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Client relationship manager [h1.location_city]

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Client relationship manager • anaheim ca

[last_updated.last_updated_1_day]
  • [promoted]
Client Relationship Consultant 2

Client Relationship Consultant 2

U.S. BancorpGarden Grove, CA, US
[job_card.full_time]
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while...[show_more][last_updated.last_updated_30]
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Relationship Manager

Relationship Manager

Hanmi BankLa Palma, CA, US
[job_card.full_time]
The Relationship Manager (“RM”) is responsible for managing and developing a portfolio of new and expanding existing productive and profitable relationship with clients with emphasis on...[show_more][last_updated.last_updated_30]
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Relationship Manager

Relationship Manager

Financial Statement Services, IncSanta Ana, CA, US
[job_card.full_time]
FSSI has been a trusted leader in document outsourcing and communication solutions for over 45 years.We serve a wide range of Fortune 500 companies in the financial, banking, insurance and billing ...[show_more][last_updated.last_updated_30]
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Account Relationship Manager

Account Relationship Manager

Perseus GroupAnaheim, CA, US
[job_card.full_time]
Account Manager / Account Relationship Manager.Compensation Plan (the "Plan").Title : Account Manager / Account Relationship Manager. Company : Dealer Information Systems.Effective Period : This Plan w...[show_more][last_updated.last_updated_variable_days]
Business Banking Relationship Manager

Business Banking Relationship Manager

BMO Financial GroupLa Mirada, CA, United States
[job_card.part_time]
Come join a culture that is about so much more than the bottom line.Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local c...[show_more][last_updated.last_updated_30]
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Relationship Manager - Brea CA

Relationship Manager - Brea CA

FidelityBrea, CA, US
[job_card.full_time]
As a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable clients.Through your honesty and integrity, we know you will inspire client dedication and engagement...[show_more][last_updated.last_updated_variable_days]
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Enterprise Client Relationship Manager

Enterprise Client Relationship Manager

VirtualVocationsAnaheim, California, United States
[job_card.full_time]
A company is looking for an AVP Relationship Management - Enterprise Clients.Key Responsibilities Manage and nurture relationships with key enterprise clients Collaborate with clients to underst...[show_more][last_updated.last_updated_variable_days]
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Executive Relationship Manager

Executive Relationship Manager

Automatic Data ProcessingLa Palma, CA, US
[job_card.full_time]
Executive Relationship Manager.ADP is hiring an Executive Relationship Manager.In this position you will develop and enhance strategic business partnerships by building trust with our clients' key ...[show_more][last_updated.last_updated_1_day]
Treasury Relationship Manager

Treasury Relationship Manager

FFB BankCerritos, CA
[job_card.full_time]
Job Type Full-time Description.FFB, a dynamic and acclaimed single-branch bank born in the heart of Fresno, CA in 2005, is on a mission to redefine the banking experience.Our commitment to deliveri...[show_more][last_updated.last_updated_30]
Developer Relationship Manager - GSI

Developer Relationship Manager - GSI

NVIDIARemote, CA, US
[filters.remote]
[job_card.full_time]
Our work at NVIDIA is dedicated towards a computing model passionate about visual and AI computing.For two decades, NVIDIA has pioneered visual computing, the art and science of computer graphics, ...[show_more][last_updated.last_updated_30]
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Client Relationship Manager

Client Relationship Manager

Ameriprise FinancialAnaheim, CA, US
[job_card.part_time]
We are seeking a highly organized and client-focused Client Relationship Manager to join our independent financial advisory practice, The Evans Group, affiliated with Ameriprise Financial.This role...[show_more][last_updated.last_updated_30]
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Client Success Manager

Client Success Manager

TradeJobsWorkForce92728 Fountain Valley, CA, US
[job_card.full_time]
Client Success Manager Job Duties : Train CS team in the coaching / management process for clients in regards to ...[show_more][last_updated.last_updated_30]
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Client Relationship Consultant

Client Relationship Consultant

Voya FinancialAnaheim, CA, US
[job_card.part_time]
Client Relationship Consultant.Together we fight for everyone's opportunity for a better financial future.We will do this together with customers, partners and colleagues.We will fight for others,...[show_more][last_updated.last_updated_variable_days]
Relationship Manager

Relationship Manager

Citizens Business BankKatella Business Financial Center-027, Orange, CA, US
[job_card.full_time]
Exact compensation may vary based on skills, experience and / or education, and location.This position is also eligible for an annual bonus. The Relationship Manager is responsible for developing and ...[show_more][last_updated.last_updated_30]
Client Relationship Consultant 4 (Banker) - Yorba Linda, CA

Client Relationship Consultant 4 (Banker) - Yorba Linda, CA

US BankYorba Linda, CA, United States
[job_card.full_time]
Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...[show_more][last_updated.last_updated_variable_days]
Treasury Relationship Manager

Treasury Relationship Manager

Fresno First BankCerritos, California, United States, 90703
[job_card.full_time]
FFB, a dynamic and acclaimed single-branch bank born in the heart of Fresno, CA in 2005, is on a mission to redefine the banking experience. Our commitment to delivering top-notch banking services h...[show_more][last_updated.last_updated_30]
SVP, Relationship Manager

SVP, Relationship Manager

Enterprise Bank & TrustCerritos, CA
[job_card.full_time]
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community.From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is t...[show_more][last_updated.last_updated_30]
Relationship Banker

Relationship Banker

ComericaAnaheim, CA, United States
[job_card.full_time] +1
What we can offer you : • Career Growth promotional opportunities • Incentive program based on performance • Paid Time Off (PTO) • Paid Holidays for Full Time / Part Time Employees • Health, Denta...[show_more][last_updated.last_updated_1_day]
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Premier Relationship Manager

Premier Relationship Manager

East West BancorpCerritos, CA, US
[job_card.full_time]
We are currently seeking a high professional to join our team as a Premier Relationship Manager.As a Premier Relationship Manager, you will be a trusted adviser to our new and existing Premier clie...[show_more][last_updated.last_updated_variable_days]
Client Relationship Consultant 2

Client Relationship Consultant 2

U.S. BancorpGarden Grove, CA, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Description

Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs. Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

Basic Qualifications - High school diploma or equivalent - Three to four years of customer service experience - Three to four years of sales experience

Preferred Skills / Experience - Proven ability to build and foster relationships with clients through proactive outreach and follow up - Ability to effectively engage and communicate with clients - Thorough knowledge of applicable bank and branch policies, procedures and support systems - Proven customer service and interpersonal skills - Experience with using and demonstrating digital products and self-service technologies - Ability to explore and identify a customer's true needs while leveraging a digital first mindset - Demonstrated basic level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively - Experience in the financial services industry preferred

Benefits : Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours) :

  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range : $20.00 - $25.77