Relationship Manager

Confidential Company  •  Corona, CA

5 - 7 years experience  •  Business Services

Salary depends on experience
Posted on 12/13/17
Corona, CA
5 - 7 years experience
Business Services
Salary depends on experience
Posted on 12/13/17

JOB #: 17111402-FS

KEY WORDS: Banking, Commercial Banking, Portfolio Manager, Business Development, Commercial, Loans, Lending, Credit, Underwriting, Sales

JOB DESCRIPTION: The Relationship Manager will focus on Middle-Market lending opportunities with the focus being on C&I and Commercial Real Estate relationships. The Relationship Manager will handle needs for a wide array of borrowers with different credit structures and depository requirements.

Job Duties: 

• Utilizes a high degree of creativity and independence in developing and managing a large portfolio of diverse and complex banking relationships. 

• Act as a consultant to clients and a resource to the Bank in developing and retaining business. 

• Demonstrate solid product and operational knowledge. 

• Possess excellent corporate finance/credit knowledge depending on the diversity of the portfolio. 

• Utilize excellent negotiation and closing skills. 

• Responsible for attaining established individual, department, and Bank financial goals 

• Spread financials to conduct preliminary analyst of loan.

• Prepare credit package for Credit Department. 

• Cross-sells other banking products. 

• Promote high quality customer service.

• Develop relationships with real estate professionals and other business referral sources in order to locate creditworthiness prospects for loans. 

Salary Range and Bonus Potential: 

• Competitive Compensation package


• Comprehensive Benefits Package

Job Requirements: 

• Must have at least 5 years of business development and underwriting experience in commercial banking with C&I and CRE lending experience.

• Ability to manage a Commercial Portfolio.

• Strong business development skills.

• Formalized Credit Training preferred.

• Ability to multi-task and meet deadlines 

• Must have experience and ability in analyzing financial documents

• Strong attention to detail. 

• Excellent verbal and written communication skills.

Educational Requirements: 

• B.A./B.S. degree required 

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