Irwin, PA 15642
Additional Locations:
491 North Cleveland-Massillon Road
Akron, OH 44333
2032 Front Street, Cuyahoga Falls, OH 44221
800 Philadelphia Street
Indiana, PA 15701
2 North Church Street
West Chester, PA 19380
358 N Shore Drive
Pittsburgh, PA 15212
Hours:
Monday - Wednesday: 9:00 am - 4:00 pm
Thursday: 9:00 am - 5:00 pm
Friday: 9:00 am - 4:00 pm
(Additional hours as necessary to meet the objectives of the department)
Function: The Special Asset Portfolio Manager or Analyst provides relationship management to Special Asset Officers for an assigned portfolio including of a 15 - 20 commercial loan workout relationships with an average size of >$5MM with diverse scope and complexity. In partnership with the Special Asset Officers, the Portfolio Manager or Analyst will draw on their prior analytical and commercial loan experience to provide comprehensive support to existing Borrowers within the assigned adversely graded special asset portfolio.
Duties and Responsibilities:
Liaison between Special Asset Officer and Other Departments within the Bank for facilitating modifications, extensions, and covenant testing within designated special asset portfolio.
Perform annual reviews for client relationships within the assigned special asset portfolio.
Attend client calls with Special Asset Officers to gain a thorough understanding of the client's business and effectively assist in ongoing credit risk management of the relationship.
As a trusted partner, the Special Asset Portfolio Manager or Analyst will provide constructive and regular feedback to Special Asset Officers to ensure sound relationship quality.
Conduct site visits and document vacancy / occupancy, as well as, general property conditions via notes and photographs.
Monitor credit performance of client portfolios and alert Special Asset Officers and Management to changes that may require action to ensure risk mitigation, minimize potential losses and maximum returns. Including but not limited to:
Facilitating the collection and spreading of financial statements
Analyzing collateral quality
Monitoring line usage and supporting documents such as: accounts receivable / payable aging reports and inventory reports for concentration risk, aged accounts and inventory.
Performing lease analysis for potential rent roll down / expirations / vacancy
Comparing actual performance to pro-formas / projections
Monitoring various credit risk reports
Preparing Criticized Asset Reports and periodic credit file memos
Resolve any documented exceptions
Preparing troubled debt restricting analysis and supporting documentation
Conduct covenant tests within the assigned special asset portfolio.
Monitor / facilitate construction and general line advances within the assigned special asset portfolio.
Utilizes advanced financial and quantitative analyses techniques to evaluate financial and related information to gauge borrower's overall ability to repay debt as well as to assess financial performance relative to peer companies, industry benchmarks or other standards of performance. In addition, these techniques will be used to analyze to borrower's capital structure and bank's documentation to determine restructure options for complex, diverse and adversely graded credits which will assist to design and implement comprehensive strategies to either exit or retain relationship.
Researches and accurately interprets commercial loan documentation, agreements, leases, contracts, and other technical documentation of a legal nature. Identifies the documentation gaps to complete a loan documentation file review for all commercial products and perfection of all types of collateral. Perform any other analysis needed by Special Asset Management or Special Asset Officers.
Interprets and resolves complex financial problems and questions, including the identification of required variables and data sources, proper adjustment of stated financial figures, finding solutions from incomplete or fragmentary information, and following through with all appropriate calculation steps.
Assist in the assignment of appropriate and timely risk ratings on existing borrowers, including regulatory non-Pass ratings, which will directly influence the ACL provision and bank earnings. Defends assigned risk ratings when needed.
Interacts regularly with peers in other functional areas, managers, and customers. Interactions may involve controversial situations or trying to influence actions. Decisions can result in critical delays in schedules or departments operations or jeopardize overall business objectives.
Maintains a good working relationship with Bank employees in other departments. Demonstrates strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the department and in turn, the organization.
Provides guidance and oversight to Special Asset Portfolio Manager I or II. May conduct training on an “as needed” basis. Will be involved with the development of Special Asset Department procedures and methodologies.
Assumes additional any other analysis, job duties and responsibilities as assigned.
Physical Demands:
Operates a keypad device 75% of the day. Operates office equipment 10% of the day. The primary parts of the body involved in performing these tasks are the fingers, hands, thumb, wrists, elbow, legs, lower, and upper torso and feet. Sitting is required 70% of the day. Walking is required 10% of the day. Standing is required 20% of the day. Specific vision requirements include close vision of 18”-20” for computer work. Business travel is required to meet customers, attorneys, and consultants with overnight stays required.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
Salary Range:
$55,000.00 - $149,000.00
$55k-149k yearly Auto-Apply 19d ago
Looking for a job?
