Top 90 Banking & finance relationship managers Jobs in Pleasanton, Ca

Practice Solutions Relationship Officer
BMO Financial Group —San Ramon, CA
- $81,400 - $151,800 a year
- Full-time
- Mid-level
- Office
- Business development
- Health insurance
- Tuition reimbursement
Relationship Manager I-III
FFB Bank —San Ramon, CA
- $90,000 - $180,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Business Banking Relationship Manager
BMO Financial Group —Tracy, CA
- $57,500 - $106,500 a year
- Full-time
- Mid-level
- Databases
- Analysis skills
- Health insurance
- Tuition reimbursement
Business Banking Relationship Manager
U.S. Bank National Association —Tracy, CA
- $111,095 - $143,770 a year
- Full-time
- 5 years
- Office
- Business development
- Paid holidays
- Disability insurance
10d
Relationship Manager I
City National Bank —Pleasanton, CA
- $65,296 - $104,304 a year
- Full-time
- Mid-level
- 3 years
- Business development
- Health insurance
- Dental insurance
Treasury Relationship Manager II
FFB Bank —San Ramon, CA
- Full-time
- Hybrid work
- Microsoft Outlook
- Writing skills
- Office
- Health insurance
- Dental insurance
Business Relationship Manager I - Officer
JPMorganChase —Tracy, CA
- $70,304 - $100,000 a year
- Full-time
- Microsoft Outlook
- Word processing
- Mid-level
- Health insurance
- Tuition reimbursement
8d
Business Relationship Manager
East West Bank —Milpitas, CA
- $71,000 - $140,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Opportunities for advancement
Commercial Banking Team Lead
U.S. Bank National Association —Walnut Creek, CA
- $214,795 - $277,970 a year
- Full-time
- Office
- Finance
- 8 years
- Paid holidays
- Disability insurance
Relationship Manager
Commercial Bank of California —San Jose, CA
- $100,000 - $150,000 a year
- Full-time
- Mid-level
- Business development
- Marketing
- AD&D insurance
- Paid holidays
Quick Apply
Relationship Manager
Avidbank —San Jose, CA
- $125,000 - $190,000 a year
- Full-time
- Hybrid work
- 7 years
- Office
- Senior level
- Paid holidays
- Disability insurance
Quick Apply
Area Sales Manager – Non-Prime Auto Finance
Strike Acceptance —San Jose, CA
- $70,000 - $100,000 a year
- Full-time
- Dealership
- Mid-level
- 3 years
- Health savings account
- Health insurance
Quick Apply
3d
Relationship Manager , Funds
ICICI Bank New York —Sunnyvale, CA
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Health insurance
Quick Apply
Small Business Specialist 3 - Cupertino, CA
U.S. Bank National Association —San Jose, CA
- $31.30 - $45.90 an hour
- Full-time
- Mid-level
- 3 years
- Business development
- Paid holidays
- Disability insurance
Relationship Banker
City National Bank —San Jose, CA
- $22.27 - $33.43 an hour
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Relationship Manager (CRE)
California Bank of Commerce, N.A. —Walnut Creek, CA
- $140,000 - $180,000 a year
- Full-time
- 7 years
- Office
- Master's degree
De Novo Retail Relationship Banker
BMO Financial Group —San Ramon, CA
- $45,900 - $75,900 a year
- Full-time
- Mid-level
- Office
- Business development
- Health insurance
- Tuition reimbursement
Relationship Banker - East Bay Valley- Livermore, CA
JPMorganChase —Livermore, CA
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
5d
SVP, Relationship Manager, Middle Market Banking (California)
Banc of California —Menlo Park, CA
- $145,000 - $243,000 a year
- Word processing
- Computer literacy
- Basic math
- Paid parental leave
- Health savings account
Retail Relationship Banker
BMO Financial Group —Union City, CA
- $45,900 - $75,900 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
13d

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Practice Solutions Relationship Officer

BMO Financial Group -
San Ramon, CA

Apply Now

Job Details

Full-time
$81,400 - $151,800 a year

Benefits

Health insurance
Tuition reimbursement
Life insurance
Retirement plan

Qualifications

Revenue growth
Business development management
Customer records maintenance
Commercial banking expertise
Branding
Financial sales
Sales proposal development
Internal controls
Financial services customer support
Account maintenance
Regulatory compliance
Promoting bank products
Client file management
Mid-level
Client database systems
Business development
Analysis skills
Market research
Managing clients in a finance role
Client base expansion
Decision making
Industry trends
New customer acquisition
Prospecting
Client retention strategy
Participating in conferences
Business development within finance
Cash management
Data-driven problem-solving
Corporate sales environment

Full Job Description

Application Deadline:

08/30/2026

Address:

140 Sunset Dr.

Job Family Group:

Commercial Sales & Service

Facilitates growth initiatives for the Bank through business development in the Practice Solutions Industry Vertical. Maintains an outstanding and continuous record of significant revenue generation through new client acquisition and enhanced relationships with existing clients in the Practice Solutions industry. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.

Provides support for pre-sales sales activities such as presentations, bids/proposals, and requests for information.
Retains and expands existing relationships to achieve portfolio retention, sales, service, and profitability objectives.
Establishes and enhances the Bank’s brand by participating in meaningful and focused business and community.
Participates in industry forums and conferences to keep apprised of all industry trends, competitive insights, products and services.
Provides subject matter expertise on market conditions and trends to maintain a high level of environmental awareness.
Coordinates cash management, Credit Card, and other product implementation and financial transaction set-up.
Works closely with other areas of the banking including Premier and Wealth to make referrals for other services the Bank offers that an assist the client.
Ensures consistent personnel training throughout the team.
Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.
Gathers data to advance sale process and completes all required documentation.
Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.
Tracks implementation requests to keep the process on track with timelines.
Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.
Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
Provides research and data gathering to sales team to facilitate solution to the client’s/prospect’s business and needs.
Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
Maintains current client information on Bank system/files to ensure client history is accurate and complete.
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.

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.
Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
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 :

$81,400.00 - $151,800.00

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 & finance relationship managers jobs in pleasanton, ca

Practice Solutions Relationship Officer

Relationship Manager I-III

Business Banking Relationship Manager

Business Banking Relationship Manager

Relationship Manager I

Treasury Relationship Manager II

Business Relationship Manager I - Officer

Business Relationship Manager

Commercial Banking Team Lead

Relationship Manager

Relationship Manager

Area Sales Manager – Non-Prime Auto Finance

Relationship Manager , Funds

Small Business Specialist 3 - Cupertino, CA

Relationship Banker

Relationship Manager (CRE)

De Novo Retail Relationship Banker

Relationship Banker - East Bay Valley- Livermore, CA

SVP, Relationship Manager, Middle Market Banking (California)

Retail Relationship Banker

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