Senior Relationship Manager jobs at CoBank - 1523 jobs
Lead Relationship Manager, Farm Credit Banking, Non-Affiliated Associations
Cobank 4.8
Senior relationship manager job at CoBank
A career at CoBank can offer you the opportunity to make a personal impact on the people and communities where we do business. In order to be the best, we hire the best!
Remarkable Benefits Offered by CoBank
Careers with a purpose
Time-Off Packages, 20 days of vacation, 10 paid sick days and 11 paid holidays
Competitive Compensation & Incentive
Hybrid work model: flexible arrangements for most positions
Benefits Packages, including Medical, Dental and Vision coverage, Disability, AD&D, and Life Insurance
Robust associate training and development with CoBank University
Tuition reimbursement for higher education up to $10k per year
Outstanding 401k: up to 6% matching and additional 3% non-elective contribution & Student Loan Match
Community Impact: United Way Angel Day, Volunteer Day and Associate Directed Contribution
Associate Resource Groups: creating a culture of respect and inclusion
Recognize a fellow associate through our GEM awards
Job Description
The Lead RelationshipManager, Farm Credit Banking, Non-Affiliated Associations is responsible for managing assigned non-affiliated Farm Credit System (FCS) partner relationships (ranging from $500 million to $60 billion) to develop strategies to identify and execute collaborative financial solutions. The role includes developing Farm Credit System relationships, and interfacing with internal and external stakeholders at executive management levels in support of bank strategies and initiatives. The position requires leading product and broader strategy discussions, driving innovative customer solutions and focusing on mutually beneficial outcomes. In addition, the role includes proactive engagement with internal and external stakeholders, managing risk identification and underwriting, prioritizing initiatives, and staying informed about industry trends and the competitive environment. The relationshipmanager must ensure high levels of partner satisfaction and the achievement of business objectives.
Essential Functions
Builds relationships with Farm Credit System (FCS) partners in order to develop a relationship strategy, identify needs and potential collaborative strategic solutions. Owns the enterprise-wide relationship between FCS partners and CoBank.
Leads CoBank product and strategy discussions with FCS partners tailored to the needs of individual FCS entities, with a focus on mutually beneficial solutions.
Identifies and executes strategic ways of collaborating with FCS partners on technology, capital management and customer product solutions.
Effectively communicates internally/externally so that FCS partners' satisfaction is maintained at high levels and business objectives of both institutions are attained.
Serves as the lead internal contact with CoBank functional teams to incorporate FCS partners perspectives while developing/finding collaborative solutions.
Leads communication throughout all levels of FCS partners organization including leadership.
Acts as the lead internal contact and advisor for outbound communication with assigned FCS partners.
Works closely with CoBank credit team on risk identification and underwriting for all credit facilities to FCS partners.
Collaborates with internal stakeholders at CoBank to effectively prioritize initiatives that support the execution of collaborative solutions for FCS partners.
Represents FCS partners' perspectives regarding the evolution of product and pricing strategies.
Responsible for management reporting and analysis for internal stakeholders and executive review.
In collaboration with banking teams, supports the loan sales and trading activity in conjunction with the FCBG Capital Markets Strategy Director.
Partners closely with internal banking teams to manage incoming purchase participation opportunities.
Where appropriate, collaborates with FCS service organizations and their ownership group to identify and utilize potential underlying technology solutions.
Education
Bachelor's Degree required
Work Experience
12 years of pertinent Farm Credit System experience preferred
12 years of financial services experience, preferably in the agriculture preferred
Advanced knowledge of capital markets, corporate finance, sponsor finance, regional agribusiness, digital infrastructure, power, energy and utilities, electric distribution, project finance, supply chain financing, leasing, cash management, trade services and derivatives.
Expert knowledge of the Farm Credit System including Farm Credit Administration (FCA), Farm Credit System Insurance Corporation (FCSIS), Farm Credit Council (FCC), Service corporations, Federal Farm Credit Banks Funding Corporation, Farmer Mac (FMAC)
Expert knowledge of how bank and association capital and patronage plan's function
Advanced knowledge of credit structuring, loan participation and syndications, and general corporate finance skills.
