Relationship Manager

Anaheim, CA | Direct Hire

Post Date: 11/18/17 Job ID: 16031711-FS Industry or Function: Banking Compensation: Competitive Compensation package

JOB DESCRIPTION: The Relationship Manager will focus on Middle-Market lending opportunities with the focus being on C&I Commercial relationships. The Relationship Manager will handle needs for a wide array of borrowers with different credit structures and depository requirements.

Job Duties:
• Utilizes a high degree of creativity and independence in developing and managing a large portfolio of diverse and complex banking relationships.
• Act as a consultant to clients and a resource to the Bank in developing and retaining business.
• Demonstrate solid product and operational knowledge.
• Possess excellent corporate finance/credit knowledge depending on the diversity of the portfolio.
• Utilize excellent negotiation and closing skills.
• Responsible for attaining established individual, department, and Bank financial goals
• Spread financials to conduct preliminary analyst of loan.
• Prepare credit package for Credit Department.
• Cross-sells other banking products.
• Promote high quality customer service.
• Develop relationships with real estate professionals and other business referral sources in order to locate creditworthiness prospects for loans.

Salary Range and Bonus Potential:
• Competitive Compensation package

Benefits:
• Comprehensive Benefits Package

• Must have at least 5 years of business development and underwriting experience in commercial banking with C&I lending experience.
• Ability to manage a Commercial Portfolio.
• Strong business development skills.
• Formalized Credit Training preferred.
• Ability to multi-task and meet deadlines
• Must have experience and ability in analyzing financial documents
• Strong attention to detail.
• Excellent verbal and written communication skills.

Educational Requirements:

B.A./B.S. degree required Job Function

Michael Wilson
Director of Commercial Banking

I joined the TriStaff Group in November 2014 as the new Division Director of Banking when I relocated back to San Diego from Ontario, CA. I was hired to promote and expand the new Banking Division at TriStaff Group. Before joining the TriStaff team, I spent 10 years as Vice President, Talent Acquisition Manager for Citizens Business Bank in Ontario, CA, where I was responsible for all recruitment efforts of the bank. My Team and I focus on recruiting top-talent primarily in the Commercial Banking space for banks throughout California and nationwide. We specialize in placing Relationship Managers, Business Development Officers, Portfolio Managers, Business Bankers, Commercial Underwriters, Credit Analysts, Compliance & Risk Officers, Operations Managers, Regional Managers, Center Managers and Executive level professionals. We have placed many candidates with some of the top-rated banks in California and the nation. I’m excited to have the opportunity to build a Banking Division at TriStaff Group and to further promote the excellent reputation that TriStaff Group has in the market-place. I enjoy partnering with my clients to find top-talent to assist them in achieving their company goals, as well as helping a candidate enhance their career. I’m passionate about recruiting and building long-term relationships with clients and candidates. I was raised in Chula Vista where I attended Chula Vista High, Southwestern Junior College and San Diego State University. No matter where I have lived, I have always remained a loyal fan of the Chargers, Padres and Aztecs. I enjoy following the local sports teams, football, collecting sports memorabilia & art, gardening, traveling and enjoying the company of my pets.
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