ZipRecruiter

Log In

2

Remote Relationship Manager Jobs in California (NOW HIRING)

Boutique Recruiting

Relationship Manager

Valencia, CA · On-site +1

$125K/yr

This position also allows for flexible work arrangements, including remote work options, which can enhance work-life balance. Salary Range: $125,000 - $125,000 / Year DOE Relationship Manager ...

Avidbank

Relationship Manager

San Jose, CA · On-site +1

$105K - $160K/yr

Relationship Manager Position type: Full-time Pay range: $105,000 - $160,000 Division: Specialty ... Thrives in a dynamic and remote work environment * Skilled communicator (written and verbal)

Altruist

Relationship Manager

Los Angeles, CA · Remote

The opportunity As a Relationship Manager at Altruist, you'll own growth, adoption, and retention for a portfolio of highvalue RIA firms on our custodial platform. You are the primary point of ...

AgWest Farm Credit

Relationship Manager

Paso Robles, CA · On-site +1

$83K - $144K/yr

We are in search of a Relationship Manager I or Relationship Manager II to join our Credit Resolution Team in either our Paso Robles or Rocklin, California branches. This full-time position reports ...

Global Payments, Inc.

Relationship Manager

San Diego, CA · On-site +1

$100K/yr

As a Core Payments Relationship Manager (RM) you will report to a District Manager and receive coaching from a Director. Activities include explaining our value proposition and demonstrating our ...

TriNet

Broker Relationship Manager

Dublin, CA · On-site +1

A Brief Overview The Broker Relationship Manager (BRM) is responsible for developing, implementing, and managing a regional broker strategy of key broker accounts in an effort to grow TriNet ...

TriNet

Broker Relationship Manager

Dublin, CA · On-site +1

A Brief Overview The Broker Relationship Manager (BRM) is responsible for developing, implementing, and managing a regional broker strategy of key broker accounts in an effort to grow TriNet ...

TriNet

Broker Relationship Manager

Dublin, CA · On-site +1

A Brief Overview The Broker Relationship Manager (BRM) is responsible for developing, implementing, and managing a regional broker strategy of key broker accounts in an effort to grow TriNet ...

Avidbank

VP, Relationship Manager

San Jose, CA · On-site +1

$100K - $160K/yr

Vice President, Relationship Manager Position type: Full-time Pay range: $100,000 - $160,000 ... Thrives in a dynamic and remote work environment * Skilled communicator (written and verbal)

TriNet

Associate Customer Relationship Manager

Dublin, CA · On-site +1

$63K - $128K/yr

... relationships and interact with business owners, executives and managers.. -Continuous follow-up and follow-through with clients. -Proficient in Microsoft Office Suite (Word, Excel & PowerPoint)

TriNet

Associate Customer Relationship Manager

Dublin, CA · On-site +1

$63K - $128K/yr

... relationships and interact with business owners, executives and managers.. -Continuous follow-up and follow-through with clients. -Proficient in Microsoft Office Suite (Word, Excel & PowerPoint)

FabFitFun

Manager, CRM

Beverly Hills, CA · On-site +1

This role is based out of our HQ in Beverly Hills, CA and is not eligible for remote. We are ... Own the CRM Strategy * Get to know our members better than they know themselves, understanding what ...

next page

Showing results 1-20

All JobsRelationship JobsRemote Relationship Manager JobsRemote Relationship Manager Jobs in California

Remote Relationship Manager information

What are the key skills and qualifications needed to thrive in the Remote Relationship Manager position, and why are they important?

To excel as a Remote Relationship Manager, you need strong communication and interpersonal skills, experience in client management or sales, and a relevant degree such as business or marketing. Familiarity with CRM platforms (like Salesforce or HubSpot), virtual meeting tools, and performance analytics dashboards is often required. Excellent problem-solving, self-motivation, and the ability to build trust remotely are standout soft skills. These capabilities are crucial for maintaining and growing client relationships, ensuring satisfaction, and achieving business goals in a remote work environment.

What are the typical daily responsibilities of a Remote Relationship Manager?

