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United Business Bank · 13 hours ago

Client Relationship Manager III (Commercial Loan Officer III)

San Francisco, CA

Full-time

Onsite

Senior Level, Lead/Staff

8+ years exp

United Business Bank is a publicly traded Regional Bank specializing in small to medium sized business clients. The Client Relationship Manager III is responsible for developing and managing client relationships, analyzing loan requests, and providing excellent customer service while ensuring compliance with banking policies.

BankingFinancial Services

Responsibilities

Developing relationships with prospective clients by identifying their financial needs

Filling client needs with a wide range of products and services offered by the bank

Knowing all aspects of loans including CRE, C&I, Construction, Lines of Credit, Letters of Credit and other complex loans

Analyzing clients' loan requests and determining acceptable risk within the framework of the bank's policy

Preparing required documents and submitting them for approval

Providing service to existing client relationships

Representing the bank through involvement in local, civic, social and professional organizations

Retaining and growing loan and deposit relationships

Other duties as assigned

Qualification

Banking knowledgeLending operationsBusiness developmentCredit analysisMath skillsPC skillsCommunication skillsInterpersonal skillsOrganizational skills