Commercial Bank of California
Relationship Manager
Commercial Bank of California, Santa Monica, California, United States, 90403
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Relationship Manager
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Commercial Bank of California 1 day ago Be among the first 25 applicants Join to apply for the
Relationship Manager
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Commercial Bank of California Get AI-powered advice on this job and more exclusive features. Job Summary
Makes and services all types of business and individual loans and lines of credit. Establish a strategic outline to develop business operating/depository accounts with the Bank. Calls on existing customers to retain business and promote additional Bank services. Provides financial counsel to current prospective customers. Represents the Bank at various civic and community functions to further enhance its image and develop additional business. Develop a significant referral network to enhance operation of deposit and loan relationship to CBC. Job Summary
Makes and services all types of business and individual loans and lines of credit. Establish a strategic outline to develop business operating/depository accounts with the Bank. Calls on existing customers to retain business and promote additional Bank services. Provides financial counsel to current prospective customers. Represents the Bank at various civic and community functions to further enhance its image and develop additional business. Develop a significant referral network to enhance operation of deposit and loan relationship to CBC.
Duties
Solicit new relationships through various channels for deposit and loan opportunities. Recognize and act on customer prospects; cross sell opportunities with existing customers. Review appraisal, environmental, and title reports to determine reliability and support for credit request. Make proper referral of loan opportunities to lending personnel. Actively be involved in Bank’s Business Development Program. Enhancing the image and recognition of the Bank in the business and professional community. Works closely with staff in structuring, analyzing and approving commercial business loans. Promote a team atmosphere and coordinate with other personnel in the management of shared account relationships. Manages production goals and controls income and expenses. Makes decisions on administrative and operational matters pertaining to deposits and lending. Complete weekly updates of Pipeline Report to ensure accurate tracking and status of lending deals within loan pipeline; monitor loan portfolio and ticklers. Track monthly borrowing base certificates; track revolving lines of credits for valid maturity dates; renew or extend subject lines for client use. Trouble-shoot loan account issues with Operations, Wire, New Accounts and Note Departments
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education And/Or Experience
Bachelor's degree (B. A.) from four-year College or University; Or 5-10 years community banking experience; (highly preferred) Or equivalent combination of education and experience.
Knowledge Of
All areas of business lending and inventory financing Credit structure – all forms Business development Commercial deposits
Abilities
Possess strong sales and marketing ability to sell Bank Services. Manage priorities to ensure effective accomplishment of objectives.
Handle strong volume of work flow from various sources. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Sales and Business Development Industries Banking Referrals increase your chances of interviewing at Commercial Bank of California by 2x Sign in to set job alerts for “Relationship Manager” roles.
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Relationship Manager
role at
Commercial Bank of California 1 day ago Be among the first 25 applicants Join to apply for the
Relationship Manager
role at
Commercial Bank of California Get AI-powered advice on this job and more exclusive features. Job Summary
Makes and services all types of business and individual loans and lines of credit. Establish a strategic outline to develop business operating/depository accounts with the Bank. Calls on existing customers to retain business and promote additional Bank services. Provides financial counsel to current prospective customers. Represents the Bank at various civic and community functions to further enhance its image and develop additional business. Develop a significant referral network to enhance operation of deposit and loan relationship to CBC. Job Summary
Makes and services all types of business and individual loans and lines of credit. Establish a strategic outline to develop business operating/depository accounts with the Bank. Calls on existing customers to retain business and promote additional Bank services. Provides financial counsel to current prospective customers. Represents the Bank at various civic and community functions to further enhance its image and develop additional business. Develop a significant referral network to enhance operation of deposit and loan relationship to CBC.
Duties
Solicit new relationships through various channels for deposit and loan opportunities. Recognize and act on customer prospects; cross sell opportunities with existing customers. Review appraisal, environmental, and title reports to determine reliability and support for credit request. Make proper referral of loan opportunities to lending personnel. Actively be involved in Bank’s Business Development Program. Enhancing the image and recognition of the Bank in the business and professional community. Works closely with staff in structuring, analyzing and approving commercial business loans. Promote a team atmosphere and coordinate with other personnel in the management of shared account relationships. Manages production goals and controls income and expenses. Makes decisions on administrative and operational matters pertaining to deposits and lending. Complete weekly updates of Pipeline Report to ensure accurate tracking and status of lending deals within loan pipeline; monitor loan portfolio and ticklers. Track monthly borrowing base certificates; track revolving lines of credits for valid maturity dates; renew or extend subject lines for client use. Trouble-shoot loan account issues with Operations, Wire, New Accounts and Note Departments
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education And/Or Experience
Bachelor's degree (B. A.) from four-year College or University; Or 5-10 years community banking experience; (highly preferred) Or equivalent combination of education and experience.
Knowledge Of
All areas of business lending and inventory financing Credit structure – all forms Business development Commercial deposits
Abilities
Possess strong sales and marketing ability to sell Bank Services. Manage priorities to ensure effective accomplishment of objectives.
Handle strong volume of work flow from various sources. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Sales and Business Development Industries Banking Referrals increase your chances of interviewing at Commercial Bank of California by 2x Sign in to set job alerts for “Relationship Manager” roles.
Santa Monica, CA $150,500.00-$183,900.00 4 days ago Los Angeles, CA $80,000.00-$90,000.00 2 weeks ago Calabasas, CA $96,000.00-$110,000.00 5 days ago Los Angeles, CA $75,000.00-$85,000.00 1 month ago Strategic Account Manager, Fandango, Versant
Universal City, CA $75,000.00-$85,000.00 3 days ago Santa Monica, CA $103,400.00-$126,200.00 1 week ago Los Angeles, CA $123,241.00-$156,419.00 2 weeks ago Account Executive, Media and Entertainment
Monterey Park, CA $100,000.00-$140,000.00 5 days ago Los Angeles Metropolitan Area $73,770.00-$191,292.00 1 month ago Relationship Manager - Entertainment Lending
Beverly Hills, CA $175,000.00-$250,000.00 1 week ago West Hollywood, CA $100,000.00-$110,000.00 4 days ago Regional Client Relations Manager, West Coast
Beverly Hills, CA $110,000.00-$130,000.00 20 hours ago Hawthorne, CA $110,000.00-$150,000.00 1 week ago Los Angeles, CA $127,800.00-$165,000.00 2 weeks ago Santa Monica, CA $90,000.00-$120,000.00 1 month ago Los Angeles Metropolitan Area 2 weeks ago Relationship Manager - New Media Lending
Beverly Hills, CA $175,000.00-$250,000.00 1 week ago JPMorgan Private Client Relationship Manager - Los Angeles
Customer Services & Ecommerce Client Advisor, the Americas
Commerce, CA $73,770.00-$191,292.00 1 month 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