Top 528 Banking relationship manager Jobs in Oakland, Ca

Business Banking Relationship Manager
BMO Financial Group —Oakland, CA
- $63,300 - $117,200 a year
- Full-time
- Mid-level
- Office
- Databases
- Health insurance
- Tuition reimbursement
4d
Business Banking Treasury Management Advisor - Relationship Manager I
PNC Financial Services Group —Walnut Creek, CA
- $82,500 - $150,000 a year
- Full-time
- Customer service
- Mid-level
- Office
- Wellness program
- Health savings account
Business Banking Relationship Manager III (San Francisco)
Fifth Third Bank —San Francisco, CA
- $82,100 - $172,500 a year
- Full-time
- 5 years
- Office
- Business development
Business Banking Relationship Manager
Bank of America —Burlingame, CA
- $90,000 - $110,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
Healthcare Business Banking Relationship Manager
U.S. Bank National Association —San Francisco, CA
- $139,230 - $180,180 a year
- Full-time
- Office
- Microsoft Office
- Bachelor's degree
- Paid holidays
- Disability insurance
Relationship Manager Technology Banking
City National Bank —San Francisco, CA
- $92,114 - $156,880 a year
- Full-time
- Mid-level
- 3 years
- Business development
- Health insurance
- Dental insurance
SVB - Relationship Manager, Life Sciences Innovation Banking
First Citizens Bank —San Francisco, CA
- $130,000 - $173,000 a year
- Full-time
- Hybrid work
- Office
- High school diploma or GED
- Bachelor's degree
Premier Relationship Manager
East West Bank —Oakland, CA
- $80,500 - $135,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Opportunities for advancement
Vice President of Operations and Finance
Make-A-Wish Foundation of Greater Bay Area —Oakland, CA
- $150,000 - $170,000 a year
- Weekends as needed
- Hybrid work
- Microsoft Excel
- Office
- Microsoft Office
- Commuter assistance
- AD&D insurance
Quick Apply
5d
VP, Relationship Manager
Cathay Bank —San Francisco, CA
- $150,000 - $175,000 a year
- Full-time
- Customer service
- 5 years
- English
- Health savings account
- Disability insurance
Quick Apply
Senior Private Banker
BMO Financial —San Francisco, CA
- $122,400 - $228,000 a year
- Part-time
- 7 years
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
Sr Client Advisor - Commercial Lines
Trucordia —San Francisco, CA
- Full-time
- Remote
- Senior level
- Communication skills
- Commercial
- Health savings account
- AD&D insurance
Quick Apply
Floating Team Lead - East Bay Shore/SF Peninsula
Patelco Credit Union —Berkeley, CA
- $30 an hour
- Full-time
- Microsoft Word
- Management
- Computer literacy
- Travel reimbursement
- Paid holidays
Sr. Commercial Insurance Producer
Trucordia —San Francisco, CA
- $200,000 - $250,000 a year
- Full-time
- Remote
- Marketing
- Bachelor's degree
- Mentoring
- Health savings account
- AD&D insurance
Quick Apply
AVP/VP, Branch Manager
Cathay Bank —Richmond, CA
- $70,000 - $108,000 a year
- Full-time
- Office
- 3 years
- Finance
- Health savings account
- Disability insurance
Quick Apply
Sr Client Advisor - Commercial Lines
Trucordia —San Francisco, CA
- Full-time
- Hybrid work
- Marketing
- Bachelor's degree
- Mentoring
- Health savings account
- AD&D insurance
Quick Apply
Sr Commercial Insurance Producer
Trucordia —San Francisco, CA
- Full-time
- Remote
- Senior level
- Communication skills
- Analytics
- Health savings account
- AD&D insurance
Quick Apply
Relationship Banker I
Cathay Bank —Millbrae, CA
- $19 - $23 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health savings account
- Disability insurance
Quick Apply
Relationship Banker I or II
Cathay Bank —San Mateo, CA
- $19 - $25 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health savings account
- Disability insurance
Quick Apply
Relationship Banker I
Cathay Bank —Daly City, CA
- $19 - $23 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health savings account
- Disability insurance
Quick Apply

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Business Banking Relationship Manager

BMO Financial Group -
Oakland, CA

Apply Now

Job Details

Full-time
$63,300 - $117,200 a year
4 days ago

Benefits

Health insurance
Tuition reimbursement
Life insurance
Retirement plan

Qualifications

Customer communication
Data-driven problem-solving

Full Job Description

Application Deadline:

08/09/2026

Address:

2001 Broadway

Job Family Group:

Commercial Sales & Service

Cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO’s market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate.

Proactively develops and executes sales strategies to attract new business clients and expand existing relationships.
Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.
Generates appointments and opportunities to grow business results through targeted sales efforts.
Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
Identifies prospective customers and cross-sells additional products and services to meet their needs.
Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
Understands the local market and proactively develops relationships with centres of influence.
Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support.
Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio.
Answers inquiries and provides accurate information about business banking products and services.
Understands customer needs and offers financial solutions that meet customer goals.
Resolves or escalates issues.
Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
Provides advice and guidance to assigned business/group on implementation of solutions.
Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Monitors and tracks performance, and addresses any issues.
Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
Provides input into the planning and implementation of operational programs.
Executes work to deliver timely, accurate, and efficient service.
Supports the development and promotion of a business/group program.
Follows security and safeguarding procedures and applies due diligence in accordance with Bank’s policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently on a range of complex tasks, which may include unique situations.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk.
Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.
Strong experience with customer sales and service.
Technical proficiency gained through education and/or business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
Data driven decision making - In-depth.

Salary :

$63,300.00 - $117,200.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at http://jobs.bmo.com/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to [email protected] and let us know the nature of your request and your contact information.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Apply Now

Refine Your Search

banking relationship manager jobs in oakland, ca

Business Banking Relationship Manager

Business Banking Treasury Management Advisor - Relationship Manager I

Business Banking Relationship Manager III (San Francisco)

Business Banking Relationship Manager

Healthcare Business Banking Relationship Manager

Relationship Manager Technology Banking

SVB - Relationship Manager, Life Sciences Innovation Banking

Premier Relationship Manager

Vice President of Operations and Finance

VP, Relationship Manager

Senior Private Banker

Sr Client Advisor - Commercial Lines

Floating Team Lead - East Bay Shore/SF Peninsula

Sr. Commercial Insurance Producer

AVP/VP, Branch Manager

Sr Client Advisor - Commercial Lines

Sr Commercial Insurance Producer

Relationship Banker I

Relationship Banker I or II

Relationship Banker I

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