Business Banking Relationship Manager 1

Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They do this by approaching each and every day with a single purpose – to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead. They have access to an expansive set of products and solutions to better serve our business clients today and into the future.
Business development, active prospecting, and self-sourcing business opportunities.
Develop, grow, and manage new and existing business client relationships.
Build and maintain Centers of Influence (COI) networks to generate referrals and new business opportunities.
Deliver financial expertise and client-focused solutions that create long-term, trusted relationships.
Assess clients banking needs and provide tailored recommendations based on their goals and objectives.
Educate clients on available deposit, lending, treasury management, payment, and other banking solutions.
Proactively manage an assigned portfolio by maintaining strong credit quality and overseeing renewals, annual reviews, and ongoing client needs.
Obtain credit approval within assigned lending limits and recommend appropriate credit structures.
Partner with Treasury Management, Merchant Services, Business Banking Credit Card, and other internal teams to deliver comprehensive financial solutions.
Make referrals to additional business lines and specialists as appropriate to meet client needs.
Bachelors degree, or equivalent work experience
- Strong relationship management and business development abilities
- Basic knowledge of credit administration, analysis, and credit policy/procedure
- Knowledge of cash flow management and business credit underwriting with commercial credit training preferred
- Demonstrated understanding of basic financial accounting and analysis
- Some knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank’s products
- Ability to work effectively with individuals and groups across the company to manage customer relationships
- Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts
Bank location three (3) or more days per week.
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Thats why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Healthcare (medical, dental, vision)
~ Basic term and optional term life insurance
~ Short-term and long-term disability
~ Pregnancy disability and parental leave
~401(k) and employer-funded retirement plan
~ Up to 11 paid holiday opportunities
~ Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
Bank participates in the U.Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.Citizenship and Immigration Services. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Bank will consider qualified applicants with arrest or conviction records for employment. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.