Advanced ability to identify risk areas and proactively determine appropriate mitigation strategies.
Ability to work collaboratively, build and maintain effective relationships with internal team members, external stakeholders, partners, and customers.
Advanced knowledge of Farm Credit System regulatory requirements and eligibilities
Advanced knowledge of GFA and wholesale lending supplement.
Expert knowledge of industry trends and competitive environment.
Strong leadership skills, with the ability to exercise influence, and a proven track record in facilitating and positively motivating teams and instilling accountability to complete initiatives.
Knowledge of Microsoft Office applications (Outlook, Word, PowerPoint, Excel, MS Project), and information sharing systems (SharePoint)
About CoBank
The typical base pay range for this role is between $174,500 - $214,660. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance.
The listed salary, other compensation and benefits information is accurate as of the date of this posting. This job will be posted for a minimum of five (5) business days or until the position is filled. CoBank reserves the right to adjust compensation for all positions and to modify or discontinue benefits programs at any time in its sole discretion, subject to applicable law.
CoBank is a cooperative bank serving vital industries across rural America. The bank provides loans, leases, export financing and other financial services to agribusinesses and rural power, water and communications providers in all 50 states. The bank also provides wholesale loans and other financial services to affiliated Farm Credit associations serving more than 76,000 farmers, ranchers and other rural borrowers in 23 states around the country. CoBank is a member of the Farm Credit System, a nationwide network of banks and retail lending associations chartered to support the borrowing needs of U.S. agriculture, rural infrastructure and rural communities. Headquartered outside Denver, Colorado, CoBank serves customers from regional banking centers across the U.S. and also maintains an international representative office in Singapore.
REASONABLE ACCOMMODATION
We are committed to ensuring that our online application process provides an equal employment opportunity to all applicants, including qualified individuals with disabilities. If you are an applicant with a disability, or are assisting an applicant with a disability, and require accessibility assistance or would like to request a reasonable accommodation for any aspect of the application process, including completing an application, interviewing, or otherwise participating in the employee selection process, please submit a request by emailing *********************. Include your contact information and specific details about your requested accommodation.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.
CoBank is an Equal Opportunity Employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, or status as a protected veteran.
A leading North American bank seeks a seasoned professional with 10+ years of experience in RelationshipManagement. In this role, you will facilitate growth through business development and manage high-value client portfolios. The ideal candidate will drive negotiations for complex transactions and provide strategic advice to clients while ensuring compliance with regulations. Competitive salary range between $122,400.00 - $228,000.00, with additional benefits.
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$122.4k-228k yearly 3d ago
Principal Relationship Manager, Commercial (Emerging Middle Market)
BMO 4.7
San Francisco, CA jobs
Application Deadline:
09/25/2025
Address:
180 Montgomery St.
Job Family Group:
Commercial Sales & Service
BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society.
The Emerging Middle Market segmentation targets $10MM-$50MM in company revenues. The ideal candidate will have a strong COI (Center of Influences) network, established in the market place, and a proven track record in sales performance. This individual will join a tight knit team of energetic collaborators experienced in sales and in maintaining relationships. Continued growth of the team provides a unique opportunity to join in building a highly valued segment within a stable and thriving bank
This role facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.
Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships.
Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs.
Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives.
Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs.
Manages high-value client portfolios, driving cross-selling, retention, and profitability.
Implements cross-selling initiatives, driving client engagement and successfully transitioning opportunities into revenue-generating sales.
Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals.
Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making.
Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions.
Delivers reports to the bank's leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy.
Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives.
Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling.
Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction.
Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs.
Identifies share of wallet opportunities.
Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationshipmanagement, mitigating risk and maintaining service standards.
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
Implements changes in response to shifting trends.
Broader work or accountabilities may be assigned as needed.
Qualifications:
10+ years of relevant experience in RelationshipManagement, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred.
Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
Seasoned professional with a combination of education, experience and industry knowledge.
