Relationship Manager - Sales jobs in Orange, 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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Relationship Manager
  • Comerica Bank
  • Costa Mesa, CA FULL_TIME
  • Relationship Manager, Middle Market
    The Relationship Manager is responsible for new business development, portfolio management and underwriting to support the needs of the group. This role will focus on clients that typically have an annual revenue between $30MM and $500MM.

    Position Competencies:
    Successful incumbents are customer focused, have strong decision quality, drive for results, are good listeners and creative thinkers, negotiate well, take command of the situation, build strong peer relationships and manage with courage.

    Position Responsibilities:
    • Increase the Bank's profitability by cultivating new business relationships.
    • Maintain and develop customer relationships, new business, and periodic review of existing loan arrangements.
    • Negotiate proper loan structures, selling the Bank's credit and non-credit products.
    • Accept special projects in support of the team and community involvement.
    • Maintain knowledge of corporate banking, credit and non-credit products, trust, real estate, treasury management and other bank functions.
    • Maintain knowledge of accounting and financial principles, marketing and sales principles, credit analysis, economics and other bank functions.

    Travel
    Travel is required of this position at least 10% of the time.

    Position Qualifications:

    First Level Officer, Relationship Manager I, Middle Market
    • Bachelor's Degree from an accredited university
    • Completion of a Commercial Credit Training Program
    • 12-18 months of experience underwriting commercial loans
    • 2 years of experience utilizing Microsoft Office Products including Word, Excel Power Point and Outlook
    Assistant Vice President, Relationship Manager II, Middle Market
    • Bachelor's Degree from an accredited university
    • Completion of a Commercial Credit Training Program
    • 3 years commercial lending experience
    • 2 years managing a portfolio of clients
    • 2 years financial sales experience
    Costa Mesa
    8:00am - 5:00pm Monday - Friday
    Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity.

     

  • 1 Month Ago

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Commercial Relationship Manager - Healthcare
  • Fifth Third Bank
  • Newport, CA FULL_TIME
  • Make banking a Fifth Third betterWe connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION:Responsible for ...
  • 14 Days Ago

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Supplier Relationship Manager
  • Safran Electronics & Defense
  • Irvine, CA FULL_TIME
  • Want to work with some of the most talented and dedicated people on the planet? Do you value relationships, commitment, innovation and integrity? Then Safran is the place for you. Join our team and bu...
  • 16 Days Ago

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Client Relationship Manager
  • Aflac
  • Orange, CA PART_TIME,FULL_TIME
  • *New! Does your current job keep you always on the go? Get to know Aflac from the comfort of your home! Aflac is proud to now offer virtual interview opportunities at all locations nationwide.* *Job D...
  • 16 Days Ago

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Business Banking Relationship Manager
  • U.S. Bank National Association
  • Irvine, 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 succee...
  • Just Posted

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Relationship Manager I
  • City National Bank
  • Irvine, CA FULL_TIME
  • RELATIONSHIP MANAGER I WHAT IS THE OPPORTUNITY?Responsible for managing a portfolio of business and personal relationships. Through proactive client profiling deepens client relationships by cross sel...
  • 1 Month Ago

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

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Client Relationship Manager
  • Ernest Packaging Solutions
  • Los Angeles, CA
  • For over 77 years, Ernest has been committed to the success of our extended family, our customers, our employees, and th...
  • 4/24/2024 12:00:00 AM

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Relationship Manager I -Virtual Concierge
  • City National Bank
  • Los Angeles, CA
  • **RELATIONSHIP MANAGER I -VIRTUAL CONCIERGE** **WHAT IS THE OPPORTUNITY?** Responsible for managing a portfolio of busin...
  • 4/24/2024 12:00:00 AM

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Relationship Manager
  • EBizCharge
  • Irvine, CA
  • Headquartered in Irvine, California, EBizCharge specializes in developing payment processing applications that facilitat...
  • 4/23/2024 12:00:00 AM

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Client Relationship Manager - Wealth Management
  • BGSS
  • Los Angeles, CA
  • Job Description Job Description This Forbes Top 100 nationally ranked investment advisory firm with over $4.7B in AUM is...
  • 4/22/2024 12:00:00 AM

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Client Relationship Manager
  • Beverly Hills Private Wealth
  • Beverly Hills, CA
  • Client Relationship Manager Position Beverly Hills Private Wealth is an SEC registered investment advisory firm located ...
  • 4/21/2024 12:00:00 AM

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Corporate Relationship Manager
  • Genesis Capital
  • Los Angeles, CA
  • Job Description Job Description The Corporate Relationship Manager is responsible for driving loan originations by manag...
  • 4/21/2024 12:00:00 AM

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Client Account Relationship Manager
  • Cooley LLP
  • Santa Monica, CA
  • Client Account Relationship ManagerCooley is seeking a Client Account Relationship Manager to join the Accounting and Fi...
  • 4/21/2024 12:00:00 AM

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Relationship Manager - Mission Viejo, CA
  • Fidelity TalentSource LLC
  • Mission Viejo, CA
  • Job Description: Relationship Manager As a Relationship Manager, you will be facilitating relationships with Fidelity s ...
  • 4/21/2024 12:00:00 AM

Orange is a city located in Orange County, California. It is approximately 3 miles (4.8 kilometers) north of the county seat, Santa Ana. Orange is unusual in this region because many of the homes in its Old Town District were built before 1920. While many other cities in the region demolished such houses in the 1960s, Orange decided to preserve them. The small city of Villa Park is surrounded by the city of Orange. The population was 139,812 as of 2014. The city has a total area of 25.2 square miles (65 km2), 24.8 square miles (64 km2) of which is land and 0.4 square miles (1.0 km2) of which i...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Relationship Manager - Sales jobs
$68,595 to $89,828
Orange, California area prices
were up 3.0% from a year ago

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