Current jobs related to Relationship Banking Specialist - San Diego, California - Enterprise Bank and Trust


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

    Job SummaryThe 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...


  • San Diego, California, United States Enterprise Bank & Trust Full time

    Job Title: VP, Relationship ManagerEnterprise Bank & Trust is a leading financial institution dedicated to helping businesses succeed and communities thrive. We are seeking a highly skilled VP, Relationship Manager to join our team.Job Summary:The successful candidate will be responsible for developing and managing new commercial loan accounts and client...


  • San Jose, California, United States Umpqua Bank Full time

    At Umpqua Bank, we're committed to creating a great place to work by offering a unique brand of relationship banking and a culture where associates thrive.As a Personal Banker Travel, you'll build new and expand existing relationships with clients by asking questions to identify needs, offering appropriate products and services, and referring the customer to...


  • San Diego, California, United States Enterprise Bank & Trust Full time

    Job Title: VP, Relationship ManagerEnterprise Bank & Trust is a leading financial institution that has been serving the community for years. We are committed to helping businesses succeed and our communities thrive.We are seeking a highly skilled and experienced VP, Relationship Manager to join our team. As a key member of our commercial lending team, you...


  • San Diego, California, United States Fifth Third Bank, N.A. Full time

    Job SummaryWe are seeking a highly skilled Commercial Relationship Manager to join our team at Fifth Third Bank, N.A. This role will be responsible for developing and maintaining strong relationships with our commercial clients, providing them with tailored financial solutions to meet their business needs.Key ResponsibilitiesIdentify and develop new business...


  • San Diego, California, United States Penn Foster Inc Full time

    Job Title: Relationship Manager - Commercial BankingThe Relationship Manager - Commercial Banking is responsible for developing and maintaining strong relationships with commercial banking clients, identifying opportunities to grow deposits and loans, and providing expert advice on financial products and services.Key Responsibilities:Develop and execute...


  • San Diego, California, United States Fifth Third Bank Full time

    Transforming Banking with ExpertiseFifth Third Bank is seeking a seasoned Commercial Relationship Manager IV to join our team. As a key member of our commercial banking team, you will be responsible for developing and maintaining strong relationships with senior executives of large companies, identifying business opportunities, and providing tailored banking...


  • San Diego, California, United States Fifth Third Full time

    Job SummaryFifth Third Bank is seeking a highly skilled Commercial Banking Relationship Manager to join our team. As a key member of our commercial banking team, you will be responsible for developing and maintaining relationships with existing and new clients, identifying business opportunities, and providing exceptional customer service.Key...


  • San Diego, California, United States Fifth Third Full time

    Job Title: Commercial Relationship Manager IVWe are seeking a highly skilled Commercial Relationship Manager IV to join our team at Fifth Third Bank. As a key member of our commercial banking team, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and providing exceptional...


  • San Diego, California, United States Fifth Third Bank, N.A. Full time

    Job Title: Commercial Relationship Manager IVJob Summary:Fifth Third Bank, National Association is seeking a highly skilled Commercial Relationship Manager IV to join our team. As a key member of our commercial banking team, you will be responsible for developing and maintaining strong relationships with our clients, identifying new business opportunities,...


  • San Diego, California, United States axosbank Full time

    About the RoleAxos Bank is seeking a highly skilled Business Banking Relationship Manager to join our team. As a key member of our Small Business Banking team, you will be responsible for managing and growing a portfolio of business banking clients.Key ResponsibilitiesGrow and manage a portfolio of small business deposit accountsBuild and maintain strong...


  • San Diego, California, United States Bank of Montreal Full time

    Job SummaryWe are seeking a highly skilled Business Banking Relationship Manager to join our team. As a key member of our Commercial Sales and Service group, you will be responsible for providing technical expertise and advisory support to our clients. Your primary focus will be on credit analysis, structuring, and pricing, as well as providing insights and...


  • San Diego, California, United States axosbank Full time

    About the RoleAxos Bank is seeking a highly skilled Business Banking Relationship Manager to join our team. As a key member of our Small Business Banking team, you will be responsible for managing and growing a portfolio of business banking clients.Key ResponsibilitiesGrow and manage a portfolio of small business deposit accountsBuild and maintain strong...


  • San Diego, California, United States Bank of Montreal Full time

    Job SummaryAs a Business Banking Relationship Manager at Bank of Montreal, you will play a key role in providing technical expertise for proactive credit analysis, structuring, and pricing within assigned portfolios. You will work closely with the team to provide advisory support, identify deficiencies, and recommend corrective action plans. Your expertise...