Advanced level of proficiency:
Project Management
Change Management
Expert level of proficiency:
Product Knowledge
Regulatory Compliance
Structuring Deals
Portfolio Management
Credit Risk Assessment
Customer Service
Stakeholder Management
Negotiation
Customer Relationship Building
Salary :
$122,400.00 - $228,000.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
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$122.4k-228k yearly 3d ago
Field Relationship Manager, Cards & Payments (Acquisitions)
Capital One National Association 4.7
San Francisco, CA jobs
A major financial services company is looking for a RelationshipManager in San Francisco to drive sales in the Business Cards & Payments group. This role involves building relationships with small and mid-sized businesses to enhance their financial management. Ideal candidates should have a minimum of 3 years in sales and a proactive, goal-oriented mindset. The position offers a competitive salary and a comprehensive benefits package.
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$69k-101k yearly est. 2d ago
Senior Manager, Financial Due Diligence & Deals Strategy
Price Waterhouse Coopers 4.5
San Francisco, CA jobs
A leading professional services firm in San Francisco is seeking a SeniorManager for their Acquisition Advisory team. The role involves providing financial due diligence and transaction-related services for large clients. Candidates should have a Bachelor's Degree, at least 7 years of relevant experience, and an active CPA or CFA credential. This position offers a competitive salary ranging from $124,000 to $280,000, with an emphasis on project leadership and client interaction.
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A financial institution in El Monte, CA, is seeking a Portfolio Manager to oversee and maintain their commercial loan portfolio. The ideal candidate will have 7-10 years of experience in loan account management, strong underwriting skills, and the ability to grow client relationships. This full-time position offers a competitive salary of $130K-$170K annually, alongside a comprehensive benefits package.
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$130k-170k yearly 2d ago
Senior Commercial Lending Portfolio Manager
Cathay Bank 4.4
Los Angeles, CA jobs
A financial institution in Los Angeles seeks a Portfolio Manager to manage and monitor commercial loan portfolios and enhance client relationships. This full-time role requires 5-7 years of relevant experience, strong underwriting knowledge, and excellent communication skills. With an annual salary range of $95K to $135K, the role offers a competitive benefits package that includes medical and retirement plans.
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$95k-135k yearly 2d ago
Senior Manager - M&A Finance
Visa Inc. 4.5
San Francisco, CA jobs
Visa's Strategic Finance team is looking for a talented Senior Finance Manager within the Finance organization to support our inorganic growth priorities. Our team directly supports Visa's Head of Corporate Development with Mergers & Acquisitions and Investments that are important to deliver on our strategic priorities.
This is a unique opportunity and calls for an ambitious and hard‑working professional who will be highly visible across the business.The ideal candidate will possess deep knowledge of capital markets, investment evaluation, transactions processes and mechanics, and an established track record of supporting deals in M&A Finance roles.
This position will be based in Visa's San Francisco office.
Responsibilities
Ensure rigorous financial analysis, modeling, and due diligence to build business case for potential transactions, develop effective valuation tools for acquisition target that reflect company's standalone trajectory as well Visa' value creation potential after integration
Lead diligence from finance to conduct interviews with target's management team (CEO, CFO, and others) to build an accurate business case
Design senior executive presentations for CFO, Investment Committee and Board of Directors to support transaction approvals
Support integration efforts and ongoing evaluation of transaction performance
Cultivate trust‑based relationships and effectively communicate cross‑functionally with the broader transactions team including Corporate Development, business partners, product, comptrollership, HR, Tax, and Legal
Structure approaches to evaluate transactions within the Payments industry, and provide fact‑based understanding of competitive landscape to executive leadership
This is a hybrid position. Expectation of days in office will be confirmed by your hiring manager.
Basic Qualifications
8 or more years of relevant work experience with a Bachelors Degree or at least 5 years of work experience with an Advanced degree (e.g. Masters, MBA, JD, MD) or 2 years of work experience with a PhD
Preferred Qualifications
9 or more years of work experience with a Bachelors Degree or 7 or more years of relevant experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 3 or more years of relevant experience with a PhD
Bachelor degree in finance, engineering, accounting, mathematics, economics, statistics or related quantitative field.
