Client Relationship Manager III (Commercial Loan Officer III)
About The Position
About the Position... The Client Relationship Manager (CRM) III 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 knowing all aspects of loans including CRE, C&I, Construction, Lines of Credit, Letters of Credit and other complex loans. 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 III 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 III is also responsible for retaining and growing the loan and deposit relationships, and other duties as assigned.
Requirements
- You are a self-starter with an entrepreneurial spirit who thrives in a team environment.
- 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 8 years experience in the financial services industry.
- Strong oral and written communication abilities.
- Strong math skills.
- Strong interpersonal skills.
- Strong business development techniques and cross-selling 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 of those clients and to fill those needs with the wide range of products and services offered by United Business Bank
- knowing all aspects of loans including CRE, C&I, Construction, Lines of Credit, Letters of Credit and other complex loans
- 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
- representing the Bank through involvement in local, civic, social and professional organizations
- retaining and growing the loan and deposit relationships
- other duties as assigned
Benefits
- comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy
- 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
Number of Employees
251-500 employees
