Post job

Relationship Manager jobs at Citizens Business Bank - 62 jobs

  • Relationship Manager

    Citizens Business Bank 4.2company rating

    Relationship manager job at Citizens Business Bank

    Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus. The Relationship Manager is responsible for developing and managing a portfolio of Commercial and/or Commercial Real Estate clients that lead to commercial and/or commercial real estate loans (Non-Owner Occupied), deposits and other banking products offered by the Bank. The Relationship Manager must assist with the management of the Department sales and service efforts to ensure retention of existing relationships and growth of new relationships. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job. Participate in all Department functions necessary to contribute to the achievement of Department earnings and growth objective. Actively participate in various community and civic activities. Assist with the management of the Department budget to ensure that deposit, loan and net income goals are met. Work with the Manager to ensure that all Bank operating and lending policies and procedures are properly implemented and followed. Assist in properly following and implementing all Bank audit procedures. Assist the manager to ensure that the Bank's CRA policies and objectives are adhered to in the Department. Assist with the management of the Department sales and service efforts to ensure retention of existing relationships and growth of new relationships. Manage personal sales efforts in order to meet Department goals. Provide, present and promote The Citizens Experience to all external and internal customers. 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 Real Estate or 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:$73,770.00 To $191,292.00 Annually 40 hours per week.
    $73.8k-191.3k yearly Auto-Apply 60d+ ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Relationship Manager

    Citizens Business Bank 4.2company rating

    Relationship manager job at Citizens Business Bank

    Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus. The Relationship Manager is responsible for developing and managing a portfolio of Commercial and/or Commercial Real Estate clients that lead to commercial and/or commercial real estate loans (Non-Owner Occupied), deposits and other banking products offered by the Bank. The Relationship Manager must assist with the management of the Department sales and service efforts to ensure retention of existing relationships and growth of new relationships. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job. Participate in all Department functions necessary to contribute to the achievement of Department earnings and growth objective. Actively participate in various community and civic activities. Assist with the management of the Department budget to ensure that deposit, loan and net income goals are met. Work with the Manager to ensure that all Bank operating and lending policies and procedures are properly implemented and followed. Assist in properly following and implementing all Bank audit procedures. Assist the manager to ensure that the Bank's CRA policies and objectives are adhered to in the Department. Assist with the management of the Department sales and service efforts to ensure retention of existing relationships and growth of new relationships. Manage personal sales efforts in order to meet Department goals. Provide, present and promote The Citizens Experience to all external and internal customers. 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 Real Estate or 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:$73,770.00 To $191,292.00 Annually 40 hours per week.
    $73.8k-191.3k yearly Auto-Apply 60d+ ago
  • Bilingual Relationship Manager, Vice President for Japanese Corporate Banking, Los Angeles, CA

    MUFG Americas Holdings 4.1company rating

    Los Angeles, CA jobs

    Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world. With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career. Join MUFG, where being inspired is expected and making a meaningful impact is rewarded. The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.Job Summary: As a Relationship Manager (“RM”), the individual is responsible for managing business development activities related to a portfolio of Japanese corporate clients-particularly in sectors such as real estate, logistics, materials, and others-as well as prospects, with the primary objective of generating revenue opportunities that align with the goals of the Bank and the Division. The RM, primarily handling large-scale credit and deposit clients, builds and strengthens relationships with both existing and potential clients to deliver comprehensive banking services and cross-sell MUFG products, while effectively managing credit risk in collaboration with colleagues in Japanese Corporate Banking and other relevant Divisions and Departments. Major responsibilities: New Business Development (50%) Develop, maintain, and work to broaden and deepen close business relationships with existing clients as well as cultivate business with prospective customers. Collaborate with members of Portfolio Management, Client Services, Product Offices, and RMs of Japanese Primary Offices and other relevant parties in providing high quality overall banking services to the clients. Maintain regular calling effort with key members of the client and report to Management all important dialogues. Advise clients, where possible, concerning business management and financial matters. Serve as first contact officer for clients for matters relating to all banking services and advise clients, where possible, concerning business management and financial matters Cross-Selling Additional Bank Product (15%) Lead the deal and preparation of lending proposals and pitches as a key member to prospective clients with efforts to maximize penetration and returns as well as delivers activities in instituting cross-selling initiatives to clients across all areas of the bank and transitioning them into significant sales in collaboration with Product Office members by proactively identifying transaction opportunities, marketing each product to identified clients, negotiating the terms and conditions, and executing and documenting the transactions. Such products will include derivatives, capital markets activities, foreign exchange, mergers and acquisitions, leasing, securitization, syndications, structured and trade finance, and cash management activities. Team Management (10%) Supervise, train, and develop Marketing Officers (MO) in the team, conduct performances review of direct reports, and recommend personnel actions including hiring, promotion, and salary-increases. Contribute to the overall team operation and cohesion from a managerial perspective, fostering team-building and enhancing member motivation. Manage Credit Risks as “First Line of Defense”(10%) Act as the “First Line of Defense” taking part in client diligence along the Portfolio Management Team & Credit Department in both deal origination and ongoing maintenance Extend credit to clients identified as qualified clients based on their creditworthiness and credit requirements as well as their "fit" with the MUFG organization. With guidance from Management and consultation with Credit Divisions, establish and negotiate terms and conditions under which credit will be extended to various clients, making sure the terms are in compliance with the bank policy guidelines. When necessary, prepare credit applications and obtain approvals from relevant Credit Divisions. Collect and analyze information that reflects the current creditworthiness of the clients. Obtain information through (i) direct inspection of the clients' business and collateral, (ii) review of interim financial reports, (iii) personal interviews, and (iv) review of other relevant documents. Monitor financial conditions and loan repayment activities of credit watch clients and take necessary actions to amend terms and conditions or collect past-due accounts. When necessary, prepare periodic credit review reports and perform credit control duties. Policy Compliance (5%) Ensure compliance with external regulatory requirements (JFSA, BOJ, FRB, OCC). Ensure adherence to all bank policies and procedures relative to Regulatory Compliance including but not limited to the Bank Secrecy Act, USA Patriot Act, Anti-Money Laundering Act, Know Your Customers (KYC), Suspicious Activity Reports (SARS), Currency and Transaction Reporting (CTR) and etc. (5%). Others (10%) Maintain good relationships with local community, local business association, and customers through Corporate Social Responsibility activities. Keep abreast of local, national and international economic, financial and political events and climates that could have an impact on commercial lending activities. Perform special projects and duties relating to departmental services as assigned, including tasks related to internal and external audits and examinations. Take ownership of budget management responsibilities to ensure alignment with revenue growth objectives and cost efficiency as part of broader managerial accountability. QUALIFICATIONS: 8+ years of experience in financial industry or large corporate with in-depth knowledge of business and finance practices, international banking transactions, lending regulations & procedures, and marketing strategies. Minimum 5 years of corporate banking experience in US and/or international market place Extensive knowledge of overall corporate banking operations/or (front/middle/back office) in Japan and overseas and exposure to business, finance practices, procedures and policies. Strong interpersonal skills, financial aptitude and broad analytical ability Excellent oral and written communications kills including excellent business writing, editing, and proofreading skills in both Japanese and English Knowledge of domestic and foreign financial markets and products, including nonbanking financial institutions Strong commercial orientation Ability to work independently and think creatively A Bachelor's degree, an MBA a plus The typical base pay range for this role is between $133K - $179K depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below. MUFG Benefits Summary We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.
    $133k-179k yearly Auto-Apply 60d+ ago
  • Premier Relationship Manager

