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Commercial Banking Relationship Manager - San Francisco, CA

Company: California Bank & Trust
Location: San Francisco
Posted on: July 9, 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 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

Keywords: California Bank & Trust, San Francisco , Commercial Banking Relationship Manager - San Francisco, CA, Executive , San Francisco, California

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