Sunwest Bank · 2 months ago
Senior Relationship Manager
Sandy, UT
Full-time
Onsite
Senior Level
$150K/yr - $175K/yrSunwest Bank is seeking a Senior Relationship Manager to provide direct support in developing and analyzing depository and credit information for business customers. The role involves managing a loan and deposit portfolio, sourcing new business relationships, and ensuring high-quality service delivery.
BankingCommercial LendingFinancial ServicesFinTechPayments
Responsibilities
Grows and maintains a list of qualified centers of influence which complement the industries or niches in which they serve
Identifies and attends marketing events that complement or serve the industry or product niches of their portfolio
Sources/develops new business relationships consisting of both loan and deposit products
Interfaces with borrowers and borrowers’ advisors as necessary
Maintains a general knowledge of cash management and deposit products offered by the Bank
Works as a member of a team comprised of Sunwest Bank product experts to ensure continuity of high- quality service, product delivery and responsiveness to client needs
Creates and maintains effective relationships with members of the team
Maintains a high degree of creativity and independence
Interacts with branch staff, bank operations and cash management to support business services and products
Effectively uses company resources such as Salesforce to deliver excellent customer service both inside and outside the Bank
Requests and prepares financial information needed by the supervisor to identify potential operations and lending risks and ensure proper documentation on accounts
Underwrites directly or manages the underwriting process of all loans under supervisor’s responsibility
Reviews requests for the establishment or renewal of loans
Compiles all necessary documentation to prepare and draw loan documents
Ensures credit files for all loans under supervisor’s responsibility are complete and prepared in form and substances satisfactory for Credit Administration and regulatory review
Effectively manages the loan process to ensure requests are being reviewed efficiently, that customers receive timely answers and that all approved transactions are completed quickly and accurately
Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management
Demonstrates high level of quality work, attendance and appearances
Adheres to all Company Policies & Procedures and Safety Regulations
Adheres to local, state and federal laws
Understands and complies with all company rules and regulations
Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA
Additional duties as assigned as it relates to the position
Qualification
Required
Ability to understand different legal entity structures
Knowledge of commercial banking products and services
General computer skills to enable communication with all levels of Bank management, staff and customers (Excel, Word, and Internet access)
Organizational ability with capacity to efficiently manage multiple projects simultaneously
Ability to take the initiative and prioritize tasks; good time management, problem prevention and problem-solving skills
Company
Sunwest Bank
Built For Entrepreneurs By Entrepreneurs. Banking as a Service, Business Banking, Commercial and Specialty Lending, SelfcareHSA
Founded in 1969
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Raymond Rindone
Chief Financial Officer
Jason Watson
SVP Utah Regional President - South
Recent News
2025-12-04
2025-10-02
2025-09-30
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