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Client relationship manager • santa rosa ca

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Relationship Banker - Santa Rosa

Relationship Banker - Santa Rosa

Bank of AmericaSanta Rosa, CA, United States
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Relationship Banker - Santa Rosa Santa Rosa, California;Healdsburg, California; Sebastopol, California • •To proceed with your application, you must be at least 18 years of age.Acknowledge Refer ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Service Representative

Client Service Representative

VCA Animal HospitalsSanta Rosa, CA, United States
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VCA Windsor Animal Hospital, 6422 Old Redwood Hwy, Santa Rosa CA is looking for a Client Service Representative to join our team. The pay range for this position is $19-$23 / hour, full-time.We are op...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Registered Client Service Associate

Registered Client Service Associate

Morgan StanleySanta Rosa, CA, US
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Registered Client Service Associate.Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Developer Relationship Manager - GSI

Developer Relationship Manager - GSI

NVIDIARemote, CA, US
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Our work at NVIDIA is dedicated towards a computing model passionate about visual and AI computing.For two decades, NVIDIA has pioneered visual computing, the art and science of computer graphics, ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Service Director - Water / Wastewater

Client Service Director - Water / Wastewater

KennedyjenksSanta Rosa, CA, United States
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Client Service Director - Water / Wastewater.Founded in 1919, KJ has always looked to the future.With a talented team of professionals and a culture of continuous improvement, we deliver exceptional ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Commercial Relationship Managing Director, Environmental Services

Commercial Relationship Managing Director, Environmental Services

Huntington National BankCalifornia
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The Commercial Relationship Managing Director -Environmental Services s disciplined and motivated self-starter who can manage business development efforts within the Environmental Services Sector.P...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Relationship Banker - Santa Rosa

Relationship Banker - Santa Rosa

Bank of America CorporationSebastopol, CA, United States
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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 delive...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Associate Relationship Banker - Sonoma Branch - Sonoma, CA

Associate Relationship Banker - Sonoma Branch - Sonoma, CA

ChaseSebastopol, CA, US
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Care Coordinator (Bilingual Preferred)

Client Care Coordinator (Bilingual Preferred)

Ceres Community ProjectSanta Rosa, CA, United States
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DEPARTMENT : Client Care Services.REPORTS TO : Client Care Program Manager.LOCATION : Ceres HQ / Hybrid, primarily; Remote. FLSA STATUS : Regular, Full-Time,.The Client Care Coordinator works with the C...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Senior Member Relationship Specialist

Senior Member Relationship Specialist

Redwood Credit UnionSebastopol, CA, US
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Redwood Credit Union is seeking a Full Time Senior Member Relationship Specialist, who will be responsible for performing operational duties, provides excellent Member service, and contributes...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Relationship Banker - Rohnert Park

Relationship Banker - Rohnert Park

Exchange BankRohnert Park, CA 94928, USA
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This position is scheduled 29 hours per week, 8 : 30am to 5 : 30pm Monday, Tuesday, Friday, and 8 : 30am to 1 : 30pm Saturday. The schedule is subject to change based on the business needs of the Bank.Do yo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Relationship Banker - Santa Rosa Experience Center

Relationship Banker - Santa Rosa Experience Center

First Technology Federal Credit UnionSanta Rosa, CA, US
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The Relationship Banker is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team. As a Relationship Banker, you’ll work in a fast-paced env...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Senior Relationship Manager

Senior Relationship Manager

VirtualVocationsSanta Rosa, California, United States
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A company is looking for a Senior Relationship Manager to join their Drive Auto team.Key Responsibilities Proactively devise retention plans and strategies for client communication Lead regular ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Services Manager

Client Services Manager

Senior Helpers North BaySanta Rosa, CA, US
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Client Services Manager – Santa Rosa Office.In this vital role, you’ll be at the forefront of our mission to provide compassionate care and improve the quality of life for our clients, their famili...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Support Coordinator

