United Business Bank · 1 day ago
Commercial Loan Officer III
United Business Bank is looking for an experienced Client Relationship Manager III for their Walnut Creek Corporate Headquarters. The role involves developing relationships with prospective clients and managing existing client relationships while analyzing loan requests and ensuring they align with the bank's policies.
Responsibilities
Developing relationships with prospective clients by identifying their financial needs and filling those needs with the bank's products and services
Knowing all aspects of loans including CRE, C&I, Construction, Lines of Credit, Letters of Credit and other complex loans
Analyzing a client's loan request and determining whether it is within an acceptable risk framework
Preparing the 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, and performing other duties as assigned
Qualification
Required
Bachelors Degree in Business or related field
Knowledge of banking and lending operations and procedures, as well as the various regulations and standard banking practices
Minimum of 8 years' experience in the financial services industry
Strong oral and written communication abilities
Strong math skills
Strong interpersonal skills
Strong business development techniques and cross-selling skills
Ability to identify, analyze and handle credit requests
Good organizational skills
Good personal computer skills, ability to use Word and Excel
Professional appearance, dress and attitude
Benefits
Medical
Dental
Vision
401K
Long and short term disability insurance
Flexible spending account
A generous vacation and sick policy
Company
United Business Bank
United Business Bank is a bank providing cash flow and debt management services.
Funding
Current Stage
Growth StageRecent News
2026-01-23
2025-10-24
2025-08-21
Company data provided by crunchbase