Citizens Business Bank ยท 3 hours ago
Relationship Manager
Orange County, CA
Full-time
Onsite
Mid LevelCitizens Business Bank is a customer-focused banking institution with over 50 years of experience. They are seeking a Relationship Manager to work directly with clients, maintaining and growing relationships while providing tailored financial solutions.
BankingFinancial Services
Hiring Manager
Matt Kuhn
Responsibilities
Work directly with clients to maintain and grow relationships
Assess and address their financial needs
Provide tailored banking, lending, and investment solutions
Identify new business opportunities
Manage client portfolios
Ensure compliance with financial regulations
Work collaboratively with internal teams to deliver exceptional client service
Qualification
Required
Strong relationship-building, client management, and customer service skills
Knowledge of banking, lending, and investment products and services
Experience in financial analysis, business development, and portfolio management
Proficient communication, negotiation, and problem-solving abilities
Analytical skills and understanding of compliance and financial regulatory standards
Proven ability to work effectively in a team environment and independently
Preferred
Bachelor's degree in Finance, Business, or a related field preferred; relevant professional certifications are a plus
Company
Citizens Business Bank
Citizens Business Bank is a banking company that offers financial services to customers.
Founded in 1974
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1983-04-08IPO
Leadership Team
David Brager
Chief Executive Officer
Recent News
2025-12-19
2025-12-17
2025-12-13
Company data provided by crunchbase