Sr. Relationship Manager

Jobot; Costa Mesa (CA); On-site; USD 130,000 - 210,000; Full time

Job summary

Jobot is seeking a Sr. Relationship Manager in California to build and manage a portfolio of commercial and CRE clients.

The role emphasizes business development, relationship cultivation, and cross-selling financial solutions, with responsibilities spanning loan pipelines, client retention, and deposit/loan relationship growth. The candidate should bring 10–15 years of experience in sales- and credit-focused roles, with a preference for a Bachelor’s degree in business or finance.

Qualifications

• Bachelor’s degree in Business, Accounting, Finance or related discipline preferred but not required.
• 10–15 years of experience in field with strong emphasis on customer service, sales and credit portfolio management.

Responsibilities

• Build and manage a portfolio of commercial and/or CRE clients through business development, relationship cultivation, and cross-selling financial solutions
• Generate and manage a pipeline of commercial real estate loans
• Support client retention and sales initiatives by delivering exceptional service
• Actively solicit new deposit and loan relationships via networking, community involvement, cross-selling and business development activities
• Establish and maintain an excellent rapport with key branch customers, including those with complex financing and depository requirements by making monthly retention calls on selected deposit customers
• Provide explanations of different types of loans and credit options by analyzing applicants’ financial information, credit worthiness, and property to determine feasibility of granting loans
• Call on existing clients to review portfolios, evaluate current financial conditions, and make recommendations as needed
• Recommend loan approval or decline to credit administration or submit to credit analyst for verification and/or recommendation
• Ensure compliance with bank policy, regulatory requirements and credit worthiness by reviewing and updating all credit loan files and loan agreements
• Actively manage a credit portfolio to ensure compliance with Bank, regulatory and credit requirements by reviewing and updating all credit loan files

Skills

Relationship management

Business development

Credit portfolio management

Credit analysis

Education

Bachelor's degree

Job description

Sr. Relationship Manager need for well-established California bank that has been in operation for over 100 years

Salary: $130,000 - $210,000 per year

Why join us?

• Strong benefits (M,D,V, and 401k)
• Multiple Metric bonuses
• Profit sharing contribution
• Flexible work environment
• Annual Bonus

Job Details

Essential Duties

• Build and manage a portfolio of commercial and/or CRE clients through business development, relationship cultivation, and cross-selling financial solutions
• Generate and manage a pipeline of commercial real estate loans
• Support client retention and sales initiatives by delivering exceptional service
• Actively solicit new deposit and loan relationships via networking, community involvement, cross-selling and business development activities
• Establish and maintain an excellent rapport with key branch customers, including those with complex financing and depository requirements by making monthly retention calls on selected deposit customers
• Provide detail explanations of different types of loans and credit options available to customers by analyzing applicants’ financial information, credit worthiness, and property to determine feasibility of granting loans
• Call on existing clients to review portfolios, evaluate current financial conditions, and make recommendations as needed
• Recommend loan approval or decline to credit administration or submit to credit analyst for verification and/or recommendation
• Ensure compliance with bank policy, regulatory requirements and credit worthiness by reviewing and update all credit loan files and loan agreements with current financial information to ensure that they are complete an accurate according to policy
• Actively manage a credit portfolio to ensure compliance with Bank, regulatory and credit requirements by reviewing and update all credit loan files and loan agreements to ensure that they are complete an accurate according to policy.
• Bachelor’s degree in Business, Accounting, Finance or related discipline is preferred but not required
• A minimum of 10 -15 years of experience in field or related area with strong emphasis on customer service, sales and credit portfolio management

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy