Commercial Banking Relationship Manager - San Francisco, CA
Company: California Bank & Trust
Location: San Francisco
Posted on: May 4, 2024
Job Description:
Commercial Banking Relationship Manager - San Francisco, CA
California Bank & Trust is looking for a -Commercial Banking
Relationship Manager to join our team in Walnut Creek, CA and San
Francisco, CA. Associates at California Bank & Trust work in a
relationship-centered culture where they are provided with the
tools, training, and opportunities to build the best possible
relationships with our clients and with each other. Our workplace
culture values each associate's unique experiences, background and
perspectives and provides a collaborative environment for all
employees to grow and thrive. As a premier California-focused
financial services company dedicated to serving its communities,
families, and businesses (small, mid-sized and large), CB&T has
been active for 70 years and has more than 80 full-service branch
offices across the state. This dedication has helped the bank earn
recognition as a perennial powerhouse in yearly voting for "Best
Bank" and "Best Commercial Bank" from the readers of San Diego
Union-Tribune -and - Orange County Register . Additionally, as a
division of Zions Bancorporation, the bank has collected multiple
Greenwich Excellence Awards for "Overall Client Satisfaction" in
Small Business & Middle Market Excellence Awards. Job
Responsibilities:
- Responsible for generating and servicing a wide variety of
commercial loans and developing strong, low risk commercial
relationships while maintaining quality customer service.
- Acts as the principal account and relationship manager for new
and existing clients.
- Develops, generates and follows-up on new client leads.
- Calls on existing relationships to review portfolios and makes
recommendations as needed. Responsible for sales, credit analysis,
proper loan structuring, client interviewing and perceptive
character judgment. Responsible for monitoring credit
performance.
- Responsible for building and maintaining relationships, with a
resulting high degree of customer satisfaction.
- Cross sell other bank products.
- Other duties as assigned. Qualifications:
- Requires a bachelor's degree and 8+ years' experience with
commercial lending, credit, underwriting, or other directly related
experience. A combination of education and experience may meet
requirements.
- Expert knowledge of commercial loans, credit analysis, lending,
loan processing and closing processes.
- Ability to expand commercial loans, client relationships and
cross sell bank products. Requires solid sales ability.
- Solid experience in applicant interviewing and perceptive
character judgment skills.
- Ability to structure loans and monitor credit performance.
- Must have solid interpersonal and communication skills.
- Working knowledge of various software applications, including
word processing and spreadsheets.
- Medical, Dental and Vision Insurance - START DAY ONE!
- Life and Disability Insurance, Paid Parental Leave and Adoption
Assistance.
- Health Savings (HSA), Flexible Spending (FSA) and dependent
care accounts.
- Paid Training, Paid Time Off (PTO) and 11 Paid Federal
Holidays, and any applicable state holidays.
- 401(k) plan with company match, Profit Sharing, competitive
compensation in line with work experience.
- Mental health benefits including coaching and therapy
sessions.
- Tuition Reimbursement for qualifying employees enrolled in an
accredited degree program related to the needs of the business,
maximum of $5,250 per calendar year, employees are eligible for the
program upon hire.
- Employee Ambassador preferred banking product. This position is
eligible to earn a base salary in the range of $144K-224 K
depending on job-related factors such as years of experience etc.
This position will be open until filled. Zions Bancorporation,
National Association prohibits illegal discrimination and reaffirms
its policy of providing Equal Employment Opportunity (EEO), by
extending equal employment and advancement opportunities to all
employees and applicants for employment, without regard to race,
color, religion, age (40 and over), sex, pregnancy, gender,
disability, national origin, ethnic background, citizenship,
protected veteran status, military service, sexual orientation,
gender identity, genetic information or any other characteristic
protected by applicable federal, state or local law. It is the
Company's policy not to discriminate because of a person's
relationship or association with a protected veteran. This includes
spouses and other family members. Also, Zions will safeguard the
fair and equitable treatment of protected veteran spouses and
family members with regard to all employment actions and prohibit
harassment of applicants and employees because of their
relationship or association with a protected veteran. Applicants
Requesting Accommodations: If you are a qualified individual with a
disability or a disabled veteran, you may request a reasonable
accommodation if you are unable or limited in your ability to use
or access our career site. You can request reasonable
accommodations by contacting us at careers@zionsbancorp.com or
801/844-7618. Please email your resume/cover letter, indicate what
position you are interested in and include "Accommodation needed"
in the subject line to ensure your information is routed to the
appropriate contact. Click here -to view applicable Federal, State
and/or local employment law posters. Create and manage profiles for
future opportunities.California Bank and Trust a division of Zions
Bancorporation, N.A. Member FDIC
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Keywords: California Bank & Trust, San Francisco , Commercial Banking Relationship Manager - San Francisco, CA, Executive , San Francisco, California
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