Client Partner
Relationship manager job in San Diego, CA
Job Title: Client Partner
Employment Type:-Fulltime
We are looking for an experienced Client Partner with a strong track record in both new client acquisition (hunting) and account growth/retention (farming), specifically with financial services and fintech clients. You will drive revenue growth, build strategic client relationships, and ensure exceptional service delivery.
Key Responsibilities
Source and close new financial/fintech client opportunities.
Manage and grow existing client accounts through upselling, cross-selling, and value add.
Build trusted relationships with senior client stakeholders.
Collaborate with internal teams to deliver solutions and resolve issues.
Maintain accurate forecasting and CRM records.
Qualifications
5+ years in client management, sales, or business development with financial services/fintech focus.
Proven success in both hunting and farming roles.
Excellent communication, negotiation, and relationship-building skills.
Specialty House Accounts Manager
Relationship manager job in Santee, CA
Scentco is located in San Diego, California. We've been creating award-winning, innovative, and fun consumer products since 2003. We specialize in toys, stationery, and educational products, many of which are scented, designed to evoke childhood memories, and bring joy to customers worldwide. We're dedicated to making people laugh and smile wherever they are. With a strong reputation in the industry, we continue to inspire creativity and fun for all ages.
Role Description
This is a full-time in-office or remote role for a Specialty House Accounts Manager. The primary responsibility of the Specialty House Accounts Manager is to identify, develop, and manage business relationships with specialty retailers in the US. The role includes developing and executing sales strategies, meeting sales targets, opening new house accounts, conducting market research, and managing account negotiations. The candidate will collaborate with cross-functional teams to drive sales growth, ensure customer satisfaction, and represent Scentco's brand values effectively.
Qualifications
Proven expertise in Sales Strategy, Business Development, and Account Management
Strong skills in Negotiation, Market Research, and Customer Relationship Management
Excellent Communication and Presentation skills
Experience in product promotion and the specialty retail market
Ability to work independently, manage time effectively, and meet sales goals
Proficiency in CRM software and basic knowledge of sales analytics
Bachelor's degree in Business, Marketing, or a relevant field is preferred
Knowledge or experience in the toy, stationery, or educational products industry is a plus
Compensation and Benefits
$70,000 annual salary
401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance
USA Regional Sales Manager
Relationship manager job in San Diego, CA
We are seeking an experienced Regional Sales Manager, based in the United States, to play a key role in driving our U.S. expansion and accelerating our growth in the market. This position is critical to strengthening our presence, building strategic customer relationships, and unlocking new opportunities across the region. Your primary responsibility is to oversee and lead the USA sales team, develop national sales strategies, and drive revenue growth within the US market. This role requires a deep understanding and knowledge of the US cycling market and the ability to build and maintain strong relationships with clients, such as dealers, distributors, OEM, and sales reps across the Country.
With your strategic direction, you can create cohesive sales strategies, target national customer segments effectively, and gain a competitive edge in the national market. This role will support national market competitiveness, driving business success, and elevating brand visibility and recognition on a broader scale.
The Role
· Develop and implement sales strategies to achieve company goals and expand market presence among the USA.
· Conduct market research and analysis to identify new market opportunities, customer needs, and trends in international markets.
· Support on recruiting, training, and managing a sales team, including setting sales targets, performance evaluation, and motivation.
· Build and maintain strong relationships with dealers, distributors, key-accounts and partners to foster long-term partnerships and business growth.
· Develop and manage sales forecasts, budgets, and sales plans to ensure revenue targets are met.
· Stay informed about product offerings and understand how they can be tailored to meet the needs of various markets channels.
· Negotiate sales agreements, contracts, and terms with clients and distributors, ensuring compliance with local regulations.
· Collaborate with other departments such as marketing, operations, and finance to ensure alignment and support for US sales activities.
· Generate and present regular reports on US sales performance, market trends, and competitive analysis.
· Travel nationally to meet with clients, attend trade shows, and oversee sales operations in different States.
The ideal candidate
· US citizen with Bachelor's degree in business, international business, marketing, or a related field (Master's degree preferred).
· Proven experience in US sales, with a successful track record of achieving sales targets.
· Strong knowledge of US cycling market and business practices.
· Excellent leadership, communication, and negotiation skills.
· Proficiency in multiple languages may be advantageous.
· Willingness and ability to travel nationally and internationally as needed.
· Strategic thinker with a global mindset.
· Strong problem-solving and decision-making skills.
· Exceptional interpersonal and relationship-building abilities.
· Results-oriented and driven to meet sales targets.
· Knowledge and passion for outdoor and or cycling sports is a plus.
Account Manager
Relationship manager job in San Diego, CA
The Account Manager is responsible for managing customer relationships, estimating projects, and overseeing the successful execution of assigned projects. This role is critical in driving revenue growth, providing excellent customer service, and building strong networks within the market. The Account Manager will handle "Come Do" or service work as well as project work, ensure customer satisfaction, and achieve annual revenue goals.
Duties and Responsibilities:
Estimate and prepare proposals for assigned projects.
Communicate known project hazards, risk
Oversee the management of projects, ensuring they are completed incident free, on time, within budget, and to client specifications.
Handle service or "Come Do" work as required, responding promptly to customer needs.
Annual sales volume goal for Account Manager will be $3M - $5M+.
