Community Banking Relationship Manager

BauerFinancial, Inc.; San Francisco (CA); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Medical benefits

401(k) with employer match

FSAs and dependent care accounts

Employee Assistance Program (EAP)

Calm subscription

Job summary

Commercial Bank of California (CBC) seeks a Relationship Manager to originate and service a diverse portfolio of commercial and consumer credit solutions while developing long-term, values-based relationships with clients. You will identify opportunities to deepen relationships through deposits, lending, and treasury services, and represent CBC at civic events to strengthen community ties.

You will work to achieve growth while upholding CBC’s mission of financial inclusion, delivering

Qualifications

• Bachelor's degree from four-year college or university.
• 5–10 years community banking experience preferred.
• Equivalent combination of education and experience.

Responsibilities

• Solicit new relationships for deposit and loan opportunities.
• Cross-sell opportunities with existing customers.
• Review appraisal, environmental, and title reports for credit support.
• Refer loan opportunities to lending personnel.
• Develop and maintain a robust referral network.
• Manage production goals and monitor income and expenses.
• Coordinate with staff on structuring and approving loans.
• Maintain monthly pipeline reports and monitor loan portfolio.

Skills

Sales

Relationship management

Prioritization

Workflow management

Education

Bachelor's degree

Experience in community banking

Job description

Commercial Bank of California (CBC) seeks a Relationship Manager to originate and service a diverse portfolio of commercial and consumer credit solutions while developing long-term, values-based relationships with clients. You will identify opportunities to deepen relationships through deposits, lending, and treasury services, and represent CBC at civic events to strengthen community ties.

You will work to achieve growth while upholding CBC’s mission of financial inclusion, delivering