Jobs · Finance · California

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

California Bank & Trust · Tustin, CA · 1 wk ago
On-siteFinance$150k–$230k/yrFull-time

About the role

We are looking for a seasoned commercial banking professional who thrives on building strong client relationships and driving portfolio growth. This role is ideal for a strategic lender with deep expertise in commercial and commercial real estate lending, risk management, and credit quality oversight. You'll serve as a trusted advisor—originating and expanding loans, cross-selling bank products, delivering compelling client presentations, and applying expert underwriting judgment.

Responsibilities

  • Generate and service a wide variety of commercial loans and develop strong, low risk commercial relationships while maintaining quality customer service
  • Act as the principal account and relationship manager for new and existing clients
  • Develop, generate and follow-up on new client leads through existing clients and referrals from other bank departments
  • Call on existing relationships to review portfolios and make recommendations as needed
  • Responsible for sales, credit analysis, proper loan structuring, client interviewing and perceptive character judgment
  • Monitor credit performance and ensure compliance with all related regulations, laws, etc.
  • Build and maintain relationships, with a resulting high degree of customer satisfaction
  • Cross sell other bank products
  • Other duties as assigned

Qualifications

  • Bachelor's degree and 6+ years experience with commercial or credit associated lending, credit, underwriting, or other directly related experience (a combination of education and experience may meet requirements)
  • Expert knowledge of commercial loans, credit analysis, lending, loan processing and closing processes
  • Ability to expand commercial loans, client relationships and cross sell bank products
  • Excellent sales ability
  • Substantial 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
  • Manages a large commercial portfolio

Benefits

  • Medical, Dental and Vision Insurance - START DAY ONE!
  • Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
  • Health Savings (HSA), Flexible Spending (FSA) and dependent care 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, competitive compensation in line with work experience
  • Mental health benefits including coaching and therapy sessions
  • 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, employees are eligible for the program upon hire
  • Employee Ambassador preferred banking products

Pay

This position is eligible to earn a base salary in the range of $150,000 - $230,000 annually depending on job-related factors such as level of experience.

Similar jobs