Superior analytical and problem solving skills, strong attention to detail, able to perform financial modeling and analysis with rigor and accuracy to quantify impact of investments and explain viability of new business models
Expert skills in MS Excel and PowerPoint
3-5 years of relevant financial analysis work experience including forecasting and budgeting preferred
Experience in financial elements of mergers, acquisitions, and investments including financial modeling, financial analysis, due diligence, and post‑close performance tracking
Previous experience of doing M&A transactions, deal process, knowledge of capital markets, valuation (multiples, TSR, shareholder value, IRR, DCF)
Support diligence from finance to conduct interviews with the target management team (CEO, CFO, and others) to build an accurate business case
Support integration efforts and ongoing evaluation of transaction performance
Outstanding analytical skills and able to resolve business problems with well‑structured analyses
Competency to contribute to lively discussion with ability to quickly test findings and assertions against a financial body of knowledge
Ability to work effectively with a diverse team and produce time sensitive deliverables
Demonstrates well‑developed strategic, analytical, interpersonal, organizational, and communication skills.
Collaborates easily and successfully with all levels of management in a matrix organization structure.
Operates with minimal supervision and is able to make informed, well‑reasoned decisions independently.
Able to multitask and prioritize in an environment that is fast‑paced, rapidly changing, and customer service‑oriented.
Intellectually curious with a particular interest in the rapidly evolving payment industry landscape.
Ability to work effectively with a diverse team and produce time sensitive deliverables
Enthusiastic work ethic, passion for learning, acute professional curiosity, able to solve problems with balance of independence and well‑solicited input
Knowledge of Payments and Fintech industry
Work Hours
Vary upon the needs of the department.
Travel Requirements
This position requires travel 5-10% of the time.
Mental/Physical Requirements
This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.
Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.
Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.
U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 149,800.00 to 217,550.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job‑related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
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$123k-161k yearly est. 1d ago
Tax Manager
Escalon Services Inc. 4.1
Palo Alto, CA jobs
Escalon provides essential business services to its clients. The services include accounting, payroll, HR, taxes, etc. Escalon Business Services is located in Mohali with headquartered in Palo Alto, CA, United States. Escalon is a 500 crore and growing Fintech company. It is a technology-based Accounting, Tax Preparation, Risk, and Payroll Service provider. Escalon has 1000+ total employees across all its locations.
Job Description
Masters degree in Accounting or Finance/Commerce
Must have an Enrolled Agent/ CPA license /MBA/MCOM
Extensive knowledge of US Corporate tax legislation, Strategic/tactical thinking, Strong accounting knowledge
Minimum of 8 - 9 years relevant US Corporate Taxexperience
Minimum 5 years of team management experience
Minimum of 4 years direct client management/active consulting experience
Strong presentation skills and sound problem-solving skills.
The ability to work with different taxation software and learn quickly new software
Proficient in Microsoft Office (Excel, Word, PowerPoint)
Responsibilities
Active review of tax deliverables
Working in coordination with management Onshore and offshore, Team Management
Making assignments and maintaining periodic status report
Managing communication with accounting and other teams
Managing communication with clients via emails & phone calls
Planning, forecasting, and managing the workload of theteam
Coordinating and contributing to the completion of the same.
Workon tight deadlines during the returns filing seasonand see to it that the end product is delivered on timetoavoidpaying penalties for late filing.
Gatheringthe required information directly from Client Management SPOC/Line Manager
Acquire a clear understanding of the process and review the team's work & assist with their queries
Training & upskilling team continuously, Building and maintaining client & cross-functional relationships
Mentoring team periodically and on an ad-hoc basis.
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A leading financial services firm is seeking a Branch Manager in San Jose, California. In this role, you will ensure exceptional customer experiences, direct branch operations, and coach your team to give outstanding service. This position requires strong leadership skills and the ability to manage competing priorities in a dynamic environment. You will also drive growth by promoting technology use and community involvement. High school diploma required; college degree preferred. Competitive compensation package offered.
