VP/Relationship Manager

20 hours ago

Pleasanton, California, United States Heritage Bank of Commerce Full time
Job Summary:

The VP/Relationship Manager will serve as the primary advisor for our business clients, focusing on building and developing relationships. This role involves examining, evaluating, and recommending approval of client applications for various bank products, including commercial lines of credit, term loans, letters of credit, real estate loans, and flat notes.

Key Responsibilities:
  • Client Advisory: Act as a trusted advisor to our business clients, providing expert guidance and support.
  • Financial Analysis: Analyze applicant financial status, credit, and property evaluation to determine the feasibility of granting loans.
  • Business Development: Conduct business development and actively engage in community investment, analyzing potential markets to develop prospects for loans and deposits.
  • Risk Mitigation: Mitigate risk and lead with a customer-centric focus, independently negotiating structure and pricing of complex credit facilities to borrowers with revenues in excess of $1MM.
  • Portfolio Management: Maintain and service existing portfolio, ensuring loan agreements are complete and accurate according to policy.
  • Training and Development: Assist Commercial Banking Officers and Commercial Lending Credit Analysts in ongoing training and professional development.
Qualifications:
  • Bachelor's degree from a four-year college or university or equivalent work experience.
  • Five or more years of relevant work experience.
  • Masterful relationship building and business development skills, with strong influential and decision-making abilities.
  • Demonstrated business acumen, with knowledge of unique industries and markets, as well as a broad understanding of business banking products and services.
  • Excellent communication skills, with the ability to interact effectively 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 in a fast-paced environment.
  • Demonstrates initiative and the ability to work in an autonomous manner.

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