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  • Client Service Director - Water/Wastewater

    Kennedyjenks 4.1company rating

    Relationship manager job in Walnut Creek, CA

    Client Service Director - Water/WastewaterJob Description Founded in 1919, KJ has always looked to the future. With a talented team of professionals and a culture of continuous improvement, we deliver exceptional engineering and environmental consulting services today, with a focus on innovation and sustainability. Using new advanced analytics, technology, and tools, KJ improves designs, reduces risk, and finds better ways to deliver projects. KJ is at the forefront of developing sustainable solutions for clients, including green infrastructure design, strategies to reduce energy use and environmental impacts, and award-winning water reuse projects. We are known for our dedication to industry-leading client service and tailored solutions. Kennedy Jenks is seeking a dynamic Client Service Director with strong client relationships, a proven track record, team-building capabilities, and business leadership skills to drive the growth of our thriving public and private sector water and wastewater practice across the United States. This senior leadership role is crucial to our continued success in delivering quality solutions to our valued clients. You will be an integral part of a forward-thinking engineering practice involved in exciting and meaningful project work across our national footprint. Key Responsibilities: Business Development: Engage with the marketplace to identify new clients and projects, and work collaboratively with our team to pursue and secure these opportunities. Client Expansion: Leverage existing relationships with municipal and industry clients, and KJ's local and national project portfolio to expand service offerings. Leadership: Build, lead, and motivate teams to deliver exceptional client service on projects. Project Management: Take responsibility for managing key projects from the planning phase through construction, ensuring quality delivery. Brand Development: Lead client service and professional engagement efforts to enhance both personal and company brand awareness, while identifying new opportunities and partnerships to drive growth. Strategic Planning: Contribute to statewide strategic planning, utilizing marketing knowledge and your established client relationships. Staff Development: Collaborate with internal leaders to hire and develop staff, ensuring team success. Proposal Oversight: Lead strategic project positioning, including developing key teaming partners, overseeing proposal development, and preparing for client interviews. Project Development: Oversee the preparation of project scope, schedules, fee negotiations, project staffing, and coordination of activities related to planning, design, and construction. Travel: Travel to client and project sites for meetings and travel to other Kennedy Jenks offices will be necessary. Project Contribution: Contribute to project delivery goals by managing projects or serving as a project engineer or team member. Qualifications: Local Market Expertise: Thorough understanding of the local market, with established industry relationships and strong technical knowledge of water, wastewater, pipeline, stormwater, environmental, and industrial consulting. Entrepreneurial Spirit: Proven experience with business development, relationship-building, negotiation, and client service management, all delivered with integrity. Team Building: Enthusiasm for fostering team collaboration, staff development, and inclusive leadership. Communication Skills: Strong writing, editing, research, and verbal communication abilities. Experience: Minimum of 15 years of relevant experience. Education: BS or MS in Civil, Chemical, Environmental, or a related engineering field. PE license required or ability to obtain immediately. Design-Build experience and DBIA certification are a plus. Travel Requirements: Ability to travel to clients and Kennedy Jenks offices as needed. Work Flexibility: Kennedy Jenks supports a healthy work-life balance and utilizes a hybrid model of home and office work to empower our team members to thrive and achieve their full potential. Compensation: The salary range for this position is anticipated to be between $150,000 and $235,000, depending on education, experience, qualifications, licensure/certifications, and geographic location. Kennedy Jenks offers a comprehensive benefits package, including medical, dental, vision, life and disability insurance, 401k, bonus opportunities, tuition reimbursement, professional registration support, a competitive PTO and holiday plan, and other benefits and programs. #LI-hybrid As an employee-owned firm, Kennedy Jenks offers a unique company culture with a corporate commitment to maintaining a positive work/life experience with a flexible hybrid work environment. Kennedy Jenks provides competitive compensation that will vary based upon education, experience, qualifications, skills, licensure/certifications, seniority, and geographic location. We offer a full benefits package. Kennedy Jenks is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, pregnancy and pregnancy-related conditions, sexual orientation, gender identity, national origin, age, marital status, disability, citizenship status, genetics, protected veteran status, or any other characteristics protected by applicable law. #J-18808-Ljbffr
    $150k-235k yearly 2d ago
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  • Client Partner - Google Relationship

    Bristlecone 3.9company rating

    Relationship manager job in Fremont, CA

    Bristlecone is the industry's largest pure-play supply chain service provider. As the trusted partner for AI-first supply chain transformations, we specialize in empowering customers with tech-enabled solutions for planning, sourcing, and fulfillment. Through our consulting, platforms, and supply chain build and enablement expertise, we help Global 2000 organizations in the life sciences, retail, consumer goods, manufacturing, and high-tech industries drive visibility, resiliency, and efficiency across their supply chain. Guided by a consulting-led approach, we serve as strategic partners to customers throughout their supply chain transformation journey. With comprehensive advisory and implementation capabilities, we offer high-value consulting spanning domains, processes, and change management, ensuring tailored solutions that drive meaningful outcomes for each customer. Bristlecone is headquartered in San Jose, California, with locations across North America, Europe, and Asia. It is part of the Mahindra Group. Learn more at ******************* Equal Opportunity Employer Bristlecone is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status Privacy Notice Declarations for California based candidates/Jobs:: https://*******************/life-at-bristlecone/#careers Job Description: Client Partner - Google relationship The Client Partner is the CEO of a portfolio of business who is passionate about forming and driving successful client relationships and can successfully interact with senior executive level clients. Through their role, Client Partners focus on all aspects of client growth, relationship development, financial integrity, and quality delivery and execution of all engagements that drive organic growth and strong relationships. This individual manages growth and evolution of multiple client relationships and can lead complex multi-dimensional engagements that combine consulting, and large technology deployments. This person is a high-energy leader with the ability to grow client relationships through presenting new strategies and innovative ideas. The Client Partner is experienced in leading teams of both Client Service as well as service line professionals on multidisciplinary teams in a matrixed environment. These individuals also have a strong operational acumen in operating their clients business to meet financial and client satisfaction targets. Key Responsibilities Responsible for a portfolio of business in one of Bristlecone's most strategic and fast growing relationships Responsible for sales of SAP and other supply chain and related services to the client. Focus on developing new relationships in the client organization and converting them to opportunities and deals. Effectively manage all commercial aspects of the client relationship including contracts, pricing, profitability, internal revenue and profit forecasting. Accurately plan and forecast revenue growth to achieve their net revenue and margin targets. Develop and drive growth & account plans, processes, and strategies that improve results for clients, while growing the account portfolio. Continually increase knowledge of the client's business (and industry) often serving as the client's first line consultant. Provide leadership and direction to client and capability teams, fully leveraging all direct and indirect resources and ensuring optimal levels of productivity, service, communications, & quality in a matrix environment for assigned clients. Work closely with the sales team to develop proposal/presentation content and strategy for new business pitches. Effectively “on-board” new client relationships. Works to stay current with industry trends and best practices to proactively sell fit for purpose solutions and innovation. Qualifications: Relevant undergraduate degree required with advanced degree preferred. Unparalleled client relationship skills and business acumen - you must be able to earn Trusted Advisor status with clients. Experience in managing the Google relationship is highly desired. At least 10 years of experience in working with senior level client contacts. At least 5 years' recent experience in growing and managing complex client relationships. Experience working in a matrix environment and managing teams within a dynamic, fast-paced, and ever-changing environment.
    $111k-171k yearly est. 4d ago
  • Client Director - Water Business

