Middle Market Senior Relationship Manager

3 weeks ago

San Francisco, United States Tri Counties Bank Full time

Come join a company you can be proud to represent.

The hiring range for this opportunity is $144,000 to $200,000 annually along with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience.

POSITION SUMMARY

Develops and manages relationships with commercial clients in assigned business segments with complex clients and prospects. Viewed as a trusted advisor to clients and can manage and develop a portfolio of relationships with target segments that lead to loans, deposits and other revenue generating products and services. Requires a strong understanding of credit, commercial products and financial statement analysis, in order to offer holistic banking solutions (i.e. loans and treasury management) based on specific needs. May specialize in specific industries such as Transportation, Manufacturing, Distribution, etc.

MAJOR RESPONSIBILITIES

•Drive both personal and team's development of new business for companies with annual revenue of no less than $50MM and ongoing credit monitoring of the portfolio.

•Develop trusted advisory relationships with Owners and Senior Executives of Clients, Prospects and Centers of Influence.

•Lead and coordinate with bank partners to create and implement a strategy for large and complex Clients, Prospects and Centers of Influence. Collaborate with other Bank partners and communicate new sales and cross selling opportunities.

•Participate in community activities. Responsible for training, educating, and promoting sound business practices.

•Provide industry specific knowledge assistance for the vertical.

•Understand and be proficient on Products and Services to make recommendations to clients based on the needs of its business.

•Protect the bank by applying sound risk management protocols and adhering to regulatory requirements.

•Identify opportunities for offering a full range of bank product and services, based on clients' needs; Analyze tactical business challenges related to full-service banking for the vertical.

•Perform Annual Client reviews; in partnership with any relationship stakeholders, to ensure clients' needs are being fully met.

•Coordinate with Credit Manager/Credit Team to ensure all necessary documentation is received from the client to facilitate expeditious underwriting. Present credit recommendations for client full banking relationship needs.

•Communicate and educate current and potential clients on products and services to resolve any business or technical need.

•Participate in internal and external meetings to build credibility, win new business, enhance relationships and create a perception of bank's products, services and competencies.

OTHER RESPONSIBILITIES

•Participates and maintains active roles in pertinent industry trade groups, events and conferences.

•Participates in civic and community affairs as appropriate.

•Maintains a current understanding of Bank policies and procedures in compliance with all federal and state laws.

EDUCATION, EXPERIENCE AND OTHER SKILLS REQUIRED

•High school diploma or GED required. Bachelor's degree, preferred.

•10+ years of Middle Market experience.

•Advanced credit analysis, ability to properly structure and price existing and new loans. Exceptional knowledge of commercial credit guidelines, policies and procedures.

•Proven track record of success in driving growth in a commercial banking environment.

•Excellent verbal and written communication skills, ability to communicate effectively and project a professional image when giving and taking information in writing, in person and over the phone.

•Effective interpersonal skills with the ability to work with individuals and groups at all organization levels; ability to work independently and as part of a team.

COMPANY PROFILE

Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California, with assets of nearly $10 billion and nearly 50 years of financial stability. Tri Counties Bank provides a unique brand of Service With Solutions® for communities throughout California with a breadth of personal, small business and commercial banking services, plus an extensive branch network, more than 37,000 surcharge-free ATMs nationwide, and advanced online and mobile banking.

Tri Counties Bank remains strong and profitable through our top-down commitment to our core values, sound business principles and responsible lending practices.

Our success is also based on our community engagement. We still believe in the vision of the helpful and caring community banker. As we grow and serve more communities, we become more involved, providing substantial financial and volunteer support to local economies and community organizations. We applaud our employees who roll up their sleeves to work and volunteer for a greater good in our communities.

Tri Counties Bank hires individuals who are qualified for the role and who represent the communities in which we serve. We look to place people in positions where they can best utilize their abilities and strengths, and where they are able to grow with the Bank.

Tri Counties Bank is an Affirmative Action and Equal Opportunity Employer, Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/Disability/Veteran.

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