    East West Bank 4.7company rating

    Palo Verde, CA jobs

    Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further. Overview We are currently seeking a high professional to join our team as a Premier Relationship Manger. As a Premier Relationship Manager, you will be a trusted adviser to our new and existing Premier clients. Woking collaboratively with our internal teams, you will support client's entire life journey by providing professional and comprehensive financial advice to suit the client's needs. You will also provide support on contacting clients proactively, handling clients' banking queries timely and ensuring all the compliance and regulations are met. Responsibilities Develop and execute strategies to proactively drive client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients Collaborate with Regional Manager and/or Branch Manager to develop and implement client-centric strategic marketing plans and generate new business through prospecting, outside calling, networking, and referrals Demonstrate genuine curiosity about clients, helping them reach their financial ambitions. Leverage client insights and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering exceptional client experience Connect with product specialists to provide more advanced technical input to identify and fulfill multiple needs with clients Promote our products and Services to potential clients, exploring their needs and making referrals to other business units where appropriate Support branch improvement initiatives, providing client feedback of our service and ensuring compliance with audit requirements and quality assurance Maintain the levels of operational integrity required by EWB and adhere to the Business Principles and Values of EWB May perform other duties as assigned Qualifications Bachelor's degree or equivalent experience FINRA Series 6, 63, Life and Health Insurance licenses required; must obtain series 7 within 6 months of joining 5+ years of proven and progressive financial services and/or retail sales experience, or equivalent, including evidence of strong sales results and knowledge of banking products for referral purposes Relationship management experience with high-net-worth clients or equivalent Strong sales, communication, cross-selling, sales planning, mathematical, decision-making, and analytical skills Strong relationship management, client service, time management and prioritization skills Broad knowledge of financial products and services Understanding of the business banking client segment and products/services appropriate to complement Premier offerings. A strong sense of ownership, responsibility, and accountability Excellent understanding of financial planning, wealth management, and client-needs assessment Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time. Compensation The base pay range for this position is USD $71,000.00/Yr. - USD $130,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
    $71k-130k yearly Auto-Apply 47d ago
  • Project Finance Lending - Relationship Manager for Energy Infrastructure