    Black & Veatch Corporation 4.1company rating

    Relationship manager job in Walnut Creek, CA

    Together, we own our company, our future, and our shared success. As an employee‑owned company, our people are Black & Veatch. We put them at the center of everything we do and empower them to grow, explore new possibilities and use their diverse talents and perspectives to solve humanity's biggest challenges in an ever‑evolving world. With over 100 years of innovation in sustainable infrastructure and our expertise in engineering, procurement, consulting and construction, together we are building a world of difference. Company : Black & Veatch Corporation Opportunity Type : Staff Project Only Hire : No Why Black and Veatch Recognized by Glassdoor as a 2023 Top 100 place to work, Black & Veatch allows you to lend your talent and perspective to humanity's biggest challenges in a flexible environment where you are empowered to grow and explore new possibilities. We offer competitive compensation; 401K match and benefits that start day 1. Our hybrid environment allow you to balance your work and personal life. At Black & Veatch, you own your career with purpose and meaning. You are empowered to grow and explore new possibilities at every step of your career journey. Bring your big ideas knowing you are safe to be who you are and speak up with concerns or questions and put your diverse talents and perspectives to use. The Opportunity In this role, you will have the opportunity for business management with priorities on client relationship development in the Northern California region, effective positioning within target client organizations, leading pursuit teams, and strong financial management to include both top line and bottom line growth. Manages water and wastewater engineering capture strategies requiring global resources and/or multiple partners. Accountable for project performance and specific New Business objectives. Creates opportunities for new/repeat business; supports complex contract negotiations with appropriate client management Manages varied complex risk which includes fixed price or new technology or non domestic markets or new clients. Black & Veatch is a leading employee‑owned global engineering, procurement, consulting and construction company. Consistently recognized as “Best Companies to Work For” and “Best Employers for Diversity.” One of the biggest Water & Wastewater Civil Design Firms with 8,300+ employees. Our revenues exceed $3 billion. The Client Director position is a high‑profile leadership role at Black & Veatch. In this capacity, you will have the opportunity to serve as part of the Water / Wastewater business leadership team. As part of the Northern California collaborative team, you will be responsible for managing the successful delivery of water related infrastructure projects in the multi‑million‑dollar range. Hybrid or flexible work options may be offered after the first 90 days of employment based upon manager discretion, job performance and work assignments. The Team BV's Governments & Environment business works to provide innovative solutions and integrated planning, design, and construction support for mission‑critical facilities, as well as threat reduction and environmental services support worldwide. By joining our business, you will be able to provide infrastructure for community benefit through regulated utilities and government agencies. This team partners with our customers to align their people, processes, technologies, and data analytics in the face of industry transformation. We help our customers leverage our industry‑leading solutions and expertise to modernize water infrastructure, optimize asset use, meet performance goals, reduce costs, and mitigate risk no matter where the water industry goes next. This team is ranked in the top 10 by ENR for Water Design Firms in Water Supply and Sewer Waste and other water‑related rankings. Prospect identification, proposal development, proposal preparation, client presentations, project budgeting and contracting for successful opportunities Accountable for new business objectives and for overall project performance Project management: External focus to interact with assigned clients, become involved in client activities and promote Black & Veatch through client and community activities Support development of the overall market business plan, market strategies, client engagement strategies and leverage other Black & Veatch technical and management resources to advance Black & Veatch's market footprint Oversight of engineering manager(s) Development of project performance goals Accountability for implementation Active involvement with internal project team and owner project representatives on project activities Perform or assist with the performance and commercial management of projects including budgeting, invoicing, and payments; lead project performance reviews for assigned project(s) Staff management: Team development, mentoring and coaching on performance improvement Recommendations for training and promotion of assigned professionals as well as identification and development of new candidates to expand the Black & Veatch team Management Responsibilities Acts as a project manager. Among responsibilities is management of a project team. The individual comprising this team may vary by project. Preferred Qualifications 15 + years of active water/ wastewater experience with demonstrated leadership experience in the Northern California market Professional Engineering License; Bachelor's Degree in technical discipline Understanding of budgets and financial metrics Contract negotiation skill including knowledge of terms, risks, pricing and payment terms Minimum Qualifications Bachelor's degree or equivalent experience. All applicants must be able to complete pre‑employment onboarding requirements (if selected) which may include any/all of the following: criminal/civil background check, drug screen, and motor vehicle records search, in compliance with any applicable laws and regulations. Salary Plan PMT: Project Management Job Grade 020 Black & Veatch is committed to being an employer of choice by creating a valuable work experience that keeps our people engaged, productive, safe and healthy. Our comprehensive benefits portfolio is a key component of this commitment and offers an array of health care benefits including but not limited to medical, dental and vision insurances along with disability and a robust wellness program. To support a healthy work‐life balance, we offer flexible work schedules, paid vacation and holiday time, sick time and dependent sick time. A variety of additional benefits are available to our professionals, including a company matched 401k plan, adoption reimbursement, vendor discounts, an employment referral program, AD&D insurance, pre‑taxed accounts, voluntary legal plan and the B&V Credit Union. Professionals may also be eligible for a performance‑based bonus program. We are proud to be a 100 percent ESOP‑owned company. As employee‑owners, our professionals are empowered to drive not only their personal growth, but the company's long‑term achievements - and they share in the financial rewards of that success through stock ownership. By valuing diverse voices and perspectives, we cultivate an authentically inclusive environment for professionals and are able to provide innovative and effective solutions for clients. Black & Veatch Holding Company, its subsidiaries and its affiliated companies, complies with all Equal Employment Opportunity (EEO) affirmative action laws and regulations. Black & Veatch does not discriminate on the basis of age, race, religion, color, sex, national origin, marital status, genetic information, sexual orientation, gender Identity and expression, disability, veteran status, pregnancy status or other status protected by law. Notice to External Search Firms: Black & Veatch does not accept unsolicited resumes and will not be obligated to pay a placement fee for unsolicited resumes. Black & Veatch Talent Acquisition engages with search firms directly for hiring needs. In accordance with local law, the following Annual compensation range is applicable for the job and location associated with this requisition: $158,700.00 - $301,225.00 #J-18808-Ljbffr
    $158.7k-301.2k yearly 1d ago
  • Payments Banking Manager