Develop and maintain strong relationships with clients, acting as the primary point of contact for assigned accounts.
Ensure high levels of customer satisfaction by addressing inquiries and resolving issues efficiently.
Provide consistent follow-up and communication with clients throughout the project lifecycle.
Identify new business opportunities within the assigned market and maintain a robust pipeline of potential projects.
Foster and develop partnerships that lead to revenue growth and increased market share for Penhall Company.
Work closely with the Branch Manager, sales team, and other departments to align project goals with overall company objectives.
Communicate project progress, potential issues, and client feedback to relevant stakeholders.
Collaborate with internal teams to ensure projects are completed efficiently and to the client's satisfaction.
Achieve annual revenue targets by successfully managing project delivery and cultivating client relationships.
Track and report on performance metrics, identifying areas for improvement and adjusting strategies to meet goals.
Build a network of industry contacts and maintain relationships with key stakeholders to enhance business opportunities.
Participate in community and industry events to increase brand awareness and establish Penhall Company as a trusted service provider.
Perform additional duties as assigned by the Branch Manager or other leadership.
Required Skills and Abilities:
Strong project management and organizational skills.
Excellent interpersonal and relationship management abilities.
Proficient verbal and written communication skills.
Strong customer service orientation, with the ability to address client needs effectively.
Ability to prioritize tasks and adapt to changing project demands.
Working knowledge of OSHA Construction Safety Standards.
Proficiency in Microsoft Office Suite and other related software.
Essential Core Competencies:
Relationship Management: Proven ability to develop and maintain strong, long-term relationships with clients.
Collaboration: Strong team player with the ability to work across departments to achieve common goals.
Communication: Clear and effective verbal and written communication skills.
Customer Focus: Commitment to understanding and meeting customer needs.
Builds Networks: Actively develops networks of professional contacts to drive business success.
Being Resilient: Ability to remain positive and motivated in the face of challenges.
Situational Adaptability: Ability to adjust approach and behavior to fit the dynamic needs of projects, clients, and the organization.
Ensures Accountability: Holding oneself and others accountable to meet commitments.
Drives Results: Consistently achieving results, even under challenging circumstances.
Education and Experience:
Associate's degree or equivalent industry experience required; Bachelor's degree preferred.
At least 3-5 years of experience in project management, estimating, or sales within the construction or related industry preferred.
Physical Requirements:
Prolonged periods sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.
Ability to walk job sites as needed.
May be required to travel to job sites or other locations as necessary.
Legal Disclaimer:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Penhall Company is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, compensation inquiries, discussions or disclosures, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. (41 CFR §§ 60-1.4(a), 60-300.5(a) and 60-741.5(a))
This job description is intended to describe the general nature and level of work being performed by employees in this position. It is not intended to be an exhaustive list of all duties, responsibilities, or qualifications required. Penhall Company reserves the right to modify, add, or remove duties and to assign other responsibilities as necessary.
JPMorgan Private Client Relationship Manager - La Jolla, CA
Relationship manager job in San Diego, CA
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 Relationship Manager 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 relationship management 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: *********************************************************************
Auto-ApplyClient Relationship Manager
Relationship manager job in San Diego, CA
Job Description
TITAN Environmental Solutions is hiring a Client Relationship Manager to manage and strengthen relationships with our established client base. The Client Relationship Manager (CRM) is responsible for maintaining, nurturing, and strengthening relationships with existing and assigned clients to ensure satisfaction, retention, and long-term loyalty. This role focuses on proactive client engagement, thoughtful planning of visit schedules, and efficient time management to optimize responsiveness and service quality. The CRM plays a key role in reinforcing the company's brand identity and supports marketing and networking efforts by participating in and assisting with events that promote visibility and relationship-building. This role supports the Account Executive by managing ongoing client relationships, allowing the Account Executive to focus on securing new business opportunities. This position and its responsibilities are subject to change as the organization restructures and assigns new roles.
Requirements
Proven experience in client relationship management, account management, or a similar role, with the ability to build and maintain long-term professional relationships
Strong organizational and time-management skills, including the ability to plan efficient routes, manage visit schedules, and meet daily activity and reporting expectations
Excellent verbal and written communication skills, with the ability to build rapport, address concerns, and communicate clearly and professionally
Proficiency in CRM systems such as Zoho to document interactions, maintain accurate client records, and generate reports
Strong analytical skills to gather client feedback, identify trends, and recommend improvements or solutions
Effective problem-solving skills with the ability to address client challenges and enhance overall satisfaction and retention
Collaborative mindset with the ability to work closely with Account Executives, Team Leads, operations, and other team members
Proactive, adaptable, and self-motivated, with the ability to manage changing priorities and deliver consistent results
Familiarity with industries such as restoration, property management, construction, or related fields is preferred
Benefits
Eligible employees receive paid holidays, paid vacation, and access to group health, dental, and vision insurance, as well as a 401(k) retirement savings plan, plus any applicable state mandated insurance benefits. Holiday and vacation eligibility, accrual, and scheduling follow company policy and plan documents.
Client Engagement Manager
Relationship manager job in San Diego, CA
We are a technology-driven company. We built our business with the purpose of empowering people and improving their organizations, one payment at a time.