    Us Bank 4.6company rating

    San Francisco, CA jobs

    At U.S. 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. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. 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. Job Description U.S. Bank's Project Finance (PF) team is seeking an experienced professional to join our growing PF platform as a Relationship Manager (PF RM) focused on project finance lending for infrastructure projects. The PF RM will report to the Director of Project Finance within US Bancorp Environmental Finance, which is part of our broader U.S. Bancorp Impact Finance (USBIF) business. The PF RM will be responsible, broadly, for project finance loan origination and transaction execution while serving existing and new clients across U.S. Bank. This position will be responsible for revenue generation through non-recourse lending activities in infrastructure across renewable / traditional power, transmission, LNG, and pipeline projects. The PF RM will be instrumental in executing on loan growth strategy which will require extensive collaboration with PF Business Development, Project Management, Asset Management, and the broader Institutional Client Group (ICG). This individual will be a seasoned leader with extensive infrastructure, project finance, tax equity, power and energy sector knowledge. This individual will have broad and deep functional expertise, with the demonstrated capacity for collaboration among internal and external interests. The position requires proficiency with U.S. Bank's credit policies and procedures and will be tasked with effectively collaborating and assisting in the ongoing development of credit administration and business line personnel. Other job qualifications include leadership experience, the ability to effectively work as part of a team, strong analytical abilities and strong prioritization skills. To be successful, the PF RM needs to develop strong working relationships within Impact Finance's Project Finance platform as well as with other key stakeholders across USBIF, U.S. Bank and the respective industries. Additionally, the PF RM must be able to combine a high-level strategic approach with the ability to be hands-on in executing tasks needed for the success and growth of the business. ESSENTIAL FUNCTIONS * Source and execute quality financing opportunities that will meet or exceed loan origination and loan fee targets or overall revenue objectives * Execute and negotiate credit agreements, depositary agreements, and other loan transaction documents in coordination with outside legal counsel and, as applicable, other U.S. Bank product areas * Work closely with PF Business Development, Credit Risk and Portfolio Risk Management on term sheet approvals, credit approvals, and managing risk limits for loans * Direct legal counsel and other third-party providers to identify risks and ensure compliance with U.S. Bank's legal and credit requirements * Support syndications and capital markets to maximize sale side opportunities for both tax equity positions and loans * Serve as subject-matter expert as a component of marking activities (panel presentations) and internally for the U.S. Bank enterprise * Guide, coach and develop team members, and manage the team's ability to work effectively with other departments and collaborate for the good of the organization. Basic Qualifications * Bachelor's or Master's degree in finance, accounting or other related field * Typically 10 or more years of banking experience Preferred Skills/Experience * Ten or more years of banking and/or project finance experience. * Experience and general knowledge of renewable energy finance including tax equity investing. * Experience with traditional power, transmission , pipelines, and LNG. Considerable communications skills and public-speaking abilities * Strong leadership skills and proven ability in motivating employees and promoting teamwork. * Excellent interpersonal, leadership, management, and teamwork skills. * Highly motivated self-starter with excellent time management skills and the ability to effectively manage multiple priorities and timelines. * High level of independent significant decision-making ability. * Ability to quickly identify risks and determine reasonable solutions. * Demonstrated ability to motivate others in a high-stress environment to achieve goal. * Ability to effectively communicate and resolve conflicts by both oral and written communication to both internal and external clients. * Ability to adapt to a dynamic and evolving work environment. * Well-developed analytical and problem-solving skills. * Strong operational acumen. LEADERSHIP SKILLS * Ability to lead a team in planning, organizing, and managing multiple projects and priorities to accomplish deadlines. * Ability to communicate effectively, both orally and in writing, with groups and individuals, at various levels. * Ability to delegate duties and assignments in order to achieve objective. * Skill in developing policies and procedures designed to meet the goals and objectives of the organization. * Skill in the preparation and presentation of ideas and information in both formal and informal settings. * Experience and knowledge of the principles and practices of management and employee development. ANALYTICAL SKILLS * Ability to think critically to solve problems with rational solutions. * Ability to react and make decisions quickly under pressure with good judgment. TECHNICAL EXPERTISE * Strong project finance and energy market experience. * Familiarity with partnership and accounting structures. Location Expectations The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. 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. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): * 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 * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. 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. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. 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). Pay Range: $143,905.00 - $169,300.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. 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. U.S. 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. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
    $143.9k-169.3k yearly 22d ago
  • Relationship Manager I

    Sunwest Bank 4.1company rating

    Irvine, CA jobs

    With direction and supervision from department head, provides direct support to develop and analyze all relevant depository and credit information pertaining to a wide range of bank business customers or prospects. Prepares or assists in the preparation of credit authorizations, in accordance with the Bank's policies and procedures, for presentation to their supervisor and prior to submission to senior credit personnel and/or credit committees. Prepares detailed collateral analysis and coordinates appraisal and third-party analysis as necessary. Spreads and analyzes financial statement information to determine financial capacity of borrowers. Prepares support to supervisor in the sourcing and opening of new depository accounts, including but not limited to, the collection of all legal and compliance-related materials that are required in the process of opening a new account. This position will become skilled at understanding and being able to spread financial statements and tax returns for business and personal entities, will understand commercial property cash flows, will be trained in analyzing appraisal and environmental reports, prepare loan requests, review leases and rent rolls, and understand ground leases. This position will work directly under designated senior level Relationship Managers or senior level Portfolio Managers. A high level of independence and problem-solving capabilities is required. Although this employee will act under the general direction of their supervisor, they will individually manage their own day-to-day activities in their support to manage, monitor, and grow the portfolio of relationships under their supervisor's responsibility. This position, with direction and supervision from the department head, may be assigned a loan and deposit portfolio to manage at the discretion of their supervisor, and will be responsible to open and maintain a variety of relationships by selling other products/services to customers through development of relationship plans, lines, deposits or complex cash management and detail-oriented operational plans. ESSENTIAL DUTIES AND RESPONSIBILITIES • Grows and maintains a list of qualified centers of influence which complement the industries or niches in which they serve. • Identifies and attends marketing events that complement or serve the industry or product niches of their portfolio. • Sources/develops new business relationships consisting of both loan and deposit products. • Interfaces with borrowers and borrowers' advisors as necessary. • Maintains a general knowledge of cash management and deposit products offered by the Bank. • Works as a member of a team comprised of Sunwest Bank product experts to ensure continuity of high-quality service, product delivery and responsiveness to client needs. • Creates and maintains effective relationships with members of the team. • Maintains a high degree of creativity and independence. • Interacts with branch staff, bank operations and cash management to support business services and products. • Delivers excellent customer service both inside and outside the Bank. • Requests and prepares financial information needed by the supervisor to identify potential operations and lending risks and ensure proper documentation on accounts. • Underwrites directly or manages the underwriting process of all loans under supervisor's responsibility. • Reviews requests for the establishment or renewal of loans. • Compiles all necessary documentation to prepare and draw loan documents. • Ensures credit files for all loans under supervisor's responsibility are complete and prepared in form and substances satisfactory for Credit Administration and regulatory review. • Effectively manages the loan process to ensure requests are being reviewed efficiently, that customers receive timely answers and that all approved transactions are completed quickly and accurately. • Accountable to understand and ensure regulatory and policy compliance with state and federal requirements including (but not limited to) the following: Bank Secrecy Act, Anti-Money Laundering Act, Community Reinvestment Act, OFAC Regulations and Fair Lending, and all applicable bank and government regulations. • Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions as they apply to this position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA. • Performs other departmental duties as assigned ADDITIONAL RESPONSIBILITIES Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management Demonstrates high level of quality work, attendance and appearance Adheres to all Company Policies & Procedures and Safety Regulations Adheres to local, state and federal laws Understands and complies with all company rules and regulations Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA. Additional duties as assigned as it relates to the position SUPERVISORY RESPONSIBILITIES This position does not have supervisory responsibilities MINIMUM QUALIFICATIONS •Ability to understand different legal entity structures. •Knowledge of commercial banking products and services. •General computer skills to enable communication with all levels of Bank management, staff and customers (Excel, Word, and Internet access). •Organizational ability with capacity to efficiently manage multiple projects simultaneously. •Ability to take the initiative and prioritize tasks; good time management, problem prevention and problem-solving skills • Excellent command of the English language, both written and verbal, and the ability to effectively communicate with all levels within the organization. • General mathematics • General accounting • Analysis and statistics • Must be able to assess any given situation and bring to a successful resolution. COMPETENCIES: Adaptability Communication Decision Making Initiative Innovation Motivator Organization Professionalism Results Orientated
    $62k-87k yearly est. Auto-Apply 60d+ ago
  • Project Finance Lending - Relationship Manager for Energy Infrastructure

    U.S. Bank 4.6company rating

    Los Angeles, CA jobs

    At U.S. 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. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. 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. **Job Description** U.S. Bank's Project Finance (PF) team is seeking an experienced professional to join our growing PF platform as a Relationship Manager (PF RM) focused on project finance lending for infrastructure projects. The PF RM will report to the Director of Project Finance within US Bancorp Environmental Finance, which is part of our broader U.S. Bancorp Impact Finance (USBIF) business. The PF RM will be responsible, broadly, for project finance loan origination and transaction execution while serving existing and new clients across U.S. Bank. This position will be responsible for revenue generation through non-recourse lending activities in infrastructure across renewable / traditional power, transmission, LNG, and pipeline projects. The PF RM will be instrumental in executing on loan growth strategy which will require extensive collaboration with PF Business Development, Project Management, Asset Management, and the broader Institutional Client Group (ICG). This individual will be a seasoned leader with extensive infrastructure, project finance, tax equity, power and energy sector knowledge. This individual will have broad and deep functional expertise, with the demonstrated capacity for collaboration among internal and external interests. The position requires proficiency with U.S. Bank's credit policies and procedures and will be tasked with effectively collaborating and assisting in the ongoing development of credit administration and business line personnel. Other job qualifications include leadership experience, the ability to effectively work as part of a team, strong analytical abilities and strong prioritization skills. To be successful, the PF RM needs to develop strong working relationships within Impact Finance's Project Finance platform as well as with other key stakeholders across USBIF, U.S. Bank and the respective industries. Additionally, the PF RM must be able to combine a high-level strategic approach with the ability to be hands-on in executing tasks needed for the success and growth of the business. **ESSENTIAL FUNCTIONS** - Source and execute quality financing opportunities that will meet or exceed loan origination and loan fee targets or overall revenue objectives - Execute and negotiate credit agreements, depositary agreements, and other loan transaction documents in coordination with outside legal counsel and, as applicable, other U.S. Bank product areas - Work closely with PF Business Development, Credit Risk and Portfolio Risk Management on term sheet approvals, credit approvals, and managing risk limits for loans - Direct legal counsel and other third-party providers to identify risks and ensure compliance with U.S. Bank's legal and credit requirements - Support syndications and capital markets to maximize sale side opportunities for both tax equity positions and loans - Serve as subject-matter expert as a component of marking activities (panel presentations) and internally for the U.S. Bank enterprise - Guide, coach and develop team members, and manage the team's ability to work effectively with other departments and collaborate for the good of the organization. **Basic Qualifications** - Bachelor's or Master's degree in finance, accounting or other related field - Typically 10 or more years of banking experience **Preferred Skills/Experience** - Ten or more years of banking and/or project finance experience. - Experience and general knowledge of renewable energy finance including tax equity investing. - Experience with traditional power, transmission , pipelines, and LNG. Considerable communications skills and public-speaking abilities - Strong leadership skills and proven ability in motivating employees and promoting teamwork. - Excellent interpersonal, leadership, management, and teamwork skills. - Highly motivated self-starter with excellent time management skills and the ability to effectively manage multiple priorities and timelines. - High level of independent significant decision-making ability. - Ability to quickly identify risks and determine reasonable solutions. - Demonstrated ability to motivate others in a high-stress environment to achieve goal. - Ability to effectively communicate and resolve conflicts by both oral and written communication to both internal and external clients. - Ability to adapt to a dynamic and evolving work environment. - Well-developed analytical and problem-solving skills. - Strong operational acumen. LEADERSHIP SKILLS - Ability to lead a team in planning, organizing, and managing multiple projects and priorities to accomplish deadlines. - Ability to communicate effectively, both orally and in writing, with groups and individuals, at various levels. - Ability to delegate duties and assignments in order to achieve objective. - Skill in developing policies and procedures designed to meet the goals and objectives of the organization. - Skill in the preparation and presentation of ideas and information in both formal and informal settings. - Experience and knowledge of the principles and practices of management and employee development. ANALYTICAL SKILLS - Ability to think critically to solve problems with rational solutions. - Ability to react and make decisions quickly under pressure with good judgment. TECHNICAL EXPERTISE - Strong project finance and energy market experience. - Familiarity with partnership and accounting structures. **Location Expectations** The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. 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 (****************************************************************************** . **Benefits:** Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): + 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 + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. 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. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. 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). Pay Range: $143,905.00 - $169,300.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. 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. U.S. 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. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**
    $143.9k-169.3k yearly 54d ago
  • Project Finance Lending - Relationship Manager for Energy Infrastructure

