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Commercial Banking Relationship Specialist

4 weeks ago

San Diego, California, United States Citizens Business Bank Full time

Job Summary

The Commercial Banking Relationship Specialist is responsible for developing and managing a portfolio of Commercial and/or Commercial Real Estate clients that lead to commercial and/or commercial real estate loans (Non-Owner Occupied), deposits and other banking products offered by the Bank.

This role requires a strong understanding of commercial banking products and services, as well as excellent relationship-building and communication skills.

Key Responsibilities

  • Develop and manage a portfolio of Commercial and/or Commercial Real Estate clients
  • Assist with the management of the Department sales and service efforts to ensure retention of existing relationships and growth of new relationships
  • Work with the Manager to ensure that all Bank operating and lending policies and procedures are properly implemented and followed
  • Assist in properly following and implementing all Bank audit procedures
  • Manage personal sales efforts in order to meet Department goals

Requirements

  • Four year college or university program degree; or three (3) to five (5) years Commercial Real Estate or Banking experience and/or training; or equivalent combination of education and experience
  • Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals
  • Ability to write routine reports and correspondence
  • Ability to speak effectively before groups of customers or associates of organization

Work Environment

The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job.

The noise level in the work environment is usually moderate.

Salary Range:

$73,770.00 To 191,292.00 Annually

40 hours per week