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United Business Bank · 11 hours ago

Client Relationship Manager III (Commercial Loan Officer III)

Walnut Creek, CA

Full-time

Onsite

Senior Level, Lead/Staff

$130K/yr - $150K/yr

8+ years exp

United Business Bank is a publicly traded Regional Bank specializing in small to medium sized business clients. The Client Relationship Manager III is responsible for developing relationships with prospective clients, analyzing loan requests, and providing service to existing client relationships while representing the bank in various organizations.

BankingFinancial Services

Responsibilities

Developing relationships with prospective clients by identifying their financial needs and filling those needs with the bank's products and services

Knowing all aspects of loans including CRE, C&I, Construction, Lines of Credit, Letters of Credit and other complex loans

Analyzing a client's loan request and determining whether a loan is within an acceptable risk within the framework of the Bank's policy

Preparing the required documents and submitting them for approval

Providing service to existing client relationships

Representing the Bank through involvement in local, civic, social and professional organizations

Retaining and growing the loan and deposit relationships

Other duties as assigned

Qualification

Banking operations knowledgeCommercial lending experienceBusiness development techniquesCredit analysis skillsInterpersonal skillsMath skillsPC skillsOral communicationWritten communicationOrganizational skills

Required

Bachelors Degree in Business or related field

Knowledge of banking and lending operations and procedures, as well as the various regulations and standard banking practices

Minimum of 8 years experience in the financial services industry

Strong oral and written communication abilities

Strong math skills

Strong interpersonal skills

Strong business development techniques and cross-selling skills

Ability to identify, analyze and handle credit requests

Good organizational skills

Good personal computer skills, ability to use Word and Excel

Professional appearance, dress and attitude

Benefits

Medical

Dental

Vision

401K

Long and short term disability insurance

Flexible spending account

Generous vacation and sick policy

Company

United Business Bank

United Business Bank is a bank providing cash flow and debt management services.

Founded in 1990

Oakland, California, USA

201-500 employees

http://unitedbusinessbank.com

Funding

Current Stage

Growth Stage

Leadership Team

George J. Guarini

Founder, President/CEO

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