Let Zippia find it for you.
Bank at Work Relationship Manager
BMO Financial Group 4.7
San Jose, CA jobs
Partners with internal stakeholders to deliver sales activities and results for designated retail sales programs/products. Acts as the market expert for the retail sales program / products to grow market share. Establishes strong working relationships within the designated market and participates on joint sales calls and team meetings. Identifies and refers business opportunities to key partners.
**Identifies and refers business opportunities to key partners, including Commercial Banking and Wealth Management, to deliver holistic client solutions.**
**U.S. Only:** This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.
+ Develops and executes a market business plan, including sales strategies, to achieve retail sales program / product objectives.
+ Represents the retail sales programs / products at sales calls and events.
+ Generates appointments and opportunities to grow business results.
+ Prioritizes the market's client and prospect pipeline and schedules for events and seminars.
+ Manages regional retail sales programs / products to maximize client opportunities across BMO.
+ Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
+ Recommends program design changes based on client or market segment needs to enhance program effectiveness and establish best practices.
+ Provides strategic input into business decisions as a trusted advisor.
+ Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
+ Acts as a subject matter expert on relevant regulations and policies.
+ May network with industry contacts to gain competitive insights and best practices.
+ Develops the business case by identifying needs, analyzing potential options and assessing expected return on investment.
+ Establishes strong partnerships with BMO colleagues and senior leaders in the designated market.
+ Acts as the prime subject matter expert for internal/external stakeholders.
+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
+ Defines business requirements for analytics and reporting to ensure data insights inform business decision making.
+ Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
+ Develops and applies the framework for databases; oversees database management in adherence with data governance standards.
+ Monitors and tracks performance and addresses any issues.
+ Designs and produces regular and ad-hoc reports and dashboards.
+ Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
+ Leads the development of the communication strategy focusing on positively influencing or changing behavior.
+ Collaborates across BMO to develop communications strategies and ensure consistency of messaging to positively influence or change behavior.
+ Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
+ Leads/participates in the design, implementation, and management of core business/group processes.
+ Plans and controls unit operating expenses in accordance with forecasts.
+ Makes recommendations to leaders on financial management processes based on changing requirements.
+ Develops and manages comprehensive information management systems; designs and/or leads initiatives to improve processes, analysis, and reporting.
+ Leads / participates in the design, implementation, and management of core business / group processes.
+ Provides input to program development and marketing strategies to grow the market share.
+ Identifies, refines, and shares suggestions to improve sales calls, events, seminars, materials, and tools.
+ Delivers the desired customer experience in partnership with BMO colleagues.
+ Breaks down strategic problems, and analyzes data and information to provide insights and recommendations.
+ Monitors and tracks performance, and addresses any issues.
+ Builds effective relationships with internal / external stakeholders.
+ Ensures alignment between stakeholders.
+ Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
+ Conducts independent analysis and assessment to resolve strategic issues.
+ Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
+ Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
+ Implements changes in response to shifting trends.
+ Broader work or accountabilities may be assigned as needed.
**Qualifications:**
+ Typically **7+ years** of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ Meets all CFPB and Safe Act requirements and adheres to all compliance, regulatory, and legal guidelines.
+ In depth/Expert knowledge of retail products and retail branch networks.
+ **Presentation skills and time management** - In-depth/Expert.
+ Proven business development success.
+ Customer-oriented; focused on designing and delivering a great customer experience.
+ Proactive and collaborative with team members to establish trust and partnerships.
+ Committed to building strong internal and customer relationships.
+ **Comfort with multi-tasking to manage multiple clients and/or events simultaneously.**
+ Seasoned professional with a combination of education, experience and industry knowledge.
+ Verbal & written communication skills - In-depth / Expert.
+ Analytical and problem solving skills - In-depth / Expert.
+ Influence skills - In-depth / Expert.
+ Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
+ Able to manage ambiguity.
+ Data driven decision making - In-depth / Expert.