  • San Diego, California, United States Umpqua Bank Full time

    About the Role:Serves as the key banking relationship manager for assigned middle market client relationships. Accountable for prospecting new business and working with Client Solution Managers to deepen client relationships. Maintains a "trusted advisor" role, engaging in dialogue with Executive-level client contacts to assess holistic banking needs and to...


  • San Diego, California, United States Wells Fargo Full time

    About This RoleWe are seeking a highly skilled Senior Small Business Banking Relationship Manager to join our growing Small & Business Banking Team. This role will be responsible for deepening relationships with existing customers and engaging in prospecting activities to drive business growth.Key ResponsibilitiesOnboard, manage, and grow account...


  • San Diego, California, United States BMO (Bank of Montreal) Full time

    Job SummaryWe are seeking a highly skilled Business Banking Relationship Manager to join our team at BMO Financial Group. As a key member of our Commercial Sales and Service team, you will be responsible for providing technical expertise and advisory support to our clients, helping them achieve their business goals and objectives.Key Responsibilities:Provide...


  • San Diego, California, United States Wells Fargo Full time

    About this RoleWe are seeking a highly skilled Senior Business Banking Relationship Manager to join our growing Small & Business Banking Team. This role will support customers in an assigned local market by deepening relationships and engaging in prospecting activities.Key ResponsibilitiesOnboard, manage, and grow account relationships with Small Business...


  • San Francisco, California, United States BMO Financial Group Full time

    About the RoleWe are seeking a highly skilled and experienced Business Banking Relationship Manager to join our team at BMO Financial Group. As a key member of our commercial banking team, you will be responsible for building and maintaining strong relationships with our clients, providing them with expert advice and guidance on their financial needs.Key...


  • San Diego, California, United States axosbank Full time

    About the RoleThe Business Banking Relationship Manager is a key position at Axos Bank, responsible for managing and growing a portfolio of business banking clients. This role involves developing strong relationships with business owners, understanding their financial needs, and providing tailored banking solutions.Key Responsibilities:Client Acquisition and...

Relationship Banking Specialist

2 months ago


San Diego, California, United States Enterprise Bank and Trust Full time
Job Summary

We are seeking a seasoned Senior Commercial Lending Manager to join our team at Enterprise Bank and Trust. As a key member of our commercial banking team, you will be responsible for developing and managing new commercial deposit and loan accounts, as well as enhancing existing relationships.

Key Responsibilities
  • Identify and develop new commercial relationships, providing financial solutions to existing and prospective clients.
  • Manage and service commercial relationships, including interviewing applicants and obtaining pertinent financial data.
  • Analyze financial information and determine whether a credit is an acceptable risk.
  • Approve loans within assigned lending authority, and recommend credits outside lending authority to the next level or present to the Loan Committee.
  • Monitor existing loans for conformity to terms and conditions.
  • Participate with and assist other lending officers on larger, more complex credits.
  • Monitor market conditions and make recommendations to maintain a competitive and profitable product line.
  • Develop and maintain comprehensive knowledge of all commercial products to facilitate cross-selling and enhance the client experience.
Requirements
  • Demonstrated skills in commercial credit underwriting, business development, and portfolio management for mid-sized companies.
  • Minimum of seven or more years of Commercial Lending experience preferred.
  • Excellent communication, presentation, and interpersonal skills.
  • Superb people skills to work within a team environment and successfully develop and retain client relationships.
  • Proven ability to cross-sell other banking products, including loans, deposits, and treasury management.
  • Self-motivated to work independently and take ownership.
  • Bachelor's degree in Finance or Business with emphasis in financial banking preferred.
  • Effective time management and organizational skills.
  • Attentive to detail and accurate when analyzing financial statements and presenting a credit package for formal approval.
  • Basic knowledge of personal computer hardware and software skills, including MS Word and Excel.
  • Strong working knowledge of regulations, compliance standards, market trends, and products relating to the banking industry.
  • Superior analytical and decision-making skills based on a thoughtful assessment of risk.
Supervisory Responsibilities
  • May be responsible for managing other associates.
Education and/or Experience
  • Bachelor's degree (B.S.) from four-year college or university with a minimum of seven years related experience and/or training in commercial banking.
Computer and Software Skills
  • Word
  • Excel
  • Bankway
  • Salesforce
  • Google Mail
Compensation

Salary Range: $149,503 - $224,255. Amount is based on relevant experience, skills, and competencies.