CareerPlan

Business Relationship Manager

San Francisco, CA, USFull-time$71k–$140k2026-11-07 → 2026-11-09
No visa sponsorship

Core

Drive growth for commercial and consumer banking clients by delivering financial solutions, sales strategies, and advisory services across the U.S. and Asia.

Role type

Senior Business Relationship Manager (Commercial Banking)

Builds

Commercial & Industrial (C&I), CRE, mortgages, SBA, treasury management, deposits, investments, and international products

Domain

Financial Services / Commercial Banking

Required skills

Commercial lending expertise, sales strategy, relationship management, credit policy knowledge, market analysis, negotiation, digital platform education

Preferred skills

International activities between U.S. and Greater China, industry-focused lending experience

Technologies

Digital banking platforms, investment platforms

Responsibilities

Achieve quarterly/annual goals through business generation of C&I, CRE, mortgages, SBA, treasury management, deposits, investments, and international products; Collaborate with Regional Manager and/or Branch Manager to develop and implement customer-centric strategic marketing plans and generate new business through prospecting, outside calling, networking, and referrals; Maintain and apply a thorough understanding of the bank's credit policy, client eligibility and all necessary business practices to ensure the submission of accurate and complete commercial and consumer loan packages; Actively participate in local and regional business functions; coordinate and organize targeted campaigns and events; Educate customers on how to use our digital platforms to bank and invest when, where and how they want

Seniority

Senior, hands-on IC