    Accenture 4.7company rating

    Relationship manager job in Sacramento, CA

    Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent- and innovation-led company with approximately 750,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world's leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data, and AI with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners, and communities. Visit us at ***************** . In Strategy & Consulting we work with C-suite executives, leaders, and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive greater growth, enhance competitiveness, implement operational improvements, reduce cost, deliver sustainable 360° stakeholder value, and set a new performance frontier for themselves and the industry in which they operate. Our deep industry and functional expertise is supported by proprietary assets and solutions that help organizations transform faster and become more resilient. Underpinned by technology, data, analytics, AI, change management, talent, and sustainability capabilities, our Strategy & Consulting services help architect and accelerate all aspects of an organization's total enterprise reinvention. Financial Services Payments Practice The Payments practice is a part of the Financial Services North America Banking Client Service Group, which provides consulting and outsourcing services to retail banking and payments clients throughout the U.S. and Canada. We serve more than 600 unique clients in 24 countries including banks, networks, merchants, and fin-techs, payment platforms. Accenture's North American Payments practice is responsible for driving Accenture's go-to-market strategies and offerings for our US and Canadian clients, bringing our best offerings and leveraging our global payment practices and experience. These offerings include: · Payment Innovation (e.g., digital payments, wallets, etc.) · Card Issuing · Retail Bank Payments · Commercial Cash Management, B2B, Corporate, and Transaction Banking and Payments As a Payments Consultant, you'll be dedicated to helping clients by designing and delivering strategic solutions that achieve compliance, mitigate risks, and seize revenue growth opportunities. Key Responsibilities: · Develop world-class business and technology solutions for Consumer and Commercial Payments clients across a wide range of payment methods. · Conduct operating model assessments (people, process, org) and client needs assessments. · Perform vendor assessment and due diligence of packaged platforms, e.g. Card platforms, Pricing & Profitability and Workflow solutions, Treasury Management portals · Participate in process design, requirements gathering, and functional design as part of Payments systems implementation engagements. · Serve as a business architect during client engagements. · Participate in the development of best-in-class, reusable assets. · Participate in business development to originate new client opportunities. · Must be willing to travel up to 80% (Monday - Thursday) Here's What You Need: · 5 + years of relevant experience in one or more specific payment areas in any of the following payment domains: o Card: Private label, Credit, Online Debit, Offline Debit, Prepaid, ATM, Acquirer/Issuer o Retail: P2P, Bill Payment, Mobile Payments, Electronic Bill Presentment, Micro Payments o Electronic: ACH, Domestic Wire, International Wire, Fedwire/CHIPS, SWIFT o Cash / Treasury Management: Sales, Relationship, Operations and/or Product Delivery · 5 + years' experience with consulting project delivery including managing or creating project deliverables, and managing projects within timelines and budgets within management consulting or industry experience within a large commercial bank or payment provider. Preferred Qualifications: · Industry experience within Consumer, Commercial or new payment flows. Demonstrated business and technology expertise across the end-to-end payment lifecycles and operating models · Successful track record of performing operating model design, business process design, and system functional design. · Experience with vendor platforms enabling seamless delivery of payments products is preferred. · Ability to develop and manage relationships with client management. · Payments industry expertise in alternative/emerging payments · Understanding of end-to-end payments lifecycle · Business Architecture - Applied in solution planning, and requirements definition and analysis · Baseline understanding of the principles of technology · Requirements Analysis · Functional Design · Professional Skills Required: · Proven ability to work independently and as a team member · Proven ability to work creatively and analytically in a problem-solving environment · Excellent leadership, communication (written and oral) and interpersonal skills Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. (https://*****************/us-en/careers/local/total-rewards) Role Location Annual Salary Range California $94,400 to $293,800 Colorado $94,400 to $253,800 District of Columbia $100,500 to $270,300 Illinois $87,400 to $253,800 Minnesota $94,400 to $253,800 Maryland $94,400 to $253,800 New York/New Jersey $87,400 to $293,800 Washington $100,500 to $270,300 Requesting an Accommodation Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at **************** or send us an email or speak with your recruiter. Equal Employment Opportunity Statement We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities. For details, view a copy of the Accenture Equal Opportunity Statement (https://*****************/content/dam/accenture/final/accenture-com/document-3/Accenture-Equal-Employment-Opportunity-Statement.pdf#zoom=50) Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities. Accenture is committed to providing veteran employment opportunities to our service men and women. Other Employment Statements Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information. California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information. Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.
    $100.5k-270.3k yearly 8d ago
  • Client Relations Manager

    Considine Search

    Relationship manager job in Fremont, CA

    San Francisco, Palo Alto, Los Angeles, San Diego, Boston, New York or Washington, DC Join a high-impact team dedicated to strengthening the firm's most important client relationships. As a Client Relations Manager, you'll partner closely with the Director of Client Relations to shape and execute a strategic, programmatic approach to client development-energizing client teams, advancing action plans, and driving targeted growth initiatives. Collaborating across Marketing and key firm functions, you'll play a central role in elevating the client experience and unlocking new opportunities. They're looking for someone who is naturally curious, boldly entrepreneurial, and relentlessly committed to delivering exceptional service. Partner with the Associate Director of Client Relations to develop, maintain, and execute strategic client team action plans. Lead effective use of Salesforce to manage contacts, track engagement, and deliver actionable reporting via dashboards. Serve as a central communicator for client teams-sharing updates, guiding meetings, and organizing agendas, notes, and action items. Identify opportunities to deepen client relationships and propose creative, strategic approaches to expand engagements. Plan and execute client-facing events, CLE programs, sponsorships, and other initiatives that strengthen relationships. Coordinate outreach to relationship partners on event invitations, CLE opportunities, award nominations, and other value-add offerings. Advise Business Development colleagues on client-informed pitch strategies and coordinate cross-practice or non-assigned pitches. Support client service excellence through reporting, interviews, secondee engagement, and collaboration with internal teams on billing, guidelines, conflicts, and operational needs. Requirements Bachelor's degree required. Minimum five years of legal business development and/or client relations experience; law firm or professional services experience strongly preferred. Proven ability to build and maintain strong client relationships and respond effectively to client needs. Strong strategic, analytical, and problem-solving skills, with the ability to synthesize complex information and support business planning. Excellent communication, writing, and presentation skills, with the ability to engage confidently with stakeholders at all levels. Demonstrated leadership and collaboration skills, including the ability to drive cross-functional initiatives and achieve consensus. Highly organized, detail-oriented self-starter with strong execution, sound judgment, and the ability to manage confidential information. Proficient in Microsoft Office; ability to learn new technologies quickly. Salesforce experience strongly preferred. Benefits Firm offers a comprehensive benefits package starting on your first day. A variety of options for medical, dental, vision, life and disability coverage to meet the needs of you and your family. Industry-leading parental leave and family benefits including adoption and fertility treatment options and backup child and elder care. Global wellness program, including free access to Talkspace and Calm apps. Annual community service day to make an impact on your community and a birthday holiday just for fun. Education reimbursement annually. Dedicated Talent Development team. Competitive annual profit-sharing contribution. Where required by law, salary ranges are stated below. Additional compensation may include a discretionary bonus, overtime as applicable, health/welfare benefits, retirement contributions, paid holidays, and PTO. The range displayed is specifically for positions performed in those cities/states and may vary based on factors including but not limited to the following: local market data and ranges; an applicant's skills and prior relevant experience; and certain degrees, licensing, and certifications. New York, San Francisco, Palo Alto salary range: $140,000.00-$195,000.00, plus bonus Los Angeles, San Diego, Boston, Washington, D.C. salary range: $133,000.00-$186,000.00, plus bonus #LI-Hybrid 38762 Job Type: Full-time, Hybrid Salary: $133,000.00-$195,000.00, plus bonus Date Active: 1.5.2026 Exempt/Not Exempt: Exempt
    $140k-195k yearly 2d ago
  • Senior Private Banker - Wealth Strategy & Growth

