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CB
Citizens Business Bank.
Relationship Manager
Career Insights for Financial Relationship Manager
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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
Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.
SUMMARY
The Relationship Manager is responsible for managing a portfolio of Commercial clients and developing good Commercial business relationships that lead to commercial loans (Commercial and Industrial), deposits and other banking products offered by the Bank. The Relationship Manager must assist with the management of the Center sales and service efforts to ensure retention of existing relationships and growth of new relationships.
Participate in all Center functions necessary to contribute to the achievement of Center earnings and growth objective. Actively participate in various community and civic activities in the Center service area.
Assist with the management of the Center budget to ensure that deposit, loan and net income goals are met.
Work with the Manager to ensure that all Bank operating and lending policies and procedures are properly implemented and followed.
Assist in properly following and implementing all Bank audit procedures.
Assist the manager to ensure that the Bank's CRA policies and objectives are adhered to in the Center and its assigned service area.
Assist with the management of the Center sales and service efforts to ensure retention of existing relationships and growth of new relationships. Manage personal sales efforts in order to meet Center goals.
Commitment to teamwork and a focus on delivering The Citizens Experience Customer Service.
Other duties as assigned. Supervisory ResponsibilitiesThis job has no supervisory responsibilities.
SUMMARY
The Relationship Manager is responsible for managing a portfolio of Commercial clients and developing good Commercial business relationships that lead to commercial loans (Commercial and Industrial), deposits and other banking products offered by the Bank. The Relationship Manager must assist with the management of the Center sales and service efforts to ensure retention of existing relationships and growth of new relationships.
ESSENTIAL DUTIES AND RESPONSIBILITIES
include the following. Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.Participate in all Center functions necessary to contribute to the achievement of Center earnings and growth objective. Actively participate in various community and civic activities in the Center service area.
Assist with the management of the Center budget to ensure that deposit, loan and net income goals are met.
Work with the Manager to ensure that all Bank operating and lending policies and procedures are properly implemented and followed.
Assist in properly following and implementing all Bank audit procedures.
Assist the manager to ensure that the Bank's CRA policies and objectives are adhered to in the Center and its assigned service area.
Assist with the management of the Center sales and service efforts to ensure retention of existing relationships and growth of new relationships. Manage personal sales efforts in order to meet Center goals.
Commitment to teamwork and a focus on delivering The Citizens Experience Customer Service.
Other duties as assigned. Supervisory ResponsibilitiesThis job has no supervisory responsibilities.