Community Bank Logo

Community Bank

Relationship Manager

Reposted 4 Days Ago
Be an Early Applicant
In-Office
San Francisco, CA, USA
104K-151K Annually
Mid level
In-Office
San Francisco, CA, USA
104K-151K Annually
Mid level
Manage a portfolio of commercial clients to grow loans, deposits, and banking products. Support center sales and service efforts, ensure regulatory and policy compliance, assist with center budgeting and audit procedures, participate in community activities, and deliver strong customer service to retain and expand relationships.
The summary above was generated by AI

Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.

SUMMARY

The Relationship Manager is responsible for managing a portfolio of Commercial clients and developing good Commercial business relationships that lead to commercial loans (Commercial and Industrial), deposits and other banking products offered by the Bank.  The Relationship Manager must assist with the management of the Center sales and service efforts to ensure retention of existing relationships and growth of new relationships.


ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. 

  1. Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.
  2. Participate in all Center functions necessary to contribute to the achievement of Center earnings and growth objective.  Actively participate in various community and civic activities in the Center service area.
  3. Assist with the management of the Center budget to ensure that deposit, loan and net income goals are met.
  4. Work with the Manager to ensure that all Bank operating and lending policies and procedures are properly implemented and followed.
  5. Assist in properly following and implementing all Bank audit procedures.
  6. Assist the manager to ensure that the Bank's CRA policies and objectives are adhered to in the Center and its assigned service area.
  7. Assist with the management of the Center sales and service efforts to ensure retention of existing relationships and growth of new relationships.  
  8. Manage personal sales efforts in order to meet Center goals.
  9. Commitment to teamwork and a focus on delivering The Citizens Experience Customer Service.
  10. Other duties as assigned.

Supervisory Responsibilities

This job has no supervisory responsibilities.


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 

Four year college or university program degree; or three (3) to five (5) years Commercial Banking experience and/or training; or equivalent combination of education and experience.


LANGUAGE SKILLS 

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.   Ability to write routine reports and correspondence.  Ability to speak effectively before groups of customers or associates of organization.


MATHEMATICAL SKILLS 

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.   Ability to apply concepts of basic algebra and geometry.


REASONING ABILITY 

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.  Ability to deal with problems involving several concrete variables in standardized situations.


PHYSICAL DEMANDS  

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


While performing the duties of this job, the associate is regularly required to talk or hear.  The associate frequently is required to use hands and fingers to operate a computer keyboard, mouse, calculator, and telephone.  The associate is occasionally required to stand, walk, sit, and reach with hands and arms.  


WORK ENVIRONMENT  

The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


The noise level in the work environment is usually moderate.

Salary Range:$104,061.00 To $150,888.00 Annually 

Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.

Similar Jobs

Senior level
Financial Services
Manage a portfolio of large global TMT corporate clients, drive revenue and profitability, coordinate cross-sell and payments solutions with internal partners, deliver client strategy and quarterly business reviews, and support business development and client retention. Travel required.
Top Skills: ExcelMS OfficeSalesforce
4 Days Ago
Hybrid
104K-168K Annually
Senior level
104K-168K Annually
Senior level
Fintech • Financial Services
Manage and grow a moderately complex book of local business clients through prospecting, relationship-building, and cross-selling Wells Fargo products. Perform financial and credit assessments, structure secured and unsecured credit within delegated authority, collaborate with internal partners, ensure risk alignment and regulatory compliance, and provide proactive client service to retain and expand relationships.
Top Skills: MS Office
4 Days Ago
Hybrid
96K-154K Annually
Senior level
96K-154K Annually
Senior level
Fintech • Financial Services
Manage and grow a moderately complex business banking portfolio by prospecting and onboarding clients, deepening relationships, assessing credit and cash flow, structuring secured and unsecured credit within delegated authority, promoting deposit and treasury products, collaborating with internal partners, and ensuring compliance with underwriting and LO regulatory requirements.
Top Skills: Digital Banking ToolsMS OfficeTreasury Management

What you need to know about the San Francisco Tech Scene

San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.

Key Facts About San Francisco Tech

  • Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Google, Apple, Salesforce, Meta
  • Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
  • Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
  • Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account