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VP/Relationship Manager

2 months ago

San Rafael, California, United States Heritage Bank of Commerce Full time

{"Job Title": "VP/Relationship Manager", "Job Summary": "As a trusted advisor to our business clients, you will serve as the primary point of contact for all banking needs. Your expertise will help clients navigate complex financial decisions and provide tailored solutions to meet their business goals.

Responsibilities:

* Develop and maintain strong relationships with clients to understand their financial needs and goals
* Analyze client financial status, credit, and property evaluation to determine feasibility of granting loans
* Negotiate structure and pricing of complex credit facilities to borrowers with revenues in excess of $1MM
* Present credits to Loan Committee and/or Director's Loan Committee for approval
* Ensure loan agreements are complete and accurate according to policy

Requirements:

* Bachelor's degree from a four-year college or university or equivalent work experience
* Five or more years of relevant work experience
* Masterful at relationship building and business development with strong influential and decision-making skills
* Demonstrated business acumen with knowledge of unique industries and markets in conjunction with a broad knowledge of business banking products and services
* Excellent communication skills with all levels of external and internal clients
* Proven time management and problem-solving skills with the ability to organize, prioritize, and handle multiple tasks and make necessary decisions within a fast-paced environment

Compliance Responsibilities:

* Ensure compliance with all aspects of job-related laws and regulations
* Maintain current compliance knowledge by attending compliance-related training seminars and staff meetings and by reading pertinent compliance-related materials

Heritage Bank of Commerce is an Equal Opportunity Employer committed to diversity and inclusion. We do not discriminate on the basis of race, color, ethnicity, religion, sex, sexual orientation, gender identity, national origin, marital status, genetic information, disability, Veteran status, or any other characteristic protected by Federal, state, or local laws.", "lang_code": "en"}