Commercial Banking Relationship Manager

4 weeks ago


San Francisco, California, United States California Bank & Trust Full time
Commercial Banking Relationship Manager

This role is responsible for generating and servicing a wide variety of commercial loans and developing strong, low-risk commercial relationships while maintaining quality customer service.

Key Responsibilities:
  • Acts as the principal account and relationship manager for new and existing clients.
  • Develops, generates, and follows up on new client leads.
  • Calls on existing relationships to review portfolios and makes recommendations as needed.
  • Responsible for sales, credit analysis, proper loan structuring, client interviewing, and perceptive character judgment.
  • Responsible for monitoring credit performance.
  • Builds and maintains relationships, resulting in a high degree of customer satisfaction.
  • Cross-sells other bank products.
Requirements:
  • Requires a bachelor's degree and 8+ years' experience with commercial lending, credit, underwriting, or other directly related experience.
  • Expert knowledge of commercial loans, credit analysis, lending, loan processing, and closing processes.
  • Ability to expand commercial loans, client relationships, and cross-sell bank products.
  • Solid sales ability.
  • Solid experience in applicant interviewing and perceptive character judgment skills.
  • Ability to structure loans and monitor credit performance.
  • Solid interpersonal and communication skills.
  • Working knowledge of various software applications, including word processing and spreadsheets.
Benefits:
  • Medical, dental, and vision insurance - starting on day one.
  • Life and disability insurance, paid parental leave, and adoption assistance.
  • Health savings (HSA), flexible spending (FSA), and dependent care accounts.
  • Paid training, paid time off (PTO), and 11 paid federal holidays, and any applicable state holidays.
  • 401(k) plan with company match, profit sharing, competitive compensation in line with work experience.
  • Mental health benefits, including coaching and therapy sessions.
  • Tuition reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year.


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