Top 16 Relationship manager Jobs in Santa Barbara, Ca

Business Banking Relationship Manager
Montecito Bank & Trust —Goleta, CA
- $108,000 - $137,000 a year
- Full-time
- Hybrid work
- 5 years
- Business development
- Criminal background check
- Paid holidays
- Health insurance
Quick Apply
10d
Client Relationship Consultant 3 (Banker) - Santa Barbara-San Roque - Santa Barbara, CA
U.S. Bank National Association —Santa Barbara, CA
- $22.69 - $33.26 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
Client Relationship Consultant 2 (Banker) - Santa Barbara Mesa - Santa Barbara, CA
U.S. Bank National Association —Santa Barbara, CA
- $20.00 - $28.35 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
Client Relationship Consultant (Banker - multiple levels) - Santa Barbara Coastal Area - Santa Barbara, CA
U.S. Bank National Association —Montecito, CA
- $20.00 - $37.74 an hour
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Disability insurance
5d
Client Relationship Consultant 4 (Banker) - Montecito, CA
U.S. Bank National Association —Montecito, CA
- $25.77 - $37.76 an hour
- Full-time
- 5 years
- Mid-level
- Office
- Paid holidays
- Disability insurance
Client Relationship Consultant 1 (Banker) Montecito, CA
U.S. Bank National Association —Montecito, CA
- $20.00 - $24.86 an hour
- Full-time
- Office
- High school diploma or GED
- US work authorization
- Paid holidays
- Disability insurance
5d
Retail Relationship Banker
BMO Financial Group —Santa Barbara, CA
- $41,714 - $69,000 a year
- Full-time
- Spanish
- English
- Mid-level
- Health insurance
- Tuition reimbursement
Senior Customer Relationship Manager
Jack Henry & Associates —United States
- $75,000 - $95,000 a year
- Full-time
- 6 years
- Research
- Office
Senior Manager, Business Relationship Management - Legal & External Affairs
Altria —United States
- $132,500 - $202,100 a year
- Full-time
- Computer Science
- PMP
- Master's degree
- Profit sharing
- Paid parental leave
13d

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Client Relationship Consultant 3 (Banker) - Santa Barbara-San Roque - Santa Barbara, CA
U.S. Bank National Association —Santa Barbara, CA
Provides a consistent optimal client experience, including greeting clients and processing basic transactions. High school diploma or equivalent.
$22.69 - $33.26 an hour

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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.
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Quick Apply
Institutional Client Group Senior Relationship Manager
U.S. Bank National Association —Columbus, OH
The Relationship Manager provides financial advice to customers, approves loans within assigned limits, manages loans and portfolio credit quality.
$140,000 - $225,000 a year

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relationship manager jobs near santa barbara, ca

Business Banking Relationship Manager

Montecito Bank & Trust -
Goleta, CA

Quick Apply

Job Details

Full-time
$108,000 - $137,000 a year
10 days ago

Benefits

Paid holidays
Health insurance
Dental insurance
Vision insurance
401(k) matching
Life insurance

Qualifications

Closing coordination
Debt covenant compliance
Deal closing
Business development management
Portfolio monitoring
Sales proposal development
Financial services customer support
Customer relationship building
Underwriting guidelines adherence
Mortgage lending
Referral-based lead generation
Underwriting
Credit risk assessment
5 years
Sales referrals
Commercial lending analysis experience in risk and credit
Cash flow monitoring
Promoting bank products
Account development
Business development
Proposal writing
Managing clients in a finance role
Client retention
Customer engagement
Financial product expertise
Customer relationship management
Managing banking or lending client portfolios
Coordination (loan closing)
Initial Contact (sales skills)
Credit history review

Full Job Description

Join Montecito Bank & Trust as a Business Banking Relationship Manager!

As the largest locally owned community Bank on the Central Coast, Montecito Bank & Trust is committed to our founding principle: to make the communities we serve better places to live and work. We are always looking for talented professionals who are passionate about personalized service, community involvement, and innovation. By joining our team, we are dedicated to your career development and wellbeing, in and out of the workplace.