We started our journey by providing smart and simple payment processing tools and products but haven't stopped there. We are backed by a team of world-class experts and the best technology talent, and we are committed to helping more new businesses get started, increase the revenues of our customers, and bridge the gap between online merchants and payment solutions.
Our mission is to give companies the tools they need to change the future of their business.
Job Summary
This position manages the entire support team which includes the Client Engagement Specialists and the Senior Client Engagement Specialists. As a supervisor, this role is responsible for hiring, termination, performance management, career development and overseeing the day-to-day responsibilities of the Client Engagement team. They will also be responsible for training new team members and making sure they are assimilated properly into the team. They will also be the escalation point for all issues that cannot be resolved by the rest of the team.
Requirements
Responsibilities & Duties
Willing to travel to our Tijuana Mexico office 5 days a week
Supervise employees, including but not limited to conducting performance reviews, goal setting, providing guidance and working through employee relation issues within the team.
Identify career development needs/opportunities for each individual member of the team
Interview and hire new team members.
Train new team members to ensure they understand Payarc products, systems and how other departments work with this team to support clients/merchants.
Manage and delegate, as needed, all tasks assigned to support team ensuring timely completion of open issues.
Subject Matter Expert/Lead on investigating complex issues brought to us by either the merchants or agents and act as an escalation point to get problems resolved as quickly as possible, including questions regarding authorizations, batches, clearing, settlement, remote technical support for various payment terminals and payment gateways, along with triaging issues between other company departments.
Provide customer service to existing clients over the phone and email.
Take lead with projects assigned to the support team such as pricing updates and updating information for merchants ensuring they have the correct equipment for their business.
Mentor new employees
Other duties as assigned.
Skills/Competencies
Extremely detail oriented
Ability to multi-task
Good interpersonal skills
Strong communication skills
Strong relationship building skills
Influencing skills
Strong problem-solving skills
Coaching Skills
Leadership skills
Handle complex, sensitive issues
Customer service oriented
Qualifications / Experience Required
Spanish speaking a plus
Proficient in Microsoft Word/Excel
3+ years of experience in customer service with proven ability to solve issues and work well with a team
Education Requirements
College Degree preferred
Physical Requirements
Prolonged sitting
Salary Description Starting at 100k
Relationship Manager
Relationship manager job in San Diego, CA
CalPrivate Bank is an equal opportunity employer, committed to diversity, equity & inclusion.
Job Title
Relationship Manager/Sr. Relationship Manager
Department
Branch Operations/Lending
Reports To
Market President or Chief Banking Officer
FLSA Status
EXEMPT
Job Summary
Develops and manages a portfolio of Bank clients in market area. Determines customer's banking needs and designs product and service portfolio for client. Performs to standards that meet or exceed the Bank's objectives and fulfills the expectations of all internal and external customers. Represents the Bank in a professional courteous manner at all times.
Senior Relationship Manager responsible for developing and managing more complex banking relationships.
Duties and Responsibilities
Develops and manages a portfolio of clients ranging from credits to deposit only relationships.
Grows revenue by successfully prospecting for new business and retaining and expanding existing client relationships.
Provides financial advice to clients and identifies and sells appropriate bank products and services as needed.
Builds strong relationships with referral sources, centers of influence, etc.
Works with business development staff, lenders and underwriters to structure loans.
Responds to client inquires in professional and knowledgeable manner. Perform other duties as assigned or needed.
BSA/AML/Compliance
Responsibilities
This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank's BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank's compliance program BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank's compliance program.
Qualifications
Minimum five years of banking experience including business development and relationship management skills.
Knowledge of Bank policies and procedures and regulatory compliance.
Ability to effectively sell bank products and services. Possesses credibility and professionalism when working clients.
Ability to close business.
Competencies
Sales Effectiveness
Persuasive Skills
Customer Focus
Technical Skills
Problem Solving
Planning/Organizing
Judgment
Team Work
Composure
Strong Verbal and Written Communication Skills
Quality and Accuracy of Work
Physical Demands
Regularly required to talk or listen
Frequently required to use hands and fingers to handle or feel, reach with hands or arms.
Required to sit for long periods of time
Occasionally required to stand and walk
Occasionally required to lift up to 25 pounds
Specific vision abilities required by this position include close vision and the ability to focus.
Employee may be required to travel occasionally between banking offices
Auto-ApplyProperty & Casualty Insurance - Client Manager
Relationship manager job in San Diego, CA
We are seeking a highly motivated and customer-focused individual to join our team as an Account Manager. The ideal candidate will have experience in the insurance industry and a strong track record of providing excellent customer service.
Responsibilities:
Manage a portfolio of commercial insurance clients
Respond to customer inquiries and resolve issues in a timely and professional manner
Act as the main, day-to-day contact for clients.
Prepare Applications and other documents required for a submission.
Perform Contract reviews for insurance requirements compliance.
Prepare Certificates of Insurance, Invoices, and Finance Agreements.
Process Endorsements, Audits.
Review and process client policy renewals and endorsements
Maintain and update client information in our database
Monitor and manage the renewal marketing and bind process, in partnership with the Producer (and at times a Client Executive).
Check binders, policies, endorsements, and audits for accuracy.
Prepare summaries and/or schedules of coverage for clients.
