SVP Senior Relationship Manager

RockBridge Search; California; On-site; USD 140,000 - 220,000; Full time

Job summary

RockBridge Search seeks an accomplished Senior Vice President, Relationship Manager to expand a sophisticated commercial banking portfolio in Southern California. You will lead relationship growth, deploy strategic lending and treasury solutions, and collaborate with executives and owners to deliver tailored financial services.

You will mentor junior bankers, manage credit risk, and drive new business through influential networks while maintaining exceptional client experiences and industry

Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or related discipline; advanced degree is a plus.
• 10+ years of progressive commercial banking experience with a successful history of business development, portfolio management, and relationship growth.
• Established commercial banking relationships and a strong network throughout Southern California.
• Proven ability to originate, structure, negotiate, and manage complex commercial credit relationships.
• Strong understanding of financial statement analysis, cash flow, collateral evaluation, credit risk, and commercial lending practices.
• Experience with middle-market and upper-middle-market companies; ownership groups.

Responsibilities

• Build and manage a profitable commercial banking portfolio focusing on relationship growth, revenue, credit quality and client retention.
• Identify and pursue new commercial banking opportunities through networking, referrals, and business development.
• Establish trusted advisor relationships with business owners and executives by understanding their operations and financial objectives.
• Structure opportunities across lending, lines of credit, real estate, treasury, deposits, and other banking services.
• Lead credit proposals and present to loan committees and senior leadership with clear analyses and risk considerations.
• Collaborate with underwriting, credit administration and treasury management to deliver tailored financial solutions.
• Strengthen market presence in Newport and Southern California; build referral relationships.

Skills

Relationship management

Business development

Credit analysis

Portfolio management

Education

Bachelor's degree in Finance or related

Job description

Build Relationships. Command the Market. Create Opportunities. Drive Growth.

Some bankers manage portfolios. Others build markets, establish influential relationships, and become the trusted financial partner behind some of the region's most successful businesses. We’re looking for an accomplished Senior Vice President, Relationship Manager who knows how to turn connections into opportunities, opportunities into business, and business into lasting partnerships.

This is an exciting opportunity for a seasoned commercial banking professional with a strong business development mindset, exceptional credit expertise, and the executive presence to work alongside business owners, C-suite leaders, and influential decision-makers. You’ll take the lead in developing and expanding a sophisticated commercial banking portfolio, bringing together strategic lending solutions, treasury management, deposit relationships, and comprehensive financial services to meet the evolving needs of middle-market and upper-middle-market clients.

This role is about more than bringing in new business. It’s about understanding what makes a company successful, recognizing where it is headed, anticipating its financial needs, and positioning yourself as the banker clients call before making their next big move. If you have the relationships, the experience, and the drive to make a meaningful impact in the Southern California banking market, this opportunity deserves your attention!

What You’ll Be Doing

Build and Grow Your Portfolio: Develop, manage, and expand a profitable commercial banking portfolio, taking ownership of relationship growth, revenue generation, credit quality, and long‑term client retention.

Bring in New Business: Proactively identify and pursue new commercial banking opportunities through networking, centers of influence, professional referrals, community involvement, and strategic business development efforts.

Become the Trusted Advisor: Establish meaningful relationships with business owners, executives, CFOs, and key decision-makers by understanding their operations, financial objectives, industry challenges, and future growth plans.

Structure Strategic Solutions: Identify opportunities across commercial lending, lines of credit, term loans, owner‑occupied real estate, commercial real estate, treasury management, deposits, and other banking services.

Lead Complex Credit Opportunities: Evaluate financial performance, assess repayment capacity, understand risk exposure, and structure sophisticated credit facilities that support client objectives while protecting the bank.

Partner Across the Organization: Work closely with underwriting, credit administration, treasury management, and internal leadership to deliver customized financial solutions and an exceptional client experience.

Present with Confidence: Prepare and present comprehensive credit proposals to loan committees and senior leadership, clearly communicating deal structures, financial analysis, risk considerations, and recommendations.

Strengthen Market Presence: Build a recognizable presence throughout Newport and the broader Southern California market, developing referral relationships and expanding the institution's reputation.

Lead Through Experience: Serve as a mentor and resource to junior relationship managers and banking professionals, sharing knowledge, encouraging collaboration, and helping develop future leaders.

Protect the Portfolio: Maintain disciplined credit oversight, monitor relationship performance, identify potential concerns, and ensure compliance with regulatory standards and internal lending policies.

Deliver an Exceptional Experience: Stay engaged with clients, anticipate their needs, resolve challenges, and consistently deliver the responsiveness and professionalism expected from a senior banking partner.

What Makes You a Great Fit

Bachelor's degree in Finance, Business Administration, Economics, or a related discipline; advanced degree is a plus.

10+ years of progressive commercial banking experience with a successful history of business development, portfolio management, and relationship growth.

Established commercial banking relationships and a strong network of business owners, executives, professional advisors, and centers of influence throughout Southern California.

Proven ability to originate, structure, negotiate, and manage complex commercial credit relationships.

Strong understanding of financial statement analysis, cash flow, collateral evaluation, credit risk, and commercial lending practices.

Experience working with middle-market and upper‑middle‑market companies and their ownership groups.

Demonstrated ability to generate new business while deepening existing relationships and expanding overall wallet share.

Excellent communication, negotiation, presentation, and relationship-building skills.

Confidence interacting with executive leadership, business owners, boards, and other high‑level decision‑makers.

Strong business judgment, integrity, accountability, and the ability to balance growth objectives with sound credit discipline.

A collaborative leadership style with the ability to influence, mentor, and motivate others.

The Opportunity

This is a chance to step into a highly visible senior banking position where your relationships, market knowledge, and business development abilities can make a real difference. You'll have the opportunity to expand an established commercial banking presence, cultivate influential relationships, bring in meaningful new business, and help shape the direction of a growing market.

We're looking for someone who understands that successful commercial banking is built on trust, consistency, sound judgment, and the ability to recognize opportunity before everyone else does.

If you're a relationship-driven commercial banker who knows how to develop business, structure sophisticated deals, and make clients feel like more than just another account number, let's talk!

Compensation: $140,000–$220,000, aligned with experience and qualifications, with performance potential.