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Relationship Manager
Job Location:
Job Location:
Carlsbad, CA - USA
Monthly Salary:
Not provided by the employer
Monthly Salary:
Posted:
11 July 2026 (30+ days ago)
Posted:
Application Deadline:
8 October 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Job Title: Relationship Manager
Department:
Reports to: Head of Commercial Lending or Head of Real Estate
Status: Exempt Non-Exempt
Department:
Reports to: Head of Commercial Lending or Head of Real Estate
Status: Exempt Non-Exempt
About the Role
Responsible for soliciting negotiating underwriting and coordinating the closing of complex
commercial loans in accordance with the Banks lending policies and procedures. This role
supports achievement of Bank and financial center goals through active participation in sales
initiatives and client relationship development.
Responsible for soliciting negotiating underwriting and coordinating the closing of complex
commercial loans in accordance with the Banks lending policies and procedures. This role
supports achievement of Bank and financial center goals through active participation in sales
initiatives and client relationship development.
Work Details
Work Location: Onsite Hybrid Remote
Travel: None
What Youll Do
Engage in business development activities and solicit new business opportunities
Engage in business development activities and solicit new business opportunities
Contribute to a resultsdriven sales environment aligned with Bank goals
Maintain knowledge of Bank products and services through ongoing education
Work with clients and prospects to assess banking needs and gather financial information
Analyze financial condition and credit risk in alignment with Bank credit standards
Prepare and present loan recommendations for approval including financial analysis and
client presentations
Meet with clients and prospects and visit business locations or collateral properties
Negotiate loan terms and coordinate approvals with appropriate authority
Communicate clientrelated issues risks or challenges as needed
Coordinate processing of approved loans in accordance with Bank policies and clientexpectations Monitor loans for covenant compliance and changes in credit risk Represent the Bank in community civic and reinvestment activities to develop business
relationships
Support market visibility and growth within the assigned region
Maintain awareness of competitive landscape and economic trends
Maintain knowledge of Bank products and services through ongoing education
Work with clients and prospects to assess banking needs and gather financial information
Analyze financial condition and credit risk in alignment with Bank credit standards
Prepare and present loan recommendations for approval including financial analysis and
client presentations
Meet with clients and prospects and visit business locations or collateral properties
Negotiate loan terms and coordinate approvals with appropriate authority
Communicate clientrelated issues risks or challenges as needed
Coordinate processing of approved loans in accordance with Bank policies and clientexpectations Monitor loans for covenant compliance and changes in credit risk Represent the Bank in community civic and reinvestment activities to develop business
relationships
Support market visibility and growth within the assigned region
Maintain awareness of competitive landscape and economic trends
What Were Looking For
(Required)
Understanding of different legal entity structures
Knowledge of commercial banking products and services
Proficiency with Microsoft Office (Word Excel and internet applications)
Strong organizational and time management skills
Ability to manage multiple priorities simultaneously
Strong problem-solving and decision-making skills
Ability to communicate effectively with internal and external stakeholders
Knowledge of commercial banking products and services
Proficiency with Microsoft Office (Word Excel and internet applications)
Strong organizational and time management skills
Ability to manage multiple priorities simultaneously
Strong problem-solving and decision-making skills
Ability to communicate effectively with internal and external stakeholders
(Nice to Have)
Experience in commercial lending or credit underwriting
Familiarity with loan origination or portfolio management systems
Existing relationships within business or commercial banking networks
Experience in commercial lending or credit underwriting
Familiarity with loan origination or portfolio management systems
Existing relationships within business or commercial banking networks
Why Youll Love Working Here
Team Culture
Growth Opportunities
Benefits or Perks
Physical Demands:
In general the following physical demands are representative of those that must be met by an
employee to successfully perform the essential functions of this job. Reasonable
accommodations may be made to allow differently abled individuals to perform the essential
functions of the job.
Sedentary: Limited activity no lifting limited walking
Moderate: Mostly standing walking bending frequent lifting
Light: Office work some lifting bending stooping or kneeling walking
Arduous: Heavy lifting bending crawling climbing
Team Culture
Growth Opportunities
Benefits or Perks
Physical Demands:
In general the following physical demands are representative of those that must be met by an
employee to successfully perform the essential functions of this job. Reasonable
accommodations may be made to allow differently abled individuals to perform the essential
functions of the job.
Sedentary: Limited activity no lifting limited walking
Moderate: Mostly standing walking bending frequent lifting
Light: Office work some lifting bending stooping or kneeling walking
Arduous: Heavy lifting bending crawling climbing
The Fine Print
This job description reflects the general nature of the role and may change as business needs evolve. We are an equal opportunity
employer. Sunwest Bank works with staff members and customers without regard to race ancestry national origin sex marital
status age religion medical condition handicap disability or veteran status and to assist the Bank in maintaining its Affirmative
Action with Bank Secrecy Act laws and regulations is considered an extremely serious matter and it is intended that SunwestBank through the purposeful efforts of its employees and officers are expected to make every resolute attempt to conform to its
Bank Secrecy Act Program and Procedures. Failure to comply will be reflected in their performance review as well as in any bonus
compensation programs in which they may and complete all required classroom computer-based web-based and seminar training. It is the individual responsibilityof every employee to maintain a current awareness and understanding of and to fully comply with Sunwest Banks Code of Ethicsand Conduct. Each employee is also expected to maintain an awareness of the laws regulations internal policies and proceduresthat are appropriate for his/her : The preceding job description has been designed to indicate the general nature and level and work performed byemployees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all dutiesresponsibilities and qualifications required of employees assigned to this job. All job descriptions can be amended without noticeas warranted by business Deposit Insurance Act This position is subject to Section 19 of the Federal Deposit Insurance Act. As such an employmentoffer for this position is contingent on Sunwest Banks review of criminal conviction history including pretrial diversions orprogram entries.
This job description reflects the general nature of the role and may change as business needs evolve. We are an equal opportunity
employer. Sunwest Bank works with staff members and customers without regard to race ancestry national origin sex marital
status age religion medical condition handicap disability or veteran status and to assist the Bank in maintaining its Affirmative
Action with Bank Secrecy Act laws and regulations is considered an extremely serious matter and it is intended that SunwestBank through the purposeful efforts of its employees and officers are expected to make every resolute attempt to conform to its
Bank Secrecy Act Program and Procedures. Failure to comply will be reflected in their performance review as well as in any bonus
compensation programs in which they may and complete all required classroom computer-based web-based and seminar training. It is the individual responsibilityof every employee to maintain a current awareness and understanding of and to fully comply with Sunwest Banks Code of Ethicsand Conduct. Each employee is also expected to maintain an awareness of the laws regulations internal policies and proceduresthat are appropriate for his/her : The preceding job description has been designed to indicate the general nature and level and work performed byemployees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all dutiesresponsibilities and qualifications required of employees assigned to this job. All job descriptions can be amended without noticeas warranted by business Deposit Insurance Act This position is subject to Section 19 of the Federal Deposit Insurance Act. As such an employmentoffer for this position is contingent on Sunwest Banks review of criminal conviction history including pretrial diversions orprogram entries.
Required Experience:
Manager
About Company
Sunwest Bank is an entrepreneurial business bank built for entrepreneurs by entrepreneurs. Find bank accounts, financing, HSA and more banking services.