Work closely with underwriters and carriers to provide clients with the best coverage options
Build and maintain strong relationships with clients through regular communication and follow-up
Qualifications:
Minimum of 3 years of experience in client service in the insurance industry
P&C Insurance experience: 3 years (Required)
Client Management: 3 years (Required)
Strong communication and interpersonal skills
Ability to multitask and prioritize effectively
Proficient in Microsoft Office and insurance industry software
Proficient with Web-based CRMs and Raters
College degree preferred
Bilingual in Spanish is a strong plus
We offer a competitive salary, benefits package, and opportunities for growth and professional development. If you are passionate about providing excellent customer service and are looking for a challenging and rewarding opportunity, please apply today!
Spectrum Commercial Insurance Brokers is an equal opportunity employer and welcomes applications from all qualified individuals.
JPMorgan Private Client Relationship Manager - Del Mar, CA / La Jolla, CA
Relationship manager job in San Diego, CA
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 Relationship Manager 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 relationship management 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: *********************************************************************
Auto-ApplyRelationship Manager II
Relationship manager job in San Diego, CA
WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and service offerings. Will have a clearly defined business development plan that is consistently applied and incorporates a disciplined sales and service practice. They will focus on acquisition of new relationships as well as retention and expansion of existing relationships in their own client portfolio and will actively work with other areas of CNB to ensure exemplary service for clients. Key measures of success include acquisition of new personal and new small business clients, deposit and fee income growth from both new and existing portfolios, loan and line volume that includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as the qualitative sales, networking, and community presence activities that generate the aforementioned volumes and represent City National with polished professionalism. This person will actively work with other areas of CNB to ensure exemplary service for clients. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act.
WHAT WILL YOU DO?
* Acquire & deepen client relationships - generate new business and consumer client relationships within assigned client segments and expand relationships to become our client's main bank option.
* Manage a portfolio of existing clients and actively deepens client relationships through cross-selling efforts. Develops and maintains relationships within the internal CNB community to facilitate service issues and opportunities for clients and prospects.
* Deliver an exceptional & consistent client experience - ensure client needs are met, escalations resolved appropriately, & consistent delivery centered on key areas of client needs.
* Improve Sales & Banking Acumen - committed to continuously developing stronger banking acumen and sales practices through collaboration with SME colleagues, leveraging internal training resources, and required job family curriculum.
* Capture holistic view of client's needs - draw insights from data to provide sound financial advice (strategies, products / solutions); conduct discovery activities with existing clients to grow current book e.g., deposits, investments, credit.
* Business & Risk Management - maintain awareness of updates to policies and procedures, stay within delegated lending authorities. Ensures that decisions made are consistent with all Bank policies and procedures, as well as applicable regulations, and that the risk associated with those decisions can be effectively managed.
* Partnering with a collaborative mindset - partnering to meet client needs by introducing them to the right partner in the CNB ecosystem, championing the Global Relationship Management (GRM) approach.
* Interacts in an effective and professional manner with all levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service.
* Maximize client contact - networking & being visible in the community, representing the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate.
* Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
* Client Centricity & Relationship Management - to understand a client's realities and growth ambitions, empathize with their challenges, earn trust and steward the relationship through advice & solutions catered to their unique and evolving focuses.
* Business Development - nurture existing client relationships, create new connections and win new business through best practices, networking and building relationships.
* Collaboration - collaborate with partners in PBB (GRM) and other divisions to win business and find the home best fitting the client and progress towards shared goals.
* Communication - actively, openly and effectively listen to understand client needs and articulately convey CNB products' value proposition.
* Critical Thinking - ability to analyze situations and translate them into insights that are used to make informed decisions and provide tailored advice for each client's individual situation.
* Adaptability - manage ambiguity and be able to quickly pivot to advise clients as necessary.
* Self-Organization & Effectiveness - ability to use tools and best practices to prioritize the right activities and deliver a consistent and exceptional client experience.
* Professionalism - conduct business in a highly proficient, polished manner fitting expectations of Preferred clients such as corporate executives.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 5 years of direct sales experience required.
* Minimum 5 years of experience in a financial institution required.
* Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act.
*Additional Qualifications*
* Banking Products for Personal & Business clients - deep knowledge of CNB's offering, particularly those catered to Preferred, personal, or small business clients.
* Regulatory / Compliance - strong understanding of the regulatory environment CNB operates in to manage risk and ensure compliance (includes deep knowledge of CIP and KYC)
* Economic Environment - understanding of the economic environment and its impact on clients.
* Personal & Business Financials - review financial statements to fully understand a client's financial health and advise accordingly.
* Negotiation - ability to maintain a profitable relationship, balancing bank and client needs.
* Policy & Procedures - knowledge of CNB's policies, procedures & regulatory obligations
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $71,869 - $114,797 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities' flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#CA-DH
\#LI-DH
Client Relationship Manager
Relationship manager job in Vista, CA
For over 78 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you'll enjoy the advantages of learning proven methods of success, a proactive approach, and having fun while earning what you're worth with a lot of really awesome people.
Ernest Packaging Solutions is currently in search of a Client Relationship Manager (B2B outside sales) for our division located in Vista, CA. This is a full-time position that offers a competitive base salary, plus commission, along with benefits.