    Jpmorgan Chase & Co 4.8company rating

    Relationship manager job in Walnut Creek, CA

    A leading financial institution is seeking an experienced Private Banker to provide high-level advising on wealth management to clients. The role includes managing client relationships, generating new business, and utilizing expertise in investments and financial planning. Candidates should possess at least 6 years of relevant experience, a Bachelor's degree, and relevant financial licenses. Strong sales success and community presence are vital for this role, which aims to deliver exceptional client experiences. #J-18808-Ljbffr
    $51k-118k yearly est. 2d ago
  • Relationship Manager

    California Bank of Commerce 4.4company rating

    Relationship manager job in Sacramento, CA

    Responsible for managing overall loan and deposit relationships with customers. Grow revenues as directed by Senior Management by successfully prospecting new business as well as retaining and expanding existing customer relationships. Responsibilities include recommending loans for approval managing loan portfolio credit quality, sourcing prospects, developing new customer relationships, and cross-selling appropriate bank products/services to prospects and customers. ESSENTIAL DUTIES AND RESPONSIBILITIES: Retains and expands relationships with existing customers. Prospect and close new business relationships. Grow net revenue year after year as directed by Senior Management. Recommend appropriate client risk rating and manage credit quality. Develop and implement an effective calling program for existing customers. Develop and implement plans for sourcing prospects and new customer relationships. Manage customer relationships and introduce product specialists as needed. Resolve customer problems and act as a liaison with other departments to ensure positive customer experience. Manage overall customer profitability. Develop and implement relationship strategies for cross-selling bank products and services. Satisfy customer requirements by providing a full array of loans, deposit, cash management and other appropriate bank products. Responsible for keeping current on the bank's lending policies, products, and services. Participate in community and CRA activities to promote the Company's brand in our communities. Actively ensure compliance with the Company's Code of Ethics and all Bank Secrecy Act/Anti-Money Laundering, USA Patriot Act, information security and suspicious activity reporting requirements, policy and procedures. Actively participate in any required corporate and business line training in these areas. Follow account opening procedures and understand internal suspicious activity referral requirements and processes required for this position. Actively work with customers to understand normal account activity, as appropriate for this position. Requirements REQUIRED SKILLS AND ABILITIES: Computer skills; to include the use of Microsoft Office products and other programs as required. Excellent written and verbal communication skills, attention to detail and follow-through. Leadership skills and ability to foster and sustain collaborative work relationships within the bank. Strong relationship management and business development abilities, well-developed analytical and problem-solving skills. Broad knowledge of bank products and services that results in successfully capitalizing on all opportunities. Dedication to teamwork and long-term commitment to success. Education/Licenses/Work Experience: Bachelor's degree (Master's degree preferred). Seven to ten years of commercial lending experience including broad knowledge and experience in banking operations, products, and services. 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 provided 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, scanning 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: $130,000 - $200,000 annually. Pay range may vary based on skills, experience, and location Salary Description Pay Range: $130,000- $200,000 annually
    $130k-200k yearly 60d+ ago
  • Vendor Relationship Manager

    The Strickland Group 3.7company rating

    Relationship manager job in Sacramento, CA

    Join Our Growing Team as a Vendor Relationship Manager - Build Strong Partnerships for Success! Are you passionate about cultivating relationships, managing vendor partnerships, and driving business excellence? We're looking for a proactive and results-oriented Vendor Relationship Manager to join our dynamic team. In this role, you'll lead the development, management, and optimization of vendor relationships to ensure seamless collaboration and operational success. Why You'll Love This Role: 💼 Comprehensive Training - Gain the tools and support needed to excel, whether you're experienced or new to vendor management. ⏰ Flexible Work Schedule - Full-time or part-time opportunities with remote flexibility. 📈 Career Growth - Clear pathways for advancement into leadership, procurement management, or operational strategy roles. 💰 Competitive Compensation - Base pay plus performance-based incentives and bonuses. Key Responsibilities: Build, maintain, and strengthen relationships with vendors to ensure mutual success. Develop and execute vendor management strategies to optimize performance and ensure alignment with business goals. Act as the primary liaison for vendors, facilitating clear communication and issue resolution. Collaborate cross-functionally with procurement, operations, and finance teams to streamline vendor processes. Track and analyze vendor performance metrics, providing actionable insights and recommendations. Identify and onboard new vendors through strategic sourcing and relationship management. What We're Looking For: ✔ Excellent relationship-building and communication skills ✔ Strong negotiation and problem-solving abilities ✔ Experience in vendor management, procurement, or supply chain operations preferred ✔ Data-driven mindset with the ability to analyze performance metrics and trends ✔ Self-starter who thrives in a collaborative, fast-paced environment Perks & Benefits: ✅ Paid training and continuous mentorship ✅ Health insurance and retirement plan options ✅ Incentive bonuses and performance recognition ✅ Growth opportunities into senior leadership and strategic roles 🚀 Ready to Build Strong Vendor Partnerships? If you're excited to manage vendor relationships and contribute to the success of a purpose-driven organization, we'd love to hear from you! 👉 Apply now and join us as a Vendor Relationship Manager-where collaboration meets opportunity!
    $83k-128k yearly est. Auto-Apply 60d+ ago
  • Client Relationship Manager

    Ernest Packaging Solutions 4.3company rating

    Relationship manager job in Sacramento, 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 Sacramento, CA. This is a full-time position that offers a competitive base salary, plus commission, bonuses, car allowance, benefits, and a WONDERFUL company culture. 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: Newest Company Video with Keanu Reeves! 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!
    $92k-150k yearly est. Auto-Apply 60d+ ago
  • Employee Benefits Client Relationship Manager

