Business Relationship Manager Area Manager - Executive Director
On-siteSan Francisco, California, United States
Job Summary
Lead a team of Business Relationship Managers in developing new deposit, cash management, and credit business while focusing on relationship-building, client experience, and risk management. Manage individual team performance, hold members accountable for business priorities, and oversee area revenue and profitability through monitoring credit quality, regulatory requirements, and risk protocols. Coach the team on portfolio management, prospecting, and complex loan structuring, while recruiting, hiring, and retaining top talent in an inclusive environment. Build collaborative relationships with partners across lines of business and represent the bank in community leadership. Requires 7+ years in business banking, expert knowledge of deposit products and commercial underwriting, and occasional travel for meetings and training.
Required Qualifications
- Minimum of 7 years' experience in a Business Banking Relationship Management role or related business lending experience
- direct in-person contact
- Expert knowledge of deposit and cash management products and services
- expert knowledge of business credit underwriting
- commercial credit training
- Strong communication skills with individuals at all levels, internally and externally
- Analyze reports, metrics, and other data to identify trends, issues, and opportunities
- Proven ability to build collaborative relationships across the organization
- influence others to achieve desired outcomes
- ability to lead proactively through change
- Strong current business network
- viewed as a leader in community organizations
- demonstrated business acumen
- Balance needs of clients with associated risks and interests of the firm
- consistently use a disciplined process to manage time
- use time strategically to balance long-term and day-to-day demands of management role
- Travel occasionally for key business and leadership meetings and training
Desired Qualifications
- Bachelor's degree in Finance or related field or equivalent work experience
- Prior experience in managing a relationship development team
- Highly proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
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