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Genesis Bank
Relationship Manager - Commercial Banking
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Based on California data
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What they do
A Financial Relationship Manager maintains existing and develops new relationships with partner firms and customers for a financial services company. Acts as point of contact for clients to answer any questions on financial services and provide advice.
$143,960 / year median in California
-11% projected decline
Job Description
Relationship Manager
- Commercial Banking Genesis Bank Beverly Hills, CA Job Details $140,000
- $180,000 a year 2 hours ago Benefits Paid holidays Dental insurance Vision insurance 401(k) matching Qualifications Commercial banking expertise Customer communication Research Driver's License Financial product expertise Industry knowledge of financial regulations Meeting or exceeding sales goals Productivity software Full Job Description Pay range $140,000
- $180,000 Annually +
Incentive Location:
Beverly Hills, CA Who We Are:
Genesis Bank is a California commercial bank organized by a group of highly experienced, successful bankers and business professionals. Building on their proven track record of leadership and achievement, including previously guiding Opus Bank through significant growth and strategic milestones, the executive team brings deep expertise and a history of delivering exceptional results. We focus on serving the banking needs of small to mid-sized businesses, the owners of such businesses, business professionals, and owners and investors of income-producing properties (including multi-family and commercial real estate), located primarily in Orange, Los Angeles, Riverside, and San Bernardino counties. Our products, services, and solutions include traditional commercial & industrial (C&I), Small Business Administration (SBA), income property, and owner-occupied commercial real estate lending, along with a full suite of deposit products and treasury management services & solutions. We also provide fiduciary and specialty banking services (property management, HOA, escrow, title, professional services) and act as section 1031 exchange Qualified Intermediary to serve the banking and real estate needs of our clients. Why Genesis Bank? At Genesis Bank, you will have an opportunity to make an impact and play a key role in developing and delivering on the Bank's empowering mission of providing innovative and solution-oriented products and services to its clients, all while uplifting the communities the Bank serves and beyond. Our comprehensive health, dental, and vision benefits for eligible employees are available on your first day. We also offer 401k matching, flexible time off, competitive salary, gym access (at our Newport Beach HQ), and paid federal holidays.Duties and Responsibilities :
The Commercial Banking Relationship Manager is responsible for the acquisition of new business clients and expanding relationships with existing clients. Achieves individual and team financial production and relationship growth results in accordance with the specific goals/metrics assigned. Engages with clients, prospects, and referral sources through proactive outreach to generate new business. Maintains strategic relationships with all key lines of business to effectively refer business and leverage partnerships to deepen and enrich the client experience. Works as the trusted advisor, manages the client relationship by recommending and promoting a broad array of financial products and services, provides pertinent financial advice, and identifying/referring to cross-marketing opportunities. Generates new client relationships through prospecting, outside calling, networking, and referrals. Makes a substantial number of outside, in-person calls on prospects and clients. Develops and maintains a referral source database. Research and fully understand competitors- strengths/weaknesses and product offerings/pricing.