Career Job Position

Job Number 000042P5
Job Title Commercial Relationship Manager
Location San Francisco, CA
Description Title: Commercial Relationship Manager
Salary: $120K + bonus
Full benefits package
Location: San Francisco, CA

Community bank seeking a dedicated and accomplished Commercial Relationship Manager to develop and manage a portfolio of business, nonprofit and personal client relationships. Including loans as well as depository, cash management, merchant account, credit card and other services as appropriate. Loans are to meet established lending requirements. In role you will to generate loans, deposits, and noninterest income for the Bank. You will ensure compliance with all applicable State and Federal banking regulations and bank policies and procedures including but not limited to the Bank Secrecy Act/Anti Money Laundering Program and Information Systems policies.

Responsibilities Include:
-Develop and manage client relationships by prospecting for new clients in-person and through telephone; attending networking groups and events; interviewing loan applicants; collecting and analyzing information that reflects the current credit worthiness of prospects; and presenting loan recommendations to the Chief Credit Officer and loan committees.
-It also involves working with the Bank’s operations team to set up clients’ new accounts and cash management services and working with existing clients on an ongoing basis to assure that the Bank is providing them with extraordinary service and to identify any additional business opportunities from those clients.
-Approves loans up to stated lending limit and in general, handles the more complex and substantial loans of the Bank.
-Establishes, and negotiates where necessary, the terms under which credit will be extended, including the costs, repayment method and schedule and collateral.
-Monitors and manages loan repayment activities of own portfolio.
-Represents the Bank at community, business networking and trade association functions.
-Ensures that complete loan files are maintained; works with clients and Loan Servicing and Operations departments to assure that client servicing needs are handled in a professional and expeditious manner.

Desired Skills & Requirements:
-Bachelors in business, finance or related area.
-10 yr Experience in commercial banking and relationship management.
-7 yr experience in sales, finance, accounting and commercial banking; credit, loan, depository, cash management products.
-Excellent sales, written, verbal and interpersonal skills to communicate effectively throughout the Bank and with clients, to represent the Bank positively to the public and to acquire new business from current clients and prospects.
-Strong analytical skills to assess credit risk and to structure loans such that they serve both the borrower and Bank needs.
-Excellent client service and administrative skills including knowledge of Microsoft Office programs such as Outlook, Word and Excel.
-Ability to multi-task, organize and prioritize.

Interested in this position?  For more details, contact

Professional Career is an equal opportunity employer

Last Update: May 1, 2019