Strategic Relationship Manager, Commercial Banking

Commercial Bank of California; San Jose (CA); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401k with employer match

FSA & Dependent Care Accounts

Employee Assistance Program (EAP)

Calm subscription

Teladoc mental health

Job summary

Commercial Bank of California (CBC) is seeking a Relationship Manager in the San Jose area. You will originate and service a diverse portfolio of commercial and consumer credit solutions while developing long-term, values-based client relationships.

You will actively engage clients to understand financial goals and provide tailored guidance across deposits, lending, and treasury services. In line with CBC’s mission to empower entrepreneurs and communities, you will represent CBC at civic events

Qualifications

• Bachelor's degree from four-year college or university.
• 5–10 years community banking experience; highly preferred.
• Or equivalent combination of education and experience.
• Knowledge of business lending and credit structures.

Responsibilities

• Solicit new relationships through various channels for deposit and loan opportunities.
• Cross-sell opportunities with existing customers and expand the client base.
• Review appraisal, environmental, and title reports to support credit requests.
• Refer loan opportunities to lending personnel when appropriate.
• Engage in Bank’s Business Development Program to grow relationships.
• Promote CBC’s image in the business community and professional circles.
• Collaborate with staff on structuring, analyzing, and approving commercial loans.
• Coordinate with colleagues to manage shared account relationships and production goals.

Skills

Sales & marketing

Relationship building

Credit analysis

Customer service

Education

Bachelor's degree

Community banking experience

Tools

Banking software

Job description

Commercial Bank of California (CBC) is seeking a Relationship Manager in the San Jose area. You will originate and service a diverse portfolio of commercial and consumer credit solutions while developing long-term, values-based client relationships.

You will actively engage clients to understand financial goals and provide tailored guidance across deposits, lending, and treasury services. In line with CBC’s mission to empower entrepreneurs and communities, you will represent CBC at civic events