    The Misch Group

    Relationship manager job in Fremont, CA

    Job Description: Client Relationship Manager - Employee Benefits We are seeking a dynamic and client-focused Client Relationship Manager to join our team. This role is pivotal in fostering long-term relationships with our 50+ small business clients. As a key liaison between our clients and internal support teams, you will take the lead in understanding client needs, building trust, and delivering tailored benefits solutions. If you thrive on creating meaningful connections, are passionate about learning and doing good for clients, and love going above and beyond for your team and clients, we'd love to hear from you. Key Responsibilities Client Relationship Management Serve as the primary point of contact for assigned clients, maintaining regular communication and fostering trust. Proactively address client inquiries and resolve issues with a solution-focused approach. Build and nurture strong relationships to enhance client satisfaction and retention. Strategic Account Oversight Develop an in-depth understanding of client businesses, industries, and employee benefits needs. Present tailored benefits strategies to align with client goals and evolving requirements. Identify and implement creative solutions to maximize value and cost efficiency. New Business Development Explore opportunities to expand offerings within the existing client portfolio (e.g., supplemental benefits, wellness programs). Collaborate with clients to propose and implement additional services that align with their goals. Renewals and Retention Lead annual renewal processes, presenting market trends, benchmarking data, and carrier proposals. Negotiate with carriers to secure optimal terms for clients. Ensure smooth transitions during plan changes or renewals by coordinating with internal teams. Industry Expertise Stay informed about market trends, compliance updates, and new benefits offerings. Educate clients on emerging benefits solutions and legislative changes impacting their plans. Team Collaboration Partner with the internal administrative team to streamline day-to-day client service operations. Work with marketing and other departments to enhance the overall client experience. Qualifications and Requirements Proven experience in employee benefits, client relationship management, or account management. General understanding of employee benefits plans, including medical, dental, vision, and supplemental benefits. Exceptional communication and interpersonal skills, with a focus on building lasting relationships. Passionate about learning and finding creative ways to help clients achieve their goals. Willingness to go above and beyond to support both clients and teammates. Exceptional organization and attention to detail to manage multiple clients and deliver outstanding results. Strong written and verbal communication skills, capable of explaining complex concepts clearly and effectively. Extroverted and confident in speaking to clients and groups of employees during presentations or benefit meetings. Highly resourceful, able to adapt and find solutions to challenges quickly. Strategic thinker with the ability to identify client needs and offer tailored solutions. Proficiency in CRM tools and Microsoft Office Suite, including Excel. Active California Life and Health License or willingness to obtain within 90 days. Benefits Competitive salary and performance-based incentives. Benefits including medical, dental, vision, FSA, voluntary benefits, and 401k Generous PTO and mental health days Opportunities for professional development and career growth. Collaborative work environment with a supportive and dedicated team. The chance to make a real impact by helping small businesses optimize their employee benefits programs.
    $90k-149k yearly est. 60d+ ago
  • Client Relationship Manager III (Commercial Loan Officer III)

    United Business Bank Career 4.2company rating

    Relationship manager job in Walnut Creek, CA

    Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you. About United Business Bank We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy. About the Position... The Client Relationship Manager (CRM) III is responsible for developing relationships with prospective clients by identifying the financial needs of those clients and to fill those needs with the wide range of products and services offered by United Business Bank. These products and services may include extensions of commercial and/or real estate credits, demand, savings or time deposit account products or other services offered. They are responsible for knowing all aspects of loans including CRE, C&I, Construction, Lines of Credit, Letters of Credit and other complex loans. They are responsible for analyzing a clients loan request and determining whether a loan is within an acceptable risk within the framework of the Banks policy and for preparing the required documents and submitting it for approval. The CRM III is also responsible for providing service to existing client relationships, as well as to represent the Bank through involvement in local, civic, social and professional organizations. The CRM III is also responsible for retaining and growing the loan and deposit relationships, and other duties as assigned. Qualifications About You... You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following: Education/Certification: Bachelors Degree in Business or related field. Required Knowledge: Knowledge of banking and lending operations and procedures, as well as the various regulations and standard banking practices. Experience Required: Minimum of 8 years experience in the financial services industry. Skills/Abilities: Strong oral and written communication abilities. Strong math skills. Strong interpersonal skills. Strong business development techniques and cross-selling skills. Ability to identify, analyze and handle credit requests. Good organizational skills. Good personal computer skills, ability to use Word and Excel. Professional appearance, dress and attitude. We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
    $76k-119k yearly est. 2d ago
  • Client Relationship Manager III

    Vitu

    Relationship manager job in Sacramento, CA

    At Vitu, our engaged workforce is the key to our success. We are committed to creating a positive, inclusive, and motivating environment where employees feel valued, connected, and empowered. Vitu provides innovative, cutting-edge services to the motor vehicle industry. Our namesake solution manages titling and registration transactions in all 50 states and across multiple locations - all on one platform. With the mission of expanding and automating Vehicle-to-Government (V2Gov) transactions, the Vitu platform is reimagining how drivers, businesses and governments interact with vehicles. Vitu has offices in California, Florida, Georgia, Illinois, Indiana, Minnesota, Montana, North Carolina, New Hampshire, New Jersey, New York, Ohio, Oregon, Pennsylvania, and Virginia. Job Summary The Client Relationship Manager III works independently monitoring all aspects of operations for select CMS clients. They are the expert on anything related to that client's work within operations. This position is critical due to the high touch requirements demanded to ensure client satisfaction and will fill the need for high touch client support allowing for better operational focus for driving the business. This position will work cross functionally with many teams across the organization as the operations point of contact for their assigned clients. The Client Relationship Manager III is a subject matter expert on all things related to operations. Responsibilities Contribute to customer satisfaction by consistently meeting and/or exceeding expectations and commitments by providing a high level of customer service to both internal and external customers; by solving customer problems quickly and effectively. Work directly, professionally and collaboratively with operations team, client, product, implementation and other cross-functional teams as required to meet the client's needs. Provide proactive communication to client related to operations status updates, as well as product and software enhancements. Point of contact for escalations. Liaise and interact as voice for both company and client. Coordinate resolution to pivotal customer issues and concerns, safeguarding the business. Ensure clients are notified and remain updated of planned or unplanned deficiencies of services, from discovery through remediation. Maintains strong working knowledge of operations status and follow up in relation to Service Level Agreements (SLA's). Monitor customer satisfaction levels. Continually maintain awareness of client's business needs. Review and mitigate process gaps. Provide recommendations for business process efficiencies. Report notable concerns to leadership and provide suggestions for resolution. Effectively lead calls with assigned client's and cross functional team members. Project management, review, and updates to client on Dealertrack Action Plans / Supplier Action Plans/ Root Cause Analysis. Review and update Audit Results weekly/monthly. Review quality misses and Field Issue Tracking (FIT) data provided by client and escalate concerns. Client Invoice/Credit Review. Ensure service modifications and enhancement requests are thoroughly vetted and outlined. Validate comprehensive documentation of requirements are detailed and clearly define company and client responsibilities. Confirm level of efforts are obtained by all appropriate stakeholders. Document and submit Service Request Forms, Projects Request, Change Control's, or like documentation. Have comprehension of designated client's Agreements, Amendments, Statements of Work, Service Schedule's, Pricing and other agreement related documentation to help ensure all parties are in adherence. Notify leadership upon identification of discrepancies. Adhere to established procedural controls and objective metrics to ensure accurate measurements of performance reporting. Comply with corporate policies and procedures. Provide coverage of responsibilities in the absence of team members, peers or management. Establish cadence and facilitate client meetings. Perform other duties as assigned or needed. Travel is required. Position is hybrid work in office/home Salary Range $77,000 - $115,700
    $77k-115.7k yearly 60d+ ago
  • Client Partner - Retail

