Jobs · Consulting · California

Comm'l Relationship Manager

Fremont Bank · Livermore, CA · 1 mo ago
ConsultingFull-time
The Commercial Relationship Manager is responsible for developing and cultivating new client portfolio relationships to meet all ongoing established portfolio growth goals as well as the maintenance, cultivation and retention of an established client portfolio, often within a specified geographic territory or product type. The Commercial Relationship Manager should have significant expertise and experience with all complex credit skills and have a high level and detailed understanding of all Fremont Bank credit, deposit and treasury products, and Fremont Bank policies. The Commercial Relationship Manager should be able to concisely and clearly discuss and explain all bank credit, deposit and treasury management products to current and prospective clients. The Commercial Relationship Manager will work closely with the Credit Administration Department to provide timely closing of loans to meet established service levels in order to provide outstanding customer service to the Bank's clients. Meeting and exceeding personal annual commercial lending and depository thresholdsSupports unit's growth and profitability through calling on existing and potential clientsIdentifies business needs and corresponding sales opportunities bank wideWorks closely with Wealth Management, Cash Management, Residential and other major areas of the bank to promote sales and implementation of complete suite of financial products and servicesProvides assistance to clients with transactions by contacting appropriate departmentActs as a liaison between clients and other departmentsMaintains thresholds around retention and growth of portfolioFacilitates approval decisions on loans and terms within lending limitsMakes recommendations to appropriate lending authorityNegotiates terms and conditions of loans with clientsAttends commercial lending department sales meetings as requiredResponsible for collection of past due loans in their portfolioAssists in monitoring credit quality of loans in their portfolioPerform other duties and responsibilities as assigned.Bachelor's degree in business, finance and/or previously related work experienceThree to five years of experience in commercial lending and business developmentDemonstrated ability to operate a computer with Windows-based programs (Windows, MS Word, Excel, Outlook, etc.)Strong analytical skillsBasic understanding of banking policies and proceduresExcellent communications, sales and public relations skills Physical Requirements The physical requirements described below are representative of those that must be met to successfully perform the essential functions of this position, with or without reasonable accommodation. Ability to remain in a stationary position for extended periods (e.g., sitting or standing).Frequent use of a computer and other office equipment.Ability to communicate effectively with colleagues and customers.Occasionally move or lift items up to 10 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.

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