Relationship Banker - San Francisco, 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

• Acquires, analyzes and maintains client relationships.
• Provides suitable credit, deposit or other banking services as well as counsel and advice to best meet clients' needs.
• Analyzes risks and profitability of assigned client base to ensure ongoing profitability and conformity with credit terms.
• Solicits the sale of additional products and services to meet clients' needs.
• Develops and implements marketing plans for expanding business.
• Negotiates loan terms and conditions.
• Remains well versed in industrial, economic and financial situations relating to assigned clients.
• May be assigned specialized industry or market segments.

Qualifications

• Requires a bachelor's degree in business, finance or a related field and 2+ years commercial lending, credit associated lending and bank sales experience.
• A combination of education and experience may meet requirements.
• Basic knowledge of bank products, credit and commercial lending techniques and procedures.
• Ability to expand loans, client relationships and bank products.
• Must have good interpersonal, oral and written communication skills needed to create relationships with loan clients.
• Good analytical and negotiation skills.
• Limited use and/or application of basic lending principles, theories, and concepts.

Pay

This position is eligible to earn a base salary in the range of $157,000-$175,000 depending on job-related factors such as level of experience.

Schedule

Not specified.