Sr. Relationship Manager

Job Details

About the role

This Jobot Job is hosted by: Joseph Calabrese

Essential Duties

• Build and manage a portfolio of commercial and/or CRE clients through business development, relationship cultivation, and cross-selling financial solutions
• Generate and manage a pipeline of commercial real estate loans
• Support client retention and sales initiatives by delivering exceptional service
• Actively solicit new deposit and loan relationships via networking, community involvement, cross-selling and business development activities
• Establish and maintain an excellent rapport with key branch customers, including those with complex financing and depository requirements by making monthly retention calls on selected deposit customers
• Provide detailed explanations of different types of loans and credit options available to customers by analyzing applicants’ financial information, credit worthiness, and property to determine feasibility of granting loans
• Recommend loan approval or decline to credit administration or submit to credit analyst for verification and/or recommendation
• Avoid compliance issues by reviewing and updating all credit loan files and loan agreements with current financial information to ensure they are complete and accurate according to policy
• Manage a credit portfolio to ensure compliance with Bank, regulatory and credit requirements by reviewing and updating all credit loan files and loan agreements to ensure they are complete and accurate according to policy

Requirements

• Bachelor’s degree in Business, Accounting, Finance or related discipline is preferred but not required
• Minimum of 10 -15 years of experience in field or related area with strong emphasis on customer service, sales and credit portfolio management

Qualifications

• Strong benefits (M,D,V, and 401k)
• Multiple Metric bonuses
• Profit sharing contribution
• Flexible work environment
• Annual Bonus

Skills

• Customer Service
• Sales
• Credit Portfolio Management

Benefits

• Strong benefits (M,D,V, and 401k)
• Multiple Metric bonuses
• Profit sharing contribution
• Flexible work environment
• Annual Bonus

Pay

$130,000 - $210,000 per year

Schedule

Not specified

Company Info

We are a well-established California bank that has been in operation for over 100 years

Why Join Us?

• Strong benefits (M,D,V, and 401k)
• Multiple Metric bonuses
• Profit sharing contribution
• Flexible work environment
• Annual Bonus

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Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.