Relationship Manager - Sales jobs in Fontana, CA
Relationship Manager - Sales manages personal banking staff and daily operations to ensure customer satisfaction and develop client relationships. Focuses teams on identifying customer needs and maintaining up-to-date knowledge of all bank products and services to explain, promote, and cross-sell products and services. Being a Relationship Manager - Sales ensures efficient processing of basic branch service transactions and accurate referrals to enable customers to access the right resource to facilitate other banking requests easily. Develops processes that enable staff to provide rapid research and solutions to account issues, answers to customer inquiries, and effective education and training on banking self-service technology. Additionally, Relationship Manager - Sales requires a bachelor's degree. Typically reports to a director. The Relationship Manager - Sales supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be a Relationship Manager - Sales typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes. (Copyright 2024 Salary.com)
Recently Added Relationship Manager - Sales jobs
Relationship Manager II
- City National Bank
-
Riverside, CA
FULL_TIME
-
Overview:RELATIONSHIP MANAGER II
WHAT IS THE OPPORTUNITY?Responsible for managing a portfolio of business and personal relationships. Through proactive client profiling deepens client relationships by cross selling appropriate products and services. Develops new clients through referral sources and business development calling efforts. Actively engages in the sales process of the branch to ensure attainment of branch and individual goals and objectives. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act).
Personal and Business Banking Division
As a member of City National's Personal & Business Banking group, you will have the opportunity to make a real difference through a signature client experience. Our branch network delivers proactive advice and high-level financial solutions with a Global Relationship Management™ model that most banks extend only to larger businesses and high-net-worth families. Our tailored solutions address the financial needs of individuals, organizations and small to mid-sized businesses with an array of products and services, from simple to complex.
What you will do- Responsible for finding, identifying and developing new clients, in targeted segments including business and professional segments, and Preferred Banking as defined, through proactive outside calling efforts and cultivating strong partnerships with center of influences in and around the community for referral opportunities.
- Responsible for managing a portfolio of both business and personal relationships with an emphasis on proactive client profiling to deepen relationships by developing solutions and cross selling additional needs based products and services
- Develops and executes sales strategies, branch marketing plan and business development programs. Monitors, evaluates, recommends and implements adjustments to program to ensure achievement of goals. With Branch Manager, customizes individual branch plan to meet local market needs.
- Calls on and collaborates with prospects and existing clients to determine their financial needs and formulates a relationship development plan that specifies ways in which products and services can meet their business or personal objectives.
- Manages an active client relationship portfolio with an emphasis on expanding existing relationships and adding new qualified relationships within the Business and Professional and Preferred Banking segments.
- Ensures timely collection of financial documents, prepares competent Business Information Transmittal for new and renewing credit
- Maintains an awareness of marketplace products, practices, rates and changes to ensure branch capitalizes on competitive opportunities.
- Interacts in an effective and professional manner with all levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service.
- Represents the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate.
- Ensures that decisions made are consistent with all Bank policies and procedures, as well as applicable regulations, and that the risk associated with those decisions can be effectively managed.
- Responsible for tracking individual performance goals and results in a timely and accurate manner for reporting purposes.
- Maintains collaboration with city loan center and sales partners.
- Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
Must-Have*- Bachelor's Degree or equivalent experience
- Minimum 5 years of direct sales experience required.
- Minimum 5 years of experience in a financial institution required.
- Minimum 3 years of new accounts with a strong focus on business development experience required.
Skills and Knowledge- Must be in good standing under “The Secure and Fair Enforcement for Mortgage Licensing Act of 2008” (Safe Act) and must be registered/licensed with the “Nationwide Mortgage Licensing System and Registry”; or must be able to be registered under the Safe Act.
- Comprehensive knowledge of bank products and services.
- Strong knowledge of various phases of sales management, including planning, goal setting, project/time management and selling techniques.
- Accomplished sales skills and working knowledge of consumer & business lending; understanding of business credit & underwriting; and actively managing a portfolio of discerning clients.
- Excellent business development and client relationship skills.
- Excellent interpersonal, verbal and written communication skills.
- Strong motivational and leadership skills
- Experience in developing and executing sales strategies, branch marketing and business development.
- Understanding of various phases of sales management, including planning, goal setting and selling techniques.
- Maintains an awareness of marketplace products, practices, rates and changes to ensure branch capitalizes on competitive opportunities.
- Strong knowledge of operations, regulatory compliance and banking regulations preferred.
- Customizes individual branch plan to meet local market needs.
- Strong computer skills.
CompensationStarting base salary: $71,869 - $114,797 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
- To be considered for this position you must meet at least these basic qualifications
Benefits and PerksAt City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.'
ABOUT CITY NATIONALWe start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to be at the heart of our company today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. - 1 Day Ago
Business Relationship Manager
- Inland Empire Health Plan
-
Rancho Cucamonga, CA
FULL_TIME
- Overview What you can expect! Find joy in serving others with IEHP! We welcome you to join us in “healing and inspiring the human spirit” and to pivot from a “job” opportunity to an authentic experien...
