Commercial Loan Officer III

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

Job summary

Join a forward-thinking regional bank as a Client Relationship Manager III in San Francisco. This role is pivotal in fostering client relationships by identifying their financial needs and providing tailored banking solutions. With a focus on commercial banking, you will utilize your extensive experience to analyze loan requests and ensure compliance with banking policies. The bank prides itself on its entrepreneurial spirit and commitment to community service, offering a comprehensive benefits package that includes medical, dental, and a generous vacation policy. If you are passionate about driving business growth and delivering exceptional customer service, this opportunity is perfect for you.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401K

Disability Insurance

Flexible Spending Account

Generous Vacation Policy

Qualifications

• 8+ years in financial services required.
• Strong understanding of banking operations and regulations.

Responsibilities

• Develop relationships with prospective clients and analyze their financial needs.
• Provide service to existing client relationships and represent the bank.

Skills

Oral Communication

Written Communication

Interpersonal Skills

Business Development

Cross-selling

Credit Analysis

Organizational Skills

Microsoft Word

Microsoft Excel

Education

Bachelor's Degree in Business

Tools

Microsoft Office

Job description

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This range is provided by United Business Bank. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$130,000.00/yr - $150,000.00/yr

Direct message the job poster from United Business Bank

VP/Sr. Recruiting Officer at United Business Bank | Talent Sourcing

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: 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 useWord 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 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.

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

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development, Sales, and Consulting

• Industries

  Banking

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Client Relationship Manager III (Commercial Loan Officer III)

Client Relationship Manager III (Commercial Loan Officer III)

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