Commercial Real Estate Associate Relationship Mgr

Citizens•San Francisco, CA

13h•Hybrid

About The Position

The primary responsibilities of the Commercial Real Estate (CRE) Associate Relationship Manager includes shadowing and supporting senior Relationship Managers in client meetings and pitches; proactively developing and producing client pitches; providing secondary client account coverage; building relationships with cross-sell partners and key external centers of influence; networking and building relationships within the region; learning regional market and industry knowledge to deliver innovative and consistent messaging to clients and prospects; developing and delivering new and innovative solutions to drive both internal change and external ideas to clients and prospects; and collaborating with the Market Executives and CRE COO to create and execute a formal development plan. This is a structured developmental role for junior talent to learn from established senior CRE Relationship Managers.

Requirements

Minimum two years of relevant CRE experience in a financial services industry firm.
The completion of formal commercial banking credit training program is preferred.
Must exhibit a foundational level of economic and accounting principles and practices, financial markets, banking and the analysis and reporting of financial data and be proficient in financial modeling and valuation methodologies.
Displays very effectual verbal and written communication skills.
Possess sufficient reasoning ability to perform job independently within the scope of existing policies and procedures.
Exhibits ability to use technology to create, edit and retrieve documents and presentations.

Responsibilities

Develop and produce best-in-class pitches to ensure both industry-specific insights as well as cross functional/cross-product solutions are brought to market.
Learn, market, and deliver a wide range of products and services to Commercial Real Estate clients in support of the overall team / regional goals.
Shadow and support Senior Relationship Managers on client accounts in order to generate ideas that lead to transactions. Manage client relationships as/when assigned.
Interact directly with clients and prospects in support of the overall bank relationship.
Build relationships internally and externally and develop industry and regional market knowledge
Collaborate with the Market Executives and CRE COO to create and execute a formal 18-36 month plan to develop the skills to become a Relationship Manager 1 within CRE.