Talent.com
Relationship Specialist
Relationship SpecialistVirtualVocations • Concord, California, United States
Relationship Specialist

Relationship Specialist

VirtualVocations • Concord, California, United States
15 days ago
Job type
  • Full-time
Job description

A company is looking for a Relationship Specialist Northeast.

Key Responsibilities

Manage support and processing for financial products, assisting EPC partners with requests and transactions

Collaborate with the Relationship Manager to understand partner needs and improve product and partner experiences

Provide coaching and training to EPC partners and sales representatives, while evaluating internal processes for continuous improvement

Required Qualifications

3+ years of experience in Product Operations, Customer Service, or Account Management Support

BS / BA degree preferred

Experience in the construction or solar industry preferred

Proficiency in Google Suite, Slack, and chat support systems

Ability to thrive in a fast-paced, customer-centric environment

Create a job alert for this search

Relationship Specialist • Concord, California, United States

Related jobs
Relationship Analyst

Relationship Analyst

Wellington Management • San Francisco, CA, US
Full-time
We are seeking a dynamic Relationship Analyst to join our Americas Institutional Group (AIG) team within the Client Platform Institutional Sales team, focusing on the Western US region.The Analyst,...Show more
Last updated: 15 days ago • Promoted
Relationship Analyst

Relationship Analyst

Wellington Management Company • San Francisco, CA, United States
Full-time
We are seeking a dynamic Relationship Analyst to join our Americas Institutional Group (AIG) team within the Client Platform Institutional Sales team, focusing on the Western US region.The Analyst,...Show more
Last updated: 16 days ago • Promoted
Relationship Banker

Relationship Banker

Bank of America • Martinez, CA, US
Full-time
Bank Of America Financial Services Representative.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by drivi...Show more
Last updated: 22 hours ago • Promoted • New!
Senior Premier Relationship Manager

Senior Premier Relationship Manager

Bmo • Union City, CA, US
Part-time
Senior Premier Relationship Manager.A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with multiple bran...Show more
Last updated: 30+ days ago • Promoted
Relationship Banker

Relationship Banker

Comerica • Walnut Creek, CA, US
Full-time +1
Career growth promotional opportunities.Incentive program based on performance.Paid holidays for full-time / part-time employees. Health, dental, vision, 401k match, and life insurance.Tuition assi...Show more
Last updated: 30+ days ago • Promoted
Business Banking Relationship Manager

Business Banking Relationship Manager

U.S. Bancorp • San Francisco, 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 more
Last updated: 30+ days ago • Promoted
Relationship Manager

Relationship Manager

Notion • San Francisco, CA, US
Full-time
The Relationship Manager is part of the Notion Sales organization who works closely with cross-functional partners inside and outside of GTM. This individual owns the relationship with the accounts ...Show more
Last updated: 30+ days ago • Promoted
Relationship Banker I

Relationship Banker I

Cathay Bank - Headquarters • Daly City, CA, United States
Full-time
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 supports your aspirations and success....Show more
Last updated: 30+ days ago • Promoted
Relationship Manager Associate

Relationship Manager Associate

U.S. Bancorp • San Francisco, 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 more
Last updated: 9 days ago • Promoted
Business Banking Relationship Manager (SB)

Business Banking Relationship Manager (SB)

Bank of America • Union City, CA, US
Full-time
Bank Of America Small Business Financial Solutions Specialist.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do t...Show more
Last updated: 2 days ago • Promoted
Global Corporate Trust (GCT) Relationship Specialist

Global Corporate Trust (GCT) Relationship Specialist

U.S. Bancorp • San Francisco, CA, US
Full-time
In conjunction with business development officers, responsible for developing and maintaining relationships with Corporate Trust clients with the primary focus of managing the value of these relati...Show more
Last updated: 7 days ago • Promoted
Relationship Manager

Relationship Manager

Cibc • San Francisco, CA, US
Full-time
We're building a relationship-oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strength...Show more
Last updated: 30+ days ago • Promoted
Senior Relationship Banker

Senior Relationship Banker

East West Bank • San Francisco, CA, United States
Full-time
Since 1973, East West Bank has served as a pathway to success.With over 110 locations across the U.Asia, we are the premier financial bridge between the East and West. Our teams of experienced, mult...Show more
Last updated: 30+ days ago • Promoted
Relationship Manager

Relationship Manager

Mercury • San Francisco, CA, US
Full-time
We're looking for a Relationship Manager to work with some of the most exciting early-stage startups in the world.You'll be part of the team that introduces founders to Mercury, helps them adopt ou...Show more
Last updated: 1 day ago • Promoted
Wealth Relationship Manager - San Francisco (Noriega Street)

Wealth Relationship Manager - San Francisco (Noriega Street)

Citibank (Switzerland) AG • San Francisco, CA, United States
Full-time
For additional information, please review.Qualifications • • : • 5-8 years of experience.Strong analytical and financial skills. Strong verbal and written communication skills.Organized with strong atte...Show more
Last updated: 7 days ago • Promoted
Commercial Banking Relationship Mgr.

Commercial Banking Relationship Mgr.

U.S. Bancorp • San Francisco, 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 more
Last updated: 30+ days ago • Promoted
Senior Relationship Manager - Director

Senior Relationship Manager - Director

Deutsche Bank • San Francisco, CA, US
Full-time
San Francisco or Los Angeles, CA.Deutsche Bank's Wealth Management business is one of the largest wealth managers worldwide and we offer our clients a broad range of traditional and alternative inv...Show more
Last updated: 30+ days ago • Promoted
Relationship Manager AssociateCategorySales & Relationship ManagementJob Id2025-0025037LocationSan Francisco, CA, United StatesPosting Start Date10 / 14 / 2025Anticipated Posting End Date10 / 29 / 2025Job TypeFull time

Relationship Manager AssociateCategorySales & Relationship ManagementJob Id2025-0025037LocationSan Francisco, CA, United StatesPosting Start Date10 / 14 / 2025Anticipated Posting End Date10 / 29 / 2025Job TypeFull time

US Bank • San Francisco, CA, US
Full-time
Relationship Manager Associate.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 s...Show more
Last updated: 8 days ago • Promoted
Private Wealth Relationship Manager (FP)

Private Wealth Relationship Manager (FP)

Bank of America • San Francisco, CA, US
Full-time
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one...Show more
Last updated: 30+ days ago • Promoted
Relationship Manager

Relationship Manager

Brex • San Francisco, CA, US
Full-time
Why join us .Brex is the AI-powered spend platform.We help companies spend with confidence with integrated corporate cards, banking, and global payments, plus intuitive soft...Show more
Last updated: 3 days ago • Promoted