Current jobs related to Sr Relationship Manager - Los Angeles, California - Pacific Premier Bank


  • Los Angeles, California, United States Bank of America Full time

    Job Title: Sr. Relationship ManagerAt Bank of America, we are committed to helping our clients achieve their financial goals through our expertise in Global Commercial Banking. As a Sr. Relationship Manager, you will play a critical role in building and maintaining strong relationships with our clients, providing them with tailored financial solutions to...


  • Los Angeles, California, United States Bank of America Full time

    Job Title: Sr. Relationship ManagerAt Bank of America, we are committed to helping our clients achieve their financial goals through our expertise in commercial lending and relationship management.Job Summary:The Sr. Relationship Manager will be a key member of our Healthcare, Education & Not-for-Profit Team, responsible for providing financial solutions to...


  • Los Angeles, California, United States Citizens Business Bank Full time

    Job SummaryThe Relationship Manager is a key role at Citizens Business Bank, responsible for developing and managing a portfolio of Commercial and/or Commercial Real Estate clients. This position requires strong relationship-building skills, business acumen, and the ability to drive sales and growth.Key ResponsibilitiesDevelop and maintain strong...


  • Los Angeles, California, United States Beneficial State Bank Full time

    Job Title: Relationship ManagerWe are seeking a highly skilled and experienced Relationship Manager to join our team at Beneficial State Bank. As a key member of our commercial banking team, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and driving sales growth.Key...


  • Los Angeles, California, United States Ascent Developer Solutions Full time

    About Ascent Developer SolutionsWe are a leading private lending platform serving real estate developers nationwide in the acquisition, renovation, and construction of residential real estate.The RoleAs a Relationship Manager at Ascent, you will drive loan originations by managing the sales cycle and ensuring efficient workflows across multiple teams. Your...


  • Los Angeles, California, United States Reliant Capital Full time

    About Reliant CapitalReliant Capital is a leading private lending platform, serving real estate developers nationwide in the acquisition, renovation, and construction of residential real estate. Our team has a deep understanding and personal experience in virtually every facet of real estate development, allowing us to create custom, innovative lending...


  • Los Angeles, California, United States MidFirst Bank Full time

    {"title": "Relationship Manager Associate", "content": "Job SummaryMidFirst Bank is seeking a highly motivated and detail-oriented Relationship Manager Associate to join our team. As a key member of our Relationship Management team, you will be responsible for developing and maintaining strong relationships with clients, identifying business opportunities,...


  • Los Angeles, California, United States AscentDS Full time

    About the RoleWe are seeking a highly skilled Relationship Manager to join our team at AscentDS. As a key member of our sales team, you will be responsible for driving loan originations by managing the sales cycle and workflow between our Sales, Underwriting, Construction, and Operations teams.Key ResponsibilitiesCollaborate with our Credit, Operations,...


  • Los Angeles, California, United States MidFirst Bank Full time

    Job Title: Associate Relationship ManagerAt MidFirst Bank, we're committed to delivering unparalleled client service in Los Angeles. As an Associate Relationship Manager, you'll be part of our Relationship Management team, working in a collaborative environment to develop tailored solutions for our clients.Key Responsibilities:Ensure credit portfolios are...


  • Los Angeles, California, United States Citigroup Inc Full time

    About the RoleThe Strategic Relationship Manager is a key professional within Citigroup Inc. who plays a crucial role in building and maintaining strong relationships with mid-corporate clients. This position requires a deep understanding of the banking and financial industry, as well as excellent communication and negotiation skills.Key...


  • Los Angeles, California, United States The PNC Financial Services Group, Inc Full time

    Job DescriptionPNC is seeking a highly skilled Relationship Manager III to join our Corporate Banking organization in Century City or Pasadena, CA. As a key member of our team, you will be responsible for building and maintaining strong relationships with clients in the San Gabriel Valley region.Key Responsibilities:Develop and execute relationship...


  • Los Angeles, California, United States PNC Financial Services Group Full time

    Job ProfilePosition Overview:PNC Financial Services Group is seeking a talented Relationship Manager I to join our Public Finance organization in Century City, CA. As a key member of our team, you will be responsible for building and maintaining strong relationships with clients, identifying business opportunities, and driving revenue growth.Key...


  • Los Angeles, California, United States Bank of America Full time

    Job Title: Senior Relationship ManagerAt Bank of America, we are committed to helping our clients achieve their financial goals through our expertise in Global Commercial Banking. As a Senior Relationship Manager, you will play a critical role in building and maintaining strong relationships with our clients, providing them with tailored financial solutions...


  • Los Angeles, California, United States 1st Century Bank Full time

    Job Title: Associate Relationship Manager1st Century Bank, a division of MidFirst Bank, is a full-service bank with a vision of unparalleled client service in Los Angeles. Our core principles are flexibility, responsiveness, and the ability to create tailored solutions, coupled with our commitment to provide exceptional client service. Our bankers work in a...


  • Los Angeles, California, United States Bank of America Full time

    Job Title: Senior Relationship ManagerAt Bank of America, we are committed to helping our clients achieve their financial goals through our expertise in global commercial banking. As a Senior Relationship Manager, you will play a critical role in building and maintaining strong relationships with our clients, providing them with tailored financial solutions...


  • Los Angeles, California, United States Hispanic Technology Executive Council Full time

    About the Role:The Hispanic Technology Executive Council is seeking a highly skilled and experienced Strategic Relationship Manager to join our team. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and driving revenue growth.Key...