    Us Bank 4.6company rating

    Los Angeles, CA jobs

    At U.S. 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. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. 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. Job Description U.S. Bank's Project Finance (PF) team is seeking an experienced professional to join our growing PF platform as a Relationship Manager (PF RM) focused on project finance lending for infrastructure projects. The PF RM will report to the Director of Project Finance within US Bancorp Environmental Finance, which is part of our broader U.S. Bancorp Impact Finance (USBIF) business. The PF RM will be responsible, broadly, for project finance loan origination and transaction execution while serving existing and new clients across U.S. Bank. This position will be responsible for revenue generation through non-recourse lending activities in infrastructure across renewable / traditional power, transmission, LNG, and pipeline projects. The PF RM will be instrumental in executing on loan growth strategy which will require extensive collaboration with PF Business Development, Project Management, Asset Management, and the broader Institutional Client Group (ICG). This individual will be a seasoned leader with extensive infrastructure, project finance, tax equity, power and energy sector knowledge. This individual will have broad and deep functional expertise, with the demonstrated capacity for collaboration among internal and external interests. The position requires proficiency with U.S. Bank's credit policies and procedures and will be tasked with effectively collaborating and assisting in the ongoing development of credit administration and business line personnel. Other job qualifications include leadership experience, the ability to effectively work as part of a team, strong analytical abilities and strong prioritization skills. To be successful, the PF RM needs to develop strong working relationships within Impact Finance's Project Finance platform as well as with other key stakeholders across USBIF, U.S. Bank and the respective industries. Additionally, the PF RM must be able to combine a high-level strategic approach with the ability to be hands-on in executing tasks needed for the success and growth of the business. ESSENTIAL FUNCTIONS * Source and execute quality financing opportunities that will meet or exceed loan origination and loan fee targets or overall revenue objectives * Execute and negotiate credit agreements, depositary agreements, and other loan transaction documents in coordination with outside legal counsel and, as applicable, other U.S. Bank product areas * Work closely with PF Business Development, Credit Risk and Portfolio Risk Management on term sheet approvals, credit approvals, and managing risk limits for loans * Direct legal counsel and other third-party providers to identify risks and ensure compliance with U.S. Bank's legal and credit requirements * Support syndications and capital markets to maximize sale side opportunities for both tax equity positions and loans * Serve as subject-matter expert as a component of marking activities (panel presentations) and internally for the U.S. Bank enterprise * Guide, coach and develop team members, and manage the team's ability to work effectively with other departments and collaborate for the good of the organization. Basic Qualifications * Bachelor's or Master's degree in finance, accounting or other related field * Typically 10 or more years of banking experience Preferred Skills/Experience * Ten or more years of banking and/or project finance experience. * Experience and general knowledge of renewable energy finance including tax equity investing. * Experience with traditional power, transmission , pipelines, and LNG. Considerable communications skills and public-speaking abilities * Strong leadership skills and proven ability in motivating employees and promoting teamwork. * Excellent interpersonal, leadership, management, and teamwork skills. * Highly motivated self-starter with excellent time management skills and the ability to effectively manage multiple priorities and timelines. * High level of independent significant decision-making ability. * Ability to quickly identify risks and determine reasonable solutions. * Demonstrated ability to motivate others in a high-stress environment to achieve goal. * Ability to effectively communicate and resolve conflicts by both oral and written communication to both internal and external clients. * Ability to adapt to a dynamic and evolving work environment. * Well-developed analytical and problem-solving skills. * Strong operational acumen. LEADERSHIP SKILLS * Ability to lead a team in planning, organizing, and managing multiple projects and priorities to accomplish deadlines. * Ability to communicate effectively, both orally and in writing, with groups and individuals, at various levels. * Ability to delegate duties and assignments in order to achieve objective. * Skill in developing policies and procedures designed to meet the goals and objectives of the organization. * Skill in the preparation and presentation of ideas and information in both formal and informal settings. * Experience and knowledge of the principles and practices of management and employee development. ANALYTICAL SKILLS * Ability to think critically to solve problems with rational solutions. * Ability to react and make decisions quickly under pressure with good judgment. TECHNICAL EXPERTISE * Strong project finance and energy market experience. * Familiarity with partnership and accounting structures. Location Expectations The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. 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. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): * 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 * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. 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. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. 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). Pay Range: $143,905.00 - $169,300.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. 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. U.S. 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. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
    $143.9k-169.3k yearly 22d ago
  • Government Banking Relationship Manager

    U.S. Bank 4.6company rating

    Sacramento, CA jobs

    At U.S. 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. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. 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. Job Description Join a dynamic and growing team that manages relationships within U.S. Bank's Institutional Client Group. This position will manage complex Government Banking relationships in the state and local government segment with agencies across the state. The Relationship Manager (RM) grows revenue as directed by senior management by successfully prospecting for new business and retaining and expanding existing customer relationships. Approves loans within assigned limits, manages loan and portfolio credit quality, sources prospects and develops new customer relationships. Provides financial advice to customers and sells appropriate bank products and services to those prospects and clients. Makes appropriate referrals. Base pay for this role usually falls within $200,000 to $300,000. Additional considerations regarding base pay levels are based on candidate qualifications. Your compensation expectations will be discussed with a U.S. Bank recruiter if you are contacted to discuss the role further. Basic Qualifications - Bachelor's or Master's degree in finance, accounting or other related field - Typically 10 or more years of banking experience Preferred Skills/Experience - Strong leadership abilities and strategic management skills - Considerable knowledge and experience in managing and growing a large portfolio of government clients - Excellent verbal and written communication skills - Excellent analytical, decision-making and problem-solving skills - Considerable tact, diplomacy and people skill The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. 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. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): 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 Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. 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. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. 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). Pay Range: $181,730.00 - $213,800.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. 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. U.S. 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. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
    $72k-112k yearly est. Auto-Apply 16d ago
  • Government Banking Relationship Manager

    U.S. Bank 4.6company rating

    Sacramento, CA jobs

    At U.S. 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. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. 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. **Job Description** Join a dynamic and growing team that manages relationships within U.S. Bank's Institutional Client Group. This position will manage complex Government Banking relationships in the state and local government segment with agencies across the state. The Relationship Manager (RM) grows revenue as directed by senior management by successfully prospecting for new business and retaining and expanding existing customer relationships. Approves loans within assigned limits, manages loan and portfolio credit quality, sources prospects and develops new customer relationships. Provides financial advice to customers and sells appropriate bank products and services to those prospects and clients. Makes appropriate referrals. **_Base pay for this role usually falls within $200,000 to $300,000. Additional considerations regarding base pay levels are based on candidate qualifications. Your compensation expectations will be discussed with a U.S. Bank recruiter if you are contacted to discuss the role further._** Basic Qualifications - Bachelor's or Master's degree in finance, accounting or other related field - Typically 10 or more years of banking experience Preferred Skills/Experience - Strong leadership abilities and strategic management skills - Considerable knowledge and experience in managing and growing a large portfolio of government clients - Excellent verbal and written communication skills - Excellent analytical, decision-making and problem-solving skills - Considerable tact, diplomacy and people skill The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. 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 (****************************************************************************** . **Benefits:** Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): + 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 + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. 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. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. 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). Pay Range: $181,730.00 - $213,800.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. 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. U.S. 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. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**
    $72k-112k yearly est. 36d ago
  • Government Banking Relationship Manager