The packaging industry consists of various products that range from shipping and receiving supplies (corrugated, plastics, foams, glues, adhesives, films) to custom packaging solutions for companies that sell tangible products, along with industrial supplies. Every product we purchase at one point or another was most likely packaged and often times packaged again during shipment. Therefore, packaging supplies have proven to be an indispensable necessity in a market with an unquenchable thirst. However, we can also sell janitorial, facilities, and safety supplies along with packaging related automation.
Responsibilities:
Outside face to face sales
New business development, account management, client retention
Develop and maintain your book of business
The benefits of being an Ernest Client Relationship Manager:
develop, keep, and manage your own accounts
continue to make residual income from your accounts
and of course a strong base salary + commission + benefits
uncapped earnings potential
Please learn more about Ernest Packaging Solutions by watching some of our Youtube videos:
Ernest's Cardboard Guitar Strikes a Chord
Moving Packaging Forward
Ernest is a nationwide company, but did you know that our humble roots started in a Los Angeles garage? Brothers Ernie and Charles Wilson founded the company in 1946 with a dedication to customized service. Even after decades of delivering great packaging to our customers, that commitment has never changed. We always find the best solution to fit our customers' needs, even if we have to invent it!
Auto-ApplySr. Relationship Manager -Global Commercial Bank - Middle Market - Technology
Relationship manager job in San Diego, CA
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Great opportunity to join our Global Commercial Banking (GCB) Healthcare, Technology & Sponsors (HTS) Team focusing on the Technology industry.
GCB provides a wide range of solutions to Technology and Emerging Growth companies including Global Treasury Services, Credit, Risk Management (FX & Derivatives), Capital Raising & Investment Banking Services, Wealth Management and Financial Life Benefits.
Job Description:
This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction.
Responsibilities:
Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion and helps companies save, borrow, and invest for their current and future needs
Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships
Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects
Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues
Coaches and mentors peers, while utilizing leadership skills
Adapts to changes in sales practices and broader market and industry conditions as needed
Skills:
Client Management
Client Solutions Advisory
Prospecting
Relationship Building
Risk Management
Financial Analysis
Leadership Development
Project Management
Referral Identification
Sales Performance Management
Business Development
Client Experience Branding
Continuous Improvement
Data and Trend Analysis
Pipeline Management
Required Skills
Must have a minimum of 10 years' experience in Commercial Lending or Investment Banking.
Demonstrates ability to successfully manage an extensive portfolio of clients.
Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions.
Professional proven sales skills and experience, including planning, execution and follow up of client meetings.
Strong corporate finance, capital markets and accounting acumen.
Financial modeling experience and the completion of a formal credit training is required.
Outstanding oral and written communication skills.
Demonstrated leadership ability.
Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems.
Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & 63 license within 180 days
Experience covering Technology clients or at least a strong passion and curiosity for the Technology sector.
Desired:
Existing knowledge of the market preferred.
Technology and Centers of Influence networking contacts in the community.
Minimum Education Requirements:
Undergraduate degree or equivalent work experience required: Majors in business, finance or economics preferred. MBA desirable.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CA - Newport Beach - 520 Newport Center Dr - Newport Beach 520 Ncd (CA6814), US - CA - San Diego - 701 B ST (CA0816) Pay and benefits information Pay range$140,000.00 - $235,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Auto-ApplyClient Partner - MedTech & Pharma
Relationship manager job in Carlsbad, CA
The accountability for the Client Partner will include P&L growth, Customer Satisfaction, and Employee Satisfaction. All of sales, delivery, and operations teams for the account will roll up to the CP. * Define the long-term approach/ plan for the account and execute to the plan with quarterly and monthly KPIs.
* Stakeholder Management - building and managing client relationships at the VP, and CXO level.
* Accountable for quantified targets of Revenue growth, Order booking, Operating margin, Customer satisfaction, and Employee satisfaction
* Work closely with customer-side decision makers for upselling and cross selling all service lines such as Application Development and Maintenance Services, IOT/Digital Engineering, BPO, Data, Analytics & AI, Enterprise Solutions, Infrastructure & cloud.
* Sales and demand generation/capture through rigor in regular review of Pipeline and performance against plan on weekly, monthly, quarterly, and annual basis.
* Define and execute the account specific marketing plan for building new relationships and elevating the TCS brand.
* Build alliance partnerships relevant to the account.
* Lead the teams in generating opportunities and presenting proposals (proactive as well as responses to RFP/RFIs)
* Manage and escalate (when necessary) to ensure fulfillment of resources to meet the revenue and delivery commitments.
* Identifying and grooming team members into future leaders within the account and beyond.
* Delivery management through scheduled engagement reviews between Customer(s) and Delivery leaders.
* Interacting with Supplier relationship team from customer organization and maintain smoother flow of contracts, invoices, and payments.
Qualifications:
* Substantial experience in the Med Tech and Pharma domains mandatory. Candidates should have previously worked with Life Science customers in a business development capacity.
* Experience with rapid growth in accounts and experience in global delivery model.
* Prior experience of managing a large P&L in a leadership role is a must.
* Ability to present at senior levels, and executive levels and navigating the multiple layers of organization of the customer.
* Ability to work with different teams in various service lines and functions, across multiple time zones.
* Ability to manage multi-cultural teams.
* Be based in Houston but willing to travel to different client locations in US and abroad.
