Client Relationship Manager II (Commercial Loan Officer II)
About The Position
The Client Relationship Manager II (CRM II) is responsible for developing relationships with prospective clients by identifying the financial needs of those clients and to fill those needs with the wide range of products and services offered by United Business Bank. These products and services may include extensions of commercial and/or real estate credits, demand, savings or time deposit account products or other services offered. They are responsible for analyzing a clients loan request and determining whether a loan is within an acceptable risk within the framework of the Banks policy and for preparing the required documents and submitting it for approval. The CRM II is also responsible for providing service to existing client relationships, as well as to represent the Bank through involvement in local, civic, social, and professional organizations. The CRM II is also responsible for retaining and growing the loan and deposit relationships, and other duties as assigned.
Requirements
- Bachelors Degree in Business or related field.
- Knowledge of banking and lending operations and procedures, as well as the various regulations and standard banking practices.
- Minimum of 5 years experience in the financial services industry.
- Strong oral and written communication abilities.
- Strong math skills.
- Strong interpersonal skills.
- Ability to identify, analyze and handle credit requests.
- Good organizational skills. Good personal computer skills, ability to use Word and Excel.
- Professional appearance, dress and attitude.
Responsibilities
- developing relationships with prospective clients by identifying the financial needs
- fill those needs with the wide range of products and services offered by United Business Bank
- analyzing a clients loan request and determining whether a loan is within an acceptable risk within the framework of the Banks policy and for preparing the required documents and submitting it for approval
- providing service to existing client relationships
- represent the Bank through involvement in local, civic, social, and professional organizations
- retaining and growing the loan and deposit relationships
- other duties as assigned
Benefits
- Medical, Dental, Vision Insurance at a shared premium cost.
- 401k With Matching Contributions.
- Paid Time Off - accrued vacation and sick time, 1 float day, 11 paid holidays.
- Flexible Spending Accounts - Healthcare, Dependent Care, Transit & Parking Options.
- Employee Assistance Program, 100% employer cost.
- Employees are offered a free checking and savings account, plus free orders of personal size checks.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Credit Intermediation and Related Activities
Number of Employees
251-500 employees
