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L
Leoforce
Sr. Relationship Manager
Career Insights for Commercial Relationship Manager
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Scorecard
Based on California data
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What they do
A Commercial Relationship Manager sells financial products to business prospects on behalf of a financial institution or organization. Makes appointments with new businesses and while maintaining relationship with existing clients. Establish new lines of credit and investment accounts for clients and develop prospect lists for additional recruiting.
$124,730 / year median in California
-10% projected decline
Job Description
Sr. Relationship Manager Leoforce
- 3.0 Costa Mesa, CA Job Details $130,000
- $210,000 a year 2 hours ago Benefits Profit sharing 401(k) Qualifications Portfolio management experience
Full Job Description Experience:
Senior Level Salary:
$130,000- $210,000 per year Job Details
- Essential Duties Build and manage a portfolio of commercial and/or CRE clients through business development, relationship cultivation, and cross-selling financial solutions Generate and manage a pipeline of commercial real estate loans Support client retention and sales initiatives by delivering exceptional service Actively solicit new deposit and loan relationships via networking, community involvement, cross-selling and business development activities Establish and maintain an excellent rapport with key branch customers, including those with complex financing and depository requirements by making monthly retention calls on selected deposit customers Provide detail explanations of different types of loans and credit options available to customers by analyzing applicants' financial information, credit worthiness, and property to determine feasibility of granting loans Call on existing clients to review portfolios, evaluate current financial conditions, and make recommendations as needed Recommend loan approval or decline to credit administration or submit to credit analyst for verification and/or recommendation Ensure compliance with bank policy, regulatory requirements and credit worthiness by reviewing and update all credit loan files and loan agreements with current financial information to ensure that they are complete an accurate according to policy Actively manage a credit portfolio to ensure compliance with Bank, regulatory and credit requirements by reviewing and update all credit loan files and loan agreements to ensure that they are complete an accurate according to policy.
- 15 years of experience in field or related area with strong emphasis on customer service, sales and credit portfolio management A bit about us:
- We are a well-established California bank that has been in operation for over 100 years Why join us?
- Strong benefits (M,D,V, and 401k) Multiple Metric bonuses Profit sharing contribution Flexible work environment Annual Bonus #accounting-finance #credit #regulation-h #bribery-act #tier3