Senior Client Relationship Manager – Commercial Loans

United Business Bank

San Francisco (CA)

On-site

USD 155,900 - 276,900

Full time

14 days+

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Job summary

A leading financial institution in San Francisco seeks a Client Relationship Manager III to develop and maintain client relationships, requiring over 8 years of experience in the financial services industry. The position demands strong communication, organizational, and business development skills along with a Bachelor’s Degree in a related field. This full-time role offers a competitive salary range of $155,900 - $276,900.

Qualifications

  • Minimum of 8 years of experience in the financial services industry.
  • Knowledge of banking and lending operations and relevant regulations.

Responsibilities

  • Develop relationships with prospective clients and assess their financial needs.
  • Understand and explain a wide range of loan products.
  • Provide service to existing client relationships.
  • Retain and grow loan and deposit relationships.

Skills

Strong oral and written communication abilities
Strong math skills
Strong interpersonal skills
Strong business development techniques
Ability to identify and analyze credit requests
Good organizational skills
Good personal computer skills
Professional appearance and attitude

Education

Bachelor’s Degree in Business or related field

Tools

Word
Excel

Job description

A leading financial institution in San Francisco seeks a Client Relationship Manager III to develop and maintain client relationships, requiring over 8 years of experience in the financial services industry. The position demands strong communication, organizational, and business development skills along with a Bachelor’s Degree in a related field. This full-time role offers a competitive salary range of $155,900 - $276,900.
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