Relationship Manager - Sales jobs in Ventura, 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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Ag Relationship Manager
  • Mission Bank
  • Remote in Ventura, CA FULL_TIME
  • Job Description:
    Makes and services all types of business and individual loans and lines of credit, both secured and unsecured. Calls on potential or existing customers to develop new business and increase or retain existing business relationships. Keeps informed as to the status of loans in their portfolio. Provides financial counsel to current and prospective customers. Handles all but more complex types of loans.
    Meet and exceed your monthly performance based goals.
    Develop and implement a sales plan to attract new business to Mission Bank while maintaining and deepening existing relationships.
    Responsible for acquiring and servicing business relationships, in accordance with set goals including: multiple business and individual deposit accounts, Treasury Management services, all loans and lines of credit, merchant accounts and all product lines available.
    Proactively looks to expand client base by cultivating referral relationships, participating in networking functions, soliciting/telemarketing target market clients/prospects and building a book of business in the local community.
    Reviews, processes and prepares documentation for new accounts and loans to ensure compliance to legal and bank requirements.
    Perform more complex banking transactions; conform to legal and bank requirements; cross sell bank products and services; execute client transactions in a timely and efficient manner.
    Mentor lower level Relationship Managers and leverage your knowledge to aid in their advancement by proactively coaching and training areas of weakness.
    Enhance the loyalty and profitability of existing relationships, growing new profitable relationships, and referring opportunities to other parts of the company.
    Ability to perform multiple tasks simultaneously.
    Additional duties may be required as needed.
    Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations, with an emphasis on the BSA/AML/CIP.

    Required Experience:
    These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

    Desired Requirements
    Generally has 3 to 5 years experience in banking/lending.
    Possess strong lending and accounting skills.

    Minimum Requirements
    Project a businesslike professionalism to the client in both appearance and manner.
    Possess a strong customer service orientation, and a willingness to place the customer first.
    Possess strong written/verbal communication skills as well as excellent organizational/time management skills.
    Basic skills in computer terminal and personal computer operation; and word processing and spreadsheet software.
    Ability to work with minimal supervision while performing duties.
    Current driver’s license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.
    From: Mission Bank
  • 9 Days Ago

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Vice President, Commercial Relationship Manager
  • Bank of Southern California NA
  • Westlake, CA FULL_TIME
  • DescriptionJOB SUMMARY:Responsible for managing overall loan and deposit relationships with customers. Grows revenues as directed by senior management by successfully prospecting new business and reta...
  • 1 Month Ago

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Plumbing Sales Specialist SAS
  • Pacific Sales
  • Thousand Oaks, CA FULL_TIME
  • What does a Plumbing Sales Specialist do? The Plumbing Sales Specialist for Pacific Kitchen and Home is responsible for sales, margin and the customer experience from time of sale to installation. Plu...
  • 6 Days Ago

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Plumbing Sales Specialist
  • Pacific Sales
  • Newbury, CA FULL_TIME
  • What does a Plumbing Sales Specialist do? The Plumbing Sales Specialist for Pacific Kitchen and Home is responsible for sales, margin and the customer experience from time of sale to installation. Plu...
  • 6 Days Ago

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Relationship Banker
  • OneTen
  • Westlake, 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...
  • 8 Days Ago

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Relationship Banker
  • Bank of America
  • Camarillo, CA FULL_TIME
  • Job Description: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...
  • 9 Days Ago

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

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Relationship Manager-Southern Region
  • Community West Bank
  • Oxnard, CA
  • Job Description At Community West Bank, we put deposits to work locally, making loans to businesses, families and non-pr...
  • 3/28/2024 12:00:00 AM

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Wealth Management Advisor Santa Barbara Goleta
  • U.S. Bank
  • Goleta, CA
  • At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarte...
  • 3/26/2024 12:00:00 AM

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Director, Customer Service
  • Western Growers
  • Oxnard, CA
  • **Description** Join our team of dedicated professionals who are committed to ensuring our clients can provide affordabl...
  • 3/26/2024 12:00:00 AM

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Sales Professional/ Business Owner
  • City Lifestyle
  • Oxnard, CA
  • Join the City Lifestyle Team as a Business Owner City Lifestyle, formerly known as Lifestyle Publications, has been a po...
  • 3/24/2024 12:00:00 AM

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TeleSales Representative - Remote
  • InsuraTec Services Group
  • Oxnard, CA
  • TeleSales Representative- Remote Job Description: Are you a self-motivated, driven individual with a passion for sales a...
  • 3/24/2024 12:00:00 AM

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Out-Patient UM Clinician
  • MedPOINT Management
  • Thousand Oaks, CA
  • Job Description Job Description Summary Reporting to the Outpatient Lead Clinician, the Outpatient UM Clinician is respo...
  • 3/24/2024 12:00:00 AM

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Financial Services Professional/Agent
  • New York Life Insurance Company
  • Westlake Village, CA
  • Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-discip...
  • 3/24/2024 12:00:00 AM

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Sales Professional/ Business Owner
  • City Lifestyle
  • Camarillo, CA
  • Join the City Lifestyle Team as a Business Owner City Lifestyle, formerly known as Lifestyle Publications, has been a po...
  • 3/24/2024 12:00:00 AM

Ventura is located northwest of Los Angeles on the California coast. The western portion of the city stretches north along the Ventura River and is characterized by a narrow valley with steeply sloped areas along both sides. The steep slopes of the Ventura foothills abut the northern portion of the community. Much of the eastern portion is on a relatively flat alluvial coastal plain lying along the western edge of the Oxnard Plain. The Santa Clara River forms the city's southerly boundary with the city limits reaching up to the beginning of the Santa Clara River Valley at the historic communit...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Relationship Manager - Sales jobs
$66,386 to $86,930
Ventura, California area prices
were up 2.5% from a year ago

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