**Salary:**
$122,400.00 - $228,000.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
**About Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at **************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$122.4k-228k yearly 7d ago
Wealth Relationship Manager
HSBC 4.9
San Francisco, CA jobs
In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share.The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with high value clients. Professionalism client focus, and understanding of the fundamentals of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio of clients.As our Wealth Relationship Manager you will:
Provide financial solutions and opportunities to your portfolio of clients
Increase wallet share of existing clients and identifying product opportunities within the business
Conduct full needs assessments with current and potential Wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations
Represent the Company in community organizations and activities to enhance the Company's image and maintain and grow a referral network for additional relationship opportunities while maintaining an active prospect pipeline
The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee's overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a “bonus”). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.You´ll likely have the following qualifications to succeed in this role:
Meaningful experience in nontraditional banking financial sales, providing client recommendations and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios
Expert knowledge in wealth planning and wealth products, the impact of macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management
Strong client focus and ability to deliver needs-based solutions through effective communication, influencing, and sales skills
Ability to demonstrate strong relationship deepening skills with existing client base to build and grow relationships and develop referral sources
Strong business development skills to work with outside COI's to develop self-sourced business
Self-Motivated and Self-driven individual with strong relationship and communications skills
Good understanding of how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
Series 7, 63, 65 or 66 (in lieu of 63 and 65), Life and Health insurance licenses required
Mandarin and/or Cantonese language
As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.
HSBC
#J-18808-Ljbffr
$110k-157k yearly est. 2d ago
Chief Banking Officer
Farmers National Bank 4.7
Canfield, OH jobs
Corporate Main Office 20 South Broad Street Canfield, OH 44406, USA
Oversee and lead all Credit and non‑retail Lending divisions of the Company. Strategically plan, communicate and execute the Company lending, and credit quality philosophy by engaging internal and external resources to grow the loan portfolio within an acceptable risk profile. The CBO will coordinate with the CEO, CFO and other executives to establish goals, priorities, policies and processes that enable the Company to achieve expected performance levels related to lending and credit quality. The CBO will work to coordinate the establishment of lending goals for C&I, CRE, Ag, and Mortgage Lending, along with Treasury Management. Additionally, the CBO is responsible for setting and enforcing the overarching credit evaluation philosophy and practice for the organization. Included in this is the management and leadership of all Credit Support areas such as Loan Administration, Loan Document Processing, Credit Analysis, etc. As an executive, the CBO must also create and strengthen relationships with employees that provide open lines of communication to foster teamwork, trust and a supportive culture.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Ensure that all operational aspects of the Bank's Mortgage Lending and Underwriting activities operate in a safe and sound manner in the best interest of shareholders, the Board of Directors, customers, employees, and the public.
Lead the Commercial lending teams of Farmers National Bank by establishing appropriate strategies, goals and expectations for various loans by type and volume
Oversee the Company's Treasury Management sales and operations activities.
Ensure all Mortgage Lending operations are effectively integrated to achieve optimal outcomes for the Bank, our clients and Shareholders
Develop and implement strategies to accommodate current and future organizational plans, programs, and needs.
Provide the highest level of customer relations and service
Ensure compliance with Bank policies, procedures and processes.
Oversee the Mortgage Sales lines of business Meet and interact with various regulatory agencies, representatives and examiners (Federal Reserve, OCC, SEC, OTS, etc.) as necessary.
As necessary, meet with investors and analysts to report on the current status of the Company
Partners with Senior Leaders in Human Resources, Information Technology, Marketing, Risk Management and Audit to develop and implement effective processes/procedures, and promote a team‑oriented culture throughout the Company
Serve as a member of, or chairperson of various Sr. Management Committees as needed
Actively promote a positive and engaged partnership with the community by sitting on community boards and/or participating in/chairing local programs, charities or meetings
Serve as an active member of the Farmers National Bank Board of Directors
Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti‑Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.
Regular, predictable attendance is an essential requirement of this position.
Completes all other duties as assigned
SUPERVISORY RESPONSIBILITIES
Responsible for the overall direction, coordination, and evaluation of the Commercial and Mortgage departments. Expected to coach, train and evaluate department leaders in both informal and formal settings. Carry out supervisory responsibilities in accordance with the Bank's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; coach, train and evaluate department employees; addressing complaints and resolving problems.
EDUCATION AND/OR EXPERIENCE
Bachelor's degree from an accredited four (4) year college or university in Business Administration or a related field
Minimum of fifteen (15) years financial executive leadership experience; extensive experience in mortgage lending and Treasury Management highly preferred and/ or equivalent combination of education and experience
Must have a minimum of ten (10) years supervisory experience; managing multiple departments efficiently
Must have excellent verbal and written communication skills
Must have full knowledge of current banking regulations with regard to credit risk, general knowledge of all areas of banking operations, bank finance and risk management
Strong knowledge of credit policies and lending practices
Must possess excellent computer skills and knowledge; Proficient in Word, Excel, Internet navigation/research, and Outlook is expected
Must be able to travel on an as‑needed basis
QUALIFICATION REQUIRED
Bachelors or better in Finance or related field.