Client Support Coordinator

Turning Point Community ProgramsSanta Rosa, CA, United States
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Turning Point Community Programs.Transitional Support Services (TSS- Santa Rosa).Turning Point Community Programs (TPCP) provides integrated, cost-effective mental health services, employment and h...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Associate Relationship Banker - Sonoma Branch - Sonoma, CA

Associate Relationship Banker - Sonoma Branch - Sonoma, CA

JPMorgan ChaseSebastopol, CA, US
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Psychologist - Client Services Consultant

Psychologist - Client Services Consultant

North Bay Regional CenterSanta Rosa, California, United States
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North Bay Regional Center and to apply for this position.Promoting Opportunities - Supporting Choices : .At North Bay Regional Center, (NBRC) we believe that all people with developmental disabilitie...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Remote Sr. Capital Markets Agribusiness Relationship Manager ID68147

Remote Sr. Capital Markets Agribusiness Relationship Manager ID68147

Adams, Inc.CA, US
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Job Leads are potential openings we are willing to investigate for you.By completing this form, you are indicating to us that you are interested in exploring this opportunity in greater depth : Remo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Relationship Banker - Santa Rosa Experience Center

Relationship Banker - Santa Rosa Experience Center

First Tech Federal Credit UnionSanta Rosa, CA, United States
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The Relationship Banker is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team. As a Relationship Banker, you'll work in a fast-paced env...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Relationship Banker - Santa Rosa

Relationship Banker - Santa Rosa

Bank of AmericaSanta Rosa, CA, United States
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Relationship Banker - Santa Rosa

Santa Rosa, California;Healdsburg, California; Sebastopol, California

  • To proceed with your application, you must be at least 18 years of age.

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  • To proceed with your application, you must be at least 18 years of age.
  • Acknowledge (https : / / ghr.wd1.myworkdayjobs.com / Lateral-US / job / Santa-Rosa / Relationship-Banker Santa-Rosa\_25037857)

  • 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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

    Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

  • 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.
  • 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 engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

  • Responsibilities :
  • Executes the bank's risk culture and strives for operational excellence
  • Builds relationships with clients to meet financial needs
  • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
  • Grows business knowledge and network by partnering with experts in small business, lending, and investments
  • Manages financial center traffic, appointments, and outbound calls effectively
  • Drives the client experience
  • Manages cash responsibilities
  • Required Qualifications :
  • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
  • Collaborates effectively to get things done, building and nurturing strong relationships
  • Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
  • Is confident in identifying solutions for new and existing clients based on their needs
  • Communicates effectively and confidently and is comfortable engaging all clients
  • Has the ability to learn and adapt to new information and technology platforms
  • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
  • Applies strong critical thinking and problem-solving skills to meet clients' needs
  • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
  • Efficiently manages time and capacity
  • Focuses on results while acting in the best interest of the client
  • Can be flexible to work weekends and / or extended hours as needed
  • Desired Qualifications :
  • Experience in financial services and knowledge of financial services industry, products and solutions
  • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
  • Six months of cash handling experience
  • Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance​
  • Language Spanish preferred
  • Skills :
  • Adaptability
  • Business Acumen
  • Customer and Client Focus
  • Oral Communications
  • Problem Solving
  • Account Management
  • Client Experience Branding
  • Client Management
  • Client Solutions Advisory
  • Relationship Building
  • Business Development
  • Pipeline Management
  • Prospecting
  • Referral Identification
  • Referral Management
  • 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; Loan Originators_

  • Shift :
  • 1st shift (United States of America)

  • Hours Per Week :
  • 40

    Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

    View your

  • "Know your Rights (https : / / www.eeoc.gov / sites / default / files / 2023-06 / 22-088\_EEOC\_KnowYourRights6.12.pdf) "
  • poster.
  • View the LA County Fair Chance Ordinance (https : / / dcba.lacounty.gov / wp-content / uploads / 2024 / 08 / FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .
  • Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

    Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.

    This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.