    Us Bank 4.6company rating

    Sacramento, CA jobs

    At U.S. 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. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. 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. Job Description Join a dynamic and growing team that manages relationships within U.S. Bank's Institutional Client Group. This position will manage complex Government Banking relationships in the state and local government segment with agencies across the state. The Relationship Manager (RM) grows revenue as directed by senior management by successfully prospecting for new business and retaining and expanding existing customer relationships. Approves loans within assigned limits, manages loan and portfolio credit quality, sources prospects and develops new customer relationships. Provides financial advice to customers and sells appropriate bank products and services to those prospects and clients. Makes appropriate referrals. Base pay for this role usually falls within $200,000 to $300,000. Additional considerations regarding base pay levels are based on candidate qualifications. Your compensation expectations will be discussed with a U.S. Bank recruiter if you are contacted to discuss the role further. Basic Qualifications * Bachelor's or Master's degree in finance, accounting or other related field * Typically 10 or more years of banking experience Preferred Skills/Experience * Strong leadership abilities and strategic management skills * Considerable knowledge and experience in managing and growing a large portfolio of government clients * Excellent verbal and written communication skills * Excellent analytical, decision-making and problem-solving skills * Considerable tact, diplomacy and people skill The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. 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. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): * 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 * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. 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. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. 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). Pay Range: $181,730.00 - $213,800.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. 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. U.S. 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. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
    $72k-112k yearly est. 15d ago
  • Relationship Manager

    Citizens Business Bank 4.2company rating

    Relationship manager job at Citizens Business Bank

    Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus. 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. Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job. 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. Assist with the management of the Center budget to ensure that deposit, loan and net income goals are met. Work with the Manager to ensure that all Bank operating and lending policies and procedures are properly implemented and followed. Assist in properly following and implementing all Bank audit procedures. Assist the manager to ensure that the Bank's CRA policies and objectives are adhered to in the Center and its assigned service area. Assist with the management of the Center sales and service efforts to ensure retention of existing relationships and growth of new relationships. Manage personal sales efforts in order to meet Center goals. Commitment to teamwork and a focus on delivering The Citizens Experience Customer Service. 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:$73,770.00 To $191,292.00 Annually 40 hours per week.
    $73.8k-191.3k yearly Auto-Apply 60d+ ago
  • Relationship Manager

    Citizens Business Bank 4.2company rating

    Relationship manager job at Citizens Business Bank

    Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus. The Relationship Manager is responsible for developing and managing a portfolio of Commercial and/or Commercial Real Estate clients that lead to commercial and/or commercial real estate loans (Non-Owner Occupied), deposits and other banking products offered by the Bank. The Relationship Manager must assist with the management of the Department sales and service efforts to ensure retention of existing relationships and growth of new relationships. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job. Participate in all Department functions necessary to contribute to the achievement of Department earnings and growth objective. Actively participate in various community and civic activities. Assist with the management of the Department budget to ensure that deposit, loan and net income goals are met. Work with the Manager to ensure that all Bank operating and lending policies and procedures are properly implemented and followed. Assist in properly following and implementing all Bank audit procedures. Assist the manager to ensure that the Bank's CRA policies and objectives are adhered to in the Department. Assist with the management of the Department sales and service efforts to ensure retention of existing relationships and growth of new relationships. Manage personal sales efforts in order to meet Department goals. Provide, present and promote The Citizens Experience to all external and internal customers. 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 Real Estate or 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:$73,770.00 To $191,292.00 Annually 40 hours per week.
    $73.8k-191.3k yearly Auto-Apply 60d+ ago
  • Relationship Manager

    Citizens Business Bank 4.2company rating

    Relationship manager job at Citizens Business Bank

    Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus. The Relationship Manager is responsible for developing and managing a portfolio of Commercial and/or Commercial Real Estate clients that lead to commercial and/or commercial real estate loans (Non-Owner Occupied), deposits and other banking products offered by the Bank. The Relationship Manager must assist with the management of the Department sales and service efforts to ensure retention of existing relationships and growth of new relationships. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job. Participate in all Department functions necessary to contribute to the achievement of Department earnings and growth objective. Actively participate in various community and civic activities. Assist with the management of the Department budget to ensure that deposit, loan and net income goals are met. Work with the Manager to ensure that all Bank operating and lending policies and procedures are properly implemented and followed. Assist in properly following and implementing all Bank audit procedures. Assist the manager to ensure that the Bank's CRA policies and objectives are adhered to in the Department. Assist with the management of the Department sales and service efforts to ensure retention of existing relationships and growth of new relationships. Manage personal sales efforts in order to meet Department goals. Provide, present and promote The Citizens Experience to all external and internal customers. 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 Real Estate or 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:$73,770.00 To 191,292.00 Annually 40 hours per week
    $73.8k-191.3k yearly Auto-Apply 60d+ ago
  • FVP, Relationship Manager

