Client Relationship Manager II (Commercial Loan Officer II)

United Business Bank; Town of Granby (NY); On-site; USD 115,000 - 130,000; Full time

Job summary

Join United Business Bank as a Client Relationship Manager II (Commercial Loan Officer II). This position involves developing client relationships, analyzing loan requests, and providing exceptional service in a supportive work environment. The ideal candidate will have a Bachelor's degree in a relevant field and at least 5 years of experience in financial services.

Benefits

Medical, Dental, Vision Insurance

401k With Matching Contributions

Paid Time Off – accrued vacation and sick time

Flexible Spending Accounts

Employee Assistance Program

Qualifications

• Minimum of 5 years experience in the financial services industry.
• Knowledge of banking and lending operations.
• Self-starter with an entrepreneurial spirit.

Responsibilities

• Develop relationships with prospective clients.
• Analyze clients' loan requests and prepare documents for approval.
• Represent the Bank in local organizations.

Skills

Strong oral and written communication abilities

Strong math skills

Strong interpersonal skills

Ability to identify, analyze and handle credit requests

Good organizational skills

Good personal computer skills

Education

Bachelor's Degree in Business or related field

Tools

Word

Excel

Job description

Client Relationship Manager II (Commercial Loan Officer II)

Join to apply for the Client Relationship Manager II (Commercial Loan Officer II) role at United Business Bank

Client Relationship Manager II (Commercial Loan Officer II)

4 days ago Be among the first 25 applicants

Join to apply for the Client Relationship Manager II (Commercial Loan Officer II) role at United Business Bank

Description

Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you.

Description

Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you.

About United Business Bank

We are a publicly traded Regional Bank with over $2.5B in assets and 35 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy.

About The Position...

The Client Relationship Manager II (CRM II) is responsible for developing relationships with prospective clients by identifying the financial needs of those clients and to fill those needs with the wide range of products and services offered by United Business Bank. These products and services may include extensions of commercial and/or real estate credits, demand, savings or time deposit account products or other services offered. They are responsible for analyzing a clients loan request and determining whether a loan is within an acceptable risk within the framework of the Banks policy and for preparing the required documents and submitting it for approval. The CRM II is also responsible for providing service to existing client relationships, as well as to represent the Bank through involvement in local, civic, social, and professional organizations. The CRM II is also responsible for retaining and growing the loan and deposit relationships, and other duties as assigned.

Qualifications

About You...

You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following:

Education/Certification: Bachelors Degree in Business or related field.

Required Knowledge: Knowledge of banking and lending operations and procedures, as well as the various regulations and standard banking practices.

Experience Required: Minimum of 5 years experience in the financial services industry.

Skills/Abilities

• Strong oral and written communication abilities.
• Strong math skills.
• Strong interpersonal skills.
• Ability to identify, analyze and handle credit requests.
• Good organizational skills. Good personal computer skills, ability to use Word and Excel.
• Professional appearance, dress and attitude.
  
  

Compensation

Hiring Salary Range: $115,000 to $130,000.

This compensation information is United Business Bank's good-faith estimate and is provided pursuant to Colorado's Equal Pay for Equal Work Act. Actual compensation offer to candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level. The base pay and target incentive (if applicable) will be finalized at offer.

Benefits

We offer competitive financial compensation, including various compensation plans and a solid benefits package for regular full-time salaried and hourly positions.

• Medical, Dental, Vision Insurance at a shared premium cost.
• 401k With Matching Contributions.
• Paid Time Off – accrued vacation and sick time, 1 float day, 11 paid holidays.
• Flexible Spending Accounts – Healthcare, Dependent Care, Transit & Parking Options.
• Employee Assistance Program, 100% employer cost.
• Employees are offered a free checking and savings account, plus free orders of personal size checks.
  
  

Application window is anticipated to close June 20, 2025.

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Banking

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