Relationship Manager

1 month ago


Newport Beach, United States First Bank Full time

Relationship Manager - Middle Market Banking

A Relationship Manager develops and maintains a client relationship portfolio for a given market area. Drawing on your superior communication and interpersonal talents, you will independently generate a portfolio size between $75 to $100MM.


What You Will Be Doing

  • Independently handling all relationship types, including relationships with complex loan structures.
  • Gaining knowledge of all bank products including Cash Management, Wealth Management, International and partner with Product Specialists to sell products to clients and prospects.
  • Providing leadership to other bankers within the group.
  • Generating New Business development.
  • Preparing and supervising loan packages for presentation to Senior Management and Loan Committee.
  • Assuming full responsibility for quality, completeness and accuracy of all loan documentation in the loan portfolio, proactively manages loan asset quality.
  • Contributing to the Bank's and Group's overall management objectives by participating in meetings and supporting Bank goals.
  • Participating in community-oriented and professional organizations to provide additional networking and referral opportunities.



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