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Relationship Manager I

Jobot

Lakewood, CA

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JOB DETAILS
SALARY
$120,000–$160,000 Per Year
SKILLS
Accounting, Banking Regulations, Business Development, Commercial Property Loans, Credit Analysis, Credit Reports, Credit Risk, Cross-Selling, Customer Retention/Renewal, Customer Support/Service, Finance, Financial Analysis, Investment Management, Legal, Loan Approval, Loan Denial, Loans, Maintain Compliance, Portfolio Analysis, Regulatory Compliance, Regulatory Requirements, Relationship Management, Sales, Sales Pipeline, Service Delivery, Solution Sales
LOCATION
Lakewood, CA
POSTED
Today
Relationship Manager I need for well-established California bank that has been in operation for over 100 years

This Jobot Job is hosted by: Joseph Calabrese
Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.
Salary: $120,000 - $160,000 per year

A bit about us:

We are a well-established California bank that has been in operation for over 100 years

Why join us?
  • Strong benefits (M,D,V, and 401k)
  • Profit sharing contribution
  • Flexible work environment
  • Annual Bonus


Job Details

Essential Duties

  • Build and manage a portfolio of commercial and/or CRE clients through business development, relationship cultivation, and cross-selling financial solutions
  • Generate and manage a pipeline of commercial real estate loans
  • Support client retention and sales initiatives by delivering exceptional service
  • Actively solicit new deposit and loan relationships via networking, community involvement, cross-selling and business development activities
  • Establish and maintain an excellent rapport with key branch customers, including those with complex financing and depository requirements by making monthly retention calls on selected deposit customers
  • Provide detail explanations of different types of loans and credit options available to customers by analyzing applicants’ financial information, credit worthiness, and property to determine feasibility of granting loans
  • Call on existing clients to review portfolios, evaluate current financial conditions, and make recommendations as needed
  • Recommend loan approval or decline to credit administration or submit to credit analyst for verification and/or recommendation
  • Ensure compliance with bank policy, regulatory requirements and credit worthiness by reviewing and update all credit loan files and loan agreements with current financial information to ensure that they are complete an accurate according to policy
  • Actively manage a credit portfolio to ensure compliance with Bank, regulatory and credit requirements by reviewing and update all credit loan files and loan agreements to ensure that they are complete an accurate according to policy.
  • Bachelor’s degree in Business, Accounting, Finance or related discipline is preferred but not required
  • A minimum of 10 -15 years of experience in field or related area with strong emphasis on customer service, sales and credit portfolio management


Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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About the Company

J

Jobot

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection.  As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

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COMPANY SIZE
100 to 499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2018
WEBSITE
http://www.jobot.com