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California Bank of Commerce · 5 days ago

Relationship Manager

Los Angeles, CA

Full-time

Onsite

Senior Level

$130K/yr - $160K/yr

5+ years exp

California Bank of Commerce is a financial institution focused on managing loan and deposit relationships. The Relationship Manager is responsible for growing revenues, managing customer relationships, and cross-selling bank products and services to ensure customer satisfaction.

BankingFinanceFinancial Services

Responsibilities

Retain and expand relationships with existing customers

Prospects for and closes new business relationships

Grows net revenue year over year as directed by Senior Management

Recommend appropriate client risk rating and manage credit quality

Develop and implement an effective calling program for existing customers

Develop and implement a plan for sourcing prospects and developing new customer relationships

Manages assigned customer relationships and brings in appropriate product specialists as needed

Resolve customer problems and act as a liaison with other departments to ensure that the customer experiences the highest level of service and support

Manages overall customer profitability

Develops and implements relationship strategies for cross-selling bank products and services

Satisfies customer requirements by providing a full array of loan, deposit, cash management and other appropriate bank products

Responsible for keeping current on the bank’s lending policies, products, and services

Participate in community and CRA activities to promote the Company’s brand in our communities

Actively ensure compliance with the Company’s Code of Ethics and all Bank Secrecy Act/Anti-Money Laundering, USA Patriot Act, information security and suspicious activity reporting requirements, policy and procedures

Actively participates in any required corporate and business line training in these areas

Follows account opening procedures and understands and follows internal suspicious activity referral requirements and processes, as required for this position

Actively works with customers to understand each customer’s normal account activity, as appropriate for this position

Qualification

Relationship managementBusiness developmentCommercial lending experienceBank products knowledgeAnalytical skillsMicrosoft OfficeCommunication skillsLeadership skillsTeamwork