Top 18 Banking relationship manager Jobs in Palm Desert, Ca

Business Solutions Advisor - Inland Empire East Coachella Valley Market
Bank of America —Palm Desert, CA
- $26.00 - $34.67 an hour
- Full-time
- Bilingual
- Mid-level
- Office
Teller - Float
Columbia Banking System —Palm Desert, CA
- $20 - $22 an hour
- Full-time
- Bilingual
- Office
- High school diploma or GED
- Disability insurance
- Health insurance
4d
Travel Consultant
Auto Club Of Southern Calif —La Quinta, CA
- $23.50 an hour
- Full-time
- Background check
- Customer service
- Computer literacy
- Paid parental leave
- Health insurance
Personal Banker
PNC Financial Services Group —Palm Springs, CA
- $45,375 - $75,625 a year
- Full-time
- Spanish
- 3 years
- No degree
- Wellness program
- Health savings account
Community Mgr 1 (On-site)
NATIONAL COMMUNITY RENAISSANCE —Indio, CA
- $22 - $24 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Inventory management
Quick Apply
Bilingual Spanish Branch Mgr In Training
Advance America —Cathedral City, CA
- Overtime
- 18 years or older
- Spanish
- Office
- Paid parental leave
- Paid holidays
Financial Solutions Advisor Registration Candidate - Palm Desert Financial Center
Bank of America —Palm Desert, CA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Mid-level
- Office
- Opportunities for advancement
03866 Assistant Store Manager
Sally Beauty Holdings —Coachella, CA
- $18.15 - $21.80 an hour
- 18 years or older
- Cosmetology License
- Merchandising
Credit Solutions Advisor - Indio Main - Spanish Language Fluency Required
Bank of America —Indio, CA
- $25.00 - $29.61 an hour
- Extended hours
- Background check
- Spanish
- Computer literacy
Assistant Store Manager Sally Beauty 02775
Sally Beauty Holdings —Indio, CA
- $18.15 - $21.80 an hour
- 18 years or older
- Cosmetology License
- Merchandising
Assitant Manager
Little Caesars —Palm Springs, CA
- Full-time
- Mid-level
- High school diploma or GED
- Driver's License
Quick Apply
Assistant Manager
Little Caesars —Palm Desert, CA
- Full-time
- Mid-level
- High school diploma or GED
- Driver's License
Quick Apply

Related jobs to explore

Based on your search for banking relationship manager

Marketing Manager
LIVING DESERT DBA THE LIVING DESERT —Palm Desert, CA
Leverage insights from Google Analytics, CRM platforms, email marketing tools, and social media dashboards to identify trends and refine strategies.
$65,000 - $75,000 a year
Quick Apply
Client Relationship Consultant (Banker - multi-level) - (Multiple locations 30-36hrs)
U.S. Bank National Association —Palm Desert, CA
Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a…
$20 - $28 an hour
2d

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

HRIS Time Administrator - REMOTE
Ryder System —Columbus, OH
General knowledge of compliance rules and regulations (Ryder, federal, state, local) as they pertain to timekeeping for U.S., Puerto Rico and Canada…
13d
Relationship Manager
KEMBA Financial Credit Union —Columbus, OH
Undergraduate degree in Business or a related field, or equivalent combination of training and work experience. Answers questions and resolves requests.
$95,000 - $120,000 a year
Quick Apply

Show more jobs in cities nearby

I want to receive the latest job alert for banking relationship manager in palm desert, ca

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

banking relationship manager jobs near palm desert, ca

Business Solutions Advisor - Inland Empire East Coachella Valley Market

Bank of America -
Palm Desert, CA

Apply Now

Job Details

Full-time
$26.00 - $34.67 an hour

Qualifications

Customer relationship building
Phone communication
Managing clients in a customer support role
Customer engagement
Customer relationship management
Initial Contact (sales skills)
Prospecting
Customer interaction during outreach

Full Job Description

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.

This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.

Responsibilities:

Recommends financial advice and guidance that align with client financial goals and needs
Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience

Required Qualifications:

Has demonstrated experience and proven success with business-to-business sales and/or small business banking
Has strong communication skills with the ability to effectively influence clients
Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution
Has a proven sales track record
Can build productive partnerships and working relationships
Is experienced with outbound phone sales

Desired Qualifications:

Experience with financial information, spreadsheets and financial skills
Experience with in-person customer service and sales
Experience working with small business clients
Experience meeting or exceeding goals
A working knowledge of small business products and services
Bilingual skills

Skills:

Client Management
Client Solutions Advisory
Customer and Client Focus
Referral Identification
Risk Management
Client Experience Branding
Credit Documentation Requirements
Credit and Risk Assessment
Pipeline Management
Referral Management
Attention to Detail
Collaboration
Issue Management
Prospecting
Relationship Building

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position:

FDIC; Safe Act; Loan Originators

Shift:

1st shift (United States of America)

Hours Per Week:

Apply Now

Refine Your Search

banking relationship manager jobs in palm desert, ca

Business Solutions Advisor - Inland Empire East Coachella Valley Market

Teller - Float

Travel Consultant

Personal Banker

Community Mgr 1 (On-site)

Bilingual Spanish Branch Mgr In Training

Financial Solutions Advisor Registration Candidate - Palm Desert Financial Center

03866 Assistant Store Manager

Credit Solutions Advisor - Indio Main - Spanish Language Fluency Required

Assistant Store Manager Sally Beauty 02775

Assitant Manager

Assistant Manager

Related jobs to explore

Explore jobs in cities nearby

I want to receive the latest job alert for banking relationship manager in palm desert, ca

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected