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Program/Project Manager 4
Lam Research
Tualatin, OR · Tualatin
As a Quality Program Manager at Lam, you are not just overseeing projects – you’re orchestrating breakthroughs in support of Global Operations Quality AOP programs. You’ll lead…
Added just now
Director, GTM AI Engineering
Samsara
Remote, United States
The ideal candidate is AI-native. You already run your own work through agents every day, you’ve shipped AI products to production, and you get as excited about a seller’s first “wow, this…
Added 1 min ago
UO
Event Manager (EVENTS SPEC 2 CX)
University of California, Davis
CA
- $28.16 to $48.47 USD / hour
Under the general direction of the Executive Director, the Events Manager plans, coordinates, and executes conferences, culinary programs, industry showcases, networking events, retreats,…
Added 1 min ago
SS
Care Manager CHHA CNA Full Time AL
Sunrise Senior Living Mgmt Inc
Wall, NJ
- Full-time
At Sunrise Senior Living, we believe meaningful work starts with purpose. Our team members are passionate about making a positive difference in the lives of residents every day.
Added 1 min ago
SS
Care Manager CHHA CNA Part Time AL
Sunrise Senior Living Mgmt Inc
Wall, NJ
- Part-time
At Sunrise Senior Living, we believe meaningful work starts with purpose. Our team members are passionate about making a positive difference in the lives of residents every day.
Added 1 min ago
Care Manager
Sunrise Senior Living Mgmt Inc
Simi Valley, CA
At Sunrise Senior Living, we believe meaningful work starts with purpose. Our team members are passionate about making a positive difference in the lives of residents every day.
Added 1 min ago
Care Manager
Sunrise Senior Living Mgmt Inc
Simi Valley, CA
At Sunrise Senior Living, we believe meaningful work starts with purpose. Our team members are passionate about making a positive difference in the lives of residents every day.
Added 2 mins ago
Operations Control Analyst
ACCIONA ENERGY USA GLOBAL LLC
IL
Day 1 Benefits: medical, dental, and vision insurance, an Employee Assistance Program (EAP), HSA company contributions, and FSA options.
Added 2 mins ago
Senior Quality Engineer
COV Covidien LP
Boulder, CO
5 day on site support of daily manufacturing operations including troubleshooting of equipment, investigation of defects, and validation of equipment/processes.
Added 2 mins ago
Scientist II
MED Medtronic Inc
Minneapolis, MN
…computer, and communicate with peers and co-workers. Contact your manager or local HR to understand the Work Conditions and Physical requirements that may be specific to each…
Added 2 mins ago
Territory Manager - Endoscopy (Nebraska)
CVS Covidien Sales LLC
Remote, United States
The Territory Manager (TM) is a field-based Medtronic Endoscopy sales position. This individual will call on healthcare organizations, primarily hospitals, in a defined geographic area. The…
Added 2 mins ago
Senior Coronary Cathworks Territory Manager - Houston, TX
MDU Medtronic USA Inc
Remote, United States
…information regarding product price or account activity to Regional Manager and other key…
Added 2 mins ago
Sales Training Content Development Consultant - Coronary & Cathworks
AVE Medtronic Vascular Inc
Remote, United States
Support training programs execution, assist with tracking training budget, and track program effectiveness.
Added 2 mins ago
Supplier Quality Engineer II
COV Covidien LP
Boulder, CO
…future of healthcare and positively impact patients’ lives every day. We invite you to join our team and make your mark on a healthier…
Added 2 mins ago
Manager Clinical Databases & Integrations
MDU Medtronic USA Inc
Remote, United States
As the Manager, Clinical Databases & Integrations, you will lead teams responsible for database development, database implementation, and clinical systems integrations supporting Medtronic…
Added 3 mins ago
Maintenance Manager
The Campbell's Company
Bloomfield, CT
…Snyder’s of Hanover. Here, you will make a difference every day. You will be supported to build a rewarding career with opportunities to grow, innovate and inspire. Make history with us.…
Added 3 mins ago
AC
Customer Service Coordinator
Aston Carter
Lake Forest, CA
- $23 USD / hour
…role with opportunities to advance to lead, supervisor, and manager positions. The work schedule is four days onsite and one day working from home on Friday. Training will be conducted…
Added 4 mins ago
AU
Ballpark Janitorial General Manager
ABM US
Los Angeles, CA
- $85,000 to $95,000 USD / year
An ABM Onsite Service Project Manager for the Sports & Entertainment Vertical Market is responsible for the operational and financial success of his/her project. This person leads a diverse…
Added 4 mins ago
AU
Janitorial Project Manager
ABM US
Los Angeles, CA
- $29 USD / hour
Schedule: Full-time, Day time, including weekends
Added 4 mins ago
Registered Nurse Clinical Lead
Ascension
Baltimore, MD
Case Manager credentialed from the Commission for Case Manager Certification (CCMC).
Added 5 mins ago
Sterile Processing Manager
Ascension
Evansville, IN
Emotional well-being: Employee Assistance Program, counseling and peer support, spiritual care and stress management resources
Added 5 mins ago
Ambulatory Risk Manager
Ascension
Saint Louis, MO
…Physician/APP education activities, Provider Associate Care Team (PACT) program and other risk reduction/elimination throughout the…
Added 5 mins ago
Program Manager
Ascension
Saint Louis, MO
Collaborates with CX Onsite Team leaders to identify program opportunities.
Added 5 mins ago
Benefits Strategy Manager
Ascension
Saint Louis, MO
Emotional well-being: Employee Assistance Program, counseling and peer support, spiritual care and stress management resources
Added 5 mins ago
Manager of Consumer Insights and Experience
Ascension
Saint Louis, MO
CX Research & Program Management: Oversee day-to-day consumer experience research, continuous listening programs, and cross-functional data integration.

