Senior Relationship Manager - CBG

Bank of Hope•Tustin, CA

1d•Onsite

About The Position

The Senior Relationship Manager - CBG is responsible for developing and executing a marketing plan to acquire new relationships, retain and expand existing customer relationships. This role involves building and maintaining strong client relationships, addressing client issues effectively, and generating new business through a consultative sales approach. The position requires analyzing and organizing financial information, performing complex financial calculations, and structuring loans according to customer needs and bank guidelines. The Senior Relationship Manager will present loans to credit approving authorities, close approved loans, and support loan servicing. Additionally, they will respond to sensitive inquiries, make persuasive presentations, interpret technical instructions, assist with due diligence and compliance, and monitor client financials and covenants. The role also involves assisting Team/Group Leaders in achieving group goals.

Requirements

Bachelor’s Degree, or equivalent work experience.
15+ years of experience in commercial lending, business development and portfolio management.
5 years of experience in a management position.
Strong knowledge of banking products and in-depth understanding of the local/regional markets.
Prioritizing customer satisfaction and understanding their needs is key.
Proficiency in understanding core bank products and services.
Excellent organization skills and ability to handle and prioritize multiple tasks.
Detailed knowledge of banking regulations and laws; compliance documentation and reporting requirements.
Thorough knowledge of bank’s credit policy & procedure and underwriting guidelines.
Excellent interpersonal, written, and verbal communication and presentation skills.
Present a professional image in dealing with customers, interdepartmental and external representatives.

Responsibilities

Develop and execute a Marketing Plan to acquire new relationships, retain and expand existing customer relationships.
Build and maintain strong client relationships.
Address client issues effectively.
Work accurately with close attention to detail and maintain confidentiality of sensitive information.
Generate new business through a consultative sales approach.
Analyze and organize financial information and perform complex financial calculations.
Structure the loans according to the customer’s needs and the bank’s underwriting guidelines.
Present the loans to various credit approving authorities within the bank.
Close approved loans and support loan servicing, including collecting updated financials and collection.
Respond effectively to the most sensitive inquiries or customer complaints.
Make effective and persuasive presentations on controversial or complex topics to top management, employees, regulators, or board members.
Interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
Assist in conducting due diligence requested and compliance requirements.
Assist Team leader/Group Leader in achieving the group goals including loans and deposits.
Monitor and maintain the clients’ financials and covenants.
Other miscellaneous duties