Commercial Banking Relationship Manager - Tustin, Irvine, Encino or Chino, CA

About the role

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.

Responsibilities

• Generate and service a wide variety of commercial loans
• Develop and generate new client leads through existing clients and referrals from other bank departments
• Call on existing relationships to review portfolios and make recommendations as needed
• Expand commercial loans, client relationships, and cross-sell bank products
• Expand commercial loans, client relationships, and cross-sell bank products
• Manage a large commercial portfolio
• Apply expert underwriting judgment and perceptive character judgment skills
• Monitor credit performance and ensure compliance with all related regulations, laws, etc.
• Build and maintain relationships, with a resulting high degree of customer satisfaction

Qualifications

• Bachelor's degree and 8+ years of experience with commercial or credit associated lending, credit, underwriting, or other directly related experience
• Expert knowledge of commercial loans, credit analysis, lending, loan processing and closing processes
• Excellent sales ability
• Experience in applicant interviewing and perceptive character judgment skills
• Ability to structure loans and monitor credit performance
• Excellent interpersonal and communication skills
• Working knowledge of software applications, including word processing and spreadsheets

Benefits

• Medical, Dental and Vision Insurance
• Life and Disability Insurance
• Paid Parental Leave and Adoption Assistance
• Health Savings (HSA) and Flexible Spending (FSA) accounts
• Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays, and any applicable state holidays
• 401(k) plan with company match, Profit Sharing
• Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year
• Mental health benefits including coaching and therapy sessions
• Employee Ambassador preferred

Schedule

This position is eligible to earn a base salary in the range of $190,000 - $230,000 annually depending on job-related factors such as level of experience.