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Relationship Manager

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POST DATE 9/6/2016
END DATE 12/19/2016

Tristaff Group Ontario, CA

Ontario, CA
AJE Ref #
Job Classification
Full Time
Job Type
Company Ref #


JOB #: 16031706-FS

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

JOB DESCRIPTION: Actively solicit new loan and deposit relationships via networking, cross-selling, community involvement and business development activities.

Job Duties:

* Develop relationships with middle market/commercial customers

* Manage and maintain existing customer relationships

* Negotiate approved terms conditions with borrowers

* Acquire qualified referrals from existing clients and investors

* Cross sell Bank products and services

* Administer existing loan portfolios

* Extensive relationship management

* Analyze financial statements and perform underwriting duties

* Build successful relationships with retail banking partners

* Identifies and analyze potential loan markets to develop prospects for commercial loans

* Advise loan manager of external factors that may affect establishment lending policies, such as new or revised legislation and regulations

* Recommend and implement appropriate changes to establish policies and procedures

* Manage and lead team of relationship managers and support staff

* Other duties as assigned

Salary Range:

* $ 90,000 to $120,000 per year


* Comprehensive Package

Job Requirements:

* 5-7 years of banking experience in C&I Lending, SBA, CRE Loans

* Strong Finance background

* Strong knowledge base in Treasury, FX, and Derivative products

* Proven sales track record and strong negotiation skills

* Bi-Lingual Chinese

Educational Requirements:

* Bachelor's degree