Community Banking Relationship Manager

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

Benefits offered by this job

Medical benefits

401(k) with employer match

FSA

EAP

Calm subscription

Teladoc mental health

Life insurance

Paid vacation

Tuition reimbursement

Job summary

Commercial Bank of California (CBC) is seeking a Relationship Manager to originate and service a diverse portfolio of commercial and consumer credit solutions while building long-term, values-based relationships.

You will proactively engage with clients to understand their financial goals, provide tailored guidance, and identify opportunities to deepen relationships through deposit, lending, and treasury services.

Qualifications

• Bachelor's degree required or 5–10 years community banking experience.
• Knowledge of business lending and inventory financing preferred.
• Ability to develop and manage client relationships and cross-sell bank services.

Responsibilities

• Solicit new relationships for deposit and loan opportunities.
• Cross-sell opportunities with existing customers.
• Review reports to support credit requests and determine loan viability.
• Coordinate with lending personnel on loan opportunities.
• Engage in CBC’s business development initiatives.

Skills

Sales & Marketing

Prioritization

High work volume management

Education

Bachelor's degree

Job description

Commercial Bank of California (CBC) is seeking a Relationship Manager to originate and service a diverse portfolio of commercial and consumer credit solutions while building long-term, values-based relationships.

You will proactively engage with clients to understand their financial goals, provide tailored guidance, and identify opportunities to deepen relationships through deposit, lending, and treasury services.