EEO STATEMENT
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr
$58k-83k yearly est. 3d ago
Business Banking Relationship Manager
BMO Financial Group 4.7
Visalia, CA jobs
Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: **To Boldly Grow the Good in Business and Life.**
Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate.
+ Proactively develops and executes sales strategies to attract new business clients and expand existing relationships.
+ Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.
+ Generates appointments and opportunities to grow business results through targeted sales efforts.
+ Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
+ Identifies prospective customers and cross-sells additional products and services to meet their needs.
+ Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
+ Understands the local market and proactively develops relationships with centres of influence.
+ Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support.
+ Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio.
+ Answers inquiries and provides accurate information about business banking products and services.
+ Understands customer needs and offers financial solutions that meet customer goals.
+ Resolves or escalates issues.
+ Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
+ Provides advice and guidance to assigned business/group on implementation of solutions.
+ Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
+ Monitors and tracks performance, and addresses any issues.
+ Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
+ Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
+ Provides input into the planning and implementation of operational programs.
+ Executes work to deliver timely, accurate, and efficient service.
+ Supports the development and promotion of a business/group program.
+ Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
+ Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
+ Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
+ Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works independently on a range of complex tasks, which may include unique situations.
+ Broader work or accountabilities may be assigned as needed.
**Qualifications:**
+ Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk.
+ Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.
+ Strong experience with customer sales and service.
+ Technical proficiency gained through education and/or business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
**Salary:**
$57,500.00 - $106,500.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
**About Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at **************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
A major financial institution in San Francisco is seeking a Commercial Banking Relationship Manager to manage and grow a complex portfolio of commercial loans. The ideal candidate will have over 10 years of commercial lending experience and at least 3 years in a management role. Strong leadership and communication skills are essential. This position offers a competitive salary range of $170,255 to $200,300, along with extensive benefits to support health and financial security.
#J-18808-Ljbffr
$170.3k-200.3k yearly 3d ago
Business Banking Relationship Manager
BMO Financial Group 4.7
Fremont, CA jobs
Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: **To Boldly Grow the Good in Business and Life.**
Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate.
+ Proactively develops and executes sales strategies to attract new business clients and expand existing relationships.
+ Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.
+ Generates appointments and opportunities to grow business results through targeted sales efforts.
+ Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
+ Identifies prospective customers and cross-sells additional products and services to meet their needs.
+ Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
+ Understands the local market and proactively develops relationships with centres of influence.
+ Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support.
+ Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio.
+ Answers inquiries and provides accurate information about business banking products and services.
+ Understands customer needs and offers financial solutions that meet customer goals.
+ Resolves or escalates issues.
+ Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
+ Provides advice and guidance to assigned business/group on implementation of solutions.
+ Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
+ Monitors and tracks performance, and addresses any issues.
+ Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
+ Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
+ Provides input into the planning and implementation of operational programs.
+ Executes work to deliver timely, accurate, and efficient service.
+ Supports the development and promotion of a business/group program.
+ Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
+ Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
+ Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
+ Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works independently on a range of complex tasks, which may include unique situations.
+ Broader work or accountabilities may be assigned as needed.
**Qualifications:**
+ Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk.
+ Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.
+ Strong experience with customer sales and service.
+ Technical proficiency gained through education and/or business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
**Salary:**
$63,300.00 - $117,200.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
**About Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at **************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$63.3k-117.2k yearly 4d ago
Business Banking Relationship Manager
BMO Financial Group 4.7
El Cajon, CA jobs
Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: **To Boldly Grow the Good in Business and Life.**
Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate.
+ Proactively develops and executes sales strategies to attract new business clients and expand existing relationships.
+ Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.
+ Generates appointments and opportunities to grow business results through targeted sales efforts.
+ Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
+ Identifies prospective customers and cross-sells additional products and services to meet their needs.
+ Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
+ Understands the local market and proactively develops relationships with centres of influence.
+ Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support.
+ Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio.
+ Answers inquiries and provides accurate information about business banking products and services.
+ Understands customer needs and offers financial solutions that meet customer goals.
+ Resolves or escalates issues.
+ Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
+ Provides advice and guidance to assigned business/group on implementation of solutions.
+ Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
+ Monitors and tracks performance, and addresses any issues.
+ Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
+ Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
+ Provides input into the planning and implementation of operational programs.
+ Executes work to deliver timely, accurate, and efficient service.
