Strategic Commercial Banking Relationship Manager

California Bank & Trust; Tustin (CA); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance -

Life and Disability Insurance

Paid Parental Leave

401(k) plan with company match

Tuition Reimbursement

Employee Ambassador

Job summary

California Bank & Trust is seeking a seasoned commercial banking professional who thrives on building strong client relationships and driving portfolio growth. This role focuses on originating and expanding loans, delivering client presentations, and applying expert underwriting judgment.

The ideal candidate will have deep expertise in commercial and commercial real estate lending, risk management, and credit quality oversight, serving as a trusted advisor to clients and cross-selling bank

Qualifications

• Bachelor's degree and 6+ years of commercial or credit lending/related experience.
• Expert knowledge of commercial loans, credit analysis, lending, loan processing and closing.
• Ability to expand commercial loans and cross-sell bank products.
• Excellent sales ability.
• Interpersonal and communication skills.
• Experience interviewing and perceptive character judgment.
• Ability to structure loans and monitor credit performance.
• Experience managing a large commercial portfolio.

Responsibilities

• Generate and service a wide variety of commercial loans while maintaining quality service.
• Serve as principal account and relationship manager for new and existing clients.
• Develop and follow up on new client leads through existing clients and referrals from other bank departments.
• Calls on existing relationships to review portfolios and make recommendations as needed.
• Responsible for sales, credit analysis, proper loan structuring, client interviewing and perceptive character judgment.
• Responsible for monitoring credit performance and ensures compliance with all related regulations, laws, etc.
• Responsible for building and maintaining relationships, with a resulting high degree of customer satisfaction.
• Cross sell other bank products.
• Other duties as assigned.

Skills

Relationship management

Credit analysis

Lending

Loan processing

Sales ability

Interpersonal skills

Communication skills

Portfolio management

Software literacy

Education

Bachelor's degree

Tools

Word processing

Spreadsheets

Job description

California Bank & Trust is seeking a seasoned commercial banking professional who thrives on building strong client relationships and driving portfolio growth. This role focuses on originating and expanding loans, delivering client presentations, and applying expert underwriting judgment.

The ideal candidate will have deep expertise in commercial and commercial real estate lending, risk management, and credit quality oversight, serving as a trusted advisor to clients and cross-selling bank