Relationship Manager - Commercial Banking

Genesis Bank • Beverly Hills, CA

8d • Onsite

About The Position

Genesis Bank is a California commercial bank organized by a group of highly experienced, successful bankers and business professionals. Building on their proven track record of leadership and achievement, including previously guiding Opus Bank through significant growth and strategic milestones, the executive team brings deep expertise and a history of delivering exceptional results. We focus on serving the banking needs of small to mid-sized businesses, the owners of such businesses, business professionals, and owners and investors of income-producing properties (including multi-family and commercial real estate), located primarily in Orange, Los Angeles, Riverside, and San Bernardino counties. Our products, services, and solutions include traditional commercial & industrial (C&I), Small Business Administration (SBA), income property, and owner-occupied commercial real estate lending, along with a full suite of deposit products and treasury management services & solutions. We also provide fiduciary and specialty banking services (property management, HOA, escrow, title, professional services) and act as section 1031 exchange Qualified Intermediary to serve the banking and real estate needs of our clients. At Genesis Bank, you will have an opportunity to make an impact and play a key role in developing and delivering on the Bank’s empowering mission of providing innovative and solution-oriented products and services to its clients, all while uplifting the communities the Bank serves and beyond.

Requirements

• Bachelor's Degree (BA) or equivalent, with a concentration in finance/business.
• Minimum of 5 years of experience in commercial or business lending.
• Proven track record of generating profitable and measured business growth in previous roles.
• Excellent presentation, verbal, and written communication skills.
• Strong computer skills, including MS Office Suite
• In depth knowledge of financial products and banking regulations.
• High energy, results-oriented and works well in a team environment.
• Current Driver’s License and a vehicle with appropriate insurance coverage to drive while performing assigned duties and responsibilities.
• Excellent verbal and written communication skills/Effective listening skills/Excellent organizational skills and attention to detail.

Responsibilities

• Acquisition of new business clients and expanding relationships with existing clients.
• Achieves individual and team financial production and relationship growth results in accordance with the specific goals/metrics assigned.
• Engages with clients, prospects, and referral sources through proactive outreach to generate new business.
• Maintains strategic relationships with all key lines of business to effectively refer business and leverage partnerships to deepen and enrich the client experience.
• Works as the trusted advisor, manages the client relationship by recommending and promoting a broad array of financial products and services, provides pertinent financial advice, and identifying/referring to cross-marketing opportunities.
• Generates new client relationships through prospecting, outside calling, networking, and referrals.
• Makes a substantial number of outside, in-person calls on prospects and clients.
• Develops and maintains a referral source database.
• Research and fully understand competitors - strengths/weaknesses and product offerings/pricing.
• Maintains and applies a thorough understanding of the bank’s credit policy, and all necessary business practices ensuring the submission of accurate and complete loan application packages.
• Effectively negotiates credit product pricing, terms, and conditions with the clients.
• Prepare pricing details and quotations of client requirements and follow up until sale is complete.
• Represents the Bank in various community, civic and community reinvestment functions to further enhance the Bank's image and develop additional business; assists the Bank in establishing and maintaining market position in the financing arena.

Benefits

• Comprehensive health, dental, and vision benefits for eligible employees are available on your first day.
• 401k matching
• Flexible time off
• Competitive salary
• Gym access (at our Newport Beach HQ)
• Paid federal holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Senior