Strategic Commercial Relationship Manager

California Bank & Trust; Huntington Beach (CA); On-site; USD 100,000 - 115,000; Full time

Benefits offered by this job

Health insurance

Dental & Vision

Life & Disability

Paid parental leave

HSA/FSA

PTO & holidays

401(k) match

Tuition reimbursement

Job summary

California Bank & Trust in Huntington Beach, CA is seeking a Commercial Relationship Banker to support lending needs across local branches. The role focuses on building strong client relationships and delivering high-quality lending solutions while collaborating with branch teams to meet market demand.

Qualified candidates have a Bachelor's in business/finance and 4+ years in commercial lending or bank sales, with solid communication and negotiation skills.

Qualifications

• Requires a Bachelor's degree in business, finance or related field.
• 4+ years of commercial lending, credit-related lending and bank sales experience.
• Working knowledge of bank products, credit and commercial lending techniques.
• Strong communication and negotiation skills.
• Ability to expand loans, client relationships and bank products.
• Familiarity with standard lending principles, theories, concepts, and techniques.

Responsibilities

• Acquire, analyze and maintain lending client relationships.
• Provide credit, deposit or other banking services to meet client needs.
• Analyze risks and profitability of assigned client base.
• Solicit the sale of additional products and services to meet client needs.
• Develop and implement marketing plans for expanding business.
• Negotiate loan terms and conditions.
• Remain versed in industrial, economic and financial situations relating to clients.

Skills

Interpersonal skills

Communication (oral & written)

Negotiation

Relationship growth

Lending knowledge

Education

Bachelor's degree in business/finance

Job description

California Bank & Trust in Huntington Beach, CA is seeking a Commercial Relationship Banker to support lending needs across local branches. The role focuses on building strong client relationships and delivering high-quality lending solutions while collaborating with branch teams to meet market demand.

Qualified candidates have a Bachelor's in business/finance and 4+ years in commercial lending or bank sales, with solid communication and negotiation skills.