Senior Vice President, Client Relationship Executive

2 weeks ago

Oakland California, United States Community Bank of the Bay Full time

Company Overview
Established in 1996, Community Bank of the Bay is a distinguished, award-winning financial institution dedicated to serving the community. With over two decades of investment in local businesses and individuals, we pride ourselves on our commitment to the San Francisco Bay Area.

Clientele
Our diverse clientele includes various organizations from multiple sectors, such as local nonprofits, family-owned businesses, creative professionals, and entrepreneurs navigating transitions and growth.

Community Commitment
As the first Community Development Financial Institution (CDFI) in California, we actively engage in community life, reinforcing our belief that true service stems from being part of the community. Our mission focuses on fostering economic development within the areas we serve.

Employee Value
At Community Bank of the Bay, we recognize that our employees are our most valuable asset. Our success as a community bank is attributed to our exceptional staff, and we strive to provide a supportive, friendly work environment that emphasizes a healthy work/life balance.

Core Values
Our six core values—Sustainability, Empowerment, Respect, Trust, Commitment, and Relationship Building—guide our actions and decisions. We aim to align our behaviors with these values in all aspects of our operations.

Position Overview
The Senior Vice President, Client Relationship Executive is responsible for developing and nurturing account relationships, encompassing both credit and non-credit services. This role involves delivering a comprehensive suite of commercial banking services, including SBA products, while cultivating new business and client relationships.

Key Responsibilities
1. Establish and manage a robust loan portfolio by proactively seeking new business opportunities and expanding existing relationships.
2. Develop strategies to enhance relationships with loan and deposit clients, positioning oneself as a trusted financial advisor.
3. Analyze client needs and recommend tailored solutions that align with the Bank's credit culture and profitability goals.
4. Conduct thorough evaluations of loan requests, negotiating terms and ensuring compliance with internal policies and regulatory standards.
5. Collaborate with various departments to integrate advanced treasury management solutions into client offerings, enhancing overall satisfaction.

Qualifications
1. Bachelor's degree in Business, Economics, Accounting, or a related field preferred; equivalent professional experience will be considered.
2. A minimum of 10 years of commercial lending experience within the Bay Area.
3. Strong analytical skills and a customer-centric mindset, with proven success in business development and relationship management.

Benefits
1. Comprehensive Medical, Dental, and Vision coverage.
2. Basic Life and Long-term Disability Insurance.
3. 401K Retirement Plan with matching contributions.
4. Paid Vacation, Sick Days, and Holidays.
5. Employee Assistance Program and Commuter Benefits.

Community Bank of the Bay is committed to fostering an inclusive environment and encourages all qualified applicants to apply.

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