Relationship Manager

California Bank of Commerce•Los Angeles, CA

3d•$130,000 - $160,000

About The Position

JOB SUMMARY: Responsible for managing overall loan and deposit relationships with customers. Grows revenues as directed by senior management by successfully prospecting new business and retaining and expanding existing customer relationships. Responsibilities include recommending loans for approval within assigned limits, managing loan and portfolio credit quality, sourcing prospects, and developing new customer relationships, cross-selling appropriate bank products and services to prospects and customers.

Requirements

Computer skills to include use of Microsoft Office products and other programs as required.
Excellent written and verbal communication skills, attention to detail and follow-through.
Demonstrated leadership skills and ability to foster and sustain collaborative work relationships within the bank.
Requires strong relationship management and business development abilities, well-developed analytical and problem-solving skills.
Must possess a broad knowledge of bank products and services that result in successfully capitalizing on all opportunities.
Dedication to teamwork and long-term commitment to success.
Bachelor’s degree from an accredited college or university
Five to seven years of commercial lending experience.
Broad knowledge and experience in banking operations, products, and services.
Experience in managing and growing medium to large sized portfolio of loan and/or deposit relationships.
Experience in effectively handling complex credits.

Responsibilities

Retain and expand relationships with existing customers.
Prospects for and closes new business relationships.
Grows net revenue year over year as directed by Senior Management.
Recommend appropriate client risk rating and manage credit quality.
Develop and implement an effective calling program for existing customers.
Develop and implement a plan for sourcing prospects and developing new customer relationships.
Manages assigned customer relationships and brings in appropriate product specialists as needed.
Resolve customer problems and act as a liaison with other departments to ensure that the customer experiences the highest level of service and support.
Manages overall customer profitability.
Develops and implements relationship strategies for cross-selling bank products and services.
Satisfies customer requirements by providing a full array of loan, deposit, cash management and other appropriate bank products.
Responsible for keeping current on the bank’s lending policies, products, and services.
Participate in community and CRA activities to promote the Company’s brand in our communities.
Actively ensure compliance with the Company’s Code of Ethics and all Bank Secrecy Act/Anti-Money Laundering, USA Patriot Act, information security and suspicious activity reporting requirements, policy and procedures.
Actively participates in any required corporate and business line training in these areas.
Follows account opening procedures and understands and follows internal suspicious activity referral requirements and processes, as required for this position.
Actively works with customers to understand each customer’s normal account activity, as appropriate for this position.