    Cathay General Bancorp 4.4company rating

    Los Angeles, CA jobs

    Relationship Manager ("RM") is able to handle both (i) client-facing business development responsibilities as well as (ii) portfolio management responsibilities. This type of RM is typically found in lending teams with a smaller number of people where someone may need to carry out both functions. In a larger lending team, this title can exist for someone who wants to transition from PM to SRM but is not quite ready for the loan goal targets of a SRM. This position's function is to identify and bring new loan clients and be able to manage an existing portfolio assigned to them. ESSENTIAL FUNCTIONS Identify and bring new clients to the Bank. Each RM should have a specific new loan commitment/outstanding goal set by their Team Manager every year. RM is to negotiate and structure the primary terms of the loan with the client; circulate concept memo if needed prior to issuance of term sheet/LOI. Work with designated underwriter, loan assistants and other loan support staff to prepare the Credit Commitment Report ("CCR") for new loans, renewals, amendments and annual reviews. Present each CCR to the requisite approval authority levels. The finished CCR is the work product of a team but the RM is ultimately responsible for the content. Review loan documents, either internally prepared or by outside counsel, to ensure accuracy. Work with loan assistants and loan support staff to ensure all necessary items needed for the closing of the loan is in process and well-managed; RM is to manage the client experience of this process. Portfolio management functions include monitoring and managing the credit quality of the assigned loan portfolio. Review to ensure each credit is properly risk rated based on the Bank's risk rating system. Reviews client's accounts and portfolios in order to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank. Ensure compliance with Bank, regulatory and credit requirements with emphasis on best-in-class customer service while adhering to required timeframes from the client. Assist with mentoring and coaching junior officers and loan staff. QUALIFICATIONS Education: U.S. College graduate with major in related fields. Experience: 5-7 years of commercial lending and banking experience with thorough knowledge of lending regulations and credit/underwriting practices. Must possess strong loan negotiation (rates, terms, collateral requirements) experience. Must possess previous underwriting experience in the requisite area of commercial lending. Must have extensive knowledge and understanding of Bank's credit policy, risk management, underwriting requirements and loan servicing. Must have strong knowledge and understanding of commercial and specialty group banking products and services and have demonstrated ability to cross-sell such products. Skills/Ability: PC proficient. Excellent verbal and written communication skills. Bilingual (English/Mandarin or Cantonese) a plus but not required. Ability to work well independently to structure loans and/or lines of credits. Must be organized and detail oriented and able to multi-task. Ability to work effectively in a fast paced, high production and team environment. Excellent time management skills and be accustomed to working with deadlines. Ability to assume responsibility and accountability for decision-making. Ability to communicate effectively with all levels of Bank personnel. OTHER DETAILS $155K - $180K / year Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus.
    $155k-180k yearly 10d ago
  • Partner Relationship Manager, MSP

    U.S. Bank 4.6company rating

    Los Angeles, CA jobs

    At U.S. 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. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. 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. **Job Description** The Partner Relationship Manager will lead strategic engagement and growth initiatives across the Merchant Service Provider (MSP) and digital partner channels for the US & Canada. This role is responsible for building and managing relationships with external sellers, driving channel performance, and enabling sales success through education, sales enablement and operational support. Success hinges on the ability to build deep relationships. The role requires a confident, strategic professional who can influence all necessary parties, conceptualize strategies and execute them enabling partners to sell talech solutions. This includes Sales Leaders, Individual Merchant Processing Providers, Operational teams, Product teams, and more. The ideal candidate will have a strong background in partner/channel development, POS sales, and relationship management. They also need to understand the competitive landscape, can identify barriers to sales, adoption, activation and proactively drive sales performance across diverse geographies. A strong grasp of regional dynamics, especially the nuances between U.S. and Canadian markets, is essential. Partner Relationship management from within the POS and payments is required. **Key Responsibilities** + Market Development & Partner Management + Develop and execute strategies to grow talech's footprint across MSP, Digital, channels in North America. + Build trust and influence with Merchant Service Providers, driving their commitment to actively sell talech solutions. + Identify, onboard, and nurture high-performing external sales partners. + Drive partner engagement through enablement programs, sales performance reviews, and strategic planning. + Understand and address regional market dynamics-why certain areas (e.g., Canada) are selling or not-and tailor strategies accordingly. + Collaborate with internal stakeholders to align channel strategies with broader talech and U.S. Bank objectives. + Analyze competitive positioning and leverage insights to differentiate talech in partner conversations. + Sales Enablement & Relationship Management + Serve as the primary liaison between talech and external/internal sales teams. + Deliver product education, sales tools, and enablement resources to drive adoption and activation. + Conduct needs assessments and engagement meetings to support sales success. + Monitor and report on channel performance metrics including attachment rates, account growth, and revenue. + Serve as a strategic advisor to partners, helping them understand the value proposition and market opportunity. + Represent talech with confidence and credibility in high-level discussions. + Travel as needed **Basic Qualifications** + Bachelor's degree, or equivalent work experience + Typically six to eight years of relevant experience **Preferred Skills/Experience** + Demonstrated sales and marketing skills and abilities + Strong organizational and managerial skills + Ability to work independently and in teams + 6+ years of experience in sales support, channel development, or partner relationship management. + Proven success in growing and managing external sales networks or reseller channels. + Experience with SaaS product sales and SMB financial ecosystems. + Strong familiarity with CRM and enablement tools (e.g., Salesforce, Service Cloud, Confluence, Power BI). + Excellent communication and presentation skills. + Analytical mindset with a focus on execution and performance metrics. + Experience with POS solutions and SMB verticals (Retail, Restaurants, Services) is a plus. + Strategic thinker with a hands-on approach. + Collaborative and engaging personality that fosters trust and enthusiasm. + Comfortable navigating a fast-paced, evolving product environment. + Skilled in escalation management and creative problem-solving. + Experience with competitor POS and payments is a requirement. + Experience managing large markets and partner relationships is required. 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 (****************************************************************************** . **Benefits:** Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): + 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 + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. 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. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. 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). Pay Range: $86,360.00 - $101,600.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. 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. U.S. 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. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**
    $86.4k-101.6k yearly 60d+ ago
  • FVP, Relationship Manager