- 1 Month Ago
Relationship Manager II
- City National Bank
-
Ontario, CA
FULL_TIME
- RELATIONSHIP MANAGER II WHAT IS THE OPPORTUNITY?Responsible for managing a portfolio of business and personal relationships. Through proactive client profiling deepens client relationships by cross se...
- 20 Days Ago
Senior Commercial Relationship Manager
- Banner Bank
-
Riverside, CA
FULL_TIME
- More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reaso...
- 20 Days Ago
Business Banking Relationship Manager/Senior Relationship Manager - Inland Empire, CA
- Bank of America
-
Temecula, CA
FULL_TIME
- Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
- Just Posted
Business Relationship Manager I - Officer
- JPMC Candidate Experience page
-
Corona, CA
FULL_TIME
- Join the team providing financial solutions to over 3 million small businesses nationwide at one of the world’s most innovative banks. If you are customer focused, enjoy building relationships and pro...
- 2 Months Ago
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0 Relationship Manager - Sales jobs found in Fontana, CA area
Banking as a Service (BaaS) Relationship Manager - (Hybrid/Remote)
- Emprise Bank
-
Irvine, CA
- At Emprise Bank, everything we do is focused on empowering the neighborhoods, businesses, and people in our communities ...
- 4/16/2024 12:00:00 AM
Relationship Manager - Mission Viejo, CA
- Fidelity TalentSource LLC
-
Mission Viejo, CA
- Job Description: Relationship Manager As a Relationship Manager, you will be facilitating relationships with Fidelity s ...
- 4/16/2024 12:00:00 AM
Bilingual Client Relationship Manager / Sr. Manager
- Beyond International Group
-
Irvine, CA
- Please click the link below to apply online. https://beyondinternational.bamboohr.com/careers/40?source=aWQ9MTk%3D The R...
- 4/16/2024 12:00:00 AM
Sr. Marketing Automation Specialist Customer Relationship Management Irvine, CA (Option to be remote)
- Acorns
-
Irvine, CA
- **Sr. Marketing Automation Specialist** at Acorns Irvine, CA (Option to be remote) **Sr. Marketing Automation Specialist...
- 4/16/2024 12:00:00 AM
Sr. Marketing Operations Associate Customer Relationship Management Irvine, CA (Option to be remote)
- Acorns
-
Irvine, CA
- **Sr. Marketing Operations Associate** at Acorns Irvine, CA (Option to be remote) **Sr. Marketing Operations Associate |...
- 4/16/2024 12:00:00 AM
Relationship Manager (Hybrid/In- Office M, W, Th)
- CoreVest American Finance Lender LLC
-
Irvine, CA
- CoreVest American Finance (CAF) is the leading provider of debt financing for residential real estate investors. We prov...
- 4/15/2024 12:00:00 AM
Bilingual Client Relationship Manager / Sr. Manager
- Beyond International Group
-
Irvine, CA
- Please click the link below to apply online. https://beyondinternational.bamboohr.com/careers/40?source=aWQ9MTk%3D The R...
- 4/14/2024 12:00:00 AM
Sr. Marketing Manager, CRM Customer Relationship Management Irvine, CA (Option to be remote)
- Acorns
-
Irvine, CA
- **Sr. Marketing Manager, CRM** at Acorns Irvine, CA (Option to be remote) **Sr. Marketing Manager, CRM | Acorns** Acorns...
- 4/13/2024 12:00:00 AM
About Fontana, California
Fontana (/fɒnˈtænə/) is a city in San Bernardino County, California. Founded by Azariel Blanchard Miller in 1913, it remained essentially rural until World War II, when entrepreneur Henry J. Kaiser built a large steel mill in the area. It is now a regional hub of the trucking industry, with Interstate 10 and State Route 210 transecting the city from east to west, and Interstate 15 passing diagonally through its northwestern quadrant.
It is home to the largest of the San Bernardino County system libraries, a renovated historic theater, a municipal park, and the Auto Club Speedway on the site of...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Relationship Manager - Sales jobs
$65,928 to $86,335
Fontana, California area prices
were up 3.0% from a year ago
were up 3.0% from a year ago
What does a Relationship Manager - Sales do?
Relationship Manager - Sales in Kansas City, MO
But the fact of the matter is, salespeople understand the sales game where oftentimes others do not completely.
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Relationship Manager - Sales in Canton, OH
Help us create and maintain the relationships that keep our business thriving.
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Manage day-to-day performance of all sales rep team members.
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Relationship Manager - Sales in Melbourne, FL
To help surface social and business connections across a global sales network, Infosys has brought together Microsoft Dynamics 365 for Sales and LinkedIn Sales Navigator—a solution that Microsoft calls Relationship Sales.
December 28, 2019