Relationship Manager (FVP/SVP)

Preferred BankSan Francisco, CA

About The Position

The Relationship Manager is responsible for originating commercial loans, maintaining strong client relationships, monitoring loan portfolio performance, and supporting the overall Bank's efforts in business development.

Requirements

  • Minimum 5 years of experience in commercial/real estate lending or business banking.
  • Knowledge of commercial loan products, credit analysis, and financial statements.
  • Strong business development and relationship-building skills.
  • Excellent communication skills, both verbal and written.
  • Excellent leadership and decision-making skills.
  • Strong analytical and problem-solving skills.

Responsibilities

  • Develop and generate new commercial lending opportunities through business development activities, networking, and referrals.
  • Manage and grow a loan portfolio.
  • Structure, negotiate, and present loan proposals.
  • Maintain ongoing relationships with clients to identify additional banking needs and ensure customer satisfaction/retention.
  • Monitor loan portfolio performance.
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