Client Relationship Manager III (Commercial Loan Officer III)

MedStar Health; Walnut Creek (CA); On-site; USD 130,000 - 150,000; Full time

Job summary

MedStar Health is seeking a Client Relationship Manager (CRM) III in Walnut Creek, CA. This role involves developing client relationships, managing credit requests, and ensuring client satisfaction within a robust team environment. Candidates should possess a bachelor's degree in business and a minimum of 8 years in financial services, with strong interpersonal and analytical skills required.

Benefits

Comprehensive benefits including medical and dental

401K with matching program

Flexible spending account

Generous vacation and sick policy

Qualifications

• Minimum 8 years experience in the financial services industry.
• Knowledge of banking and lending operations.
• Professional appearance and attitude required.

Responsibilities

• Develop relationships with prospective clients and identify financial needs.
• Analyze loan requests and determine acceptable risk.
• Provide service to existing client relationships and represent the bank locally.

Skills

Strong oral and written communication

Strong math skills

Strong interpersonal skills

Strong business development techniques

Ability to identify and analyze credit requests

Good organizational skills

Good personal computer skills

Education

Bachelors Degree in Business or related field

Job description

Job Details

Experienced Walnut Creek 1 - Walnut Creek, CA Full Time Level Job Location Position Type

$130000.00 - $150000.00 Salary Salary Range

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 (CRM) III 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 knowing all aspects of loans including CRE, C&I, Construction, Lines of Credit, Letters of Credit and other complex loans. 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 III 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 III 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 8 years 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 useWord and Excel.


• Professional appearance, dress and attitude.

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.