Relationship Manager jobs in United States
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California Bank of Commerce · 12 hours ago

Relationship Manager

California Bank of Commerce is focused on managing loan and deposit relationships with customers. The Relationship Manager is responsible for growing revenues by prospecting new business and retaining existing customer relationships, while also managing credit quality and cross-selling bank products and services.

BankingFinanceFinancial Services

Responsibilities

Retains and expands relationships with existing customers
Prospect and close new business relationships
Grow net revenue year after 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 plans for sourcing prospects and new customer relationships
Manage customer relationships and introduce product specialists as needed
Resolve customer problems and act as a liaison with other departments to ensure positive customer experience
Manage overall customer profitability. Develop and implement relationship strategies for cross-selling bank products and services. Satisfy customer requirements by providing a full array of loans, 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 participate in any required corporate and business line training in these areas. Follow account opening procedures and understand internal suspicious activity referral requirements and processes required for this position. Actively work with customers to understand normal account activity, as appropriate for this position

Qualification

Commercial lending experienceRelationship managementBusiness developmentBank products knowledgeAnalytical skillsMicrosoft OfficeCommunication skillsLeadership skillsTeamwork dedication

Required

Bachelor's degree
Seven to ten years of commercial lending experience including broad knowledge and experience in banking operations, products, and services
Computer skills; to include the use of Microsoft Office products and other programs as required
Excellent written and verbal communication skills, attention to detail and follow-through
Leadership skills and ability to foster and sustain collaborative work relationships within the bank
Strong relationship management and business development abilities, well-developed analytical and problem-solving skills
Broad knowledge of bank products and services that results in successfully capitalizing on all opportunities
Dedication to teamwork and long-term commitment to success

Preferred

Master's degree preferred

Company

California Bank of Commerce

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Businesses face many challenges, but they believe banking shouldn't be one of them.

Funding

Current Stage
Public Company
Total Funding
$16M
2024-01-30Acquired
2014-06-30Post Ipo Equity· $16M
2007-11-30IPO

Leadership Team

M
Michele Wirfel
Chief Operating Officer
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Company data provided by crunchbase