    Tata Consulting Services 4.3company rating

    Relationship manager job in Pleasanton, CA

    Seeking a dynamic Client Partner to nurture existing large, strategic retail customer relationship. This leadership role will be responsible for managing existing customer relationships and P&L. This role will be responsible for building strong client relationships and engaging in solution-oriented consultative selling: * Nurture existing relationships and develop new stakeholder relationships at CxO level. * Drive customer success and elevate TCS' positioning as a partner. * Define business plans and manage the P&L by expanding existing account portfolio through effective client engagement and consultative selling. * Leverage industry knowledge and awareness of technology trends to maximize business results. Qualifications: (Please list all required qualifications) Click here to enter text. * Minimum of 13 years total professional work experience * 10 years+ of proven success in Retail IT services delivery or consulting, including a minimum of 2 years P&L management experience * Experience in engagement with C-suite level executive stakeholders * Strong communication, executive presentation skills to articulate compelling solution narratives and differentiated value propositions tailored to client business objectives. * Experience in consultative selling, business case development (ROI, TCO, payback analysis), and value-based pricing and contract strategies. * Understanding of retail domain, including merchandising, pricing, inventory, e-commerce, loyalty, personalization, and supply chain. * Bachelors / Masters or an advanced degree in tech or a related field is a plus. Salary Range: $130,200 - $203,000 a year #LI-AD1
    $130.2k-203k yearly 8d ago
  • Client Relationship Manager

    Hype Tier

    Relationship manager job in Modesto, CA

    About Us At Hype Tier, we specialize in crafting unforgettable experiences that bring brands to life. We partner with clients across various industries to design, plan, and execute events that inspire, connect, and leave lasting impressions. Our dedicated team is driven by creativity, precision, and a passion for excellence Job Description We are seeking a detail-oriented and proactive Client Relationship Manager to join our growing team. In this role, you will be the primary point of contact for our clients, ensuring that their needs are met and that projects are delivered with the highest standards of quality. You will be responsible for building strong client relationships, managing accounts, and coordinating with internal teams to achieve exceptional outcomes. Responsibilities Serve as the main liaison between the company and assigned clients. Develop and maintain strong, long-term client relationships. Understand client objectives and ensure deliverables align with their goals. Manage project timelines, budgets, and expectations. Coordinate with internal departments to ensure successful project execution. Identify opportunities for account growth and upselling services. Prepare and present reports, proposals, and updates to clients. Resolve client issues promptly and effectively. Qualifications Qualifications Bachelor's degree in Business, Marketing, Communications, or a related field (preferred). 3+ years of experience in client relationship management, account management, or a similar role. Strong organizational and time management skills. Excellent verbal and written communication abilities. Ability to manage multiple projects simultaneously. Proficiency in MS Office Suite; CRM software experience is a plus. Problem-solving mindset and a customer-first approach. Additional Information Benefits Competitive salary: $59,000 - $67,000 per year. Opportunities for professional growth and career advancement. Supportive and collaborative work environment. Health, dental, and vision insurance. Paid time off and company holidays. Ongoing training and development programs.
    $59k-67k yearly 60d+ ago
  • Commercial Banking Manager

    Accenture 4.7company rating

    Relationship manager job in Sacramento, CA

    Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent and innovation-led company with 7 50 ,000 people serving clients in more than 120 countries. We combine our strength in technology with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Accenture Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients succeed and build trusted, lasting relationships. As of 2023, we have been recognized among Fortune's World's Most Admired Companies for 20 consecutive years. And that's just the beginning. Your career is about what you want to be and who you want to be. It's about bringing your skills, your curiosity, and your best true self to your work. Visit us at ****************** We Are: In today's world, business leaders want to rapidly and confidently reinvent to increase resilience, mitigate risk, and grow with sustainable value. That's where Accenture Strategy & Consulting comes in. We bring together strategic visionaries, industry experts, practitioners from across every enterprise function, business intelligence professionals, change specialists, data and AI authorities, and many other specialized skills to co-create each client's unique path to reinvention. You will be a trusted partner to business leaders, working with a diverse team of experts to deliver successful tech-enabled transformation and new kinds of value for your clients. Join our global network of people using the latest assets, platforms, and partnerships to help bring ideas to life. Strategy & Consulting is one of five services that make up one Accenture - the others are Operations, Technology, Song and Industry X Management Consulting professionals design and implement transformation programs that integrate strategy, technology, and operations to create enterprise value for clients. Accenture is growing our practice to help our clients navigate their transformational journeys. The Commercial Credit Servicing Banking Manager will be focused on supporting the development of our offerings and the delivery of consulting projects. Responsibilities include: + Industry experience within business, commercial, or corporate banking segments. + Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfolio management. + Support Commercial Banking Transformation programs - including strategy development, operating model changes, and technology implementations + Manage all parts of projects, from client buy-in to planning, budgeting, and execution. + Source and coordinate work from other internal workforces. + Develop our next-generation Wholesale credit technology offerings. + Become a trusted advisor for C-suite clients looking to solve critical business problems. + Drive business development to originate new client opportunities. + Build your reputation as an industry thought leader. + Travel, as required, up to 80%. Here's What You Need: + Minimum of 5 years of relevant professional services firm experience in technology or management consulting with broad experience in engagement management and business development + Minimum of 5 years of commercial credit (sales, operations, origination, servicing, portfolio management, trading) project management experience with relevant systems + A Bachelor's degree Bonus Points If You Have: + Extensive transformation strategy or operating model design experience in commercial banking. + Launched new product offerings in the banking industry. + Built next-generation analytic capabilities (e.g., GenAI, data models) for commercial banking business. + Advanced degree or financial industry certification. + Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfolio management. + Demonstrated experience developing and managing relationships with senior client executives. + Successful track record of leading complex management and/or technology consulting engagements across the delivery lifecycle. + Structured problem-solving and ability to simplify complex initiatives to improve execution. + Experience with Next-Gen Technologies supporting Commercial Banking (e.g., nCino , Loan IQ, AFS, ACBS) Professional Skills + Proven ability to operate within a collaborative environment. + Demonstrated commitment, teamwork, and collaboration in a professional setting; either military or civilian. + High energy level, focus, and ability to work well in demanding client environments. + Excellent communication (written and oral) and interpersonal skills. + Strong leadership, problem-solving, and decision-making abilities . + Unquestionable professional integrity, credibility, and character. What's in it for you? + You will be part of a diverse, vibrant, global Accenture community; teams pushing the boundaries of new business capabilities and emerging technologies and services, sharing their experiences and lessons learned with each other. You'll have the chance to thrive in an environment where your ideas are valued and your voice matters. + At Accenture, you will be able to work on meaningful and innovative projects, powered by the latest technologies and industry best practices such as event-driven architectures and domain driven design. + Accenture will continually invest in your learning and growth. You'll learn from and work with Accenture's certified practitioners and Accenture will support you in growing your own tech stack, sales skills, and certifications. + You'll be immersed in the design and implementation of human-centric solutions to help solve complex challenges with some of the world's largest companies. Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. (************************************************************ Role Location Annual Salary Range California $94,400 to $293,800 Colorado $94,400 to $253,800 District of Columbia $100,500 to $270,300 Illinois $87,400 to $253,800 Minnesota $94,400 to $253,800 Maryland $94,400 to $253,800 New York/New Jersey $87,400 to $293,800 Washington $100,500 to $270,300 What We Believe We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment. Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities. Read more here (*********************************************************************** Equal Employment Opportunity Statement Accenture is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion or sexual orientation. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Accenture is committed to providing veteran employment opportunities to our service men and women. For details, view a copy of the Accenture Equal Employment Opportunity and Affirmative Action Policy Statement (********************************************************************************************************************************************** . Requesting An Accommodation Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Accenture and have accommodation needs for a disability or religious observance, please call us toll free at ****************, send us an email (************************************************* or speak with your recruiter. Other Employment Statements Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.
    $100.5k-270.3k yearly 8d ago
  • Relationship Manager (CRE)

