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Relationship manager Jobs in Huntington Beach, CA

Last updated: 14 hours ago
Relationship Manager Senior

Relationship Manager Senior

City National BankCA, US
$78,970.00–$126,140.00 yearly
Full-time
WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business &a...Show moreLast updated: 30+ days ago
Marketing Relationship Manager

Marketing Relationship Manager

MediabistroNewport Beach, CA, United States
$110,700.00–$135,300.00 yearly
Full-time
Pacific Life is investing in bright, agile, and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We're actively seeking a talented ...Show moreLast updated: 5 days ago
Private Client Relationship Manager

Private Client Relationship Manager

EPIC Insurance Brokers & ConsultantsCalifornia
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
  • Promoted
Relationship Banker I

Relationship Banker I

Cathay Bank - HeadquartersFountain Valley, CA, United States
$18.00–$22.00 hourly
Fountain Valley, CA 92708, USA.Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that support...Show moreLast updated: 30+ days ago
  • Promoted
Relationship Manager

Relationship Manager

Financial Statement Services, IncSanta Ana, CA, US
Full-time
Opening its doors over 40 years ago, FSSI is one of the largest woman-owned providers of document services in the western United States, specializing in highly-customizable print and mail, electron...Show moreLast updated: 17 days ago
  • Promoted
Client Relationship Manager

Client Relationship Manager

JGB Restoration Services & Supporthuntington beach, CA, United States
Full-time
We are a Family owned residential / commercial water and fire restoration company.Our company is offering a fast paced, high growth potential position as a Client relation manager to expand our marke...Show moreLast updated: 4 days ago
  • Promoted
Marketing Relationship Manager

Marketing Relationship Manager

Pacific Life Insurance CompanyNewport Beach, CA, US
$110,700.00–$135,300.00 yearly
Full-time
Pacific Life is investing in bright, agile, and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We're actively seeking a talented ...Show moreLast updated: 1 day ago
Customer Relationship Manager

Customer Relationship Manager

Go RentalsNewport Beach, CA, US
Full-time
Go Rentals is going far and leading the pack in luxury travel experiences.We’re looking for go-getters to travel with us. A world-class hospitality company and the official Forbes Travel Guide Elite...Show moreLast updated: 26 days ago
  • Promoted
Sr. Commercial Relationship Manager - Beaumont, Texas

Sr. Commercial Relationship Manager - Beaumont, Texas

The HT GroupOrange, CA, United States
Permanent
The HT Group is currently partnering with an established community bank in Beaumont, Texas in the search for a Senior Commercial Relationship Manager (Commercial Loan Officer) with previous mix of ...Show moreLast updated: 3 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 Relationship Manager

Client Relationship Manager

Build My Great TeamNewport Beach, CA, US
$70,000.00–$80,000.00 yearly
Full-time
Probitas is a wealth management firm dedicated to providing affluent executives, business owners, and their families with a first-class, highly personalized approach to wealth management.We deliver...Show moreLast updated: 17 days ago
  • Promoted
Marketing Relationship Manager

Marketing Relationship Manager

Pacific LifeNewport Beach, CA, United States
$110,700.00–$135,300.00 yearly
Full-time
Pacific Life is investing in bright, agile, and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We're actively seeking a talented ...Show moreLast updated: 4 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
GCM Relationship Manager III

GCM Relationship Manager III

M&T BankCosta Mesa, CA
$108,554.47–$180,924.13 yearly
Full-time
Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts that may have significant complexity and risk, including all administrative, operational and ...Show moreLast updated: 30+ days ago
GCM Relationship Manager III

GCM Relationship Manager III

Wilmington TrustCosta Mesa, CA
$108,554.47–$180,924.13 yearly
Full-time
Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts that may have significant complexity and risk, including all administrative, operational and ...Show moreLast updated: 30+ days ago
Relationship Manager- Torrance, CA

Relationship Manager- Torrance, CA

Fidelity InvestmentsSeal Beach, CA, US
$57,000.00–$80,000.00 yearly
As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients.Through your honesty and integrity, we know you will inspire client dedication and engagement...Show moreLast updated: 30+ 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
  • Promoted
Relationship Manager

Relationship Manager

International Search ConsultantsNewport Beach, CA, United States
Full-time
Client Relationship Manager (RIA).This position focuses on building and nurturing long-term client relationships while collaborating with portfolio management teams to deliver exceptional wealth ma...Show moreLast updated: 3 days ago
  • Promoted
  • New!
Vendor Relationship Manager

