Commercial Banking Relationship Manager Tustin, CA

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profile Job Location:

Tustin, CA - USA

profile Monthly Salary: Not Disclosed
Posted on: 30+ days ago
Vacancies: 1 Vacancy

Job Summary

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 through existing clients and referrals from other bank departments. 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 and ensures compliance with all related regulations laws etc. Responsible for building and maintaining relationships with a resulting high degree of customer satisfaction. Cross sell other bank products. Other duties as assigned. Requires a Bachelors and 8 years experience with commercial or credit associated 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 excellent sales ability. Substantial experience in applicant interviewing and perceptive character judgment skills. Ability to structure loans and monitor credit performance. Must have excellent interpersonal and communication skills. Working knowledge of a software applications including word processing and spreadsheets. Manages a large commercial portfolio.

Required Experience:

Manager

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 ne...
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Key Skills

  • Business Development
  • Sales Experience
  • Loyalty Marketing
  • Portfolio Management
  • Wealth Management
  • Financial Services
  • Algebra
  • Territory Management
  • Banking
  • Relationship Management
  • Customer relationship management
  • Geometry

About Company

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We are looking for a Relationship Banker (Commercial Lending) in San Diego, CA. This role focuses on identifying appropriate lending opportunities,...

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