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.
Relationship Manager at Bank of San Francisco Relationship Manager at Bank of San Francisco in BRISBANE, California Posted in 1 day ago.
Type:
full-time
Job Description:
Are you looking for an opportunity to support a leading community and private bank serving Bay Area businesses, nonprofits, and individuals? Bank of San Francisco is seeking a Relationship Manager, Commercial Banking to become a critical part of our team.
Location:
San Francisco, CA Job Responsibilities:
Develop and manage new and existing client relationships through superior client service. Keep up to date with local bank competition and community involvement. Act as personal concierge for all commercial banking clients, anticipating their needs and exceeding expectations. Meet established goals by keeping up to date on all Bank products and services, and recommending appropriate products and services to each client. Meet clients in person or on calls, demo products available to the client, and provide assistance with product setup. Collect and analyze information to determine credit worthiness of prospects; present loan recommendations to the Bank's Chief Credit Officer and loan committee(s) as appropriate. Establish, and negotiate when necessary, credit terms including cost, repayment method and schedule, and collateral. Take responsibility for processing and maintaining all loans in the portfolio (e.g., ensure loans are properly risk-rated, borrowers' financial reporting and payments are current). Represent the Bank at community, networking, and trade association functions. Team up with internal partners to enhance the client experience, through continuous improvements.
Requirements:
College or advanced degree in business or related field, or equivalent work experience. Operational knowledge of commercial banking services and regulations (e.g., credit; depository, cash management and loan products; BSA/AML). Knowledge of and ties to the San Francisco/Bay Area market. Excellent oral and written communication skills with absolute discretion. Proficiency with Microsoft Office, specifically Word and Excel; knowledge of Salesforce. Ability to organize and prioritize amid change. Strong credit and analytical skills. Attention to detail is critical. A high level of client service and interpersonal skills to communicate effectively throughout the Bank and to represent the Bank positively at all times. To apply please send your resume or inquiry to Sue at humanresources@bankbsf.com Base salary $110,000 - $160,000 with a highly competitive no cap incentive plan. BSF is an Equal Opportunity Employer. Recruitment, placement, and promotions are conducted without regard to an individual's race, color, religion, sex, national origin, age, physical handicap, veteran status or sexual orientation, or any other classification protected by Federal, State, and local laws & ordinances. We will consider qualified candidates with criminal history in a manner consistent with the requirement of the San Francisco Fair Chance Ordinance. All qualified applicants are encouraged to apply.
