Client Relationship Manager III (Commercial Loan Officer III)

United Business Bank; San Francisco (CA); On-site; USD 155,900 - 276,900; Full time

Job summary

A leading financial institution in San Francisco seeks a Client Relationship Manager III to develop and maintain client relationships, requiring over 8 years of experience in the financial services industry. The position demands strong communication, organizational, and business development skills along with a Bachelor’s Degree in a related field. This full-time role offers a competitive salary range of $155,900 - $276,900.

Qualifications

• Minimum of 8 years of experience in the financial services industry.
• Knowledge of banking and lending operations and relevant regulations.

Responsibilities

• Develop relationships with prospective clients and assess their financial needs.
• Understand and explain a wide range of loan products.
• Provide service to existing client relationships.
• Retain and grow loan and deposit relationships.

Skills

Strong oral and written communication abilities

Strong math skills

Strong interpersonal skills

Strong business development techniques

Ability to identify and analyze credit requests

Good organizational skills

Good personal computer skills

Professional appearance and attitude

Education

Bachelor’s Degree in Business or related field

Tools

Word

Excel

Job description

Overview

Client Relationship Manager III (Commercial Loan Officer III)

Join United Business Bank in a collaborative environment that supports advancement and values teamwork and client focus.

Responsibilities

• Develop relationships with prospective clients by identifying their financial needs and offering the bank’s products and services.
• Understand and explain a wide range of loan products including CRE, C&I, Construction, Lines of Credit, and Letters of Credit; assess loan requests within risk and policy guidelines; prepare and submit required documents for approval.
• Provide service to existing client relationships and represent the bank in local civic, social, and professional activities.
• Retain and grow loan and deposit relationships; perform other duties as assigned.

Qualifications

About You

• You are a self-starter with an entrepreneurial spirit who thrives in a team environment.
• Education/Certification: Bachelor’s Degree in Business or related field.
• Required Knowledge: Knowledge of banking and lending operations and procedures, and familiarity with relevant regulations and standard banking practices.
• Experience Required: Minimum of 8 years of experience in the financial services industry.
• Skills/Abilities:

• Strong oral and written communication abilities.
• Strong math skills.
• Strong interpersonal skills.
• Strong business development techniques and cross-selling 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.

Employment details

• Employment type: Full-time
• Seniority level: Mid-Senior level
• Job function: Sales and Business Development
• Industry: Banking

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.

Location: San Francisco, CA

Salary range: $155,900 - $276,900