Salary Range: $147,000 - $203,000
#LI-AD1
Business Banking Relationship Manager
Relationship manager job in San Diego, CA
Application Deadline:
01/08/2026
Address:
701 B St.
Job Family Group:
Commercial Sales & Service
Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: To Boldly Grow the Good in Business and Life.
Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate.
Proactively develops and executes sales strategies to attract new business clients and expand existing relationships.
Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.
Generates appointments and opportunities to grow business results through targeted sales efforts.
Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
Identifies prospective customers and cross-sells additional products and services to meet their needs.
Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
Understands the local market and proactively develops relationships with centres of influence.
Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support.
Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio.
Answers inquiries and provides accurate information about business banking products and services.
Understands customer needs and offers financial solutions that meet customer goals.
Resolves or escalates issues.
Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
Provides advice and guidance to assigned business/group on implementation of solutions.
Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Monitors and tracks performance, and addresses any issues.
Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
Provides input into the planning and implementation of operational programs.
Executes work to deliver timely, accurate, and efficient service.
Supports the development and promotion of a business/group program.
Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently on a range of complex tasks, which may include unique situations.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk.
Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.
Strong experience with customer sales and service.
Technical proficiency gained through education and/or business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
Data driven decision making - In-depth.
Salary:
$57,500.00 - $106,500.00
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.
Auto-ApplyRelationship Banking Manager
Relationship manager job in San Diego, CA
Full-time Description
Provide
AMAZING
customer experience to all branch clients, assisting them with new account requests, account servicing and transactional needs. Provide assistance to the Branch Service Manager in all aspects of daily branch operations as assigned. Participate in supervision of day-to-day operations of the branch and ensure branch staff are performing their assigned duties in a satisfactory manner. Meet and greet customers in a friendly and professional manner, while providing an
AMAZING!
customer experience. Demonstrate proper judgment when handling customer transactions to mitigate risk to the bank. Responsible for retaining and expanding customer relationships for the Bank. Complies with and implements bank established objectives, policies and procedures and ensures compliance with all federal and state regulations.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Provide
AMAZING
Provide AMAZING customer experience to all branch clients.
Maintain comprehensive knowledge of the bank's products and services and ensure that branch staff are similarly trained and focused on appropriate cross-selling and referrals.
Ensure customer problems and complaints are handled professionally, effectively, maintained at a minimum level, and resolved at the branch level to the customer's satisfaction.
In collaboration with the Branch Service Manager, supervise and direct all deposit operations, record keeping, branch certifications and other daily branch functions. Ensure duties and responsibilities assigned to branch banking team members are properly understood and are carried out proficiently.
Able to perform all transactions necessary to meet customer needs, including opening new accounts.
Timely participation in ongoing training and receipt of satisfactory ratings on all regulatory compliance audits.
Adherence to the reporting and recordkeeping requirements of the Bank Secrecy Act, Anti-Money Laundering laws, OFAC, and CIP rules and regulations.
Adherence to all policies and procedures as they relate to all other regulatory compliance laws and regulations.
Participate in staff meetings to communicate Bank policies and procedures to minimize operating losses and to provide training as required.
Handle complex or non-routine operational issues independently when possible, however recognizing when management support is required.
Ensure the office is operating in a safe and effective manner in compliance with emergency preparedness standards.
Reliable and regular attendance on the job.
Other duties as assigned.
The Relationship Banking Manager position will be presumed to be capable of managing the branch in the absence of the Branch Service Manager. Previous banking experience in this capacity is considered when achieving this title.
Requirements
REQUIRED SKILLS AND ABILITIES:
Computer skills to include use of Microsoft Office products and other programs as required.
Strong mathematical ability.
Strong analytical skills.
Excellent oral and written communication skills.
Outstanding interpersonal skills.
Effective time management and organizational skills.
Attention to detail and follow through.
Ability to interact with coworkers, follow directions and established bank procedures, and accept constructive feedback.
Working knowledge of all bank products and systems enabling cross selling of bank products to a diverse client base.
Thorough understanding of banking rules and regulations, especially BSA.
Ability to count cash accurately.
Education/Licenses/Work Experience:
High school diploma or GED equivalent required.
Six months' branch banking experience preferred.
Minimum six months' cash handling experience required.
Work Environment
Standard office environment with a moderate noise level.
Physical Demands
The work environment characteristics and physical requirements described here are representative of those which an employee in this position encounters while performing the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.
Prolonged periods sitting at a desk and working on a computer.
Remain in a stationary position for sustained periods of time.
Occasionally move about inside the office to access filing cabinets and/or other office machinery.
Occasionally required to raise objects up to 25 pounds from a lower to a higher position, move objects horizontally from position to position with, and/or bend body downward and forward, and/or extend hands and/or arms in any direction to access files and/or other office machinery.
Consistent use of a computer and/or other office machinery is required, such as a keyboard, calculator, copy machine, scan machine, and/or computer printer.
Making substantial and repetitive movements (motions) of the wrists, hands, and/or fingers.
Close visual acuity is required to perform activities including, but not limited to, preparing and analyzing data and figures, transcribing, viewing a computer terminal, and/or extensive reading.
Regularly required to communicate verbally with employees, clients, and vendors.
