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Reposted 20 Days AgoSaved
In-Office
Los Angeles, CA, USA
Mid level
Mid level
Fintech • Software • Financial Services
Manage a portfolio of existing customer relationships, ensuring profitability and compliance with credit terms. Oversee loan renewals, risk assessment, and maintain customer relationships, while adhering to risk management policies.
Top Skills: Credit ManagementFinancial ServicesRisk Management
Reposted 20 Days AgoSaved
In-Office
San Jose, CA, USA
Mid level
Mid level
Fintech • Software • Financial Services
The Relationship Manager develops new business, manages client portfolios, negotiates loan structures, and fosters strong relationships to increase bank profitability.
Reposted 20 Days AgoSaved
In-Office
3 Locations
Mid level
Mid level
Fintech • Software • Financial Services
The Relationship Manager is responsible for business development and portfolio management focusing on clients with $30MM to $500MM revenue, including underwriting and maintaining customer relationships.
Reposted 20 Days AgoSaved
In-Office
Ann Arbor, MI, USA
Mid level
Mid level
Fintech • Software • Financial Services
The Relationship Manager is responsible for developing new business relationships, managing client portfolios, underwriting loans, and maintaining customer interactions related to corporate banking and financial products.
Reposted 20 Days AgoSaved
In-Office
Houston, TX, USA
Senior level
Senior level
Fintech • Software • Financial Services
The Vice President, Senior Wealth Advisor is responsible for building and maintaining client relationships while achieving business goals through effective sales management, client management, and account management.
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Reposted 20 Days AgoSaved
In-Office
Phoenix, AZ, USA
Senior level
Senior level
Fintech • Software • Financial Services
The Senior Wealth Advisor will manage client relationships, achieve new business goals, coordinate marketing strategies, and oversee client account documentation.
Reposted 20 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech • Software • Financial Services
The Senior Wealth Advisor is responsible for building client relationships, achieving business goals, and managing client financial needs through customized solutions and effective sales strategies.
Reposted 20 Days AgoSaved
In-Office
Palo Alto, CA, USA
Mid level
Mid level
Fintech • Software • Financial Services
The Relationship Manager will develop new business and manage portfolios for tech and life sciences sectors, focusing on cultivating client relationships and negotiating loan structures.
Top Skills: BankingFinancial AnalysisPortfolio Management
Reposted 20 Days AgoSaved
In-Office
Fort Worth, TX, USA
Mid level
Mid level
Fintech • Software • Financial Services
The Relationship Manager develops new business, manages portfolios, and conducts underwriting, focusing on middle market clients with revenues between $30MM and $500MM.
Reposted 20 Days AgoSaved
In-Office
Sacramento, CA, USA
Mid level
Mid level
Fintech • Software • Financial Services
The Relationship Manager is responsible for developing new business, managing portfolios, underwriting, and maintaining strong customer relationships in corporate banking.
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