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A leading financial institution in El Monte, California, is seeking a motivated individual for credit analysis and loan management. Key responsibilities include evaluating borrowers, monitoring credit quality, and enhancing client relationships. Ideal candidates will have a Bachelor's degree, 3-5 years of relevant experience, and skills in banking products and sales. A competitive compensation package with benefits is offered, emphasizing growth and team support.
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$88k-128k yearly est. 3d ago
Branch Manager
Mechanics Bank 4.2
Newport Beach, CA jobs
Branch Manager page is loaded## Branch Managerlocations: Newport Beach, Californiatime type: Full timeposted on: Posted Todayjob requisition id: R5499**Mechanics Bank** is currently searching for a **Branch Manager** to join our team at our Newport Beach Branch.The Branch Manager is responsible for overseeing the day-to-day operations of a branch, ensuring financial success, customer satisfaction, and staff development. Exercises executive direction over the office and production staff. Provides dotted line supervision to the operations staff, ensuring operations management has oversight of compliance and a high level of customer service. Oversee sales production, service, and human resource related tasks. Achieves sales goals and financial targets for their branch. Ensures high quality processes and ethical sales in the branch. Directs and develops subordinates who are providing a full range of banking products and services. Retains and expands relationships with existing customers and promotes and develops new business. Represents the Bank in the community. Models and leads all sales functions inside the branch office.**What you will do:*** Manages a Retail Branch office and is responsible for overall performance including achievement of sales and service goals. Develops and implements strategies to achieve financial objectives. Drives team performance to achieve goals thorough huddles, meetings, coaching, direction and leading by example. Personally performs sales activities.* Manages and provides leadership to branch supervisors and employees. Performs human resource management tasks including; hiring, performance appraisals, promotions, salary increases, coaching, training, development, and disciplinary actions.* Actively works with internal and external business partners to meet assigned goals and customer expectations. Establishes and maintains relationships with community leaders and achieves a significant presence of the Bank in the community.* Develops and executes strategic plan with support of entire branch management team for branch success, including business development, customer retention, employee development and retention, succession planning, branch efficiency, and operational soundness. Monitors and analyzes financial performance, prepares reports, and makes recommendations for improvement. Manages budgeting and forecasting for the branch.* Fosters a customer-centric culture within the branch. Addresses customer inquiries, concerns, and escalations promptly. Implements strategies to enhance customer satisfaction and loyalty.* Responsible for overall branch operational soundness, quality and efficiency. Provides support and overall branch management to the operations team. Ensures that the branch is following Bank policies and procedures at all times. Ensures that compliance training and standards are met in a timely manner. Supports operations with management of FTE for maximum efficiency and positive customer experience.* Ensures active community participation and leadership, including CRA activities, in the local community.**Who you are:*** High School Diploma or GED required or equivalent combination of education and experience.* Minimum 5 years banking with an emphasis in sales required.* Minimum 3 years management experience required.* Notary license preferred.* Excellent interpersonal skills; successful experience managing and leading people.* Thorough knowledge and skills related to standard banking services and products and banking internal operating policies and procedures.* Thorough knowledge of small business and consumer credit principles and practices.* Ability to motivate employees to provide excellent customer service, demonstrate initiative, and achieve results.* Sound working knowledge of small business and consumer credit principles and practices.* Excellent interpersonal skills; successful experience managing and leading people. Considered a customer service role model.* Excellent business development skills, particularly related to financial service products.* Ability to communicate effectively with customers, team members and all levels of management.* Ability to motivate employees to provide excellent customer service, demonstrate initiative, and achieve results.* Knowledge of current applicable Federal and State banking regulations.**#LI-DNI**Pay Range: $72,500.00 - $115,000.00 annually AIP/Bonus: up to 10%Eligible for commission/incentive plans Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire. Benefits package includes[1]:* Medical, prescription, dental, and vision coverage for employees and their eligible family members* Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits* Health Savings Account with employer contribution* Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit* 401(k) and Roth 401(k) with company contribution* 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program* Supplemental Health plans, Voluntary Legal and Identity Theft Services* 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year* Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply) Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.* **Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.*** Please view Equal Employment Opportunity Posters provided by OFCCP .* To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit[1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.**About Mechanics Bank**Backed by , we are a resilient and resourceful California bank whose core banking and lending principles reflect that of a community bank. For over a century, it has been our foremost commitment to exceed our clients' expectations every day. With a footprint spanning the state of California, we serve individuals, small and middle-market businesses, and large corporations with a full range of banking, wealth management and other financial products and services.bring diverse backgrounds and experience, and work together to deliver for our clients by embracing a culture that values accountability, teamwork and celebrating success. Our collaborative culture fuels the Bank's ongoing achievements, allowing us to grow and make a genuine difference in the communities we serve. We also strive to ensure that all employees feel respected and valued based on who they are. When we harness the power of our differences, we achieve more together.Mechanics Bank is a Member FDIC and Equal Housing Lender.
