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Relationship Manager
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- The Relationship Manager is responsible for developing and managing client relationships with local businesses in the San Francisco Bay Area. Client relationships include deposit, loan and personal banking products and services.
- This involves prospecting for new clients through outbound telephone and in-person calling; attending networking groups and events; interviewing loan applicants; collecting and analyzing information that reflects the current creditworthiness of prospects; and presenting loan recommendations to the Bank's Chief Credit Officer and loan committee(s), as appropriate.
- It also involves working with the Bank's Operations Team to set up a client's new accounts and cash management services and preparing the portfolio for loan examinations and audits.
- Manage loan portfolio on an ongoing basis (e.g., making sure that loans are properly risk-rated, assuring that required financial reporting for borrowers is kept current, reviewing borrowers' financials, and following up on any past-due loan payments).
- Represent the Bank at community, networking, and trade association functions.
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