Senior Relationship Manager

RockBridge Search & Recruitment; Long Beach (CA); On-site; USD 180,000 - 220,000; Full time

Job summary

RockBridge Search & Recruitment is seeking a Senior Relationship Manager to lead high-value client relationships in the Long Beach market. This role focuses on strategic thinking, problem-solving, and closing impactful deals, with a strong emphasis on relationship-building and advisory services.

The candidate will manage a portfolio of commercial clients, deliver tailored banking solutions, and collaborate with credit, treasury, and product teams to meet complex financial needs in a fast-paced

Qualifications

• 7+ years of commercial banking or relationship management experience (middle market or business banking preferred).
• Proven success managing a $50MM+ loan/deposit portfolio.
• Deep credit acumen and the ability to structure and negotiate complex credit facilities.
• A natural connector with a consultative approach and an entrepreneurial mindset.
• Strong knowledge of the Long Beach/Southern California market and business community.

Responsibilities

• Serve as a trusted advisor to a portfolio of commercial clients, delivering tailored banking solutions that meet complex financial needs.
• Source, develop, and grow new relationships through community involvement, networking, and referrals.
• Collaborate with internal credit, treasury, and product teams to deliver customized, client-first strategies.
• Analyze financial statements and credit needs, structure appropriate credit facilities, and oversee the underwriting process.
• Maintain a pulse on market trends, industry shifts, and competitive intelligence to proactively position our solutions.

Skills

Relationship management

Commercial banking

Portfolio management

Credit analysis

Business development

Client advisory

Tools

CRM systems

Job description

Long Beach, CA

$180,000 – $220,000 (DOE + Bonus Potential)

Overview:

We're looking for a dynamic Senior Relationship Manager to lead the charge in building and growing high-value client relationships in the vibrant Long Beach market. This isn’t your average desk job — it’s a high-impact role for a true relationship builder who thrives on strategic thinking, problem-solving, and closing deals that matter.

What You’ll Be Doing:

Serve as a trusted advisor to a portfolio of commercial clients, delivering tailored banking solutions that meet complex financial needs.

Source, develop, and grow new relationships through community involvement, networking, and referrals.

Collaborate with internal credit, treasury, and product teams to deliver customized, client-first strategies.

Analyze financial statements and credit needs, structure appropriate credit facilities, and oversee the underwriting process.

Maintain a pulse on market trends, industry shifts, and competitive intelligence to proactively position our solutions.

Ensure compliance while maintaining a client-centric, results-driven approach.

What You Bring:

7+ years of commercial banking or relationship management experience (middle market or business banking preferred).

Proven success managing a $50MM+ loan/deposit portfolio.

Deep credit acumen and the ability to structure and negotiate complex credit facilities.

A natural connector with a consultative approach and an entrepreneurial mindset.

Strong knowledge of the Long Beach/Southern California market and business community.

Why You’ll Love This Role:

• Direct impact on portfolio growth and client success
• Autonomy + support from a high-performing team
• Competitive base + performance incentives
• Access to sophisticated tools and resources
• Work in a vibrant, growing market with massive opportunity