CalPrivate Bank

Relationship Manager

La Jolla, CA, United States

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Job details

Experience: 5+ years of progressive experience in commercial banking, emphasizing business development, relationship management, portfolio management, and sales.
Posting language: English

Original job description

The Location: La Jolla, California Reports To: SVP, Market Manager

Make a Difference Where It Matters Most

At CalPrivate Bank, we believe banking is personal. We have deep roots in the communities we serve, and our client relationships are built on genuine care, thoughtful problem-solving, and unwavering integrity. Our solutions-based service, paired with best-in-class talent, sets us apart in the market, but it’s trust that defines who we are. It's our gold standard, the currency we trade in, and the foundation of every decision we make.

We’re looking for leaders who want more than a title. We’re looking for team players who want to make an impact. If you're driven to lead with purpose, ready to shape the future and have meaningful impact at a relationship-centered bank, CalPrivate Bank may be the place for you. Your Opportunity: Relationship Manager

The Relationship Manager is responsible for developing, managing, and expanding relationships with high-net-worth clients, privately held businesses, real estate investors, and professional service firms. This role provides tailored credit and deposit solutions, oversees portfolio performance, identifies cross-sell opportunities, and acts as a strategic advisor to clients through a relationship-driven and consultative approach. The RM partners with credit, operations, and product specialists to ensure each client receives holistic, well-coordinated financial solutions that support their objectives. By driving new business development, deepening existing relationships, and maintaining strong credit quality, the Relationship Manager plays a direct and measurable role in advancing departmental and organizational growth. Their ability to build trust, cultivate long-term partnerships, and deliver customized financial guidance enhances revenue generation, strengthens market presence, and contributes to the Bank’s overall strategic goals. This role is central to shaping the client experience and ensuring CalPrivate remains a preferred partner for sophisticated clients seeking high-touch, relationship-focused banking services. What You’ll Do

Develop, deepen and retain relationships with high-net-worth clients, privately held businesses, professional service firms, and real estate investors through a proactive, consultative engagement model aligned with CalPrivate’s high-touch service standards, and Formula for Success.
Drive portfolio growth by identifying new business opportunities, expanding existing client relationships, and delivering tailored credit, deposit and treasury solutions that support client success and contribute to overall revenue goals.
Oversee portfolio health and risk management, including credit quality, loan performance, and client onboarding, ensuring compliance with internal policies and regulatory requirements while maintaining a strong, balanced portfolio.
Strengthen internal collaboration by partnering closely with Credit Administration, Operations, Client Services, Treasury, and Compliance to deliver seamless client experiences and ensure timely, coordinated execution of client needs.
Works with business development staff, lenders and underwriters to structure loans.
Responds to client inquires in professional and knowledgeable manner. Perform other duties as assigned or needed.
Demonstrates leadership across the Bank through mentorship, cross-departmental influence, and active participation in business initiatives, promoting a relationship-centric culture and supporting CalPrivate’s strategic growth vision.

AML/CFT/Compliance Responsibilities

This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank’s BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program.

Who You Are Experience & Expertise

5+ years of progressive experience in commercial banking, emphasizing business development, relationship management, portfolio management, and sales.
Ability to effectively sell bank products and services. Possesses credibility and professionalism when working clients.
Ability to close business.
Strong background in loan structuring, risk identification, cash flow analysis, collateral analysis, and problem loan resolution.
Strong analytical, organizational, and communication skills, with the ability to influence and align across markets and departments.
Proven success in reinforcing a disciplined, performance-driven credit culture.
Bachelor’s degree in Business, Finance, or related field preferred.

Mindset & Values

You lead with accountability, integrity, and consistency.
You thrive in a collaborative environment where transparency and follow-through matter.
You model professionalism, calm under pressure, and a solutions-oriented mindset.
You embrace data-driven decision-making while maintaining a client-first perspective.
You embody CalPrivate’s culture, heart for client, excellence in service, and deep commitment to the Bank and its people.

Physical Demands

Requires 50% travel in order to support clients, cultivate business development opportunities and meeting with prospects.
Ability to sit or stand for extended periods of time.
Ability to physically use a keyboard/mouse
Ability to walk to and from workstations
Ability to frequently lift and/or move up to 10lbs and occasionally lift and/or move up to 50 pounds.
Specific vision abilities required by this job include close vision and ability to adjust focus

Why CalPrivate Bank?

This isn’t just another bank job. At CalPrivate Bank, you will be part of something bigger. Our day-to-day operations and projects don’t just impact a balance sheet, they influence real people, real businesses, and the communities we proudly serve. We are guided by our commitment to relationships, solutions, and trust. And we’re building a team of people who reflect those values in everything they do. If you’re looking for a place where your work will matter, your ideas will be valued, and your growth will be supported, welcome to CalPrivate Bank! Ready to lead with purpose?

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More about this job

Skills

Identify new business opportunities
Manage portfolio
Risk management
Onboarding
Regulatory compliance
Collaboration
Sales
Leadership
Anti-money laundering
Communication skills
Decision making

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