Commercial Banking Relationship Manager, Southern California

4 weeks ago


Los Angeles, California, United States Fresno First Bank Full time
About the Position:

The Relationship Manager, Southern California is responsible for developing new and existing commercial lending and deposit relationships for a specific market of small to medium size businesses and business professionals. In addition, the Relationship Manager is responsible for attaining established individual, department, and Bank goals through active participation in sales management and other bank programs. This position will provide a superior level of customer relations and service, ensuring compliance with Bank policies and procedures.

Key Responsibilities:

* Reinforce the application of superior customer service by example along with appropriate follow through with involved customers and staff.
* Engage in business development activities and solicitation of new business prospects; participation in community affairs, business and service organizations, including public speaking; actively involved in instilling and maintaining a positive sales environment through education of the Bank's products and services; investigate and follows-up on significant changes in status of existing customers; meet with customers to discuss needs and outline appropriate Bank services and to resolve problems as necessary; assist in the organization of the department, coordinating available resources (e.g., staff, materials, etc.) for maximum results; and reviewing marketing strategies in relation to department and Bank goals and recommending suitable marketing approaches.
* Cross sells the Bank's other products and services, referring customers to appropriate staff as indicated.
* Build banking team in the Southern California Market, specifically the East Bay area, and cultivate and maintain relationships with strong commercial bankers with an eye towards continual growth in the geography.
* Identify key metrics to measure progress and hold team accountable against KPIs.
* Assist in the assurance of audit compliance and procedure quality control for the department and recommend and initiates corrective actions to the Business Development Manager.
* Contribute to the overall profitability of the Bank; assist in the implementation of costs controls, income generation, and department marketing efforts.
* Assist other officers in resolving inquiries and providing support; participate in various internal committees assigned by senior management.
* Ensure implementation and compliance to meet security precautions and protect customer deposits, bank assets and staff.
* Participate in the day-to-day operations for the department as directed, review and act on daily reports.
* Maintain an advanced knowledge of financial industry status and trends.
* Respond to inquiries or refer inquiries to the appropriate department or person and exhibit the necessary follow-through with customers and/or staff involved.
* Provide supervision and support to all areas of the department where service or assistance is needed.
* Assists in implementing cost controls for the department and monitoring expenses to ensure compliance with budget.
* Consistently apply superior decision-making techniques pertaining to inquiries, approvals and requests as they apply to existing policies and procedures, keeping within assigned approval limits and using these instances as learning tools for employee development.
* Assume responsibility for special projects; gather data and prepare reports for Senior Management, audit and other personnel.
* Solve and answer complex customer transactions, problems, or inquiries.
* Operate computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority.
* Answer questions and directs callers to proper Bank personnel.
* Demonstrate knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
* While performing the duties of this job, the employee is frequently required to stand; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to walk and sit. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Assures compliance with all Bank policies, procedures and processes, and all applicable state and federal banking laws, rules, and regulations, and adheres to Bank Secrecy Act (BSA) responsibilities that are specific to the position.
* Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.

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