Relationship Manager (CRE)
$140,000–$180,000 year
On-siteWalnut Creek, California, United States
Job Summary
Manage overall loan and deposit relationships by prospecting new business, retaining existing customers, and cross-selling bank products. Recommend loans for approval, manage portfolio credit quality, and develop calling programs to source prospects. Resolve customer problems, act as a liaison across departments, and ensure compliance with ethical codes and anti-money laundering regulations. Grow net revenue year over year while maintaining current knowledge of lending policies and products. Participate in community activities to promote the brand and foster collaborative work relationships within the bank.
Required Qualifications
- Bachelor's degree
- Seven to ten years of commercial lending experience
- broad knowledge and experience in banking operations, products, and services
- Computer skills; to include the use of Microsoft Office products and other programs as required
- Excellent written and verbal communication skills
- attention to detail and follow-through
- Leadership skills and ability to foster and sustain collaborative work relationships within the bank
- Strong relationship management and business development abilities
- well-developed analytical and problem-solving skills
- Broad knowledge of bank products and services that results in successfully capitalizing on all opportunities
- Dedication to teamwork and long-term commitment to success
- Close visual acuity
- Consistent use of a computer and/or other office machinery
- Regularly required to communicate verbally with employees, clients, and vendors
Desired Qualifications
- Master's degree
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.