Vendor Relationship Manager

VirtualVocationsHuntington Beach, California, United States
Full-time
A company is looking for a Vendor Relationship Owner II, responsible for managing third-party relationships throughout their engagement lifecycle. Key ResponsibilitiesProvide oversight, management, ...Show moreLast updated: 14 hours ago
Relationship Manager Senior

Relationship Manager Senior

City National BankCA, US
30+ days ago
Salary
$78,970.00–$126,140.00 yearly
Job type
  • Full-time
Job description

RELATIONSHIP MANAGER SENIOR Woodland Hills Branch WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and service offerings.Will have a clearly defined business development plan that is consistently applied and incorporates a disciplined sales and service practice. They will focus on acquisition of new relationships as well as retention and expansion of existing relationships in their own client portfolio and will actively work with other areas of CNB to ensure exemplary service for clients. Key measures of success include acquisition of new personal and new small business clients, deposit and fee income growth from both new and existing portfolios, loan and line volume that includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as the qualitative sales, networking, and community presence activities that generate the aforementioned volumes and represent City National with polished professionalism.This person will actively work with other areas of CNB to ensure exemplary service for clients. 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. Must remain in good standing under the Safe Act. What you will do

  • Acquire & deepen client relationships - generate new business and consumer client relationships within assigned client segments and expand relationships to become our client's main bank option.
  • Manage a portfolio of existing clients and actively deepens client relationships through cross-selling efforts. Develops and maintains relationships within the internal CNB community to facilitate service issues and opportunities for clients and prospects.
  • Deliver an exceptional & consistent client experience - ensure client needs are met, escalations resolved appropriately, & consistent delivery centered on key areas of client needs.
  • Improve Sales & Banking Acumen - committed to continuously developing stronger banking acumen and sales practices through collaboration with SME colleagues, leveraging internal training resources, and required job family curriculum.
  • Capture holistic view of client's needs - draw insights from data to provide sound financial advice (strategies, products / solutions); conduct discovery activities with existing clients to grow current book e.g., deposits, investments, credit.
  • Business & Risk Management - maintain awareness of updates to policies and procedures, stay within delegated lending authorities. 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.
  • Partnering with a collaborative mindset - partnering to meet client needs by introducing them to the right partner in the CNB ecosystem, championing the Global Relationship Management (GRM) approach.
  • Interacts in an effective and professional manner with all levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service.
  • Maximize client contact - networking & being visible in the community, representing the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate.
  • 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.).
  • Client Centricity & Relationship Management - to understand a client's realities and growth ambitions, empathize with their challenges, earn trust and steward the relationship through advice & solutions catered to their unique and evolving focuses.
  • Business Development - nurture existing client relationships, create new connections and win new business through best practices, networking and building relationships.
  • Collaboration - collaborate with partners in PBB (GRM) and other divisions to win business and find the home best fitting the client and progress towards shared goals.
  • Communication - actively, openly and effectively listen to understand client needs and articulately convey CNB products' value proposition.
  • Critical Thinking - ability to analyze situations and translate them into insights that are used to make informed decisions and provide tailored advice for each client's individual situation.
  • Adaptability - manage ambiguity and be able to quickly pivot to advise clients as necessary.
  • Self-Organization & Effectiveness - ability to use tools and best practices to prioritize the right activities and deliver a consistent and exceptional client experience.
  • Professionalism - conduct business in a highly proficient, polished manner fitting expectations of Preferred clients such as corporate executives.

Must-Have

  • Bachelor's Degree or equivalent
  • Minimum 5 years of direct sales experience required.
  • Minimum 5 years of experience in a financial institution 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.
  • Must be registered / licensed with the "Nationwide Mortgage Licensing System and Registry";
  • Skills and Knowledge

  • Banking Products for Personal & Business clients - deep knowledge of CNB's offering, particularly those catered to Preferred, personal, or small business clients.
  • Regulatory / Compliance - strong understanding of the regulatory environment CNB operates in to manage risk and ensure compliance (includes deep knowledge of CIP and KYC)
  • Economic Environment - understanding of the economic environment and its impact on clients.
  • Personal & Business Financials - review financial statements to fully understand a client's financial health and advise accordingly.
  • Negotiation - ability to maintain a profitable relationship, balancing bank and client needs.
  • Policy & Procedures - knowledge of CNB's policies, procedures & regulatory obligations
  • Compensation Starting base salary : $78,970 - $126,140 per year. 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. ABOUT CITY NATIONAL

    City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.

  • In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves.
  • City National Bank does business in Miami and the state of Florida as CN Bank.
  • For more information about City National, visit cnb.com. EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION

    City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. 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 the laws or regulations in the locations where we operate or in our Code of Conduct. READ MORE

    If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via email or leave a message at (213) 673-9139. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days.