Commercial Relationship Manager

2 weeks ago


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

The Commercial Relationship Manager 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.

Key Responsibilities
  • Comply with and stay abreast of all policies and procedures, federal and state laws applicable to the job.
  • Participate in all Department functions necessary to contribute to the achievement of Department earnings and growth objectives.
  • Actively participate in various community and civic activities.
  • Assist with the management of the Department budget to ensure that deposit, loan, and net income goals are met.
  • 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.
  • Assist the manager to ensure that the Bank's CRA policies and objectives are adhered to in the Department.
  • Manage personal sales efforts in order to meet Department goals.
  • Provide, present, and promote The Citizens Experience to all external and internal customers.
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 the organization.
Working Conditions

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.



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