Commercial Banking Relationship Manager - San Francisco, CA (San Francisco) Job at California Bank & Trust, San Francisco, CA

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  • California Bank & Trust
  • San Francisco, CA

Job Description

Commercial Banking Relationship Manager - San Francisco, CA

Join to apply for the Commercial Banking Relationship Manager - San Francisco, CA role at California Bank & Trust .

Overview

California Bank & Trust is seeking a Commercial Banking Relationship Manager to join our team in Walnut Creek, CA and San Francisco, CA. Our associates work in a relationship-centered culture, equipped with tools, training, and opportunities to foster strong client relationships. We value diversity, collaboration, and growth.

With over 70 years of service, CB&T operates more than 80 branches across California, earning recognition as a leading bank through various awards and accolades.

Responsibilities

  • Generate and service a variety of commercial loans, developing strong, low-risk client relationships.
  • Act as the primary account and relationship manager for clients.
  • Develop new client leads via existing relationships and referrals, and review portfolios regularly.
  • Conduct sales activities, credit analysis, loan structuring, and client interviews.
  • Monitor credit performance and ensure regulatory compliance.
  • Build and maintain high customer satisfaction and cross-sell bank products.
  • Perform other duties as assigned.

Qualifications

  • Bachelor's degree and 8+ years of experience in commercial lending, credit, underwriting, or related fields. A combination of education and experience may suffice.
  • Expertise in commercial loans, credit analysis, and loan processing.
  • Proven ability to expand client relationships and cross-sell banking products.
  • Excellent sales, interpersonal, and communication skills.
  • Experience managing a large commercial portfolio.

Benefits

  • Medical, Dental, and Vision Insurance starting Day One.
  • Life and Disability Insurance, Paid Parental Leave, and Adoption Assistance.
  • Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts.
  • Paid Training, PTO, holidays, and a 401(k) plan with company match.
  • Mental health support, tuition reimbursement, and employee banking products.

This position offers a salary range of $160K-$224K, depending on experience.

Additional Details

  • Seniority level: Mid-Senior level
  • Employment type: Full-time
  • Job function: Finance and Sales
  • Industry: Banking
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Job Tags

Holiday work, Full time, Flexible hours,

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