Commercial Relationship Banker – Loans & Client Growth

California Bank & Trust

Oakland (CA)

On-site

USD 93,000 - 122,000

Full time

14 days+

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Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Parental Leave

401(k) Matching

Paid Time Off

Job summary

California Bank & Trust is seeking a Relationship Banker in Oakland, CA to identify lending opportunities, solicit business, and manage a portfolio of commercial clients. You will develop loan objectives, policies and practices to drive profitability and client satisfaction.

The role emphasizes relationship-building, assessing credit needs, and offering suitable banking solutions while expanding product usage across commercial clients.

Qualifications

Bachelor's degree in business, finance or a related field.
2–4+ years commercial lending, credit-related lending and bank sales experience.
Good interpersonal, oral and written communication skills to build client relationships.

Responsibilities

Acquire, analyze and maintain client relationships.
Provide banking services and counsel to meet clients' needs.
Analyze risks and profitability of assigned client base for continuing profitability.
Solicit sales of additional products and services to meet clients' needs.
Develop and implement marketing plans to expand business.
Negotiate loan terms and conditions.
Stay informed on industrial, economic and financial conditions of clients.

Skills

Interpersonal communication

Analytical thinking

Negotiation

Education

Bachelor's degree in business/finance or related field

Job description

The role emphasizes relationship-building, assessing credit needs, and offering suitable banking solutions while expanding product usage across commercial clients.

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