Relationship Manager – Growth, Deals & ESOP

FFB; San Ramon (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

FFB Bank in San Ramon, CA is seeking a Relationship Manager I-III to develop and expand deposit, loan, and merchant relationships. You will source new business, identify client needs, and structure financial solutions to meet sales goals. The role includes end-to-end deal lifecycle, from prospecting to funding, with performance incentives.

The RM collaborates with internal partners, maintains CRM records, and develops an annual business plan. Travel up to 75% is expected in this role.

Qualifications

• Bachelor’s degree in Business, Finance, or related field.
• Minimum 3–5 years in banking or financial services.
• Proficiency with Microsoft Office Suite.
• Strong cross-sell and client-facing capabilities.
• Knowledge of commercial banking products and regulatory requirements.
• Excellent oral, written, and interpersonal communication.
• Ability to manage multiple priorities and deadlines.
• Willingness to travel up to 75%.

Responsibilities

• Generates new leads through outbound calls, emails, networking, and in-person meetings.
• Builds and maintains relationships to drive long-term business.
• Uses CRM systems to track interactions and manage pipeline.
• Develops and manages client relationships, delivering tailored banking solutions.
• Leads full sales lifecycle from prospecting to funding.
• Creates proposals and RFP responses.
• Gathers and analyzes financial information for underwriting and pricing.
• Achieves or exceeds sales goals.

Skills

Teamwork

Relationship skills

Communication skills

Time management

Multitasking

Independence

Initiative

Adaptability

Driving license

Education

Bachelor's degree

Tools

Microsoft Office

Job description

FFB Bank in San Ramon, CA is seeking a Relationship Manager I-III to develop and expand deposit, loan, and merchant relationships. You will source new business, identify client needs, and structure financial solutions to meet sales goals. The role includes end-to-end deal lifecycle, from prospecting to funding, with performance incentives.

The RM collaborates with internal partners, maintains CRM records, and develops an annual business plan. Travel up to 75% is expected in this role.