+ Supports the development and promotion of a business/group program.
+ Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
+ Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
+ Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
+ Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works independently on a range of complex tasks, which may include unique situations.
+ Broader work or accountabilities may be assigned as needed.
**Qualifications:**
+ Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk.
+ Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.
+ Strong experience with customer sales and service.
+ Technical proficiency gained through education and/or business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
**Salary:**
$57,500.00 - $106,500.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
**About Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at **************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$57.5k-106.5k yearly 6d ago
Business Banking Relationship Manager
BMO Financial Group 4.7
Elk Grove, CA jobs
Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: **To Boldly Grow the Good in Business and Life.**
Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate.
+ Proactively develops and executes sales strategies to attract new business clients and expand existing relationships.
+ Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.
+ Generates appointments and opportunities to grow business results through targeted sales efforts.
+ Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
+ Identifies prospective customers and cross-sells additional products and services to meet their needs.
+ Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
+ Understands the local market and proactively develops relationships with centres of influence.
+ Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support.
+ Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio.
+ Answers inquiries and provides accurate information about business banking products and services.
+ Understands customer needs and offers financial solutions that meet customer goals.
+ Resolves or escalates issues.
+ Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
+ Provides advice and guidance to assigned business/group on implementation of solutions.
+ Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
+ Monitors and tracks performance, and addresses any issues.
+ Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
+ Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
+ Provides input into the planning and implementation of operational programs.
+ Executes work to deliver timely, accurate, and efficient service.
+ Supports the development and promotion of a business/group program.
+ Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
+ Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
+ Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
+ Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works independently on a range of complex tasks, which may include unique situations.
+ Broader work or accountabilities may be assigned as needed.
**Qualifications:**
+ Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk.
+ Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.
+ Strong experience with customer sales and service.
+ Technical proficiency gained through education and/or business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
**Salary:**
$63,300.00 - $117,200.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
**About Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at **************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$63.3k-117.2k yearly 1d ago
Business Banking Relationship Manager
BMO Financial Group 4.7
Corcoran, CA jobs
Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: **To Boldly Grow the Good in Business and Life.**
Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate.
+ Proactively develops and executes sales strategies to attract new business clients and expand existing relationships.
+ Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.
+ Generates appointments and opportunities to grow business results through targeted sales efforts.
+ Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
+ Identifies prospective customers and cross-sells additional products and services to meet their needs.
+ Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
+ Understands the local market and proactively develops relationships with centres of influence.
+ Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support.
+ Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio.
+ Answers inquiries and provides accurate information about business banking products and services.
+ Understands customer needs and offers financial solutions that meet customer goals.
+ Resolves or escalates issues.
+ Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
+ Provides advice and guidance to assigned business/group on implementation of solutions.
+ Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
+ Monitors and tracks performance, and addresses any issues.
+ Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
+ Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
+ Provides input into the planning and implementation of operational programs.
+ Executes work to deliver timely, accurate, and efficient service.
+ Supports the development and promotion of a business/group program.
+ Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
+ Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
+ Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
+ Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works independently on a range of complex tasks, which may include unique situations.
+ Broader work or accountabilities may be assigned as needed.
**Qualifications:**
+ Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk.
+ Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.
+ Strong experience with customer sales and service.
+ Technical proficiency gained through education and/or business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
**Salary:**
$57,500.00 - $106,500.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
**About Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at **************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$57.5k-106.5k yearly 1d ago
Impactful Private Wealth Relationship Manager
Bank of America 4.7
San Francisco, CA jobs
A leading financial institution in San Francisco seeks a Relationship Manager to support Financial Advisors in enhancing client relationships. Responsibilities include attending client meetings and assisting in investment strategies. Required qualifications include Series 7 and SAFE ACT registration. Candidates must have strong communication skills and a minimum of a high school diploma. This position offers a collaborative work environment with opportunities for growth.
#J-18808-Ljbffr
$69k-109k yearly est. 1d ago
Private Wealth Relationship Manager (FP)
Bank of America 4.7
San Francisco, CA jobs
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description
The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He or she provides specialized support as a Specialist/Manager in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Business Management in addition to spending more than 50% of their time on relationship management activities. Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team's client service model. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. This role is an FA Paid Resource.
Skills
Account Management
Business Acumen
Client Management
Client Solutions Advisory
Referral Identification
Referral Management
Relationship Building
Administrative Services
Client Investments Management
Customer Service Management
Process Simplification
Required Qualifications
Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
SAFE ACT Registration; ADV-2B Required
Maintain at least one firm approved designation
Possess and demonstrate strong communication skills
Ability to lead through collaboration and influence without direct authority
Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once
Thorough knowledge and understanding of the suite of Wealth Management products and services
Proven ability to manage risk and support sound decisions
Ability to research escalated client issues for response/resolution
Desired Qualifications
Accounting experience/Personal Tax Planning or CPA experience
Invested in personal development with the Private Wealth Management Team
Bachelor's degree or higher in related field
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA
Minimum Education Requirement
High School Diploma / GED / Secondary School or equivalent
Age
Age requirement: Must at least be 18 years of age.
Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please contact us by calling **************. This is a dedicated line designed exclusively to assist job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
Please note: Messages left for other purposes such as following up on an application or non-disability related technical issues, will not receive a response.
#J-18808-Ljbffr
$69k-109k yearly est. 1d ago
Business Banking Relationship Manager
BMO Financial Group 4.7
Riverdale, CA jobs
Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: **To Boldly Grow the Good in Business and Life.**
Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate.
+ Proactively develops and executes sales strategies to attract new business clients and expand existing relationships.
+ Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.
+ Generates appointments and opportunities to grow business results through targeted sales efforts.
+ Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
+ Identifies prospective customers and cross-sells additional products and services to meet their needs.
+ Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
+ Understands the local market and proactively develops relationships with centres of influence.
+ Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support.
+ Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio.
+ Answers inquiries and provides accurate information about business banking products and services.
+ Understands customer needs and offers financial solutions that meet customer goals.
+ Resolves or escalates issues.
+ Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
+ Provides advice and guidance to assigned business/group on implementation of solutions.
+ Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
+ Monitors and tracks performance, and addresses any issues.
+ Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
+ Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
+ Provides input into the planning and implementation of operational programs.
+ Executes work to deliver timely, accurate, and efficient service.
+ Supports the development and promotion of a business/group program.
+ Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
+ Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
+ Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
+ Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works independently on a range of complex tasks, which may include unique situations.
+ Broader work or accountabilities may be assigned as needed.
**Qualifications:**
+ Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk.
+ Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.
+ Strong experience with customer sales and service.
+ Technical proficiency gained through education and/or business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
**Salary:**
$57,500.00 - $106,500.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
**About Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at **************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$57.5k-106.5k yearly 1d ago
VP, Portfolio Manager
Cathay Bank 4.4
Los Angeles, CA jobs
Posted Thursday, September 11, 2025 at 7:00 AM
People Drive Our Success
Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Portfolio Manager (“PM”) is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with the Senior Relationship Manager (SRM) who owns the relationship of these accounts. PM is expected to maintain close contact with these clients and leverage the relationship to identify and bring in additional new business opportunities, both in loans and Bank's other products and services. PM is expected to provide “best-in-class” service to these loan clients while following established Bank's policies and procedures.
ESSENTIAL FUNCTIONS
Work closely with SRM(s) and Team Managers on the assigned loan portfolio by monitoring and managing the credit quality of such portfolio.
Review to ensure each credit is properly risk rated based on the Bank's risk rating system.
Maintain and grow existing client relationships, cross-sell Bank's other products and services.
Specifically accountable for credit underwriting and origination of new credits from the existing client base, portfolio monitoring, renewals, amendments, and annual reviews.
Work with designated underwriter, loan assistants and other loan support staff to prepare the Credit Commitment Report (“CCR”).
Review clients' 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.
QUALIFICATIONS
Education: U.S. College graduate with major in related fields, strongly preferred.
Experience:
5-7 years of loan account relationship management experience, credit underwriting experience or a combination of both. Thorough knowledge of lending regulations and credit/underwriting practices.
Must have strong loan portfolio management experience.
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 proficiency. Excellent verbal and written communication skills. Bilingual (English/Mandarin or Cantonese) a plus but not required. Ability to work well independently to restructure 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
$95K - $135K / year
Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affluent Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the “Know Your Rights: Workplace Discrimination is Illegal” Poster:
Poster- English
Cathay Bank endeavors to make ****************** accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at ************** or *************************. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
#J-18808-Ljbffr
A financial institution in El Monte, CA, is seeking a Portfolio Manager to oversee and maintain their commercial loan portfolio. The ideal candidate will have 7-10 years of experience in loan account management, strong underwriting skills, and the ability to grow client relationships. This full-time position offers a competitive salary of $130K-$170K annually, alongside a comprehensive benefits package.
#J-18808-Ljbffr
$130k-170k yearly 1d ago
Business Banking Relationship Manager
BMO Financial Group 4.7
Dinuba, CA jobs
Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: **To Boldly Grow the Good in Business and Life.**
Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate.
+ Proactively develops and executes sales strategies to attract new business clients and expand existing relationships.
+ Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.
+ Generates appointments and opportunities to grow business results through targeted sales efforts.
+ Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
+ Identifies prospective customers and cross-sells additional products and services to meet their needs.
+ Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
+ Understands the local market and proactively develops relationships with centres of influence.
+ Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support.
+ Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio.
+ Answers inquiries and provides accurate information about business banking products and services.
+ Understands customer needs and offers financial solutions that meet customer goals.
+ Resolves or escalates issues.
+ Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
+ Provides advice and guidance to assigned business/group on implementation of solutions.
+ Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
+ Monitors and tracks performance, and addresses any issues.
+ Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
+ Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
+ Provides input into the planning and implementation of operational programs.
+ Executes work to deliver timely, accurate, and efficient service.
+ Supports the development and promotion of a business/group program.
+ Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
+ Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
+ Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
+ Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works independently on a range of complex tasks, which may include unique situations.
+ Broader work or accountabilities may be assigned as needed.
**Qualifications:**
+ Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk.
+ Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.
+ Strong experience with customer sales and service.
+ Technical proficiency gained through education and/or business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
**Salary:**
$57,500.00 - $106,500.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
**About Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at **************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$57.5k-106.5k yearly 14h ago
Senior Commercial Lending Portfolio Manager
Cathay Bank 4.4
Los Angeles, CA jobs
A financial institution in Los Angeles seeks a Portfolio Manager to manage and monitor commercial loan portfolios and enhance client relationships. This full-time role requires 5-7 years of relevant experience, strong underwriting knowledge, and excellent communication skills. With an annual salary range of $95K to $135K, the role offers a competitive benefits package that includes medical and retirement plans.
#J-18808-Ljbffr
$95k-135k yearly 1d ago
AVP/VP Portfolio Manager
Cathay Bank 4.4
El Monte, CA jobs
Posted Tuesday, December 30, 2025 at 8:00 AM
People Drive Our Success
Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Under direct supervision, responsible for the credit/loan analysis and portfolio management to assigned portfolio and provide underwriting in support of the Commercial Banking lending and relationship management teams. Analyze loan transactions and credit worthiness of existing and prospective borrowers. Prepare a detailed and accurate credit analysis and provide recommendations regarding an existing or prospective Credit/Borrower and potential risks and risk mitigation solutions. Ensure all due diligence and background evaluations on a loan request are complete and thorough. Participate in client visits, discussions and meetings. May contact Borrowers directly, as appropriate, with the direction of and/or in concert with the Relationship Manager.
ESSENTIAL FUNCTIONS
Work closely with SRM(s) and Team Managers on the assigned loan portfolio.
Monitor and manage the credit quality of the assigned loan portfolio. Review and monitor closely of financial and operation performance to ensure each credit is properly risk rated. Identify, evaluate, and determine the appropriate course of action on potential credit quality issues to maximize credit quality and minimize risk and potential loss to the Bank.
Maintain and grow existing client relationships, and cross-sell Bank's other products and services.
Ensure compliance with Bank, regulatory and credit requirements with emphasis on best-in‑class customer service.
Review existing loan exposure and proposed extensions of credit and financial information
Evaluate credit structure and terms to determine sources and uses of funds
Analyze industry data, competitive factors, historical performance, and projected results
Assess risks and recommend the appropriate risk rating
Determine any policy exceptions and mitigating factors
Recommend credit alternatives and creative ways to structure credits ensuring that transactions are within portfolio risk standards
Complete Credit Reports that incorporates all the analysis noted above by using critical thinking standards
Analyze loan transactions and credit worthiness of existing and prospective borrowers
Prepare a detailed and accurate credit analysis and providing opinions/recommendations regarding an existing or prospective Credit/Borrower, including potential risks and how to mitigate such risks.
Ensure all due diligence and background evaluations on a loan request are complete and thorough, so credit approval can be considered.
Participate, under direct supervision, in client visits, discussions, and meetings
QUALIFICATIONS
Education:
Minimum Bachelors' degree in Business or Finance preferred
Experience:
3-5 years of experience in banking related product sales, service, and advising required
Skills/Ability:
In depth knowledge of banking products and services (deposit, lending, consumer and commercial experience preferred).
Understand cause of the covenant default as well as Borrower's action plan to cure/remedy default, and prevent it from happening going forward and RM's action plan regarding the default (i.e waive, waive and extend, enter into a forbearance period etc).
