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Relationship Manager Trainee Jobs in California (NOW HIRING)

The Branch Manager Trainee's Responsibilities include taking direction from multiple sources to ... Effective and high-quality Customer Service/Relationship management skills via walk-ins, phone, and ...

The Branch Manager Trainee's Responsibilities include taking direction from multiple sources to ... Effective and high-quality Customer Service/Relationship management skills via walk-ins, phone, and ...

The Branch Manager Trainee's Responsibilities include taking direction from multiple sources to ... Effective and high-quality Customer Service/Relationship management skills via walk-ins, phone, and ...

The Branch Manager Trainee's Responsibilities include taking direction from multiple sources to ... Effective and high-quality Customer Service/Relationship management skills via walk-ins, phone, and ...

The Branch Manager Trainee's Responsibilities include taking direction from multiple sources to ... Effective and high-quality Customer Service/Relationship management skills via walk-ins, phone, and ...

The Branch Manager Trainee's Responsibilities include taking direction from multiple sources to ... Effective and high-quality Customer Service/Relationship management skills via walk-ins, phone, and ...

... based relationships and bringing forth issues and concerns openly and early * Maintains an ... Operations Manager Trainee must possess and maintain a valid driver's license and automobile ...

... based relationships and bringing forth issues and concerns openly and early * Maintains an ... Operations Manager Trainee must possess and maintain a valid driver's license and automobile ...

... based relationships and bringing forth issues and concerns openly and early * Maintains an ... Operations Manager Trainee must possess and maintain a valid driver's license and automobile ...

... based relationships and bringing forth issues and concerns openly and early * Maintains an ... Operations Manager Trainee must possess and maintain a valid driver's license and automobile ...

We're hiring a Manager Trainee to support location performance, develop leadership skills, and ... Learn and apply sales techniques and CRM best practices. * Operations & Fleet Management: * Gain ...

We're hiring a Manager Trainee to support location performance, develop leadership skills, and ... Learn and apply sales techniques and CRM best practices. Operations & Fleet Management: * Gain ...

Manager Trainee

Irvine, CA · On-site

$18/hr

We're hiring a Manager Trainee to support location performance, develop leadership skills, and ... Learn and apply sales techniques and CRM best practices. * Operations & Fleet Management: * Gain ...

We're hiring a Manager Trainee to support location performance, develop leadership skills, and ... Learn and apply sales techniques and CRM best practices. * Operations & Fleet Management: * Gain ...

Manager Trainee Department: Supply Chain Country: United States of America State/Province ... Learn to build and maintain positive professional relationships with drivers and safe, reliable ...

We're hiring a Manager Trainee to support location performance, develop leadership skills, and ... Learn and apply sales techniques and CRM best practices * Operations & Fleet Management * Gain ...

We're hiring a Manager Trainee to support location performance, develop leadership skills, and ... Learn and apply sales techniques and CRM best practices * Operations & Fleet Management * Gain ...

Manager Trainee

South Gate, CA · On-site

$46K - $69K/yr

Manager Trainee Department: Supply Chain Country: United States of America State/Province ... Learn to build and maintain positive professional relationships with drivers and safe, reliable ...

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Relationship Manager Trainee information

What are the key skills and qualifications needed to thrive as a Relationship Manager Trainee?

To thrive as a Relationship Manager Trainee, you need a bachelor's degree in business or finance, strong analytical abilities, and foundational knowledge of financial products and services. Familiarity with CRM systems, MS Office Suite, and sometimes industry certifications like CFA Level 1 can be beneficial. Excellent interpersonal skills, active listening, and problem-solving abilities help you build trust and rapport with clients. These skills and qualifications are essential for delivering effective client service, identifying opportunities, and supporting long-term business growth.

How to become a relationship manager trainee without experience?

To become a relationship manager trainee without experience, focus on developing strong communication and interpersonal skills, and consider obtaining relevant certifications such as financial or customer service courses. Entry-level roles often require a bachelor's degree and a willingness to learn about financial products and client management. Gaining experience through internships or related customer service positions can also improve your chances.

What is the difference between Relationship Manager Trainee vs Relationship Manager?

AspectRelationship Manager TraineeRelationship Manager
QualificationsBachelor's degree, training programsExperience in client management, certifications often preferred
Work EnvironmentTraining period, supervised tasksClient-facing, independent decision-making
Job RoleLearning and supporting relationship managementManaging client relationships, business development

The Relationship Manager Trainee is an entry-level role focused on training and supporting client relationships, while the Relationship Manager handles client interactions independently. The trainee position emphasizes learning, whereas the Relationship Manager role involves active relationship management and business growth.

What are some common challenges faced by a Relationship Manager Trainee when building client trust early in their career?

As a Relationship Manager Trainee, one of the main challenges is establishing credibility and trust with clients who may be accustomed to working with more experienced professionals. Trainees often need to quickly learn industry products, client needs, and regulatory requirements while demonstrating empathy and professionalism. Developing effective communication skills and seeking mentorship from senior team members can help overcome initial hurdles. Proactively engaging in client meetings, following up diligently, and showing a genuine interest in clients' goals are key steps to building strong, lasting relationships.

What does a Relationship Manager Trainee do?

A Relationship Manager Trainee assists experienced relationship managers in building and maintaining client relationships, often within financial institutions or banks. Their main responsibilities include learning about client needs, supporting account management, and gaining expertise in products and services offered by the company. Trainees typically shadow senior staff, attend trainings, and gradually take on more responsibility as they develop their skills. The ultimate goal is to prepare them for a full Relationship Manager role, where they will independently manage client portfolios and help drive business growth.
What cities in California are hiring for Relationship Manager Trainee jobs? Cities in California with the most Relationship Manager Trainee job openings:
Infographic showing various Relationship Manager Trainee job openings in California as of August 2026, with employment types broken down into 77% Full Time, 20% Part Time, 2% Temporary, and 1% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution.

