SVP Relationship Manager

RockBridge Search & Recruitment; San Gabriel (CA); On-site; USD 180,000 - 220,000; Full time

Job summary

RockBridge Search & Recruitment presents a premier SVP, Relationship Manager opportunity with a national bank, serving Newport, San Gabriel, Ontario in Southern California. The role focuses on originating, managing, and expanding a sophisticated commercial banking portfolio for middle-market clients, delivering exceptional service and strategic credit solutions.

You will lead high-impact client engagements, structure complex facilities, mentor junior staff, and uphold rigorous risk and

Qualifications

• Bachelor’s degree in Finance, Business, or related field.
• 10+ years of progressive commercial banking experience.
• Expertise in credit analysis and deal structuring.
• Strong network in Southern California.
• Excellent communication with C-suite executives.

Responsibilities

• Develop and manage a portfolio of commercial relationships with revenue growth and credit quality.
• Originate new business through centers of influence and professional networks.
• Advise clients by understanding their businesses, ownership structures, and long-term objectives.
• Structure and negotiate complex credit facilities and treasury solutions with Credit, Underwriting, and Product teams.
• Present well-supported credit proposals to loan committees with sound risk assessment and policy adherence.
• Provide leadership and mentorship to junior relationship managers and analysts.
• Act as an ambassador for the institution in Newport, San Gabriel, Ontario, and broader Southern California market.
• Ensure all relationships are managed in accordance with regulatory requirements and risk management practices.

Skills

Relationship management

Credit analysis

Deal structuring

Business development

C-suite communication

Education

Bachelor’s degree in Finance/Business

MBA or advanced degree preferred

Job description

Locations: Newport, CA | San Gabriel, CA | Ontario, CA
Compensation: $200,000+ (Base + Incentive)

The Senior Vice President, Relationship Manager serves as a senior-level rainmaker and trusted advisor, responsible for originating, managing, and expanding a sophisticated commercial banking portfolio while delivering exceptional service to high-value clients. This role blends strategic business development with deep credit acumen and relationship stewardship, acting as the primary point of contact for middle-market and upper-middle-market companies, their owners, and professional advisors.

The SVP Relationship Manager is expected to cultivate long-term partnerships, identify complex financial needs, and structure tailored solutions across lending, treasury management, deposits, and ancillary banking services. With a consultative mindset and executive presence, this individual represents the bank in the marketplace, strengthens referral networks, and drives profitable growth while upholding the highest standards of credit quality, compliance, and client experience.

Key Responsibilities

• Develop and manage a robust portfolio of commercial relationships, with full responsibility for revenue growth, credit quality, and client retention.
• Proactively originate new business through centers of influence, professional networks, community involvement, and strategic calling efforts.
• Serve as the lead advisor to clients, gaining a deep understanding of their businesses, industries, ownership structures, and long-term objectives.
• Structure and negotiate complex credit facilities, deposits, and treasury solutions in partnership with Credit, Underwriting, and Product teams.
• Present well-supported credit proposals to loan committees, demonstrating sound risk assessment, financial analysis, and policy adherence.
• Provide leadership and mentorship to junior relationship managers and analysts, fostering a culture of excellence, accountability, and collaboration.
• Act as an ambassador for the institution, enhancing the bank’s reputation across Newport, San Gabriel, Ontario, and the broader Southern California market.
• Ensure all relationships are managed in accordance with regulatory requirements, internal policies, and best-in-class risk management practices.

Qualifications

• Bachelor’s degree in Finance, Business, or a related field; advanced degree preferred.
• 10+ years of progressive commercial banking experience, with a proven track record of managing and growing large, complex client portfolios.
• Demonstrated expertise in credit analysis, deal structuring, and relationship management at the senior or executive level.
• Strong business development orientation with an established network in Southern California.
• Exceptional communication, negotiation, and presentation skills, with the ability to interact confidently with C-suite executives, owners, and boards.
• High integrity, sound judgment, and a leadership style that inspires trust and long-term partnership.

This is a premier opportunity for a seasoned commercial banker to step into a high-impact SVP role, shaping market strategy, deepening client relationships, and driving meaningful growth across key Southern California regions, supported by a compensation package starting at $200k+ and aligned with performance.