Relationship Manager, Commercial Lending & Growth

EverTrust Bank

Milpitas (CA)

On-site

USD 90,000 - 130,000

Full time

6 days ago
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Job summary

EverTrust Bank in Milpitas, CA, is seeking a Relationship Manager to develop commercial loan opportunities, manage client relationships, and deliver tailored banking solutions. The role emphasizes portfolio growth, credit quality, and client satisfaction within the commercial banking segment.

You will work with underwriting support to prepare loan underwrites for Loan Committee and collaborate with teams to service existing relationships and participate in CRA activities that boost community

Qualifications

  • 3+ years of business banking, relationship management, or business development experience.
  • Knowledge of banking products and services, financial statements, client financial needs, and relationship management principles.
  • Working proficiency in Chinese is preferred to support efficient business communication.

Responsibilities

  • Develop new commercial loan opportunities and manage client relationships.
  • Underwrite loans with underwriter support for Loan Committee.
  • Manage a commercial loan portfolio and ensure credit quality.
  • Review credit and financial analysis for annual loan reviews and renewals.
  • Maintain and service existing commercial loan relationships.
  • Support other team members and lender-related functions.
  • Participate in CRA-focused community events to strengthen relationships and visibility.
  • Perform additional duties as assigned.

Skills

Banking products
Financial statements
Client needs
Relationship management

Education

Bachelor's degree in Finance

Job description

EverTrust Bank in Milpitas, CA, is seeking a Relationship Manager to develop commercial loan opportunities, manage client relationships, and deliver tailored banking solutions. The role emphasizes portfolio growth, credit quality, and client satisfaction within the commercial banking segment.

You will work with underwriting support to prepare loan underwrites for Loan Committee and collaborate with teams to service existing relationships and participate in CRA activities that boost community

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