As a Remote Relationship Manager, your day-to-day duties often include managing client accounts, conducting virtual check-ins, responding to emails and inquiries, and collaborating with internal teams to address client needs. You’ll typically use video calls and CRM software to keep track of client interactions and ensure their satisfaction with your company’s products or services. Proactively identifying opportunities for upselling or cross-selling and resolving issues efficiently are also part of the role. While you may work independently, regular virtual meetings and communication with both clients and colleagues are standard in this position.

What is a Remote Relationship Manager job?

A Remote Relationship Manager is responsible for building and maintaining strong relationships with clients while working remotely. They engage with customers through phone, email, or video calls to understand their needs, provide support, and offer solutions. This role often involves sales, customer service, or account management responsibilities, depending on the industry. Strong communication, problem-solving, and organizational skills are essential for success in this position.

What are popular job titles related to Remote Relationship Manager jobs in California? For Remote Relationship Manager jobs in California, the most frequently searched job titles are:
What job categories do people searching Remote Relationship Manager jobs in California look for? The top searched job categories for Remote Relationship Manager jobs in California are:
What cities in California are hiring for Remote Relationship Manager jobs? Cities in California with the most Remote Relationship Manager job openings:
Remote Relationship Manager jobs near you
Infographic showing various Remote Relationship Manager job openings in California as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution.
Relationship Manager

Relationship Manager

Boutique Recruiting

Valencia, CA • On-site, Remote

$125K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 14 days ago

Job description

Position Title: Relationship Manager
About the Role: The role of Relationship Manager offers an opportunity to engage with clients in a dynamic banking environment. This position is critical in driving business development and managing client portfolios, ensuring that both client needs and bank objectives are met. The ideal candidate will possess a strong network in the Santa Clarita market and have a firm grasp of commercial lending and business banking principles. The role presents unique challenges, particularly in attracting deposits, which is a broader industry issue. We foster a collaborative company culture, where team members support one another while maintaining a professional yet approachable demeanor. This position also allows for flexible work arrangements, including remote work options, which can enhance work-life balance.
Salary Range: $125,000 - $125,000 / Year DOE
Relationship Manager Responsibilities
  • Meet or exceed assigned Loan, Deposit, and Fee Income Production goals
  • Develop and execute a marketing plan to acquire new relationships
  • Build existing client relationships through cross selling all bank products and services
  • Participate in local professional and community events to expand network
  • Maintain information in CRM Software
  • Screen requests from potential applicants and explain lending parameters
  • Secure complete credit packages for underwriting and conduct site visits if needed
  • Analyze financials to determine creditworthiness
  • Collaborate with underwriters to identify credit risks
  • Recommend loan structures and risk-based pricing
  • Follow loans from application to closing to ensure complete documentation
  • Develop and execute retention and expansion plans for existing relationships
  • Monitor loan relationships for compliance and communicate with customers
  • Bring any suspicious activity to the attention of a supervisor
  • Follow all bank policies to ensure compliance with laws and regulations

Relationship Manager Requirements:
  • At least 5 years of commercial lending and business banking experience
  • 2+ years of proven sales experience in a bank or financial institution
  • Strong hold in the Santa Clarita market with an established client network
  • Understanding of deposits, treasury management, and loans
  • Ability to analyze and organize financial information
  • Ability to structure loans according to customer needs and underwriting guidelines
  • Bachelor's Degree or equivalent experience
  • Formal credit training with the ability to structure financial solutions is preferred

Benefits:
  • 401K with 4% match, eligible on second paycheck
  • Medical coverage is fully covered for the employee and dependents
  • Voluntary Dental and Vision options
  • Four weeks of vacation
  • $400/month for car expenses
  • $100/month for cell phone expenses
  • Federal paid holidays

If you are a Relationship Manager looking to take the next step in your career, apply now! #LI-MH2
Boutique Recruiting logo

About Boutique Recruiting

Sourced by ZipRecruiter

We are a team with shared goals; mindfully placing candidates in the workforce to successfully fulfill their career ambitions while encouraging a sense of purpose and value. We have created a new kind of placement firm — one that values connection, personalization, commitment, impact, boldness and achievement. At Boutique Recruiting, our clients, candidates and employees are at the heart of our success.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

San Diego, CA, US

Year founded

2014

Social media

FacebookTwitter

View All Boutique Recruiting Jobs

Apply