  • Los Angeles, California, United States Bridge Consulting Full time

    Job DescriptionBridge Consulting is actively seeking a Client Relationship Manager. Our firm specializes in providing innovative solutions in the field of automation and logistics. We pride ourselves on delivering cutting-edge technology that enhances operational efficiency.As a Client Relationship Manager, your primary role will be to address client...


  • Los Angeles, California, United States Express Employment Professionals Full time

    Job DescriptionClient Relationship ManagerChatsworth, CAFull time – Temp to hire$22 to $24hr DOE + Commission A prominent manufacturer specializing in interior glass door solutions for residential and commercial spaces is seeking a dedicated Client Relationship Manager. Position Overview: The Client Relationship Manager will serve as the primary...


  • Los Angeles, California, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a skilled Relationship Manager I to join our Public Finance organization in Century City, CA. As a key member of our team, you will be responsible for managing relationships with new and existing clients to grow sales, revenue, and market share.Key ResponsibilitiesDevelop and execute strategies to acquire...


  • Los Angeles, California, United States City National Bank Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Relationship Manager to join our Commercial Banking team at City National Bank. As a Senior Relationship Manager, you will be responsible for developing and managing relationships with commercial clients in the assigned business segment and/or geographic areas.Key ResponsibilitiesDevelop and...

Sr Relationship Manager

3 months ago


Los Angeles, California, United States Pacific Premier Bank Full time
The Sr. Relationship Manager is responsible for creating, developing, and managing commercial (C&I) middle market banking relationships.

The incumbent in this position will provide expert level advice and education to customers on opportunities to utilize the Bank's deposit and loan products and services to enhance their financial operations.


RESPONSIBILITIES

  • Through an organized and consultative approach, develops new depository and loan customer relationships with prospective clients that includes telephonic, face-to-face visits and written communication to introduce the Bank's products and services. Participates in community events and tradeshows to promote the Bank's available services and financial products.
  • Meets with centers of influence, business brokers, CPAs, attorneys, real estate agents, business owners, senior executives and others to evaluate and analyze their financial and business needs, and to provide expert advice to prospective clients about the advantages and disadvantages of certain financial products and services offered by Pacific Premier Bank in light of those particular needs. This includes developing a clear understanding of current and potential customers and their business strategies, loan purpose, risk assessments and mitigation of risk, indicated repayment sources through financial statements and asset evaluation.
  • Communicates and collaborates with internal stakeholders and departments, as required, to help achieve customer goals and to address customer needs.
  • Makes independent threshold determinations regarding the creditworthiness of prospective clients. This includes assessing independently the risks of proposed and existing loans based on multiple considerations, including the nature of the customers' business, their financial history, whether there is sufficient collateral, future earnings potential, the total Bank obligation involved, expected cash flow and other factors as determined by the relationship manager to be pertinent. This includes reviewing, analyzing, and interpreting financial statements, accounting papers, income tax returns, Bank policies and governmental regulations. This also includes modeling the financial effects of various debt-restructuring scenarios and producing financial projections. Uses discretion to require customers to submit additional information, as needed.
  • Actively manages and maintains, on an ongoing basis, existing clients by independently monitoring the financial condition and business aspects of a group of customers and independently responds to clients' daily and long term banking needs with minimal oversight. This includes managing customer relationships through the Bank's CRM system to ensure customers are receiving the care and service that meets their expectations
  • Discusses and evaluates current business requirements to anticipate additional customer needs or concerns. Follows up on credit line and other expirations and renewals on a regular basis, as appropriate.
  • Develops individual marketing strategies and approaches to execute plans for promoting the Bank's financial products. Leverages existing customer relationships to solicit and prospect for new banking relationships.
  • Specializes in particular industries in order to gain a deeper knowledge of client needs and challenges, and thereby serve as a more effective consultant and advisor in such areas as unique financing needs, challenges and opportunities that demand specialized knowledge and experience.
  • Scrutinizes customer and potential customer information provided for evidence of irregularities, discrepancies and fraud.
  • Effectively negotiates credit pricing, terms and conditions with the managers or officers of small to middle market companies. Negotiates the terms of credit agreements, including financial covenants and reporting, sufficiently to protect the Bank from excessive credit risk.
  • Makes site visits to prospective or existing clients' offices to examine collateral for new or existing loans or other assessments as needed.
  • Supports Bank compliance efforts by completing pertinent courses. Maintains expertise regarding the trends in banking products, various delivery channels, and regulatory, operational and compliance issues by reading appropriate information sources and attending relevant workshops and presentations.
  • Facilitates the creation of necessary documentation to open, close and renew all types of loans and accounts, including, but not limited to, consumer and commercial savings accounts, certificates of deposit and checking accounts, and ensures quick and accurate execution of customer requests.
  • Obtains necessary information for preliminary underwriting purposes.

QUALIFICATIONS

  • 7+ years of financial commercial banking (C&I) middle market experience.
  • Proven record of developing and maintaining strong customer relationships in the Los Angeles, CA Market


A reasonable, good faith estimate of the minimum and maximum base salary or pay for this position is $110,483 to $165,725.

Actual compensation will vary based on various factors including but not limited to location, experience, and performance.

A business line incentive may be provided ranging from 0% - 1% per loan and 0%-2% per deposit, in addition to a medical and other benefits, dependent on the position.

For more information regarding our benefits, please visit

#LI - Onsite