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Relationship banker Jobs in Stockton, CA

Last updated: 1 day ago
Relationship Banker

Relationship Banker

City National BankCA, US
$22.27–$33.43 hourly
Full-time
WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their branch, and assisting with the operational integrity of the...Show moreLast updated: 30+ days ago
  • Promoted
Associate Banker

Associate Banker

BMO Financial GroupStockton, CA, United States
$41,715.00–$49,000.00 yearly
Part-time
Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.Work...Show moreLast updated: 1 day ago
  • Promoted
SBA Relationship Manager

SBA Relationship Manager

VirtualVocationsStockton, California, United States
Full-time
A company is looking for a SBA Sales Relationship Manager to develop client relationships and drive sales in the small business sector. Key ResponsibilitiesProspect and sell new clients while expand...Show moreLast updated: 4 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
Senior Relationship Manager - Middle Market (Southern California)

Senior Relationship Manager - Middle Market (Southern California)

Flagstar BankCA, United States
$232,026.00 yearly
Responsible for new business development and relationship management targeted to middle market companies with sales of 30 million dollars or greater within Southern California.Generate revenue by d...Show moreLast updated: 6 days ago
Sr. Treasury Relationship Mgr - West Coast

Sr. Treasury Relationship Mgr - West Coast

Citizens BankCalifornia
Remote
Full-time
Treasury Relationship Mgr - West Coast.San Francisco, California; Los Angeles, California; California; Remote.Show moreLast updated: 30+ days ago
Relationship Banker - Stockton area

Relationship Banker - Stockton area

Bank of AmericaStockton
Full-time
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.Key respo...Show moreLast updated: 30+ days ago
Veterinary Relationship Manager 3

Veterinary Relationship Manager 3

CovetrusCalifornia
$65,100.00–$120,900.00 yearly
Remote
Full-time
Veterinary Relationship Manager 3.Candidates must live within the assigned territory or close proximity of the geographic area. Veterinary Relationship Manager 3 i.This role is responsible for drivi...Show moreLast updated: 30+ days ago
Private Client Relationship Manager

Private Client Relationship Manager

EPICCA, US
Full-time
The Relationship Manager in EPIC Private Client is responsible for providing exceptional service and guidance to a group of private clients by providing professional advice and demonstrating advoca...Show moreLast updated: 30+ days ago
Internal Client Relationship Manager-Retirement

Internal Client Relationship Manager-Retirement

Voya FinancialCA, California
$60,450.00–$100,760.00 yearly
Remote
Full-time
We will do this together — with customers, partners and colleagues.We will fight for others, not against : We will stand up for and champion everyone’s access to opportunities.The status quo is not ...Show moreLast updated: 30+ days ago
Senior Client Executive (Relationship Manager) (Northern California)

Senior Client Executive (Relationship Manager) (Northern California)

TransamericaCalifornia
$90,000.00–$117,000.00 yearly
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
Relationship Banker - Maryland East Market - California, Maryland

Relationship Banker - Maryland East Market - California, Maryland

JPMorgan Chase Bank, N.A.California, US
$22.50–$27.88 hourly
Full-time
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.You are energetic and enthusiastic as the face of Chase to our retail branch customer...Show moreLast updated: 6 days ago
Deposit Sales Relationship Manager

Deposit Sales Relationship Manager

MRINetworkCalifornia, US
Permanent
Generate new core deposit relationships with the Banks Deposit Management services.Market Banks Cash Management products and services and is therefore expected to demonstrate sufficient knowledge t...Show moreLast updated: 30+ days ago
Remote Sr. Capital Markets Agribusiness Relationship Manager ID68147

Remote Sr. Capital Markets Agribusiness Relationship Manager ID68147

Adams, Inc.CA, US
Remote
Job Leads are potential openings we are willing to investigate for you.By completing this form, you are indicating to us that you are interested in exploring this opportunity in greater depth : Remo...Show moreLast updated: 30+ days ago
Relationship Banker

Relationship Banker

City National BankCA, US
30+ days ago
Salary
$22.27–$33.43 hourly
Job type
  • Full-time
Job description

RELATIONSHIP BANKER Valencia Branch WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their branch, and assisting with the operational integrity of the branch. Provides expertise in all aspects of providing exemplary client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. Works with clients to ensure inquiries / issues are resolved, and analyzes client needs for cross-sell opportunities. Provides accurate and timely responses to client inquiries to ensure retention of existing profitable clients. Develops new clients through referral sources and business development calling efforts. Actively engages in the sales process of the branch to ensure attainment of branch and individual goals and objectives. Responsible for finding, identifying and developing new clients, in targeted segments including business and professional segments, and Preferred Banking as defined, through proactive outside calling efforts and cultivating strong partnerships with center of influences in and around the community for referral opportunities. What you will do

  • Acts as a champion for clients and colleagues providing exemplary service. Partners with City National Bank "CNB" colleagues in all divisions of the bank to support client retention objectives and proactively promotes solutions appropriate to clients.
  • Assist clients with their branch banking transactions as needed and directed by branch management.
  • Successful completion of Relationship Banker "RB" On-boarding Workshops and effective application of subsequent educational tools and resources
  • Functions as part of a cohesive unit to support service, and is responsible for assisting with the operational integrity of the branch as defined by management and bank policy.
  • Fully functional in delivering all components related to new accounts, including account maintenance, service requests, and risk management. Responsible for appropriately profiling clients during the new account process and actively identifies cross sell opportunities of CNB products and services.
  • Calls on and collaborates with prospects and existing clients to determine their financial needs and formulates a relationship development plan that specifies ways in which products and services can meet their business or personal objectives.
  • Manages an active client relationship portfolio with an emphasis on expanding existing relationships and adding new qualified relationships within the Business and Professional and Preferred Banking segments.
  • Interacts in an effective and professional manner with all levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service.
  • Represents the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate.
  • Ensures that decisions made are consistent with all Bank policies and procedures, as well as applicable regulations, and that the risk associated with those decisions can be effectively managed.
  • Responsible for tracking individual performance goals and results in a timely and accurate manner for reporting purposes.
  • Maintains collaboration with all sales partners.
  • Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).

Must-Have

  • Minimum 2 years of direct sales experience required.
  • Minimum 1 year experience in a banking environment required.
  • Minimum 2 years of basic computer experience (e.g. Microsoft Word, Excel, Outlook) required.
  • Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered / licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act.
  • Skills and Knowledge

  • Working knowledge of Bank operations, policies and procedures, and regulatory compliance.
  • General knowledge of Bank products and services.
  • Good interpersonal, verbal and written communication skills.
  • Ability to organize and prioritize work.
  • Good problem solving skills.
  • Must remain in good standing under the Safe Act.
  • Compensation Starting base salary : $22.27 - $33.43 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and / or commissions.

  • To be considered for this position you must meet at least these basic qualifications
  • The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT

    City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.' ABOUT CITY NATIONAL We start with a basic premise : Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. #LI-MD #CA-MD