Branch Manager Trainee

Daikin

Sacramento, CA

Full-time

Posted 22 days ago


Daikin rating

7.6

Company rating: 7.6 out of 10

Based on 126 frontline employees who took The Breakroom Quiz

250th of 487 rated machine equipment manufacturers


Job description

Daikin Comfort Technologies Distribution, Inc. is seeking a professional, skilled individual for Branch Manager Trainee position for our Branch Operations group located at Sacramento, CA. The Branch Manager Trainee’s Responsibilities include taking direction from multiple sources to learn all aspects of the branch operations and Branch Manager position. This will include either shadowing or fulfilling the duties of each role within the branch up to and including graduation to the role of Branch Manager. The BMT is a strong team player, results oriented, has a dedication to excellence and a sense of urgency to achieve business objectives.

Online assessment required for consideration.

Why work with us?

> Benefits are effective on day one for all full-time direct hires.

> Training programs are available to help guide team members and develop new skills.

> Growth Opportunities - there are immense opportunities to grow your career.

> You will be part of a Global Company - our family brands are backed by Daikin Industries, Ltd.

Position responsibilities may include:

  • Help the branch build its sales including the new business component by helping to maintain house accounts through active Dealer communication of new product launches, services, supplies, prices and new products sales and or discounts via outbound calls and in house counter discussions. Conduct outbound calls of existing and lost customer accounts. 
  • Maintain sales programs within assigned territory by keeping customers informed about available services, supplies, prices and new products.
  • Provide excellent customer service via walk-ins, phone calls and e-mails.
  • Execute all aspects of the sales function including order processing, purchase orders, payment processing, quotes and delivery dates - ensure accuracy of information being entered to guarantee correct item(s) are ordered.
  • Periodically reach out to customers to determine satisfaction with the organization, products and services
  • Maintain records and prepare reports on sales activities and manage inventory levels.
  • Expand knowledge of HVAC products and keep current with latest trends within the industry
  • Learn the roles and responsibilities of all functions and responsibilities within the branch including: CSRs/Inside Sales Representatives, Warehouse Associates, Drivers and Branch Manager.
    • CSR - Counter duties: Face to face interaction with customers, complete transactions using Mincron; etc.
    • Warehouse duties: safely operate a forklift, proper and safe loading/unloading and stacking techniques, filling customer orders – Will Call; etc.
    • Driver duties: delivery process, documentation procedures, DOT regulations and internal safety protocols
    • Branch Manager duties: Learn employee relations, timekeeping, inventory control, asset protection; etc.
  • Work positively with all levels of management and peers to ensure all areas and departments are kept up to speed and are working as an effective team to deliver the highest level of service possible.
  • Ensure branch showroom is adequately stocked, cleaned and organized as well as the warehouse and showroom and ensure there are no safety hazards
  • Perform other duties as assigned

Nature & Scope:

  • Possesses a broad theoretical job knowledge typically obtained through advanced education
  • Has no discretion to deviate from established procedures by performing structured work assignments
  • Work is closely supervised
  • Problems faced are not typically difficult nor complex
  • Explains facts, policies and practices related to job area

Knowledge & Skills:

  • Knowledge of MS Office including Word, Excel and Power Point.
  • Ability to learn and demonstrate knowledge of the complete operations of the branch in a period of 8-12 months and be ready to move into a Branch Manager position when training is complete
  • Effective and high-quality Customer Service/Relationship management skills via walk-ins, phone, and email;
  • Positive, professional attitude, handling difficult customers with ability to diffuse negative situations
  • Developing rapport and effective listening skills including high level of professionalism – patience, poise and tact
  • Effective verbal and written communication skills.
  • Effective organizational skills and time management skills including ability to prioritize and multi-task.
  • High level of attention to detail and accuracy
  • Ability to establish positive working relationships with internal and external customers and employees.
  • Ability to develop leadership skills including delegation, performance management and personnel development
  • Ability to use good judgement and strong work ethics and integrity on the job.
  • Knowledge of HVAC equipment / products is preferred
  • Ability to assist in the warehouse and operate a forklift as needed while doing so in a safe and efficient manner
  • Ability to understand and follow procedures, work instructions and company policies

Experience:

  • 1 – 3 years customer service, retail or HVAC preferred

Education/Certification:

  • Bachelor’s degree in business - Prefer degree in Business, Sales, HVAC related field OR equivalent experience

People Management: No

Physical Requirements / Work Environment:

  • Must be able to perform essential responsibilities with or without reasonable accommodations

Reports To:

  • Manager, Regional Operations (ROM)

Pay rate: $34.00 per hour

Qualified Applicants must be legally authorized for employment in the United States. Qualified applicants will not require employer sponsored work authorization now or in the future for employment in the United States.

The Company provides equal employment opportunity to all employees and applicants regardless of a person’s race, color, religion (including religious dress or grooming practices), creed, national origin (including language use restrictions), citizenship, uniform service member or veteran status, ancestry, disability, physical or mental disability (including HIV/AIDS), medical condition (including cancer and genetic characteristics), genetic information, request for protected leave, marital status, sex, pregnancy, age (over 40), sexual orientation, gender, gender identity or expression, political affiliation, or any other characteristic protected by law. The Company will comply with all federal and state regulations and statutes pertaining to individuals with disabilities.


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