CareerPlan

Relationship Manager - US Banking West

Costa Mesa, CA, USFull-time2025-06-14 → 2026-11-09

Core

Drive new business development, portfolio management, and underwriting for corporate clients with annual revenue exceeding $500MM.

Role type

Senior Relationship Manager (Corporate Banking)

Builds

Loan structures and credit/non-credit products for large corporate clients

Domain

Banking / Corporate Finance

Required skills

new business development, portfolio management, underwriting, credit analysis, loan structuring, negotiation, corporate banking knowledge, financial principles, accounting knowledge, sales principles, economics knowledge

Preferred skills

strong decision quality, customer focus, creative thinking, relationship building

Technologies

corporate banking systems, credit analysis tools, loan management platforms

Responsibilities

Cultivate new business relationships to increase bank profitability, maintain and develop customer relationships, negotiate loan structures and sell credit/non-credit products, accept special projects, maintain knowledge of bank functions and financial principles

Seniority

Senior, hands-on IC