Strong sales, marketing, and business development skills required
Ability to manage situations of varying degrees of complexity with customers (excellent problem resolution skills)
Team oriented, able to influence others and lead colleagues toward common goals
Must have high standard of integrity and work ethics
Ability to work in a fast paced, demanding environment
Fluency in English and Chinese (Mandarin or Cantonese) preferred
OTHER DETAILS
AVP: $70K - $95K / year
VP: $95K - $130K / year
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long‑term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affitative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision‑making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the “Know Your Rights: Workplace Discrimination is Illegal” Poster:
Poster‑ English
Cathay Bank endeavors to make ****************** accessible to any and all users. If you would like to contact us regarding the accessibility of your website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at ************** or *************************. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
#J-18808-Ljbffr
$95k-130k yearly 2d ago
AVP, Portfolio Manager
Cathay Bank In 4.4
El Monte, CA jobs
Posted Friday, January 2, 2026 at 8:00 AM
People Drive Our Success
Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
AVP, Loan Portfolio Officer ("LPO") is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with the Relationship Manager who owns the relationship of these accounts. LPO is expected to maintain close contact with these clients and leverage the relationship to identify and bring in additional new business opportunities, both in loans and Bank's other products and services. LPO is expected to provide “best-in-class” service to these loan clients while following established Bank's policies and procedures.
ESSENTIAL FUNCTIONS
LPO is to work closely with Relationship Manager on the assigned loan portfolio by monitoring and managing the credit quality of such portfolio.
Review to ensure each credit is properly risk rated based on the Bank's risk rating system.
Maintain and grow existing client relationships, cross-sell Bank's other products and services.
Specifically accountable for credit underwriting and origination of new credits from the existing client base, portfolio monitoring, renewals, amendments and annual reviews.
Work with designated underwriter, loan assistants and other loan support staff to prepare the Credit Commitment Report ("CCR")
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.
QUALIFICATIONS
Education: Bachelor's degree in accounting, business, or related discipline preferred but not required.
Experience: 3-5 years corporate and/or commercial lending and banking experience with thorough knowledge of lending regulations and credit/underwriting practices.
Skills/Ability: PC proficient. Good verbal and written communication skills. Bilingual (English/Mandarin or Cantonese) a plus. Organized and detail oriented. Good credit
knowledge of Bank's credit underwriting policies and approval process for assignedloan. Ability to work effectively in a fast paced, high production environment.
Strong financial analysis and accounting skills.
OTHER DETAILS
$70K - $95K / year
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy .
Cathay Bank is an Equal Opportunity and Affnitive Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the “Know Your Rights: Workplace Discrimination is Illegal” Poster:
Poster- English
Cathay Bank endeavors to make ****************** accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at ************** or ************************* . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
#J-18808-Ljbffr
$70k-95k yearly 4d ago
AVP, Portfolio Manager
Cathay Bank 4.4
El Monte, CA jobs
Posted Tuesday, November 4, 2025 at 8:00 AM
People Drive Our Success
Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Portfolio Manager (PM)
PM is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with the SRM who owns the relationship of these accounts. PM is expected to maintain close contact with these clients and leverage the relationship to identify and bring in additional new business opportunities, both in loans and Bank's other products and services. PM is expected to provide “best-in-class” service to these loan clients while following established Bank's policies and procedures.
ESSENTIAL FUNCTIONS
Work closely with SRM(s) and Team Managers on the assigned loan portfolio by monitoring and managing the credit quality of such portfolio.
Review to ensure each credit is properly risk rated based on the Bank's risk rating system.
Maintain and grow existing client relationships, cross-sell Bank's other products and services.
Specifically accountable for credit underwriting and origination of new credits from the existing client base, portfolio monitoring, renewals, amendments and annual reviews.
Work with designated underwriter, loan assistants and other loan support staff to prepare the Credit Commitment Report (“CCR”).
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.
QUALIFICATIONS
Education: U.S. College graduate with major in related fields, strongly preferred.
Experience: 3-5 years of loan account relationship management experience, credit underwriting experience or a combination of both. Thorough knowledge of lending regulations and credit/underwriting practices.
Must have strong loan portfolio management experience; strong loan negotiation (rates, terms, collateral requirements) experience; 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 restructure 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
$70K - $95K / year
Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy .
Cathay Bank is an Equal Opportunity and Affiantative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the “Know Your Rights: Workplace Discrimination is Illegal” Poster:
Poster- English
Cathay Bank endeavors to make ****************** accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at ************** or ************************* . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
#J-18808-Ljbffr