Commercial Loan Officer III

United Business Bank

San Francisco (CA)

On-site

USD 130,000 - 150,000

Full time

14 days+

Application generator

Get a reply from this employer — a resume and cover letter tailored to exactly what they’re hiring for.

Get past ATS filters

Benefits offered by this job

Medical, dental, and vision insurance

401K

Generous vacation and sick policy

Job summary

A regional bank in San Francisco is seeking a Client Relationship Manager III. The role involves developing client relationships, analyzing loan requests, and servicing existing accounts. Candidates should have a Bachelor's degree and at least 8 years of financial services experience. This full-time position offers a competitive salary range of $130K–$150K, along with comprehensive benefits.

Qualifications

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

Responsibilities

Develop relationships with prospective clients.
Analyze clients' loan requests and determine risks.
Provide service to existing client relationships.

Skills

Oral and written communication

Interpersonal skills

Business development techniques

Credit analysis

Organizational skills

PC skills (Word and Excel)

Education

Bachelor’s Degree in Business or related field

Job description

Overview

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 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

Education/Certification: Bachelor’s 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.

Compensation — Base pay range: $130,000.00/yr - $150,000.00/yr.

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.

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