Zions Bancorporation
Commercial Banking Relationship Manager - San Francisco, CA
Zions Bancorporation, San Francisco, California, United States, 94199
California Bank & Trust is looking for a Commercial Banking Relationship Manager to join our team in Walnut Creek, CA and San Francisco, CA.
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register . Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards.
Job Responsibilities:
Responsible for generating and servicing a wide variety of commercial loans and developing strong, low risk commercial relationships while maintaining quality customer service.
Acts as the principal account and relationship manager for new and existing clients.
Develops, generates and follows-up on new client leads.
Calls on existing relationships to review portfolios and makes recommendations as needed. Responsible for sales, credit analysis, proper loan structuring, client interviewing and perceptive character judgment. Responsible for monitoring credit performance.
Responsible for building and maintaining relationships, with a resulting high degree of customer satisfaction.
Cross sell other bank products.
Other duties as assigned.
Qualifications:
Requires a bachelor’s degree and 8+ years’ experience with commercial lending, credit, underwriting, or other directly related experience. A combination of education and experience may meet requirements.
Expert knowledge of commercial loans, credit analysis, lending, loan processing and closing processes.
Ability to expand commercial loans, client relationships and cross sell bank products. Requires solid sales ability.
Solid experience in applicant interviewing and perceptive character judgment skills.
Ability to structure loans and monitor credit performance.
Must have solid interpersonal and communication skills.
Working knowledge of various software applications, including word processing and spreadsheets.
Benefits:
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays.
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.
Mental health benefits including coaching and therapy sessions.
Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire.
Employee Ambassador preferred banking product.
This position is eligible to earn a base salary in the range of $144K-224 K depending on job-related factors such as years of experience etc.
Req ID: 064457
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register . Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards.
Job Responsibilities:
Responsible for generating and servicing a wide variety of commercial loans and developing strong, low risk commercial relationships while maintaining quality customer service.
Acts as the principal account and relationship manager for new and existing clients.
Develops, generates and follows-up on new client leads.
Calls on existing relationships to review portfolios and makes recommendations as needed. Responsible for sales, credit analysis, proper loan structuring, client interviewing and perceptive character judgment. Responsible for monitoring credit performance.
Responsible for building and maintaining relationships, with a resulting high degree of customer satisfaction.
Cross sell other bank products.
Other duties as assigned.
Qualifications:
Requires a bachelor’s degree and 8+ years’ experience with commercial lending, credit, underwriting, or other directly related experience. A combination of education and experience may meet requirements.
Expert knowledge of commercial loans, credit analysis, lending, loan processing and closing processes.
Ability to expand commercial loans, client relationships and cross sell bank products. Requires solid sales ability.
Solid experience in applicant interviewing and perceptive character judgment skills.
Ability to structure loans and monitor credit performance.
Must have solid interpersonal and communication skills.
Working knowledge of various software applications, including word processing and spreadsheets.
Benefits:
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays.
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.
Mental health benefits including coaching and therapy sessions.
Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire.
Employee Ambassador preferred banking product.
This position is eligible to earn a base salary in the range of $144K-224 K depending on job-related factors such as years of experience etc.
Req ID: 064457
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.