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Client relationship manager [h1.location_city]

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Client relationship manager • orange ca

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  • [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]
Client Relationship Director

Client Relationship Director

CliftonLarsonAllenIrvine, CA
[job_card.full_time] +1
CLA is a top 10 national professional services firm where.Even with more than 8,500 people, 130 locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a cul...[show_more][last_updated.last_updated_30]
Relationship Manager

Relationship Manager

Redwood Trust IncIrvine, CA, US
[job_card.full_time]
CoreVest American Finance (CAF) is the leading provider of debt financing for residential real estate investors.We provide credit lines for acquisitions as well as long term debt for rental propert...[show_more][last_updated.last_updated_30]
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Relationship Manager

Relationship Manager

FSSISanta 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]
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]
Relationship Manager

Relationship Manager

EBizCharge and Century Business SolutionsIrvine, California, United States, 92618
[job_card.full_time]
Headquartered in Irvine, California, EBizCharge specializes in developing integrated payment solutions that facilitate electronic payment processing within ERP, CRM, Mobile, and eCommerce applicati...[show_more][last_updated.last_updated_30]
Client Manager

Client Manager

Arthur J. Gallagher & CompanyIrvine, CA, United States
[job_card.full_time]
The Branch Client Service Manager II is accountable for delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned ...[show_more][last_updated.last_updated_variable_days]
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Business Relationship Manager

Business Relationship Manager

East West BancorpIrvine, CA, US
[job_card.full_time]
Being the next generation Business Relationship Manager at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship ...[show_more][last_updated.last_updated_30]
JPMorgan Private Client Relationship Manager – Irvine, CA

JPMorgan Private Client Relationship Manager – Irvine, CA

JPMorgan Chase & Co.Irvine, CA, United States
[job_card.full_time]
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships wit...[show_more][last_updated.last_updated_30]
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Commercial Deposit Relationship Manager

Commercial Deposit Relationship Manager

Umpqua BankIrvine, CA, US
[job_card.full_time]
Commercial Banking Relationship Manager.At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.We are dedica...[show_more][last_updated.last_updated_variable_days]
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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]
Relationship Manager

Relationship Manager

Lincoln Financial GroupIrvine, CA (California)
[job_card.full_time]
Serving as a strategic partner to our retirement plan clients.Leading a robust and experienced internal service team .Capitalizing on your industry knowledge to provide thoughtful and proactive pla...[show_more][last_updated.last_updated_variable_days]
Client Relationship Advocate

Client Relationship Advocate

Sales MatchIrvine, California, United States
[job_card.full_time]
Remote Client Relationship Advocate.We are seeking a dedicated Client Relationship Advocate to join our remote team.In this role, you’ll be the primary point of contact for clientshelping to build ...[show_more][last_updated.last_updated_30]
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JPMorgan Private Client Relationship Manager Irvine, CA

JPMorgan Private Client Relationship Manager Irvine, CA

JPMorgan ChaseIrvine, CA, US
[job_card.full_time]
Relationship Manager In Consumer And Community Banking.Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a uniq...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Manager

Client Manager

Arthur J Gallagher & CoIrvine, CA, US
[job_card.full_time]
Branch Client Service Manager II.At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workp...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Treasury Relationship Manager

Treasury Relationship Manager

VirtualVocationsAnaheim, California, United States
[job_card.full_time]
A company is looking for a VP, Treasury Relationship Manager.Key Responsibilities Drive sales execution for the Commercial Bank, ensuring customer needs are met and sales targets achieved Overse...[show_more][last_updated.last_updated_1_day]
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 Manager

Client Manager

Arthur J. Gallagher & Co.Irvine, CA, United States
[job_card.full_time]
Branch Client Service Manager II.At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workp...[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