SanJoseCARecruiter
the smart solution for San Jose jobs

Commercial Relationship Manager

Company: California Bank
Location: San Jose
Posted on: November 11, 2018

Job Description:

The Commercial Relationship Manager is responsible for the maintenance, cultivation and retention of an established client portfolio within San Francisco, the Peninsula, and Marin territory. The Commercial Relationship Manager is responsible for developing and cultivating new client portfolio relationships to meet all ongoing established portfolio growth goals. The Commercial Relationship Manager should have significant expertise and experience with all complex credit skills and have a high level and detailed understanding of all Fremont Bank credit, deposit and treasury products.

The Commercial Relationship Manager should be able to concisely and clearly discuss and explain all bank credit, deposit and treasury management products to current and prospective clients. The Commercial Relationship Manager will work closely with the Credit Administration Department to provide timely closing of loans to meet established service levels in order to provide outstanding customer service to the bank's clients.

Role and Responsibilities

Attaining personal annual commercial lending thresholds, primarily in the multifamily industry
Supports unit's growth and profitability through calling on existing and potential clients
Identifies business needs and corresponding sales opportunities bank wide
Works closely with Wealth Management, Treasury, Cash Management and other major areas of the bank to promote sales and implementation of complete suite of financial products and services
Provides assistance to clients with transactions by contacting appropriate department
Acts as a liaison between clients and other departments
Maintains thresholds around retention and growth of portfolio
Facilitates approval decisions on loans and terms within lending limits
Makes recommendations to appropriate lending authority
Negotiates terms and conditions of loans with clients
Attends commercial lending department sales meetings as required
Responsible for collection of past due loans in their portfolio

Minimum Qualifications

Bachelor's degree in business, finance and/or previously related work experience
Three to five years of experience in commercial lending, multifamily, and business development
Demonstrated ability to operate a computer with Windows-based programs (Windows, MS Word, Excel, Outlook, etc.)
Basic understanding of banking policies and procedures
Excellent communications, sales and public relations skills

Keywords: California Bank, San Jose , Commercial Relationship Manager, Accounting, Auditing , San Jose, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Senior Account Supervisor - Corporate and Public Affairs
Description: Senior Account Supervisor - Corporate and Public Affairs Edelman Sacramento is looking for aSenior Account Supervisor to lead clients in the Corporate andPublic Affairs Communications space. You will (more...)
Company: Daniel J. Edelman, Inc.
Location: Sacramento
Posted on: 11/20/2018

Financial Advisor
Description: Prepare yourself for a brand new career - one where your success is completely in your hands. Edward Jones is a privately owned financial-services leader with nearly 14,000 Financial Advisors in the United (more...)
Company: Edward Jones
Location: Davis
Posted on: 11/20/2018

Entry Level Financial Advisor
Description: A Career with Us Will Provide You with: br ul br li A marketing plan we help you customize to build your brand effectively li A comprehensive training program focused on people and marketing (more...)
Company: Mutual of Omaha
Location: Diamond Springs
Posted on: 11/20/2018


Junior Financial Representative
Description: A Career with Us Will Provide You with: -- A marketing plan we help you customize to build your brand effectively A comprehensive training program focused on people and marketing strategy Financial support (more...)
Company: Mutual of Omaha
Location: Applegate
Posted on: 11/20/2018

Settlement Clerk
Description: Insurance Auto Auctions, Inc., a leading provider of loss recovery services to the insurance industry, has an opening for a Settlement Clerk at our Rancho Cordova, CA facility. This individual will be (more...)
Company: Insurance Auto Auctions
Location: Rancho Cordova
Posted on: 11/20/2018

Tax Manager - Estate, Gifts, & Trusts
Description: We are currently seeking a Manager level professional for our Private Client Services for our firm. This role is responsible for researching tax matters, reviewing tax returns and supporting work papers, (more...)
Company: Moss Adams LLP
Location: Sacramento
Posted on: 11/20/2018

Entry Level Financial Advisor
Description: A Career with Us Will Provide You with: br ul br li A marketing plan we help you customize to build your brand effectively li A comprehensive training program focused on people and marketing (more...)
Company: Mutual of Omaha
Location: Pleasanton
Posted on: 11/20/2018

Junior Financial Representative
Description: A Career with Us Will Provide You with: -- A marketing plan we help you customize to build your brand effectively A comprehensive training program focused on people and marketing strategy Financial support (more...)
Company: Mutual of Omaha
Location: Rio Vista
Posted on: 11/20/2018

Preseason Tax Professional
Description: Pre-season Tax Professional Seeking seasonal tax preparers to serve clients with diverse tax needs during the pre-season. H R Block pre-season tax professionals are responsible for preparing complete (more...)
Company: H&R BLOCK
Location: Placerville
Posted on: 11/20/2018

Senior Product Manager \u2013 Analytics - Bersin
Description: Senior Product Manager Analytics - Bersin Bersin's world-class research team drives the thought leadership provided to Global 2000 organizations every day. The team is fast-paced and thrives on learning (more...)
Company: Bersin
Location: San Francisco
Posted on: 11/20/2018

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

San Jose RSS job feeds