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Client relationship manager Jobs in Riverside, CA

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Client relationship manager • riverside ca

Last updated: 3 days ago

Business Relationship Manager I - Officer

JPMorgan Chase & Co.Fontana, CA, United States
Full-time

If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.As a Business Relationship Manager I (... Show more

Client Relationship Consultant 1 (Banker) - Moreno Valley, CA (32hrs)

U.S. BankMoreno Valley, CA, United States
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

Senior Small Business Banking Relationship Manager (LO)

WELLS FARGO BANKFONTANA, California, United States of America
Full-time

Wells Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team.This role will support customers.Learn more about the career... Show more

Client Concierge

Ameriprise Financial - CaliforniaRiverside, CA, US
Full-time

Interwoven Family Wealth – Private Wealth Advisory Practice of Ameriprise Financial.Full-Time | Riverside, CA (In-Person).Interwoven Family Wealth, a Private Wealth Advisory Practice of Ameriprise ... Show more

Remote Client Success Consultant

Beacon National AgencyRiverside, CA, US
Remote
Full-time
Quick Apply

Join us as a Client Success Consultant and build a career offering Indexed Universal Life (IUL) policies, annuities, and life insurance to individuals looking for financial security.Work flexible h... Show more

Client Success Manager

TradeJobsWorkForce92505 Riverside, CA, US
Full-time

Client Success Manager Job Duties: Train CS team in the coaching/management process for clients in regards to ... Show more

 • Promoted

Client Relationship Consultant 1 (Banker) - Glen Avon, CA (30hrs)

U.S. BancorpRiverside, CA, United States
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

Relationship Banker

Bank of AmericaMoreno Valley, CA, United States
Full-time

Bank Of America Job Opportunity.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Gro... Show more

Relationship Manager - VP to SVP level - All Locations

American Business BankRiverside, CA, United States
Full-time

Makes and services all types of business and individual loans and lines of credit, both secured and unsecured.Calls on potential or existing customers to develop new business and increase or retain... Show more

Client Acquisition Representative

Summit Sky ConsultingRiverside, CA, US
Full-time
Quick Apply

Step Into a Career Where Your Ambition Drives Your Success Summit Sky Consulting is looking for motivated professionals who are ready to grow in a dynamic remote sales environment.If you enjoy buil... Show more

Client Relations Manager

AramarkFontana, CA, US
Full-time

The Client Relations Manager for First Class Vending, an Aramark brand, is responsible for strategically growing organizational development by driving base business expansion across our vending, mi... Show more

Relationship Manager - Commercial (C&I) Inland Empire market

Default BrandRiverside, CA, United States
Full-time

Relationship Manager - Commercial (C&I) Inland Empire Market.The Relationship Manager - Commercial (C&I) Inland Empire market is responsible for creating, developing, and managing commercial bankin... Show more

Relationship Mgr II - Healthcare Business Banking

PNCRiverside, CA, United States
Full-time +1

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ... Show more

Client Relationship Consultant 1 (Banker) - Moreno Valley, CA (32hrs)

US BankMoreno Valley, CA, United States
Full-time

Client Relationship Consultant.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 s... Show more

Business Relationship Manager I - Officer

JPMorgan ChaseFontana, CA, United States
Full-time

If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.As a Business Relationship Manager I (... Show more

Relationship Banker Limonite & Clay

Wells FargoJurupa Valley, CA, United States
Temporary

Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice, disciplined growth, and long-term customer relationships define success.This role serv... Show more

Client Services Associate

TradeJobsWorkforce92508 Riverside, CA, US
Full-time

As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person.Finance to provide... Show more

 • Promoted

Remote Client Support Representative - Travel

Lees Dream VacationsColton, CA, USA
Remote
Full-time
Quick Apply

We are seeking a Remote Client Support Representative – Travel to assist clients throughout their travel journey.In this fully remote role, you will serve as a key point of contact for travelers, p... Show more

Manager

Dunkin' - Franchisee Of Dunkin DonutsColton, CA
Full-time

In 1950, Bill Rosenberg opened the first Dunkin' shop in Quincy, Massachusetts.Dunkin' licensed the first of many franchises in 1955.It is now the world's leading baked goods and coffee chain, serv... Show more

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Business Relationship Manager I - Officer

Business Relationship Manager I - Officer

JPMorgan Chase & Co.Fontana, CA, United States
21 days ago
Job type
  • Full-time
Job description

If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.

As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.

Job Responsibilities

  • Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
  • 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
  • Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
  • Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
  • Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
  • Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
  • Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements

Required qualifications, capabilities, and skills

  • Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
  • General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
  • Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
  • Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
  • Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients’ behalf and follow through with commitment
  • Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint

Preferred qualifications, capabilities, and skills

  • Bachelor’s degree in Finance or related field or equivalent work experience
  • Strong current business network

FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.