Relationship Manager - Sales jobs in San Francisco, 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)

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Relationship Manager - Relationship Manager, AS Relationship Management
  • Charles Schwab Inc.
  • San Francisco, CA FULL_TIME
  • Your Opportunity

    Advisor Services, the leading provider of custodial, operational and trading support for independent fee-based investment advisors is looking for a sales person like you! Our heritage of serving advisors by bringing them the “best of Schwab,” our specialized expertise and our continued investment in their business is unparalleled. Your experience and commitment can help make it possible for us to offer a depth and breadth of services supported by leading technology and experienced, dedicated people to our advisor clients to help them profitably grow, compete and succeed in their business efforts.

     

     

    We are looking for motivated individuals to handle complex client relationships with our top-tier advisors as you actively pursue opportunities to improve their level of profitability. As a Relationship Manager, you will effectively coordinate with Service, Marketing and other sales representatives as you anticipate client issues and problems and proactively take vital steps to prevent such problems from occurring. You will be responsible for managing and growing the existing relationship with your clients and influencing positive change in their operations, as well as presenting policy changes to them. In addition, you will run and organize sales situations with the client, as well as negotiate long term pricing in exchange for increased assets.

    What you have

    • Bachelor's degree or equivalent work related experience preferred
    • Active and valid FINRA Series 7 license required
    • Active and valid FINRA Series 63 license required
    • Minimum of 5-7 years of financial services industry and RIA relationship management experience.
    • Our ideal candidate will be an entrepreneurial self-starter; and have a proven ability to deliver excellent client service with the ability to anticipate and resolve problems under their own initiative.
    • We are looking for someone with superior communication, presentation, interpersonal and listening skills.
    • In-depth knowledge of Advisor Services products and services preferred, or demonstrated transferable brokerage industry knowledge and/or the ability to learn the products and services with a limited learning curve.
    • Demonstrated proficiency with the AS Sales Operating system or transferable experience a plus.
    • Must have demonstrated ability to negotiate, cold call, trouble shoot, relate to people of all levels, and can think on his/her on their feet.
    • Demonstrated expertise in all aspects of the RIA industry including technology, operations, practice management, compliance, competition, and fee structures.
  • 12 Days Ago

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Relationship Manager
  • Bank of Marin
  • San Francisco, CA FULL_TIME
  • Bank of Marin, voted by our employees as one of the “Best Places to Work” in the North Bay Business Journal, is seeking a Relationship Manager to join our Commercial Banking Office in San Francisco. T...
  • 8 Days Ago

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Relationship Manager
  • BANK OF MARIN
  • San Francisco, CA FULL_TIME
  • Bank of Marin, voted by our employees as one of the “Best Places to Work” in the North Bay Business Journal, is seeking a Relationship Manager to join our Commercial Banking Office in San Francisco. T...
  • 10 Days Ago

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Relationship Manager
  • Flow
  • San Francisco, CA FULL_TIME
  • Relationship Manager, Client Coverage About Flow Flow is at the forefront of revolutionizing private market funds with our innovative Investor Lifecycle Management Platform. As a leading B2B SaaS prov...
  • 1 Month Ago

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Relationship Manager
  • Redwood Trust Inc
  • Valley, CA 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 propertie...
  • 1 Month Ago

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Business Relationship Manager
  • East West Bank
  • San Francisco, CA FULL_TIME
  • Introduction Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Greater China, we are the premier financial bridge between the East and West. Ou...
  • 23 Days Ago

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0 Relationship Manager - Sales jobs found in San Francisco, CA area

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Sr. Commercial Relationship Manager
  • Fifth Third Bank
  • San Francisco, CA
  • Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? ...
  • 3/28/2024 12:00:00 AM

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Relationship Management Associate (RMA), Americas
  • T. Rowe Price Group, Inc.
  • San Francisco, CA
  • There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. ? We are a premier asset ma...
  • 3/27/2024 12:00:00 AM

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Relationship Manager
  • Bank of Marin
  • San Francisco, CA
  • Bank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal, is seeking ...
  • 3/26/2024 12:00:00 AM

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Relationship Manager
  • BSF
  • Walnut Creek, CA
  • POSITION OVERVIEW: The Relationship Manager is responsible for developing and managing client relationships with local b...
  • 3/26/2024 12:00:00 AM

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Business Relationship Manager
  • East West Bank
  • San Francisco, CA
  • Introduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and...
  • 3/26/2024 12:00:00 AM

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Relationship Manager I
  • City National Corporation
  • Walnut Creek, CA
  • RELATIONSHIP MANAGER I WHAT IS THE OPPORTUNITY? Responsible for managing a portfolio of business and personal relationsh...
  • 3/26/2024 12:00:00 AM

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Sr. Commerical Relationship Manager
  • KeyBank
  • San Francisco, CA
  • Location: 1 California Street - San Francisco, California 94111 Senior Relationship Manager, Middle Market Commercial Lo...
  • 3/26/2024 12:00:00 AM

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Sr. Commerical Relationship Manager
  • KeyCorp
  • San Francisco, CA
  • Location:1 California Street - San Francisco, California 94111 Senior Relationship Manager, Middle Market Commercial. Lo...
  • 3/26/2024 12:00:00 AM

San Francisco is located on the West Coast of the United States at the north end of the San Francisco Peninsula and includes significant stretches of the Pacific Ocean and San Francisco Bay within its boundaries. Several picturesque islands—Alcatraz, Treasure Island and the adjacent Yerba Buena Island, and small portions of Alameda Island, Red Rock Island, and Angel Island—are part of the city. Also included are the uninhabited Farallon Islands, 27 miles (43 km) offshore in the Pacific Ocean. The mainland within the city limits roughly forms a "seven-by-seven-mile square", a common local collo...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Relationship Manager - Sales jobs
$77,409 to $101,364
San Francisco, California area prices
were up 4.5% from a year ago

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