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Benefits offered by this job
Medical, dental, and vision coverage
401(k) retirement plan
Paid vacation
Tuition reimbursement
Employee Assistance Program
Job summary
A community bank in California is looking for a Relationship Manager I-III responsible for developing and managing client relationships. The role involves generating new business leads and guiding clients through financial solutions, emphasizing sales goals and client satisfaction. Candidates should have a degree in Business or Finance and 3-5 years of experience in banking. The position offers competitive benefits, including medical coverage and a 401(k) retirement plan.
Qualifications
Minimum 3–5 years of experience in banking or financial services.
Ability to initiate and impact change within the Bank.
Proficient in explaining products and services confidently.
Responsibilities
Generate new leads through calls, emails, and networking.
Build and maintain client relationships to drive long-term business.
Lead the full sales lifecycle from prospecting to closing deals.
Skills
Cross-selling
Communication skills
CRM software proficiency
Sales skills
Financial analysis
Education
Bachelor’s degree in Business or Finance
Tools
Microsoft Office Suite
Job description
A community bank in California is looking for a Relationship Manager I-III responsible for developing and managing client relationships. The role involves generating new business leads and guiding clients through financial solutions, emphasizing sales goals and client satisfaction. Candidates should have a degree in Business or Finance and 3-5 years of experience in banking. The position offers competitive benefits, including medical coverage and a 401(k) retirement plan.