Commercial Loan Officer III

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

Benefits offered by this job

Medical, dental, and vision insurance

401K

Long and short term disability insurance

Generous vacation and sick policy

Job summary

A regional bank in San Francisco is seeking an experienced Client Relationship Manager III (Commercial Loan Officer III) to develop client relationships and manage loan requests. The ideal candidate has at least 8 years in financial services, a Bachelor's degree, and strong communication skills. The salary range for this full-time position is $130,000 to $150,000, along with comprehensive benefits.

Qualifications

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

Responsibilities

• Develop relationships with prospective clients.
• Analyze clients loan requests and prepare required documents for approval.
• Provide service to existing client relationships.
• Represent the Bank in local, civic, and professional organizations.

Skills

Strong oral and written communication abilities

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

Education

Bachelors Degree in Business or related field

Job description

Client Relationship Manager III (Commercial Loan Officer III)

United Business Bank is looking for an experienced Client Relationship Manager III (Commercial Loan Officer III) for our San Francisco Office - Commercial Banking experience required.

POSITION PURPOSE

The Client Relationship Manager (CRM) III is responsible for developing relationships with prospective clients by identifying the financial needs of those clients and filling 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 for representing 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

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 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.

HIRING SALARY RANGE

$130,000 to $150,000.

ABOUT US

We are a publicly traded Regional Bank with over $2.5B in assets and 34 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.

EEO STATEMENT

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

• Mid-Senior level

Employment type

• Full-time

Job function

• Business Development, Sales, and Consulting
• Industries: Banking

Referral increase your chances of interviewing at United Business Bank by 2x.