DescriptionPay range $140,000 - $180,000 Annually + Incentive
Location: Beverly Hills, CA
Duties and Responsibilities: The Commercial Banking Relationship Manager is responsible for the acquisition of new business clients and expanding relationships with existing clients.
- Achieves individual and team financial production and relationship growth results in accordance with the specific goals/metrics assigned.
- Engages with clients, prospects, and referral sources through proactive outreach to generate new business.
- Maintains strategic relationships with all key lines of business to effectively refer business and leverage partnerships to deepen and enrich the client experience.
- Works as the trusted advisor, manages the client relationship by recommending and promoting a broad array of financial products and services, provides pertinent financial advice, and identifying/referring to cross-marketing opportunities.
- Generates new client relationships through prospecting, outside calling, networking, and referrals. Makes a substantial number of outside, in-person calls on prospects and clients.
- Develops and maintains a referral source database.
- Research and fully understand competitors - strengths/weaknesses and product offerings/pricing.
- Maintains and applies a thorough understanding of the bank's credit policy, and all necessary business practices ensuring the submission of accurate and complete loan application packages.
- Effectively negotiates credit product pricing, terms, and conditions with the clients.
- Prepare pricing details and quotations of client requirements and follow up until sale is complete.
- Represents the Bank in various community, civic and community reinvestment functions to further enhance the Bank's image and develop additional business; assists the Bank in establishing and maintaining market position in the financing arena.
Qualifications & Expectations - Bachelor's Degree (BA) or equivalent, with a concentration in finance/business.
- Minimum of 5 years of experience in commercial or business lending.
- Proven track record of generating profitable and measured business growth in previous roles.
- Excellent presentation, verbal, and written communication skills.
- Strong computer skills, including MS Office Suite
- In depth knowledge of financial products and banking regulations.
- High energy, results-oriented and works well in a team environment.
- Current Driver's License and a vehicle with appropriate insurance coverage to drive while performing assigned duties and responsibilities.
- Excellent verbal and written communication skills/Effective listening skills/Excellent organizational skills and attention to detail.
We offer a highly desirable work environment with committed banking professionals who value teamwork and collaboration.
Pay Range $140,000.00 Annually to $180,000.00 Annually
