Top 12 Relationship manager Jobs in San Luis Obispo, Ca

Deposit Relationship Manager
West Coast Community Bank —San Luis Obispo, CA
- $90,000 - $125,000 a year
- Weekends as needed
- Research
- Mid-level
- Office
- Paid holidays
- Dental insurance
Relationship Manager
AgWest Farm Credit —Paso Robles, CA
- $72,600 - $144,100 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Wellness program
- AD&D insurance
Quick Apply
VP, Portfolio Relationship Manager, Construction & LIHTC Loans
Banc of California —San Luis Obispo, CA
- $101,000 - $168,500 a year
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Paid parental leave
- Health savings account
2d
Senior Business Lending Relationship Manager
SESLOC Credit Union —San Luis Obispo, CA
- $120,700 - $156,200 a year
- Full-time
- Office
- Finance
- Business development
- AD&D insurance
- Disability insurance
Relationship Banker - Central Coast -San Luis Obispo area
Bank of America —San Luis Obispo, CA
- $25.00 - $26.77 an hour
- Extended hours
- Office
- Finance
- High school diploma or GED
10d
Relationship Banker - San Luis Obispo Market - San Luis Obispo, CA and Surrounding Areas
JPMorganChase —San Luis Obispo, CA
- $22.50 - $30.29 an hour
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Business Relationships & Outreach Representative
Central Coast Party Helpers —Paso Robles, CA
- $20 an hour
- Contract
- Hybrid work
- Mid-level
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply

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Deposit Relationship Manager
West Coast Community Bank —San Luis Obispo, CA
Calls on existing customers to maintain and expand banking relationships; calls on prospective customers to develop new business. 401(k) with employer matching.
$90,000 - $125,000 a year
Relationship Manager
AgWest Farm Credit —Paso Robles, CA
AgWest Farm Credit is a member-owned financial cooperative that provides financing and related services to farmers, ranchers, agribusinesses, commercial…
$72,600 - $144,100 a year
Quick Apply

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Relationships through deposits, lending, digital tools, and referrals. Utilize CRM and sales tools to document activity, manage pipelines, and support incentive…
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Employee Relations Specialist
Woda Cooper —Columbus, OH
Bachelor’s degree in Human Resources, Labor Relations, Business, Accounting, or related field required. Unemployment: Responds to separation requests; tracks…
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Deposit Relationship Manager

West Coast Community Bank -
San Luis Obispo, CA

Apply Now

Job Details

Full-time
$90,000 - $125,000 a year

Benefits

Paid holidays
Dental insurance
Vision insurance
401(k) matching
Opportunities for advancement
Life insurance

Qualifications

Financial sales
Financial services customer support
Confidential information handling
Risk management
General management
File organization
Office record organization

Full Job Description

Description:

Who We Are

West Coast Community Bank is a top-rated community bank with a focus on serving the banking needs of businesses and individuals along the Central Coast, in Silicon Valley and throughout the Bay Area.

Delivery of relationship-based service with a solutions-driven focus sets us apart from the competition. We offer direct access to decision-makers combined with modern banking technologies and digital tools. The Bank is a leading SBA lender in Santa Cruz County and Silicon Valley and a top USDA lender in the state of California.

Since opening in 2004, we have proudly upheld our commitment to support regional well-being by actively participating in and donating to local nonprofit organizations. We engage in impactful volunteerism and support the greater economic vitality within our four-county reach, contributing more than 2,000 hours of volunteering annually.

Position Overview

This is an on-site position based in our San Luis Obispo office. Travel to client offices and other sites is required.

The Deposit Relationship Manager develops new business relationships and augments existing business relationships through the utilization of all bank services, participation in community and non-profit organizations, and an active business development calling program.

Calls on existing customers to maintain and expand banking relationships; calls on prospective customers to develop new business.
Cross sells all bank products and services in a professional manner.
Representing the company in a professional manner at various community events or sponsored activities of the company. Will coordinate all involvement to ensure the bank is represented at significant community events.
Receives work assignments from the Regional President based on current needs.
Assists Relationship Managers with calling efforts, follow up for gathering of complete financial packages and updates, document signing, and all other related support activities.
Attends all appropriate meetings, classes, and seminars related to maintaining and developing all general banking and credit-specific skills and expertise.
Researches, recommends and tracks donation requests by non-profit organizations.
Works within time frame guidelines to manage the overall workload. Must prioritize all business development, relationship management, and community involvement activities on an ongoing basis.
Performs additional duties as assigned that are consistent with the business needs of the Bank and the scope, responsibilities, and level of the role.

Requirements:

Bachelor's Degree in business, finance, or related field preferred, or equivalent experience required.
Comprehensive knowledge of all aspects of branch management, including sales, customer service, risk management, and management principles.
Working knowledge of consumer and Business Deposit Products as applicable to the branch’s target market.
Working knowledge of principles and methods of organization and management.
Ability to maintain confidentiality of files and privileged information.
Ability to effectively and efficiently organize work files.
Excellent written and verbal communication skills, strong interpersonal skills, proven sales and management

Benefits

Medical, dental, and vision plans
Vacation, sick leave, paid Holidays
Paid volunteer time
Employer paid life insurance
401(k) with employer matching
Ongoing training, professional development and career advancement opportunities

Physical Demands

The physical demands described here are representative of those that must be met by a teammate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee may be regularly required to stand, sit, talk, hear, reach, stoop, kneel, and use hands and fingers to operate typical office equipment such as a computer, telephone, mouse and keyboard.
Specific vision abilities required by this job include close vision requirements due to computer work.
Light to moderate lifting may be required.
Regular, predictable attendance is required; including the occasional evening and weekend work as business demands dictate.
Travel between company locations as needed.

Work Environment

The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Moderate noise (i.e., business office with computers, phone, and printers, moderate traffic).
Ability to work in a confined area.
Ability to sit or stand at a computer terminal for an extended period.
To ensure a consistent hiring process, we do not accept unsolicited resumes from third-party recruiters or agencies. Submissions without prior approval will not be considered.

Apply Now

Refine Your Search

relationship manager jobs in san luis obispo, ca

Deposit Relationship Manager

Relationship Manager

VP, Portfolio Relationship Manager, Construction & LIHTC Loans

Senior Business Lending Relationship Manager

Relationship Banker - Central Coast -San Luis Obispo area

Relationship Banker - San Luis Obispo Market - San Luis Obispo, CA and Surrounding Areas

Business Relationships & Outreach Representative

Relationship Manager – Private Wealth & Tax Solutions

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