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Rockbridge Search & Recruitment 20/05/2024

Relationship Manager

Ref #: 127
Location: S. California S. California 93650
Salary: 140,000 USD
Sector: Banking
Type: Permanent


  • Work close with clients to understand their business objectives and develop success plans to meet those objectives.
  • Distributing relevant client context and managing expectations accordingly.
  • Confidentially build relationships with clients: Gain in-depth knowledge of clients’ financial life priorities and connect them to our solutions that meet their goals.
  • Provide clients with a personalized rewarding experience by executing a variety of defined client engagement strategies through relationship calling, in-person conversations, and referrals to specialists.
  • Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
  • Ongoing professional development to deepen your skills and optimize your expertise as the industry evolves and changes.
  • Connecting with experts including small business consultants, mortgage lenders and investment advisors.
  • Collaborate effectively to get things done, building, and nurturing strong relationships.


  • Displays passion, commitment, and drive to deliver an experience that improves our client’s financial lives.
  • Must be enthusiastic and highly motivated with a strong work ethic and intense focus on results while acting in the best interest of the client.
  • 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.
  • Sales Experience is a Plus.
  • Believes in responsible growth and dedication.

To qualify for the position, please include your Resume.