Top 726 Banking relationship manager Jobs in Brea Ca

Relationship Manager
Sunwest Bank —Irvine, CA
- $150,000 - $225,000 a year
- Hybrid work
- Microsoft Excel
- Heavy lifting
- Mid-level
Quick Apply
12d
Relationship Manager
Citizens Business Bank —Orange, CA
- $73,770 - $191,292 a year
- Full-time
- Sales
- 5 years
- Mid-level
Business Relationship Manager I - Officer
JPMorganChase —City of Industry, CA
- $70,304 - $100,000 a year
- Full-time
- Microsoft Outlook
- Word processing
- Mid-level
- Health insurance
- Tuition reimbursement
11d
Wealth Planner
Sunflower Bank NA —Irvine, CA
- $78,000 - $113,000 a year
- Online Application
- CPA
- Mid-level
- Office
- Paid holidays
- Dental insurance
Quick Apply
Branch Manager
Pasadena Federal Credit Union —Pasadena, CA
- $62,058.28 - $105,000.00 a year
- Full-time
- Office
- Finance
- Business development
Quick Apply
Division Credit Manager - Consumer, SBA, Business Banking, Card
City National Bank —Los Angeles, CA
- $195,995 - $364,003 a year
- 7 years
- Finance
- Analysis skills
- Health insurance
- Dental insurance
Portfolio Manager II - Business Banking
City National Bank —Irvine, CA
- $44.28 - $75.42 an hour
- Finance
- Analysis skills
- Bachelor's degree
- Health insurance
- Dental insurance
Portfolio Manager II - Business Banking
City National Bank —Los Angeles, CA
- $44.28 - $75.42 an hour
- Finance
- Analysis skills
- Bachelor's degree
- Health insurance
- Dental insurance
Portfolio Manager II
City National Bank —Los Angeles, CA
- $48.66 - $82.86 an hour
- Finance
- Analysis skills
- Bachelor's degree
- Health insurance
- Dental insurance
5d
Universal Banker - Bilingual Chinese Preferred
EverTrust Bank —Alhambra, CA
- $19 - $23 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Senior Universal Banker (Bilingual Chinese Preferred)
EverTrust Bank —Alhambra, CA
- From $24.04 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Commercial Portfolio Manager
America's Christian Credit Union —Glendora, CA
- $30.06 - $45.09 an hour
- Full-time
- Hybrid work
- Mid-level
- Finance
- 1 year
- Health insurance
- Dental insurance
Quick Apply
Compliance Specialist Senior Wealth Management
City National Bank —Los Angeles, CA
- $85,000 - $145,000 a year
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health insurance
- Dental insurance
Account Manager
First National Capital Corp. —Irvine, CA
- $75,000 - $100,000 a year
- Full-time
- Sales
- Marketing
- 11+ years
- Health savings account
- Health insurance
Quick Apply
Sr. Community Manager - LIHTC & Conventional- Scattered Sites
Quality Management Group Inc —Ontario, CA
- $33 - $35 an hour
- Weekends as needed
- Microsoft Outlook
- Inventory management
- Word processing
Quick Apply
Business Controls Lead
City National Bank —Los Angeles, CA
- $99,000 - $176,000 a year
- Microsoft Excel
- Writing skills
- 3 years
- Health insurance
- Dental insurance
5d
Senior Account Manager
First National Capital Corp. —Irvine, CA
- $110,000 - $130,000 a year
- Email
- Sales
- 11+ years
- Office
- Health savings account
- Health insurance
Quick Apply
SVP, Relationship Manager
Enterprise Bank and Trust —Cerritos, CA
- $206,340 - $252,194 a year
- Full-time
- Microsoft Word
- Background check
- 7 years
- Paid time off
Quick Apply
Account Manager (Business Funding)
Probably Funding —Costa Mesa, CA
- $20 - $24 an hour
- Full-time
- Mid-level
- In-person
- 1 year
- Health savings account
- Paid holidays
Quick Apply
Domain Advisory Execution Lead
City National Bank —Los Angeles, CA
- $87,000 - $153,000 a year
- Mid-level
- Bachelor's degree
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
5d

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banking relationship manager jobs near brea ca

Relationship Manager

Sunwest Bank -
Irvine, CA

Quick Apply

Job Details

$150,000 - $225,000 a year
12 days ago

Qualifications

Commercial banking expertise
Microsoft Excel
Productivity software

Full Job Description

Job Title: Relationship Manager
Department:
Reports to: Head of Commercial Lending or Head of Real Estate
Status: Exempt Non-Exempt

About the Role
Responsible for soliciting, negotiating, underwriting, and coordinating the closing of complex
commercial loans in accordance with the Bank’s lending policies and procedures. This role
supports achievement of Bank and financial center goals through active participation in sales
initiatives and client relationship development.