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
Pay Range: $30.50 to $35.50 per hour. Pay range may vary based on skills, experience, and location. Salary Description Pay Range: $30.50 to $35.50 per hour
SBA Business Development Officer II
Relationship manager job in San Diego, CA
San Diego California
Exp 2-5 yrs Degree Bachelors Occasional Travel
Job Description
Generates SBA loans, deposits and fee income for the Regional Banking Group. Works in partnership with Branch Managers and Branch sales staff to develop new SBA business relationships. Responsible for originating and funding SBA loans in designated area. Annual production objectives are generally around $10 million.
Position Accountabilities
Generates new business through prospecting, outside calling, networking and referrals. Makes a substantial number of outside, in-person calls on prospects and clients requiring extensive automobile travel.
By year-end, achieves 100% of established annual production objective (APO) that will be determined at or near the beginning of every year. Achieves at least 20% of the established APO in the first calendar quarter; 25% in the second and third calendar quarters; and 30% in the fourth calendar quarter. The quarterly objectives are based on management's determination of the funding seasonally within the SBA industry.
Develops and implements marketing activities within the budgetary constraints established by supervisor. Also works with the Regional Manager and/or Branch Manager to develop and implement marketing plans. Marketing area is designated by the National Sales Manager. Marketing activities outside designated area will require supervisory approval.
Works to foster new and expand existing customer relationships through cross-selling products and services.
Develops and maintains a referral source database for both local and the bank overall SBA marketing purposes.
Maintains and applies a thorough understanding of the bank's credit policy, SBA eligibility and all necessary business practices to ensure the submission of accurate and complete loan application packages.
Actively participates in local SBA district functions with assigned marketing area.
Provides management with input regarding current policies and practices.
Assists the bank in the promotion of all product lines offered in assigned market.
Generates loans that maintain an acceptable level of performance. Assists special assets and credit services in any requested servicing action within assigned marketing area.
Performs other duties as assigned.
Qualifications
Qualifications
Job Specifications
Required Education or Equivalent Experience
Bachelor's degree
Required Experience
Three to five years of calling experience with the financial services industry
Field of Experience
Thorough knowledge of SBA lending rules, regulations and practices.
Additional InformationAll your information will be kept confidential according to EEO guidelines.
Direct Staffing Inc
Business Development Officer
Relationship manager job in San Diego, CA
Job Description
Job Title: Business Development Officer
Seeking a Business Development Officer (BDO) to drive deposit growth and support overall business expansion. This role is focused on acquiring new business banking relationships and acting as a strong ambassador of the bank within the community. The ideal candidate will possess a blend of sales acumen, banking knowledge, and customer service excellence.
Key Responsibilities
Business Development & Deposit Growth
Identify and pursue new business opportunities within the bank's market area.
Build and maintain referral networks with business owners, CPAs, attorneys, and other professionals.
Conduct outreach through networking, prospecting, client events, and inbound inquiries.
Support other relationship managers in growing and retaining customer accounts.
Open and manage new deposit accounts; handle related administrative tasks.
Promote banking products and services, and refer clients to appropriate internal partners.
Stay informed about competitive offerings and pricing.
Customer & Community Engagement
Represent the bank at local events, networking functions, and civic activities.
Maintain a visible presence in the business community.
Assist with planning and execution of local marketing events and outreach efforts.
Act as a key contact for a portfolio of clients, ensuring high service standards.
Support branch and operational teams with customer onboarding and product demonstrations.
Qualifications
Bachelor's degree in finance, real estate, or related field required.
Proven experience in business development, relationship management, or banking sales.
Strong understanding of banking products and services, including deposits and cash management.
Excellent interpersonal, communication, and presentation skills.
Proficiency in Microsoft Office Suite, especially Excel.
Highly organized, detail-oriented, and able to manage a high-volume workload.
Collaborative mindset with a proactive, team-oriented attitude.
Comfortable working in a dynamic environment with shifting priorities.
Account Manager - Construction Staffing
Relationship manager job in San Diego, CA
Accelerate Your Sales Career at Superior Skilled Trades! We're looking for an energetic Account Manager to join our fast-growing skilled trades staffing sales team! This is an individual contributor, heavy outside B2B sales position in which would you be selling our skilled trades staffing services and workforce solutions, and managing our client relationships within the construction industry throughout the Dallas territory. The role requires daily use of Hubspot, superior skills in prospecting new business, managing a sales pipeline, and relationship building.
Qualifications
Must have a minimum of three (3) years of experience in Skilled trades/Construction/Industrial Staffing Sales.
A proven track record in B2B sales and client management within the construction industry.
Proficiency with CRM platforms and adeptness at managing detailed client information.
Exceptional negotiation and rapport-building skills.
Highly responsive and detail-oriented, with excellent problem-solving capabilities.
Core Responsibilities
Strategically generate and develop new customer accounts to boost revenue.
Prospect for new business, manage a pipeline and sales funnel, and track activity using Hubspot.
Cultivate strong relationships with contractors and subcontractors, employing both outside and inside sales techniques.
Drive consistent quarter-over-quarter growth and profitability, surpassing targets.
Resolve customer inquiries and maintain continuous engagement through proactive follow-ups.
Why Choose SST?
Lucrative Earnings: Enjoy a total compensation package ranging from $65,000 to $125,000+, which includes a competitive base salary and uncapped commissions that reward your sales achievements.
