Relationship Manager

About the role

The role of Relationship Manager offers an opportunity to engage with clients in a dynamic banking environment. This position is critical in driving business development and managing client portfolios, ensuring that both client needs and bank objectives are met. The ideal candidate will possess a strong network in the Santa Clarita market and have a firm grasp of commercial lending and business banking principles. The role presents unique challenges, particularly in attracting deposits, which is a broader industry issue. We foster a collaborative company culture, where team members support one another while maintaining a professional yet approachable demeanor. This position also allows for flexible work arrangements, including remote work options, which can enhance work-life balance.

Responsibilities

• Meet or exceed assigned Loan, Deposit, and Fee Income Production goals
• Develop and execute a marketing plan to acquire new relationships
• Build existing client relationships through cross selling all bank products and services
• Participate in local professional and community events to expand network
• Screen requests from potential applicants and explain lending parameters
• Acknowledge suspicious activity to a supervisor
• Follow loans from application to closing to ensure complete documentation
• Develop and execute retention and expansion plans for existing relationships
• Maintain information in CRM Software
• Monitor loan relationships for compliance and communicate with customers
• Follow all bank policies to ensure compliance with laws and regulations

Requirements

• At least 5 years of commercial lending and business banking experience
• 2+ years of proven sales experience in a bank or financial institution
• Strong hold in the Santa Clarita market with an established client network
• Understanding of deposits, treasury management, and loans
• Ability to analyze and organize financial information
• Ability to structure loans according to customer needs and underwriting guidelines
• Bachelor’s Degree or equivalent experience
• Formal credit training with the ability to structure financial solutions is preferred

Benefits

• 401K with 4% match, eligible on second paycheck
• Medical coverage is fully covered for the employee and dependents
• Voluntary Dental and Vision options
• Four weeks of vacation
• $400/month for car expenses
• $100/month for cell phone expenses
• Federal paid holidays