Relationship Manager

Ontario, CA 91764 | Direct Hire

Post Date: 07/23/18 Job ID: 16031706-FS Industry or Function: Banking Compensation: $ 90,000 to $120,000 per year

JOB DESCRIPTION: Actively solicit new loan and deposit relationships via networking, cross-selling, community involvement and business development activities.

Job Duties:
• Develop relationships with middle market/commercial customers
• Manage and maintain existing customer relationships
• Negotiate approved terms conditions with borrowers
• Acquire qualified referrals from existing clients and investors
• Cross sell Bank products and services
• Administer existing loan portfolios
• Extensive relationship management
• Analyze financial statements and perform underwriting duties
• Build successful relationships with retail banking partners
• Identifies and analyze potential loan markets to develop prospects for commercial loans
• Advise loan manager of external factors that may affect establishment lending policies, such as new or revised legislation and regulations
• Recommend and implement appropriate changes to establish policies and procedures
• Manage and lead team of relationship managers and support staff
• Other duties as assigned

Salary Range:
• $ 90,000 to $120,000 per year

• Comprehensive Package


• 5-7 years of banking experience in C&I Lending, SBA, CRE Loans
• Strong Finance background
• Strong knowledge base in Treasury, FX, and Derivative products
• Proven sales track record and strong negotiation skills
• Bi-Lingual Chinese

Educational Requirements:

  • Bachelor’s degree

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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