Middle Market Senior Relationship Manager

Tri Counties Bank•Pasadena, CA

8h•$154,000 - $220,000•Hybrid

About The Position

Develops and manages relationships with commercial clients in assigned business segments with complex clients and prospects. Viewed as a trusted advisor to clients and can manage and develop a portfolio of relationships with target segments that lead to loans, deposits and other revenue generating products and services. Requires a strong understanding of credit, commercial products and financial statement analysis, in order to offer holistic banking solutions (i.e. loans and treasury management) based on specific needs. May specialize in specific industries such as Transportation, Manufacturing, Distribution, etc.

Requirements

High school diploma or GED required.
10 years of industry experience.
Advanced credit analysis, ability to properly structure and price existing and new loans.
Exceptional knowledge of commercial credit guidelines, policies and procedures.
Proven track record of success in driving growth in a commercial banking environment.
Excellent verbal and written communication skills, ability to communicate effectively and project a professional image when giving and taking information in writing, in person and over the phone.
Effective interpersonal skills with the ability to work with individuals and groups at all organization levels; ability to work independently and as part of a team.

Nice To Haves

Bachelor’s degree, preferred.

Responsibilities

Drive both personal and team’s development of new business for companies with annual revenue of no less than $50MM and ongoing credit monitoring of the portfolio.
Develop trusted advisory relationships with Owners and Senior Executives of Clients, Prospects and Centers of Influence.
Lead and coordinate with bank partners to create and implement a strategy for large and complex Clients, Prospects and Centers of Influence. Collaborate with other Bank partners and communicate new sales and cross selling opportunities.
Participate in community activities. Responsible for training, educating, and promoting sound business practices.
Provide industry specific knowledge assistance for the vertical.
Understand and be proficient on Products and Services to make recommendations to clients based on the needs of its business.
Protect the bank by applying sound risk management protocols and adhering to regulatory requirements.
Identify opportunities for offering a full range of bank product and services, based on clients’ needs; Analyze tactical business challenges related to full-service banking for the vertical.
Perform Annual Client reviews; in partnership with any relationship stakeholders, to ensure clients’ needs are being fully met.
Coordinate with Credit Manager/Credit Team to ensure all necessary documentation is received from the client to facilitate expeditious underwriting. Present credit recommendations for client full banking relationship needs.
Communicate and educate current and potential clients on products and services to resolve any business or technical need.
Participate in internal and external meetings to build credibility, win new business, enhance relationships and create a perception of bank’s products, services and competencies.
Participates and maintains active roles in pertinent industry trade groups, events and conferences.
Participates in civic and community affairs as appropriate.
Maintains a current understanding of Bank policies and procedures in compliance with all federal and state laws.