    California Bank of Commerce 4.4company rating

    Relationship manager job in Sacramento, CA

    Full-time Description The Relationship Manager role requires strong portfolio management and business development skills and a desire to provide comprehensive banking solutions to commercial real estate investor clients including acquisition, bridge, refinancing and construction lending. This position includes ongoing oversight and risk assessment of credit facilities and requires the ability to dialogue with and provide financial counsel to current and prospective clients regarding complex accounts. The Relationship Manager will serve as the primary point of contact for all relationships and be responsible for making credit recommendations on renewals and new loan originations. The Relationship Manager will work closely with CBC's draw and disbursement coordinator. Knowledge of commercial real estate, construction lending and underwriting is a must. ESSENTIAL DUTIES AND RESPONSIBILITIES: Manage existing client loan and deposit relationships including consistent communication with clients, active monitoring and evaluation of credit risk, and preparing thorough written and oral credit presentations and credit recommendations. Expand portfolio of client relationships through business development and marketing efforts. Educate current and potential clients on CBC's products and services to meet their business needs while communicating to CBC team members about new sales and cross selling opportunities; Prepare written credit presentations defining a borrower's business background, industry, analysis of their financial information and credit risk; Partner with various verticals within CBC. Manage ongoing credit risk and profitability of the lender's existing customer loan and deposit portfolio. · Responsible for supervising, planning, directing and coaching direct reports; partnering with Market Leads to accomplish the same Carrying out and attaining the mission and the goals of the business unit managed and enterprise Lead direct reports to meet the organization's expectations for productivity, quality, continuous improvement, and goal accomplishment; Provide oversight and enterprise direction in accordance with the organization's policies and procedures; Foster a spirit of teamwork and unity among department and enterprise members that allows for discussion over ideas, conflict and expeditious conflict resolution, and the appreciation of diversity as well as cohesiveness, support, and working effectively together to enable direct reports and the department to succeed; Consciously create a workplace culture that is consistent with the overall organization's and that emphasizes the identified mission, vision, guiding principles, and values of the organization; Lead team members using CBC's performance management and development process that provides an overall context and framework to encourage direct report's contribution and includes goal setting, feedback, and performance development planning; Maintain transparent communication. Appropriately communicate organization information through department and enterprise meetings, one-on-one meetings, and appropriate email, IM (Instant Messaging), and regular interpersonal communication. Promote and support the Bank in the local community by participating in community activities; Assist and support Bank staff in business activities; Perform other duties as assigned. Requirements REQUIRED SKILLS AND ABILITIES: Good written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person and over the phone; Accurate word processing and computer database skills; with knowledge of Microsoft Office Suite applications; Effective interpersonal skills with the ability to work with individuals and groups at all organization levels; ability to work independently and as part of a team; Firm understanding of accounting principles, financial statement analysis and banking operations and regulations; Strong analytical ability with active listening skills; Advanced ability to: Exercise discretionary judgement within CBC's framework of regulatory banking environment; Work effectively with senior management, other team members at all levels, and external contacts; Explain complex information in a clear and well composed fashion; Take initiative and prioritize tasks; good time-management, problem-prevention and problem-solving skills; Work accurately with close attention to detail; Maintain confidentiality of sensitive information; Study and apply new information. Education/Licenses/Work Experience: Bachelor's degree in Business, Accounting or Finance, or equivalent related experience; Five (5) years of experience in commercial and/or real estate lending; knowledge and/or experience in commercial loans underwriting. 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: $130,000.00 to $200,000 annually. Pay range may vary based on skills, experience, and location. Salary Description $130,000.00 to $200,000 annually
    $130k-200k yearly 60d+ ago
  • Client Relationship Manager III (Commercial Loan Officer III)

    United Business Bank 4.2company rating

    Relationship manager job in Walnut Creek, CA

    Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you. About United Business Bank We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy. About the Position... The Client Relationship Manager (CRM) III is responsible for developing relationships with prospective clients by identifying the financial needs of those clients and to fill those needs with the wide range of products and services offered by United Business Bank. These products and services may include extensions of commercial and/or real estate credits, demand, savings or time deposit account products or other services offered. They are responsible for knowing all aspects of loans including CRE, C&I, Construction, Lines of Credit, Letters of Credit and other complex loans. They are responsible for analyzing a clients loan request and determining whether a loan is within an acceptable risk within the framework of the Banks policy and for preparing the required documents and submitting it for approval. The CRM III is also responsible for providing service to existing client relationships, as well as to represent the Bank through involvement in local, civic, social and professional organizations. The CRM III is also responsible for retaining and growing the loan and deposit relationships, and other duties as assigned.
    $76k-119k yearly est. 4d ago
  • Business Relationship Manager Senior Acquisition - Vice President

    Jpmorganchase 4.8company rating

    Relationship manager job in Elk Grove, CA

    If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships. Job Responsibilities Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships. Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate Balance needs of clients with associated risks and interests of the firm Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field, or equivalent work experience Minimum of 3 years' managing clients >$10+MM revenue In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
    $89k-132k yearly est. Auto-Apply 14d ago
  • Payments Banking Manager

