Relationship Manager

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

Tristaff Group Pomona, CA

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


JOB #: 16031701-FS

KEY WORDS: Sales, Banking, Commercial Banking, Relationship Manager, Commercial Loans, Business Development, Underwriting.

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:

* $90,000-120,000 base plus bonus


* 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.

* 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:

* Bachelor's degree in related field preferred.