    Cathay General Bancorp 4.4company rating

    El Monte, CA jobs

    Relationship Manager ("RM") is able to handle both (i) client-facing business development responsibilities as well as (ii) portfolio management responsibilities. This type of RM is typically found in lending teams with a smaller number of people where someone may need to carry out both functions. In a larger lending team, this title can exist for someone who wants to transition from PM to SRM but is not quite ready for the loan goal targets of a SRM. This position's function is to identify and bring new loan clients and be able to manage an existing portfolio assigned to them. ESSENTIAL FUNCTIONS Identify and bring new clients to the Bank. Each RM should have a specific new loan commitment/outstanding goal set by their Team Manager every year. RM is to negotiate and structure the primary terms of the loan with the client; circulate concept memo if needed prior to issuance of term sheet/LOI. Work with designated underwriter, loan assistants and other loan support staff to prepare the Credit Commitment Report ("CCR") for new loans, renewals, amendments and annual reviews. Present each CCR to the requisite approval authority levels. The finished CCR is the work product of a team but the RM is ultimately responsible for the content. Review loan documents, either internally prepared or by outside counsel, to ensure accuracy. Work with loan assistants and loan support staff to ensure all necessary items needed for the closing of the loan is in process and well-managed; RM is to manage the client experience of this process. Portfolio management functions include monitoring and managing the credit quality of the assigned loan portfolio. Review to ensure each credit is properly risk rated based on the Bank's risk rating system. Reviews client's accounts and portfolios in order to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank. Ensure compliance with Bank, regulatory and credit requirements with emphasis on best-in-class customer service while adhering to required timeframes from the client. Assist with mentoring and coaching junior officers and loan staff. QUALIFICATIONS Education: U.S. College graduate with major in related fields. Experience: 7-10 years of commercial lending and banking experience with thorough knowledge of lending regulations and credit/underwriting practices. Must possess strong loan negotiation (rates, terms, collateral requirements) experience. Must possess previous underwriting experience in the requisite area of commercial lending. Skills/Ability: Must have extensive knowledge and understanding of Bank's credit policy, risk management, underwriting requirements and loan servicing. Must have strong knowledge and understanding of commercial and specialty group banking products and services and have demonstrated ability to cross-sell such products. PC proficient. Excellent verbal and written communication skills. Bilingual (English/Mandarin or Cantonese) a plus but not required. Ability to work well independently to structure loans and/or lines of credits. Must be organized and detail oriented and able to multi-task. Ability to work effectively in a fast paced, high production and team environment. Excellent time management skills and be accustomed to working with deadlines. Ability to assume responsibility and accountability for decision-making. Ability to communicate effectively with all levels of Bank personnel. OTHER DETAILS $130K - $170K / year Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.
    $130k-170k yearly 10d ago
  • Client Relationship Consultant 3 (Banker) - Compton, CA Bilingual (English and Spanish)

    U.S. Bank 4.6company rating

    Compton, CA jobs

    At U.S. 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. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. 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. Job DescriptionClient Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs. Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.Basic Qualifications: - High school diploma or equivalent - Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training- Bilingual ability to read, write, and speak in business proficiency of Spanish and English Location expectations This role requires working from a U.S. Bank location five (5) days per week. Preferred Skills/Experience: - Proven ability to build and foster relationships with clients through proactive outreach and follow up - Ability to effectively engage and communicate with clients - Thorough knowledge of applicable bank and branch policies, procedures and support systems - Thorough knowledge of all retail products and services - Proven customer service and interpersonal skills - Experience in participating in sales campaigns/promotions - Experience with using and demonstrating digital products and self-service technologies - Ability to explore and identify a customer's true needs while leveraging a digital first mindset - Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively - Experience in the financial services industry preferred 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. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): 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 Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. 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. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. 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). Pay Range: $22.69 - $30.24 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. 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. U.S. 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. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
    $22.7-30.2 hourly Auto-Apply 14d ago
  • Client Relationship Consultant 3 (Banker) - Compton, CA Bilingual (English and Spanish)

    U.S. Bank 4.6company rating

    Compton, CA jobs

    At U.S. 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. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. 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. **Job Description** Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs. Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. **Basic Qualifications:** - High school diploma or equivalent - Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training - Bilingual ability to read, write, and speak in business proficiency of Spanish and English **Location expectations** This role requires working from a U.S. Bank location five (5) days per week. **Preferred Skills/Experience:** - Proven ability to build and foster relationships with clients through proactive outreach and follow up - Ability to effectively engage and communicate with clients - Thorough knowledge of applicable bank and branch policies, procedures and support systems - Thorough knowledge of all retail products and services - Proven customer service and interpersonal skills - Experience in participating in sales campaigns/promotions - Experience with using and demonstrating digital products and self-service technologies - Ability to explore and identify a customer's true needs while leveraging a digital first mindset - Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively - Experience in the financial services industry preferred 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 (****************************************************************************** . **Benefits:** Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): + 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 + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. 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. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. 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). Pay Range: $22.69 - $30.24 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. 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. U.S. 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. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**
    $22.7-30.2 hourly 55d ago
  • Client Relationship Consultant 3 (Banker) - Torrance Pacific Coast Hwy, CA

    U.S. Bank 4.6company rating

    Torrance, CA jobs

    At U.S. 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. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. 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. Job DescriptionClient Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs. Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.Basic Qualifications - High school diploma or equivalent - Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training Preferred Skills/Experience - Proven ability to build and foster relationships with clients through proactive outreach and follow up - Ability to effectively engage and communicate with clients - Thorough knowledge of applicable bank and branch policies, procedures and support systems - Thorough knowledge of all retail products and services - Proven customer service and interpersonal skills - Experience in participating in sales campaigns/promotions - Experience with using and demonstrating digital products and self-service technologies - Ability to explore and identify a customer's true needs while leveraging a digital first mindset - Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively - Experience in the financial services industry preferred Location expectations This role requires working from a U.S. Bank location five (5) 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. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): 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 Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. 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. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. 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). Pay Range: $22.69 - $30.24 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. 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. U.S. 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. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
    $22.7-30.2 hourly Auto-Apply 3d ago

Learn more about Citizens Business Bank jobs