Business Banking Relationship Manager 3 -Walnut Creek - Potential Sign on Bonus up to $25K
Core
Trusted advisor to business owners providing tailored financial solutions including lending, treasury management, deposits, and payment services.
Role type
Business Banking Relationship Manager
Builds
Lending, treasury management, deposit, payment, and credit card solutions for business clients
Domain
Banking / Commercial Finance
Deliverable
client delivery
Required skills
Business development, relationship management, financial acumen, credit assessment, portfolio management, consultative sales
Preferred skills
SBA 7(a) and 504 lending experience, Commercial & Industrial (C&I) lending, Developer & Investor Commercial Real Estate, complex credit structures >$2.5M, prospecting companies with >$10M revenue
Technologies
N/A
Responsibilities
Outside business development and active prospecting, developing new client relationships, building Centers of Influence networks, assessing client banking needs, managing assigned portfolio and credit quality, obtaining credit approval within limits, partnering with internal specialist teams
Seniority
Mid-Senior, hands-on IC
