Client Relationship Manager III (Commercial Loan Officer III)

Unitibank; San Francisco (CA); On-site; USD 130,000 - 150,000; Full time

Job summary

An established industry player is seeking a Client Relationship Manager (CRM) III to join their dynamic team in San Francisco. This role focuses on developing and maintaining client relationships while offering a range of banking products and services. The ideal candidate will have a strong background in financial services, excellent communication skills, and a passion for business development. Join a collaborative environment that encourages growth and offers a comprehensive benefits package, including medical, dental, and retirement plans. Take the next step in your career with a company that values its team and community.

Benefits

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Disability insurance

Flexible spending accounts

Generous vacation policy

Sick leave policy

Qualifications

• 8+ years in the financial services industry.
• Understanding of banking and lending operations, procedures, regulations.

Responsibilities

• Develop relationships with prospective clients by identifying their financial needs.
• Analyze loan requests and prepare documentation for approval.

Skills

Excellent oral and written communication skills

Strong mathematical skills

Effective interpersonal skills

Proficiency in business development and cross-selling techniques

Ability to analyze and handle credit requests

Organizational skills

Computer skills, including Word and Excel

Education

Bachelor's Degree in Business or a related field

Job description

Job Details

Level: Experienced

Job Location: San Francisco 13 - San Francisco, CA

Position Type: Full Time

Salary Range: $130,000 - $150,000

Description

Join a winning team at United Business Bank and enjoy a friendly, collaborative work environment that encourages and supports opportunities for advancement. We pride ourselves on our dedicated team and their commitment to our client base. Thank you for considering United Business Bank as your next career step; we look forward to hearing from you.

About United Business Bank

We are a publicly traded regional bank with over $2.5 billion in assets and 35 offices across 5 states. Our entrepreneurial spirit and community focus are reflected in our specialization in serving small to medium-sized businesses. Our single point of contact model ensures outstanding customer service. Our comprehensive benefits include medical, dental, vision, 401(k), disability insurance, flexible spending accounts, and a generous vacation and sick leave policy.

About the Position

The Client Relationship Manager (CRM) III develops relationships with prospective clients by identifying their financial needs and offering the bank's products and services, including commercial and real estate loans, deposit accounts, and other financial services. Responsibilities include analyzing loan requests, assessing risk within bank policies, preparing documentation, and obtaining approval. The CRM III also maintains existing client relationships, represents the bank in community organizations, and aims to retain and grow loan and deposit portfolios.

Qualifications

About You

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

• Education/Certification: Bachelor's Degree in Business or a related field.
• Required Knowledge: Understanding of banking and lending operations, procedures, regulations, and standard practices.
• Experience Required: At least 8 years in the financial services industry.
• Skills/Abilities:
• Excellent oral and written communication skills.
• Strong mathematical skills.
• Effective interpersonal skills.
• Proficiency in business development and cross-selling techniques.
• Ability to analyze and handle credit requests.
• Organizational skills.
• Computer skills, including Word and Excel.
• Professional appearance and attitude.

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