Strategic Autonomy: Take charge of your sales territory with the freedom to implement strategies that best fit your approach, all supported by SST's comprehensive resources.
Growth and Opportunity: Capitalize on the chance to grow with a company that's rapidly expanding, offering numerous opportunities for career advancement and professional development.
Work Flexibility: This is a remote role. Our Account Managers spend a combination of their work week in the field and working from a home office.
Culture and Benefits: Become part of a vibrant company culture dedicated to employee welfare, complete with a full benefits package, and a supportive environment that fosters both personal and professional growth.
INDH
Auto-ApplyAccount Manager, Publishers
Relationship manager job in San Diego, CA
WHO ARE WE?
Launch Potato is a profitable digital media company that reaches over 30M+ monthly visitors through brands such as FinanceBuzz, All About Cookies, and OnlyInYourState.
As The Discovery and Conversion Company, our mission is to connect consumers with the world's leading brands through data-driven content and technology.
Headquartered in South Florida with a remote-first team spanning over 15 countries, we've built a high-growth, high-performance culture where speed, ownership, and measurable impact drive success.
WHY JOIN US?
At Launch Potato, you'll accelerate your career by owning outcomes, moving fast, and driving impact with a global team of high-performers.
BASE SALARY: $80,000 to $110,000 per year
MUST HAVE
Fully comfortable working Eastern Timezone hours and supporting ad-hoc partner or business needs outside standard hours when required.
Experienced in managing a direct response portfolio of accounts for a mix of channel types like email, newsletter, listicle, co-reg, etc.
Demonstrated ability to interpret, diagnose, and act on performance data across KPIs (CTR, CPC, CPA, ROAS), including identifying trends, risks, and scalable opportunities.
Advanced communication, negotiation, and upsell skills with the ability to influence both tactical decisions and strategic partner direction.
Highly proactive, growth-minded, and organized, able to manage complex workflows while driving long-term outcomes.
EXPERIENCE: Minimum 3-5 years working directly with Publishers, Affiliates, and/or Advertisers in digital media, performance marketing, or lead generation, with ownership of partner relationships, revenue performance, and reporting.
YOUR ROLE
Own and grow a direct response, high-impact portfolio of publisher partners, applying industry expertise, strategic thinking, and cross-functional influence to maximize revenue, efficiency, and long-term partner value.
This role expands beyond execution: you will anticipate risks, uncover growth opportunities, design optimization strategies, influence internal roadmaps, and elevate best practices across the team.
Outcomes (Performance Expectations)
Strategic Account Ownership: Own, optimize, and expand a portfolio of publisher/affiliate accounts by managing daily partner needs, driving long-term growth strategies, and proactively identifying new placements, integrations, and whitespace opportunities.
Campaign Execution & Daily Management: Execute all campaign operations, including pacing, budgets, QA, creative testing, launches, and troubleshooting with 100% accuracy while using advanced judgment to prioritize issues and maintain performance stability.
Performance Optimization: Analyze performance data across CTR, CPC, CPA, and ROAS to diagnose trends, forecast impact, and deliver clear, actionable recommendations that improve yield and partner outcomes.
Revenue & Margin Growth: Drive revenue and margin expansion by scaling high-performing partners, upselling new opportunities, optimizing traffic quality, and influencing internal teams to unlock additional growth levers.
Documentation & Reporting: Maintain clear, organized documentation and produce structured reporting that communicates insights, decisions, risks, and next steps to internal teams and external partners.
Cross-Functional Leadership: Partner with media buying, analytics, creative, and product to resolve blockers, shape testing roadmaps, refine processes, and elevate partner performance through cross-team alignment.
High-Trust Partner Communication: Lead recurring partner communications that build trust, address issues quickly, and deliver strategic insights that strengthen alignment and long-term retention.
Competencies
Industry-Grounded Strategist: Leverages strong experience in publisher, affiliate, and advertiser ecosystems to anticipate shifts, navigate constraints, and identify high-impact opportunities.
Relationship & Influence Leader: Builds trust across partners and internal teams; influences without authority; balances partner needs with Launch Potato's goals.
Advanced Data Literacy: Uses Looker, Excel, and performance dashboards to run analyses, forecast outcomes, design tests, and translate insights into action.
Operationally Excellent: Manages multiple accounts, priorities, and workflows with accuracy and process discipline at expectations.
Collaborative & Cross-Functional: Works fluidly with media buyers, analytics, creative, and engineering partners; communicates directly with clarity and respect.
Entrepreneurial Problem Solver: Acts with ownership, experiments thoughtfully, and drives long-term revenue growth through both systematic and creative approaches.
Coachable, Reflective, Growth-Minded: Seeks feedback, adapts quickly, and shares learnings to raise the bar across the team.
TOTAL COMPENSATION
Base salary is set according to market rates for the nearest major metro and varies based on Launch Potato's Levels Framework. Your compensation package includes a base salary, profit-sharing bonus, and competitive benefits. Launch Potato is a performance-driven company, which means once you are hired, future increases will be based on company and personal performance, not annual cost of living adjustments.
Want to accelerate your career? Apply now!
Since day one, we've been committed to having a diverse, inclusive team and culture. We are proud to be an Equal Employment Opportunity company. We value diversity, equity, and inclusion.
We do not discriminate based on race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Auto-Apply