Relationship Manager – Commercial Banking
San Francisco, CA
Our client, a well-established community and private bank serving businesses, nonprofits, and individuals in the Bay Area, is seeking a
Relationship Manager, Commercial Banking
to join their team. This is a key client-facing role responsible for developing and managing commercial banking relationships and driving portfolio growth.
Key Responsibilities
Develop and manage new and existing commercial client relationships through exceptional service
Maintain awareness of local market conditions, competitors, and community activities
Serve as a trusted advisor to commercial banking clients, anticipating needs and delivering tailored solutions
Recommend appropriate banking products and services to meet client goals
Meet with clients in person or virtually, demonstrate available products, and assist with implementation
Analyze financial information to assess creditworthiness and prepare loan recommendations for credit approval
Structure and negotiate credit terms, including pricing, repayment schedules, and collateral
Manage and maintain an assigned loan portfolio, ensuring compliance, risk rating accuracy, and timely reporting
Represent the bank at community events, networking functions, and industry associations
Collaborate with internal teams to enhance overall client experience and service delivery
Qualifications
Bachelor's degree in Business or a related field, or equivalent experience
Strong knowledge of commercial banking products and services (credit, depository, cash management, lending)
Familiarity with banking regulations including BSA/AML
Established connections within the San Francisco / Bay Area market preferred
Excellent verbal and written communication skills with strong professionalism and discretion
Proficiency in Microsoft Office (Word, Excel); Salesforce experience is a plus
Strong organizational skills and ability to manage multiple priorities
Solid credit analysis and financial assessment capabilities
High level of client service orientation and interpersonal effectiveness
Compensation Base Salary: $110,000 - $160,000
Highly competitive incentive plan (uncapped)
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Our client, a well-established community and private bank serving businesses, nonprofits, and individuals in the Bay Area, is seeking a
Relationship Manager, Commercial Banking
to join their team. This is a key client-facing role responsible for developing and managing commercial banking relationships and driving portfolio growth.
Key Responsibilities
Develop and manage new and existing commercial client relationships through exceptional service
Maintain awareness of local market conditions, competitors, and community activities
Serve as a trusted advisor to commercial banking clients, anticipating needs and delivering tailored solutions
Recommend appropriate banking products and services to meet client goals
Meet with clients in person or virtually, demonstrate available products, and assist with implementation
Analyze financial information to assess creditworthiness and prepare loan recommendations for credit approval
Structure and negotiate credit terms, including pricing, repayment schedules, and collateral
Manage and maintain an assigned loan portfolio, ensuring compliance, risk rating accuracy, and timely reporting
Represent the bank at community events, networking functions, and industry associations
Collaborate with internal teams to enhance overall client experience and service delivery
Qualifications
Bachelor's degree in Business or a related field, or equivalent experience
Strong knowledge of commercial banking products and services (credit, depository, cash management, lending)
Familiarity with banking regulations including BSA/AML
Established connections within the San Francisco / Bay Area market preferred
Excellent verbal and written communication skills with strong professionalism and discretion
Proficiency in Microsoft Office (Word, Excel); Salesforce experience is a plus
Strong organizational skills and ability to manage multiple priorities
Solid credit analysis and financial assessment capabilities
High level of client service orientation and interpersonal effectiveness
Compensation Base Salary: $110,000 - $160,000
Highly competitive incentive plan (uncapped)
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