vaco by HighspringWestminster, California, United States
Permanent
A well known non-profit is dedicated to enhancing client experiences and improving patient care.Our mission is to create a seamless, engaging, and positive experience for every client we interact w...Show moreLast updated: 30+ days ago
  • Promoted
CUSTOMER RELATIONSHIP MANAGEMENT MANAGER

CUSTOMER RELATIONSHIP MANAGEMENT MANAGER

ChipotleNewport Beach, CA, United States
Full-time +1
Customer Relationship Management Manager.Customer Relationship Management Manager.Get AI-powered advice on this job and more exclusive features. This range is provided by Chipotle.Your actual pay wi...Show moreLast updated: 4 days ago
Client Engagement Manager

Client Engagement Manager

True Behavioral Health LPHuntington Beach, CA, United States
Full-time
The Client Engagement Manager- Risk and HR Services, is responsible for education and development of referral relationships with a focus on Human Resources, Risk Managers, and Third-Party Administr...Show moreLast updated: 3 days ago
Surety - Client Manager

Surety - Client Manager

C3 Risk and Insurance ServicesCosta Mesa, CA, United States
Full-time
C3 is different and we like it that way.Our mission is to bring color and a fresh perspective.Our vision is to create peace of mind. Client Managers provide fast, effective service of the day to day...Show moreLast updated: 5 days ago
Manager, Client Relationship Support- Newport Beach, CA

Manager, Client Relationship Support- Newport Beach, CA

The Charles Schwab CorporationNewport Beach, CA, United States
Full-time
At Schwab, you're empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry togeth...Show moreLast updated: 5 days ago
Client Relationship Consultant 3 (Banker) - Costa Mesa, CA

Client Relationship Consultant 3 (Banker) - Costa Mesa, CA

US BankCosta Mesa, CA, United States
Full-time
Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...Show moreLast updated: 5 days ago
Client Engagement Manager

Client Engagement Manager

First Responder WellnessHuntington Beach, CA, United States
Full-time
The Client Engagement Manager- Risk and HR Services, is responsible for education and development of referral relationships with a focus on Human Resources, Risk Managers, and Third-Party Administr...Show moreLast updated: 3 days ago
Relationship Manager II

Relationship Manager II

City National BankNewport Beach, California, United States
Full-time
RELATIONSHIP MANAGER II WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of inte...Show moreLast updated: 30+ days ago
Manager, Client Relationship Support- Newport Beach, CA

Manager, Client Relationship Support- Newport Beach, CA

Charles Schwab CorporationNewport Beach, CA, United States
Full-time
Your Opportunity At Schwab, you're empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finan...Show moreLast updated: 5 days ago
Client Relationship Associate

Client Relationship Associate

Zero Impact SolutionsSanta Ana, CA, United States
Full-time
We are an end-to-end Renewable Energy provider, offering products to commercial and enterprise clients in EV Charging solutions, Fleet Electrification, Solar Micro-grids, Energy storage and Hydropo...Show moreLast updated: 5 days ago
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Manager, Client Relationship Support- Newport Beach, CA

Manager, Client Relationship Support- Newport Beach, CA

Charles SchwabNEWPORT BEACH, CA, US
Full-time
Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Branch Manager and sales / support staff with meeting our cl...Show moreLast updated: 8 days ago
Senior Client Executive (Relationship Manager) (Northern California)

Senior Client Executive (Relationship Manager) (Northern California)

TransamericaCalifornia
Full-time
Conduct required number of annual plan reviews, investment reviews and service meetings with clients and brokers.Bring consultative elements to relationships with the goal of enhancing client, advi...Show moreLast updated: 30+ days ago
  • Promoted
Client Manager

Client Manager

EPIC BrokersNewport Beach, CA, US
Full-time
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.The requirements listed below are representative of the knowledge, skill, and / or ability r...Show moreLast updated: 24 days ago
  • Promoted
COMMERCIAL BANKING RELATIONSHIP MANAGER

COMMERCIAL BANKING RELATIONSHIP MANAGER

Us BankNewport Beach, CA, United States
Full-time
Bank, we’re on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...Show moreLast updated: 23 days ago
  • Promoted
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
  • Promoted
Client Relationship Manager

Client Relationship Manager

VirtualVocationsGarden Grove, California, United States
Full-time
A company is looking for a Client Relationship Manager who will manage client relationships and support financial services. Key Responsibilities Manage all aspects of Tax Exempt / 401k sponsored pla...Show moreLast updated: 17 days ago
  • Promoted
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BUSINESS BANKING RELATIONSHIP MANAGER

BUSINESS BANKING RELATIONSHIP MANAGER

Bank of MontrealNewport Beach, CA, United States
Full-time +1
Business Banking Relationship Manager page is loaded.Business Banking Relationship Manager.Apply locations Newport Beach, CA, USA time type Full time posted on Posted 5 Days Ago job requisition id ...Show moreLast updated: 16 hours ago
Client Operations Manager

Client Operations Manager

PIMCONewport Beach, CA, United States
Full-time
PIMCO is a global leader in active fixed income with deep expertise across public and private markets.We invest our clients' capital across a range of fixed income and credit opportunities, leverag...Show moreLast updated: 5 days ago
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Commercial Banking Relationship Manager

Commercial Banking Relationship Manager

U.S. BankNewport Beach, CA, US
21 days ago
Job type
  • Full-time
Job description

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.

Job Description

We have an exciting opportunity for a talented Relationship Manager to come in and manage and grow large and complex portfolio of commercial loans. This sales and relationship focused individual will prospect for and close new business relationships and retain and expand relationships with existing customers. The Relationship Manager will sell appropriate bank products and services to those prospects and clients, identifying and successfully capitalizing on One U.S. Bank and making appropriate referrals. The Relationship Manager provides financial advice to customers, approves loans within assigned limits, manages loans and portfolio credit quality.

Basic Qualifications

  • Master's degree in finance, accounting or other related field
  • 10 or more years of commercial lending experience
  • Three or more years of management experience

Preferred Skills / Experience

  • Considerable knowledge and experience in managing and growing a large and complex portfolio of commercial loans
  • Strong leadership and strategic management skills
  • Excellent verbal and written communication skills
  • Well-developed analytical, decision-making and problem-solving skills
  • If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

    Benefits :

    Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours) :

  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
  • U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

    E-Verify

    U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

    The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range : $139,230.00 - $163,800.00 - $180,180.00

    U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and / or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

    Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

    Posting may be closed earlier due to high volume of applicants.