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$72.5k-115k yearly 2d ago
JPMorgan Private Client Relationship Manager - San Francisco, CA
Jpmorgan Chase 4.8
San Francisco, CA jobs
At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a RelationshipManager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business.
**Job responsibilities**
+ Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations.
+ Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach.
+ Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations.
+ Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication.
+ Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance.
+ Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth.
+ Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities.
+ Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise.
+ Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence.
**Required qualifications, capabilities, and skills**
+ Possess 10+ years in Financial Services, including affluent or complex relationshipmanagement and business development.
+ Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business.
+ Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships.
+ Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning.
+ Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service.
+ The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 150 days of hire, with study materials and support provided.
**Preferred qualifications, capabilities, and skills**
+ Hold a college degree or military equivalent.
**The base salary for this position is $150,000 / year. In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis.** More details about total compensation and benefits will be provided during the hiring process.
**Federal Deposit Insurance Act:**
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries.
**Dodd Frank/Truth in Lending Act**
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
San Francisco,CA $150,000.00 - $150,000.00 / year
$150k-150k yearly 2d ago
JPMorgan Private Client Relationship Manager - Palo Alto, CA
Jpmorgan Chase 4.8
Palo Alto, CA jobs
At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a RelationshipManager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business.
**Job responsibilities**
+ Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations.
+ Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach.
+ Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations.
+ Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication.
+ Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance.
+ Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth.
+ Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities.
+ Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise.
+ Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence.
**Required qualifications, capabilities, and skills**
+ Possess 10+ years in Financial Services, including affluent or complex relationshipmanagement and business development.
+ Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business.
+ Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships.
+ Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning.
+ Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service.
+ The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 150 days of hire, with study materials and support provided.
**Preferred qualifications, capabilities, and skills**
+ Hold a college degree or military equivalent.
**The base salary for this position is $150,000 / year. In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis.** More details about total compensation and benefits will be provided during the hiring process.
**Federal Deposit Insurance Act:**
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries.
**Dodd Frank/Truth in Lending Act**
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Palo Alto,CA $150,000.00 - $150,000.00 / year
$150k-150k yearly 4d ago
JPMorgan Private Client Relationship Manager - Palo Alto, CA
Jpmorganchase 4.8
Palo Alto, CA jobs
At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise.
As a RelationshipManager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business.
Job responsibilities
Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations.
Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach.
Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations.
Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication.
Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance.
Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth.
Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities.
Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise.
Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence.
Required qualifications, capabilities, and skills
Possess 10+ years in Financial Services, including affluent or complex relationshipmanagement and business development.
Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business.
Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships.
Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning.
Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service.
The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 150 days of hire, with study materials and support provided.
Preferred qualifications, capabilities, and skills
Hold a college degree or military equivalent.
The base salary for this position is $150,000 / year. In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis.
More details about total compensation and benefits will be provided during the hiring process.
Federal Deposit Insurance Act:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
$150k yearly Auto-Apply 6d ago
JPMorgan Private Client Relationship Manager - Irvine, CA
Jpmorgan Chase & Co 4.8
Irvine, CA jobs
JobID: 210697554 JobSchedule: Full time JobShift: Base Pay/Salary: Irvine,CA $150,000.00 - $150,000.00 At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise.
As a RelationshipManager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business.
Job responsibilities
* Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations.
* Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach.
* Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations.
* Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication.
* Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance.
* Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth.
* Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities.
* Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise.
* Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence.
Required qualifications, capabilities, and skills
* Possess 10+ years in Financial Services, including affluent or complex relationshipmanagement and business development.
* Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business.
* Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships.
* Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning.
* Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service.
* The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 150 days of hire, with study materials and support provided.
Preferred qualifications, capabilities, and skills
* Hold a college degree or military equivalent.
The base salary for this position is $150,000 / year. In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis. More details about total compensation and benefits will be provided during the hiring process.
Federal Deposit Insurance Act:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
$150k yearly Auto-Apply 6d ago
JPMorgan Private Client Relationship Manager - Irvine, CA
Jpmorganchase 4.8
Irvine, CA jobs
At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise.
As a RelationshipManager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business.
Job responsibilities
Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations.
Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach.
Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations.
Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication.
Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance.
Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth.
Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities.
Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise.
Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence.
Required qualifications, capabilities, and skills
Possess 10+ years in Financial Services, including affluent or complex relationshipmanagement and business development.
Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business.
Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships.
Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning.
Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service.
The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 150 days of hire, with study materials and support provided.
Preferred qualifications, capabilities, and skills
Hold a college degree or military equivalent.
The base salary for this position is $150,000 / year. In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis.
More details about total compensation and benefits will be provided during the hiring process.
Federal Deposit Insurance Act:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
$150k yearly Auto-Apply 6d ago
JPMorgan Private Client Relationship Manager - Del Mar, CA
Jpmorgan Chase & Co 4.8
Del Mar, CA jobs
JobID: 210697297 JobSchedule: Full time JobShift: Base Pay/Salary: Del Mar,CA $150,000.00 - $150,000.00 At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise.
As a RelationshipManager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business.
Job responsibilities
* Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations.
* Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach.
* Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations.
* Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication.
* Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance.
* Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth.
* Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities.
* Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise.
* Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence.
Required qualifications, capabilities, and skills
* Possess 10+ years in Financial Services, including affluent or complex relationshipmanagement and business development.
* Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business.
* Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships.
* Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning.
* Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service.
* The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 150 days of hire, with study materials and support provided.
Preferred qualifications, capabilities, and skills
* Hold a college degree or military equivalent.
The base salary for this position is $150,000 / year. In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis. More details about total compensation and benefits will be provided during the hiring process.
Federal Deposit Insurance Act:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
$150k yearly Auto-Apply 6d ago
JPMorgan Private Client Relationship Manager - Del Mar, CA
Jpmorganchase 4.8
Del Mar, CA jobs
At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise.
As a RelationshipManager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business.
Job responsibilities
Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations.
Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach.
Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations.
Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication.
Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance.
Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth.
Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities.
Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise.
Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence.
Required qualifications, capabilities, and skills
Possess 10+ years in Financial Services, including affluent or complex relationshipmanagement and business development.
Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business.
Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships.
Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning.
Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service.
The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 150 days of hire, with study materials and support provided.
Preferred qualifications, capabilities, and skills
Hold a college degree or military equivalent.
The base salary for this position is $150,000 / year. In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis.
More details about total compensation and benefits will be provided during the hiring process.
Federal Deposit Insurance Act:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
$150k yearly Auto-Apply 6d ago
JPMorgan Private Client Relationship Manager - Los Angeles
Jpmorganchase 4.8
Los Angeles, CA jobs
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
As a RelationshipManager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorganChase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment.
Job responsibilities
Develop new and manage existing client relationships, providing exceptional service that exceeds expectations
Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations
Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads
Develop strong internal partnerships across all lines of business in order to best meet client's specific needs
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required qualifications, capabilities, and skills
A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence
Proven trusted relationship builder with a track record of delivering an exceptional client experience
Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients
Demonstrated understanding of investments, wealth planning, credit and banking concepts
Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date
Preferred qualifications, capabilities, and skills
A bachelor's degree
Experience cultivating relationships through delivering Home or Business lending needs
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This role is located in the Los Angeles, CA area and will report in the office.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Employer Description
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Organization Description
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.