    Accenture 4.7company rating

    Relationship manager job in Walnut Creek, CA

    Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent- and innovation-led company with approximately 750,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world's leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data, and AI with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners, and communities. Visit us at ***************** . In Strategy & Consulting we work with C-suite executives, leaders, and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive greater growth, enhance competitiveness, implement operational improvements, reduce cost, deliver sustainable 360° stakeholder value, and set a new performance frontier for themselves and the industry in which they operate. Our deep industry and functional expertise is supported by proprietary assets and solutions that help organizations transform faster and become more resilient. Underpinned by technology, data, analytics, AI, change management, talent, and sustainability capabilities, our Strategy & Consulting services help architect and accelerate all aspects of an organization's total enterprise reinvention. Financial Services Payments Practice The Payments practice is a part of the Financial Services North America Banking Client Service Group, which provides consulting and outsourcing services to retail banking and payments clients throughout the U.S. and Canada. We serve more than 600 unique clients in 24 countries including banks, networks, merchants, and fin-techs, payment platforms. Accenture's North American Payments practice is responsible for driving Accenture's go-to-market strategies and offerings for our US and Canadian clients, bringing our best offerings and leveraging our global payment practices and experience. These offerings include: · Payment Innovation (e.g., digital payments, wallets, etc.) · Card Issuing · Retail Bank Payments · Commercial Cash Management, B2B, Corporate, and Transaction Banking and Payments As a Payments Consultant, you'll be dedicated to helping clients by designing and delivering strategic solutions that achieve compliance, mitigate risks, and seize revenue growth opportunities. Key Responsibilities: · Develop world-class business and technology solutions for Consumer and Commercial Payments clients across a wide range of payment methods. · Conduct operating model assessments (people, process, org) and client needs assessments. · Perform vendor assessment and due diligence of packaged platforms, e.g. Card platforms, Pricing & Profitability and Workflow solutions, Treasury Management portals · Participate in process design, requirements gathering, and functional design as part of Payments systems implementation engagements. · Serve as a business architect during client engagements. · Participate in the development of best-in-class, reusable assets. · Participate in business development to originate new client opportunities. · Must be willing to travel up to 80% (Monday - Thursday) Here's What You Need: · 5 + years of relevant experience in one or more specific payment areas in any of the following payment domains: o Card: Private label, Credit, Online Debit, Offline Debit, Prepaid, ATM, Acquirer/Issuer o Retail: P2P, Bill Payment, Mobile Payments, Electronic Bill Presentment, Micro Payments o Electronic: ACH, Domestic Wire, International Wire, Fedwire/CHIPS, SWIFT o Cash / Treasury Management: Sales, Relationship, Operations and/or Product Delivery · 5 + years' experience with consulting project delivery including managing or creating project deliverables, and managing projects within timelines and budgets within management consulting or industry experience within a large commercial bank or payment provider. Preferred Qualifications: · Industry experience within Consumer, Commercial or new payment flows. Demonstrated business and technology expertise across the end-to-end payment lifecycles and operating models · Successful track record of performing operating model design, business process design, and system functional design. · Experience with vendor platforms enabling seamless delivery of payments products is preferred. · Ability to develop and manage relationships with client management. · Payments industry expertise in alternative/emerging payments · Understanding of end-to-end payments lifecycle · Business Architecture - Applied in solution planning, and requirements definition and analysis · Baseline understanding of the principles of technology · Requirements Analysis · Functional Design · Professional Skills Required: · Proven ability to work independently and as a team member · Proven ability to work creatively and analytically in a problem-solving environment · Excellent leadership, communication (written and oral) and interpersonal skills Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. (https://*****************/us-en/careers/local/total-rewards) Role Location Annual Salary Range California $94,400 to $293,800 Colorado $94,400 to $253,800 District of Columbia $100,500 to $270,300 Illinois $87,400 to $253,800 Minnesota $94,400 to $253,800 Maryland $94,400 to $253,800 New York/New Jersey $87,400 to $293,800 Washington $100,500 to $270,300 Requesting an Accommodation Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at **************** or send us an email or speak with your recruiter. Equal Employment Opportunity Statement We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities. For details, view a copy of the Accenture Equal Opportunity Statement (https://*****************/content/dam/accenture/final/accenture-com/document-3/Accenture-Equal-Employment-Opportunity-Statement.pdf#zoom=50) Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities. Accenture is committed to providing veteran employment opportunities to our service men and women. Other Employment Statements Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information. California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information. Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.
    $100.5k-270.3k yearly 8d ago
  • Treasury Relationship Manager

    California Bank of Commerce 4.4company rating

    Relationship manager job in Walnut Creek, CA

    Full-time Description The position of Treasury Relationship Manager (TRM) is responsible for the development of new Treasury Management business, the expansion of existing business relationships and the delivery of Treasury Management services to new and existing customers. This includes the development of new profitable Treasury management relationships and ongoing consultative support for Treasury clients. The TRM prepares sales presentations, explains services offered, and recommends services that would benefit clients. This person proactively works with Relationship Managers as well as Branch Banking Personnel to coordinate the sales strategies to support revenue growth and business development efforts. Development of business through calling on all ranges of businesses. May assist with the design of new services and the development of marketing programs. ESSENTIAL DUTIES AND RESPONSIBILITIES: Manage all elements of the Treasury Management sales cycle including business development, prospect qualification, needs analysis, and close of sale. Develop independent channels to prospect for new Treasury Management clients. Manages the process to maintain a pipeline of potential targets. Uses Consultative and Strategic Sales skills to turn prospects into clients. Includes appropriate sales partners. Call independently or with Business Development Officers on customers and prospects in the assigned territory with a focus on those with extensive, complex and/or multi-national treasury management requirements. Design customer-centric treasury management solutions and provide consultative expertise on the liquidity management cycle. Develop treasury management sales proposals and pricing proformas for prospective and existing clients to further develop and strengthen business relationships. Retain and grow customer portfolio with a program of service review, regular calling and industry training. Conduct annual cash management reviews for top-tier commercial clients. Analyze bank and account analysis statements and perform cash flow analysis. Support other bank officers with customers, prospecting, proposals, and referrals Serve as the internal Bank expert for treasury management products and services, deliver internal cash management presentations, and actively participate in sales meetings. Work closely with commercial lenders and retail staff in the understanding of treasury management products along with the calling efforts to commercial customers as it is related to Treasury Management products and services. Prepare contracts and implementation documentation, in accordance with all account opening, account ownership verification, and cash management services set-up processes; review and check documents for completeness, accuracy, and conformance with applicable rules/regulations and procedural requirements. Attain and exceed sales goals as assigned. Assist the Treasury Operations Team with customer setups, implementations, and/or training as needed. Requirements REQUIRED SKILLS AND ABILITIES: Advanced computer skills required, including Excel, Word, PowerPoint Ability to learn new business software Outstanding interpersonal skills. Demonstrate analytical skills and ability to use thinking and reasoning to solve a problem Possess effective communication skills and written communication skills, including good presentation and partnering skills and the ability to deal with complex commercial clients. Effective time management and organizational skills. Attention to detail and follow through. Ability to develop marketing and business development skills with customers. Ability to interact with coworkers, follow directions and accept constructive feedback. Intermediate knowledge of related state and federal banking compliance regulations, and other Bank operational policies. Extensive knowledge in all facets of Treasury Management to include thorough understanding of the computer Treasury Management software. Education/Licenses/Work Experience Bachelor's degree in Marketing, Business, or Accounting preferred or equivalent combination of education and experience. Minimum of 3 to 5 years' experience in Treasury Management Sales or Retail Sales Work-related experience must consist of Treasury Management services including implementation, product knowledge, in-depth specialty software knowledge, and experience in the financial services industry. Certified Treasury Professional (CTP) or Certified Cash Manager (CCM) designation preferred 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 of 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 the 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 file 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 to bend body downward and forward, and/or extending 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, scanning 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: $115,000 - $142,500 annually. Pay range may vary based on skills, experience, and location. NOTE: Work location for this position is flexible and may be assigned to our Walnut Creek or San Jose office, contingent upon the selected candidate's residential location. Salary Description $115,000.00 to $142,500 annually
    $115k-142.5k yearly 40d ago

Learn more about relationship manager jobs

How much does a relationship manager earn in Stockton, CA?

The average relationship manager in Stockton, CA earns between $70,000 and $172,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.

Average relationship manager salary in Stockton, CA

$110,000
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