Commercial Banking Team Lead - Orange County, CA

Valley Bank; Los Angeles (CA); On-site; USD 120,000 - 160,000; Full time

Job summary

Valley Bank in Los Angeles seeks a Commercial Banking Relationship Manager Team Leader to oversee business development, credit quality, and relationship retention within a portfolio. The role requires strong leadership and a focus on client service.

You will supervise Loan Officers and staff, train juniors, and help prepare departmental reports while driving profitability and client satisfaction. A driver's license is required and Bachelor's degree is preferred.

Qualifications

• Strong knowledge of credit underwriting and loan documentation.
• Ability to lead and train junior staff.
• Excellent interpersonal and negotiation skills.

Responsibilities

• Oversee business development, credit quality, and relationship retention.
• Coordinate with other lines of business to meet client banking needs.
• Supervise Loan Officers and Administrative Assistants to ensure quality service.
• Train junior Loan Officers and prepare departmental reports.

Skills

Credit underwriting

Leadership

MS Office

Interpersonal skills

Prioritization

Mathematical ability

Negotiation

Administrative skills

Reports writing

Presentations

Education

High School Diploma or GED

Bachelor's degree preferred

Ten years of related commercial loans experience preferred

Job description

At Valley Bank, we believe in people's growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we've been the Bank that clients from every industry turn to for our expertise, strategies, and advice--building the kind of trust that can fuel every goal. We are the leading relationship bank built for growth--with over $60 billion in assets, 3,800 experts, and more than 200 consumer branches and commercial banking offices in communities across the US.

At Valley, we're all driven by an ambition that goes deeper than just having a job. That's why when you work for us, we make it our goal to help you focus on what drives you--working to turn your passions and strengths into assets you can use to propel your ambitions and build the professional legacy you want. Because when we say we're a relationship bank built for growth, that's not just reserved for our clients--that includes all our associates as well.

The Comm Bnkg Relationship Managers main responsibility is business development, credit quality, relationship development and retention and to be a liaison with other business line partners to meet their clients' Banking needs.

In Addition To All The Functions Of a Commercial Loan Officer, With Respect To the Assigned Portfolio, The Team Leader Is Expected To

• Manage and supervise Loan Officers and Administrative Assistants to ensure that their functions are properly performed with respect to customer service, asset quality, loan approvals, and business development.
• Properly train Junior Loan Officers.
• Assist in the preparation of departmental reports such as budgets, strategic plan, etc.
• Develop improved methods of operation that would enhance profitability, efficiency, business development, etc.
• Perform annual performance appraisals for staff.
• Make calls on accounts, prospects and COIs individually or jointly with Loan Officers or Senior Management.
• Set and manage achievement of team goals.
• Driver's license required.

Required Skills

• Knowledge of credit underwriting, basic accounting and loan documentation.
• Strong leadership qualities.
• Proficient PC skills using Microsoft Word, Excel and Outlook.
• High level of interpersonal and social skills needed to interact with customers and/or prospective clients.
• Ability to prioritize, organize and delegate assignments.
• Good mathematical skills.
• Strong negotiating skills.
• Good administrative and credit skills.
• Ability to write reports and business correspondence.
• Ability to effectively present information and respond to questions.

Required Experience

• High School Diploma or GED and a minimum of five years related commercial loans experience.
• Bachelors Degree preferred.
• Ten years of related commercial loans experience preferred.