United Business Bank
Client Relationship Manager III (Commercial Loan Officer III)
United Business Bank, San Francisco, California, United States, 94199
Client Relationship Manager III (Commercial Loan Officer III) Join to apply for the
Client Relationship Manager III (Commercial Loan Officer III)
role at
United Business Bank Client Relationship Manager III (Commercial Loan Officer III) 1 day ago Be among the first 25 applicants Join to apply for the
Client Relationship Manager III (Commercial Loan Officer III)
role at
United Business Bank Description
Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below.
Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you. Description
Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you.
About United Business Bank
We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy.
About The Position...
The Client Relationship Manager (CRM) III is responsible for developing relationships with prospective clients by identifying the financial needs of those clients and to fill those needs with the wide range of products and services offered by United Business Bank. These products and services may include extensions of commercial and/or real estate credits, demand, savings or time deposit account products or other services offered. They are responsible for knowing all aspects of loans including CRE, C&I, Construction, Lines of Credit, Letters of Credit and other complex loans. They are responsible for analyzing a clients loan request and determining whether a loan is within an acceptable risk within the framework of the Banks policy and for preparing the required documents and submitting it for approval. The CRM III is also responsible for providing service to existing client relationships, as well as to represent the Bank through involvement in local, civic, social and professional organizations. The CRM III is also responsible for retaining and growing the loan and deposit relationships, and other duties as assigned.
Qualifications
About You...
You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following:
Education/Certification:
Bachelors Degree in Business or related field.
Required Knowledge:
Knowledge of banking and lending operations and procedures, as well as the various regulations and standard banking practices.
Experience Required:
Minimum of 8 years experience in the financial services industry.
Skills/Abilities
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 useWord and Excel. Professional appearance, dress and attitude.
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.Seniority level
Seniority levelMid-Senior level Employment type
Employment typeFull-time Job function
Job functionSales and Business Development IndustriesBanking Referrals increase your chances of interviewing at United Business Bank by 2x Sign in to set job alerts for “Client Relationship Manager” roles. San Francisco, CA $155,900.00-$276,900.00 4 days ago Sr. Client Solutions Manager, Strategic Accounts - LinkedIn Marketing SolutionsLead Client Solutions Manager, Strategic Accounts, Marketing Solutions San Francisco, CA $61,714.00-$228,571.00 2 days ago San Francisco, CA $200,000.00-$250,000.00 1 day ago Sales & Service Manager - Broadway Plaza San Francisco, CA $117,000.00-$204,750.00 5 days ago Manager, Strategic Account Management; Not Remote- eCommerce / Marketplace Experience Required San Bruno, CA $104,000.00-$202,000.00 2 weeks ago (USA) Manager, Strategic Account Management San Bruno, CA $104,000.00-$202,000.00 1 day ago Manager, Strategic Account Management - Business Devleopment San Bruno, CA $104,000.00-$202,000.00 21 hours ago Sales Director / Account Manager | Local Candidates - San RamonRegional Market Manager, Customer Success(West) Walnut Creek, CA $180,000.00-$250,000.00 2 days ago ESIS Sales AVP, Business Development Manager (Pacific West)Account Technology Manager -Custom IC Design & Verification San Francisco, CA $142,800.00-$285,600.00 2 days ago San Francisco, CA $272,418.00-$328,000.00 1 day ago Foster City, CA $180,000.00-$220,000.00 1 month ago San Francisco, CA $100,000.00-$138,000.00 3 weeks ago Business Development Manager - B2B Outside Sales - Restoration/Construction Hayward, CA $80,000.00-$100,000.00 4 months ago Business Development Manager - B2B Outside Sales - Restoration/Construction Hayward, CA $80,000.00-$100,000.00 1 month ago San Francisco, CA $132,000.00-$148,500.00 3 weeks ago Senior Engineering Manager, Account Management Platform - ThousandEyes San Francisco, CA $210,600.00-$305,100.00 22 hours ago Senior Director, Facilities and Engineering Operations South San Francisco, CA $237,520.00-$344,125.00 2 months ago San Francisco, CA $52,950.00-$154,350.00 3 days ago JPMorgan Private Client Relationship Manager – San Francisco, CAAssociate Customer Success Manager (HVLT) San Francisco, CA $79,200.00-$110,000.00 4 days ago San Francisco, CA $200,000.00-$300,000.00 4 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Client Relationship Manager III (Commercial Loan Officer III)
role at
United Business Bank Client Relationship Manager III (Commercial Loan Officer III) 1 day ago Be among the first 25 applicants Join to apply for the
Client Relationship Manager III (Commercial Loan Officer III)
role at
United Business Bank Description
Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below.
Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you. Description
Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you.
About United Business Bank
We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy.
About The Position...
The Client Relationship Manager (CRM) III is responsible for developing relationships with prospective clients by identifying the financial needs of those clients and to fill those needs with the wide range of products and services offered by United Business Bank. These products and services may include extensions of commercial and/or real estate credits, demand, savings or time deposit account products or other services offered. They are responsible for knowing all aspects of loans including CRE, C&I, Construction, Lines of Credit, Letters of Credit and other complex loans. They are responsible for analyzing a clients loan request and determining whether a loan is within an acceptable risk within the framework of the Banks policy and for preparing the required documents and submitting it for approval. The CRM III is also responsible for providing service to existing client relationships, as well as to represent the Bank through involvement in local, civic, social and professional organizations. The CRM III is also responsible for retaining and growing the loan and deposit relationships, and other duties as assigned.
Qualifications
About You...
You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following:
Education/Certification:
Bachelors Degree in Business or related field.
Required Knowledge:
Knowledge of banking and lending operations and procedures, as well as the various regulations and standard banking practices.
Experience Required:
Minimum of 8 years experience in the financial services industry.
Skills/Abilities
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 useWord and Excel. Professional appearance, dress and attitude.
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.Seniority level
Seniority levelMid-Senior level Employment type
Employment typeFull-time Job function
Job functionSales and Business Development IndustriesBanking Referrals increase your chances of interviewing at United Business Bank by 2x Sign in to set job alerts for “Client Relationship Manager” roles. San Francisco, CA $155,900.00-$276,900.00 4 days ago Sr. Client Solutions Manager, Strategic Accounts - LinkedIn Marketing SolutionsLead Client Solutions Manager, Strategic Accounts, Marketing Solutions San Francisco, CA $61,714.00-$228,571.00 2 days ago San Francisco, CA $200,000.00-$250,000.00 1 day ago Sales & Service Manager - Broadway Plaza San Francisco, CA $117,000.00-$204,750.00 5 days ago Manager, Strategic Account Management; Not Remote- eCommerce / Marketplace Experience Required San Bruno, CA $104,000.00-$202,000.00 2 weeks ago (USA) Manager, Strategic Account Management San Bruno, CA $104,000.00-$202,000.00 1 day ago Manager, Strategic Account Management - Business Devleopment San Bruno, CA $104,000.00-$202,000.00 21 hours ago Sales Director / Account Manager | Local Candidates - San RamonRegional Market Manager, Customer Success(West) Walnut Creek, CA $180,000.00-$250,000.00 2 days ago ESIS Sales AVP, Business Development Manager (Pacific West)Account Technology Manager -Custom IC Design & Verification San Francisco, CA $142,800.00-$285,600.00 2 days ago San Francisco, CA $272,418.00-$328,000.00 1 day ago Foster City, CA $180,000.00-$220,000.00 1 month ago San Francisco, CA $100,000.00-$138,000.00 3 weeks ago Business Development Manager - B2B Outside Sales - Restoration/Construction Hayward, CA $80,000.00-$100,000.00 4 months ago Business Development Manager - B2B Outside Sales - Restoration/Construction Hayward, CA $80,000.00-$100,000.00 1 month ago San Francisco, CA $132,000.00-$148,500.00 3 weeks ago Senior Engineering Manager, Account Management Platform - ThousandEyes San Francisco, CA $210,600.00-$305,100.00 22 hours ago Senior Director, Facilities and Engineering Operations South San Francisco, CA $237,520.00-$344,125.00 2 months ago San Francisco, CA $52,950.00-$154,350.00 3 days ago JPMorgan Private Client Relationship Manager – San Francisco, CAAssociate Customer Success Manager (HVLT) San Francisco, CA $79,200.00-$110,000.00 4 days ago San Francisco, CA $200,000.00-$300,000.00 4 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr