Relationship Manager I-III
$90,000–$180,000 year
HybridSan Ramon, California, United States
Job Summary
Generate new leads through outbound calls, emails, networking, and in-person meetings to build and maintain relationships with prospective and existing clients. Develop and manage portfolios of deposit, loan, and merchant relationships by identifying financial needs, delivering tailored banking solutions, and leading the full sales lifecycle from prospecting to funding. Create proposals and RFP responses that address client challenges while gathering information for underwriting and pricing. Achieve sales goals for volume, revenue, margin, and cross-sell performance by strengthening market presence through business development and community engagement. Mentor junior Relationship Managers and collaborate with internal partners to position Bank products effectively. Travel up to 75% for client visits, presentations, and conferences.
Required Qualifications
- Minimum 3–5 years of related experience in banking, financial services, or relevant industry
- Proficiency with Microsoft Office Suite (Excel, Word, Outlook)
- Demonstrated ability to cross-sell and explain all products and services with confidence and authority
- Knowledge of commercial banking products and services
- Strong understanding of federal compliance regulations
- Current driver's license
- a vehicle with appropriate insurance coverage
Desired Qualifications
- Bachelor's degree from an accredited college or university
- relevant field (e.g., Business, Finance, or related)
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