About the Role

Montecito Bank & Trust is seeking a full-time Business Banking Relationship Manager to join the team in our Business Banking department. As a Business Banking Relationship Manager, you will deliver a World Class Experience by providing excellent customer service to all internal and external customers. Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. You will have access to a set of products and solutions to better serve your business clients today and into the future. Strong client relationships are based on trust, assessing, and attending to clients’ banking needs, obtaining, and processing client and account information, advising clients on available deposit and loan products and services, and recommending financial solutions based on each client’s unique goals and needs. Relationship Managers are the primary advisor for our business clients and are responsible for building, developing, and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term relationships. You will be located in Goleta, CA with the opportunity for a hybrid work schedule, and travel throughout the Bank’s central footprint when necessary (Goleta to Montecito).

What We’re Looking For

A college degree, preferably in business-related field, or equivalent work experience required.
5-8 years of business banking experience, or similar experience, required.
The ability to be registered as a Mortgage Loan Originator (MLO) with the National Mortgage Licensing System and Registry (NMLSR), under the Secure and Fair Enforcement for Mortgage Licensing Act (SAFE ACT), and maintain the registration as required. These standards include, among other things, passing a criminal background check and a satisfactory credit report obtained from a consumer reporting agency.
Broad knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank’s products.
Strong knowledge of Business Banking credit policies and procedures.
Knowledge of cash flow management and business credit underwriting with commercial credit training preferred.

Your Responsibilities

The essential functions of this role include, but are not limited to:

Partner with the Branch Managers to understand the client’s needs and apply the broad range of Montecito Bank & Trust’s financing and product solutions to meet their needs.
Take applications, gather the necessary documentation, underwrite the facility, and see the transaction through to closing.
Actively call on customers and prospects, develop referral sources and contacts, and innovatively structure proposals with proper covenants.
Ensure timely monitoring, renewal, payment, and early classification of problematic credits to maintain ongoing soundness of the loan portfolio.
Work closely with the branches to assure they remain aware of the progress and the underwriting decision.
Actively call on customers and prospect to develop and expand Montecito Bank & Trust’s relationships. Develop referral sources and contacts.
Attend meetings, business development goals from financial perspective as well as focusing on retention of highly valued clients.
Assist lending staff to underwrite more complex loan requests.

Your Benefits

Workplace Culture that Values YOU
Competitive Pay
Medical, Dental, Vision, & Life Insurance
401K Matching/Retirement Planning
Paid Vacation Time, Sick Time, Federal Holidays, & Volunteer Time
Associate Bank Accounts
Bank Gatherings, Events, & Associate Engagement Activities

Individual pay is based on a multitude of factors, including candidate’s experience, knowledge, skills, and abilities needed to perform in the position and pay equity.

Equal Employment Opportunity

Montecito Bank & Trust is an equal opportunity employer. Montecito Bank & Trust is committed to providing equal employment opportunity in our application process to all protected groups, including protected veterans and individuals with disabilities.

Employment eligibility is contingent on completing the DHS Employment Eligibility Verification (I-9) form and presenting acceptable documentation upon hire verifying your identity and right to work in the United States. The Bank does not sponsor visas, green cards, CPT, OPT, or other work authorizations.

Interested in Applying?

Apply through Indeed or visit our website Montecito Bank Careers
Review the openings using the “Explore Opportunities” tab.
Select “Apply Now” to review the desired position and click “Apply” to submit your application.
Create a personal log-in to apply.

Quick Apply

Refine Your Search

relationship manager jobs in santa barbara, ca

Business Banking Relationship Manager

Client Relationship Consultant 3 (Banker) - Santa Barbara-San Roque - Santa Barbara, CA

Client Relationship Consultant 2 (Banker) - Santa Barbara Mesa - Santa Barbara, CA

Client Relationship Consultant (Banker - multiple levels) - Santa Barbara Coastal Area - Santa Barbara, CA

Client Relationship Consultant 4 (Banker) - Montecito, CA

Client Relationship Consultant 1 (Banker) Montecito, CA

Retail Relationship Banker

Senior Customer Relationship Manager

Senior Manager, Business Relationship Management - Legal & External Affairs

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