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Bank of San Francisco · 1 week ago

Relationship Manager

San Francisco, CA

Full-time

Onsite

Mid Level

$110K/yr - $160K/yr

Bank of San Francisco is a leading community and private bank serving Bay Area businesses, nonprofits, and individuals. They are seeking a Relationship Manager in Commercial Banking to develop and manage client relationships, ensuring superior service and meeting established goals.

BankingFinanceFinancial Services

Growth Opportunities

Responsibilities

Develop and manage new and existing client relationships through superior client service

Keep up to date with local bank competition and community involvement

Act as personal concierge for all commercial banking clients, anticipating their needs and exceeding expectations

Meet established goals by keeping up to date on all Bank products and services, and recommending appropriate products and services to each client

Meet clients in person or on calls, demo products available to the client, and provide assistance with product setup

Collect and analyze information to determine credit worthiness of prospects; present loan recommendations to the Bank’s Chief Credit Officer and loan committee(s) as appropriate

Establish, and negotiate when necessary, credit terms including cost, repayment method and schedule, and collateral

Take responsibility for processing and maintaining all loans in the portfolio (e.g., ensure loans are properly risk-rated, borrowers’ financial reporting and payments are current)

Represent the Bank at community, networking, and trade association functions

Team up with internal partners to enhance the client experience, through continuous improvements

Qualification

Commercial banking knowledgeCredit analysis skillsSalesforce knowledgeMicrosoft Office proficiencyCommunication skillsInterpersonal skillsOrganizational skills

Required

College or advanced degree in business or related field, or equivalent work experience

Operational knowledge of commercial banking services and regulations (e.g., credit; depository, cash management and loan products; BSA/AML)

Knowledge of and ties to the San Francisco/Bay Area market

Excellent oral and written communication skills with absolute discretion

Proficiency with Microsoft Office, specifically Word and Excel; knowledge of Salesforce

Ability to organize and prioritize amid change

Strong credit and analytical skills. Attention to detail is critical

A high level of client service and interpersonal skills to communicate effectively throughout the Bank and to represent the Bank positively at all times