Work Details

Work Location: Onsite Hybrid Remote

Travel: None

What You’ll Do

Engage in business development activities and solicit new business opportunities

Contribute to a results‑driven sales environment aligned with Bank goals
Maintain knowledge of Bank products and services through ongoing education
Work with clients and prospects to assess banking needs and gather financial information
Analyze financial condition and credit risk in alignment with Bank credit standards
Prepare and present loan recommendations for approval, including financial analysis and

client presentations

Meet with clients and prospects and visit business locations or collateral properties
Negotiate loan terms and coordinate approvals with appropriate authority
Communicate client‑related issues, risks, or challenges as needed

• Coordinate processing of approved loans in accordance with Bank policies and client expectations • Monitor loans for covenant compliance and changes in credit risk • Represent the Bank in community, civic, and reinvestment activities to develop business
relationships

Support market visibility and growth within the assigned region
Maintain awareness of competitive landscape and economic trends

What We’re Looking For

(Required)

Understanding of different legal entity structures
Knowledge of commercial banking products and services
Proficiency with Microsoft Office (Word, Excel, and internet applications)
Strong organizational and time management skills
Ability to manage multiple priorities simultaneously
Strong problem-solving and decision-making skills
Ability to communicate effectively with internal and external stakeholders

(Nice to Have)

Experience in commercial lending or credit underwriting
Familiarity with loan origination or portfolio management systems
Existing relationships within business or commercial banking networks

Why You’ll Love Working Here

Team Culture
Growth Opportunities
Benefits or Perks

Physical Demands:
In general, the following physical demands are representative of those that must be met by an
employee to successfully perform the essential functions of this job. Reasonable
accommodations may be made to allow differently abled individuals to perform the essential
functions of the job.

Sedentary: Limited activity, no lifting, limited walking
Moderate: Mostly standing, walking, bending, frequent lifting
Light: Office work, some lifting, bending, stooping or kneeling, walking
Arduous: Heavy lifting, bending, crawling, climbing

The Fine Print
This job description reflects the general nature of the role and may change as business needs evolve. We are an equal opportunity
employer. Sunwest Bank works with staff members and customers without regard to race, ancestry, national origin, sex, marital
status, age, religion, medical condition, handicap, disability or veteran status and to assist the Bank in maintaining its Affirmative
Action Program. Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter, and it is intended that Sunwest Bank, through the purposeful efforts of its employees and officers, are expected to make every resolute attempt to conform to its
Bank Secrecy Act Program and Procedures. Failure to comply will be reflected in their performance review as well as in any bonus
compensation programs in which they may participate. Attend and complete all required classroom, computer-based, web-based and seminar training. It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with Sunwest Bank’s “Code of Ethics and Conduct.” Each employee is also expected to maintain an awareness of the laws, regulations, internal policies and procedures that are appropriate for his/her position. Note: The preceding job description has been designed to indicate the general nature and level and work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. All job descriptions can be amended without notice as warranted by business necessity. Federal Deposit Insurance Act This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on Sunwest Bank’s review of criminal conviction history, including pretrial diversions or program entries.

Quick Apply

Refine Your Search

banking relationship manager jobs in brea ca

Relationship Manager

Relationship Manager

Business Relationship Manager I - Officer

Wealth Planner

Branch Manager

Division Credit Manager - Consumer, SBA, Business Banking, Card

Portfolio Manager II - Business Banking

Portfolio Manager II - Business Banking

Portfolio Manager II

Universal Banker - Bilingual Chinese Preferred

Senior Universal Banker (Bilingual Chinese Preferred)

Commercial Portfolio Manager

Compliance Specialist Senior Wealth Management

Account Manager

Sr. Community Manager - LIHTC & Conventional- Scattered Sites

Business Controls Lead

Senior Account Manager

SVP, Relationship Manager

Account Manager (Business Funding)

Domain Advisory Execution Lead

I want to receive the latest job alert for banking relationship manager in brea ca

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