Relationship Manager - Sales jobs in Monterey, CA

Relationship Manager - Sales manages personal banking staff and daily operations to ensure customer satisfaction and develop client relationships. Focuses teams on identifying customer needs and maintaining up-to-date knowledge of all bank products and services to explain, promote, and cross-sell products and services. Being a Relationship Manager - Sales ensures efficient processing of basic branch service transactions and accurate referrals to enable customers to access the right resource to facilitate other banking requests easily. Develops processes that enable staff to provide rapid research and solutions to account issues, answers to customer inquiries, and effective education and training on banking self-service technology. Additionally, Relationship Manager - Sales requires a bachelor's degree. Typically reports to a director. The Relationship Manager - Sales supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be a Relationship Manager - Sales typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes. (Copyright 2024 Salary.com)

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Business Banking Relationship Manager
  • U.S. Bank National Association
  • Hollister, CA FULL_TIME
  • 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

    Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals.

    They do this by approaching each and every day with a single purpose – to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead.

    They also have access to an expansive set of products and solutions to better serve our business clients today and into the future.

    Strong client relationships are based on trust, assessing and attending to clients’ banking needs, obtaining and processing client and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each client’s unique goals and needs.

    U.S. Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for building, developing, and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term relationships.

    Basic Qualifications
    - Bachelor's degree, or equivalent work experience
    - Five to seven years of relevant experience

    Preferred Skills/Experience

    - Prior Commercial & Industrial experience

    - Experience working with SBA clients and prospects
    - Experience managing complex credit structures and loan requests larger than $2.5MM
    - Experience working with operating companies up to $25MM in annual revenue

    - Proven success developing new business and COIs

    - Knowledge of cash flow management and business credit underwriting with commercial credit training preferred
    - Broad knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank’s products
    - Demonstrated knowledge of commercial credit and credit quality
    - Agile and innovative approach to problem solving and decision making
    - Excellent verbal and written communication and presentation skills
    - Ability to work effectively with individuals and groups across the company to manage customer relationships
    - Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts

    Location:
    The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

    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

    EEO is the Law

    U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster.  

    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: $114,325.00 - $134,500.00 - $147,950.00

    Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.
  • 15 Days Ago

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SVP- Senior Relationship Manager
  • Western Alliance Bank
  • Carmel, CA FULL_TIME
  • Job Title: SVP- Senior Relationship Manager Location: Carmel Valley What you'll do: Responsible for providing advice and valuable financial solutions to complex C&I clients and prospects. Key responsi...
  • 1 Month Ago

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Senior Vice President, Senior Relationship Manager - Aerospace and Defense
  • Western Alliance Bank
  • Carmel, CA FULL_TIME
  • Job Title: Senior Vice President, Senior Relationship Manager - Aerospace and Defense Location: Carmel Valley What you'll do: Responsible for providing advice and valuable financial solutions to compl...
  • 1 Month Ago

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Verizon Sales Consultant
  • Cellular Sales
  • Hollister, CA OTHER
  • Cellular Sales Cellular Sales is Growing! Average and High-End Sales Consultants earn $57,600 – $110,000 / year Are you determined to grow your job into a career, in a fast-paced thriving environment?...
  • 19 Days Ago

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Verizon Sales Consultant
  • Cellular Sales
  • Sand City, CA OTHER
  • Cellular Sales Cellular Sales is Growing! Average and High-End Sales Consultants earn $57,600 – $110,000 / year Are you determined to grow your job into a career, in a fast-paced thriving environment?...
  • 19 Days Ago

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Relationship Banker
  • OneTen
  • Carmel, CA FULL_TIME
  • At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our...
  • 10 Days Ago

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0 Relationship Manager - Sales jobs found in Monterey, CA area

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Relationship Manager
  • First Tee — Monterey County
  • Salinas, CA
  • POSITION TITLE: Relationships Manager DEPARTMENT: Development SUPERVISOR: CEO FLSA STATUS: Exempt Mission Deliver a targ...
  • 4/23/2024 12:00:00 AM

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Account Executive
  • Dugan Staffing Solutions, Inc.
  • Salinas, CA
  • Job Description Job Description We are in search of an Account Executive in the Salinas & Monterey areas. Job Overview T...
  • 4/23/2024 12:00:00 AM

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Senior Project Manager
  • Nielsen Studios
  • Santa Cruz, CA
  • As a Project Manager at Nielsen, you will play a pivotal role in overseeing the successful execution of land-use plannin...
  • 4/23/2024 12:00:00 AM

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Sales Executive
  • City Lifestyle
  • Hollister, CA
  • Join the City Lifestyle Team as a Sales Executive City Lifestyle, formerly known as Lifestyle Publications, has been a p...
  • 4/20/2024 12:00:00 AM

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Customer Business Manager / Customer Relationship Manager
  • Superior Foods International
  • Watsonville, CA
  • * Watsonville, CA, USA * Full Time *Superior Foods' benefits include 15 vacation days and 5 sick days annually; medical,...
  • 4/19/2024 12:00:00 AM

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Sales Executive
  • City Lifestyle
  • Gilroy, CA
  • Join the City Lifestyle Team as a Sales Executive City Lifestyle, formerly known as Lifestyle Publications, has been a p...
  • 4/19/2024 12:00:00 AM

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Account Manager PC
  • Victorian Personal Home Care
  • Monterey, CA
  • Our Company: Victorian Personal Home Care is a member of the Gentiva family - an industry leader in hospice, palliative,...
  • 4/4/2024 12:00:00 AM

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Management & Sales Training Program (Salinas/Santa Cruz/Monterey)
  • Sherwin-Williams
  • Salinas, CA
  • The Sherwin-Williams Management & Sales Training Program is an accelerated, entry-level position designed to prepare you...
  • 3/19/2024 12:00:00 AM

Founded on June 3, 1770, Monterey (Spanish: Monterrey) was the capital of Alta California under both Spain and Mexico until 1850. Monterey hosted California's first theater, public building, public library, publicly funded school, printing press, and newspaper. Monterey was the only port of entry for taxable goods in California. In 1846, the U.S. flag was raised over the Customs House, and California became part of the United States after the Mexican–American War. The city is located in Monterey County in the U.S. state of California, on the southern edge of Monterey Bay on California's Cent...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Relationship Manager - Sales jobs
$68,843 to $90,152
Monterey, California area prices
were up 2.5% from a year ago

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To help surface social and business connections across a global sales network, Infosys has brought together Microsoft Dynamics 365 for Sales and LinkedIn Sales Navigator—a solution that Microsoft calls Relationship Sales.
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