Relationship Manager

Rowland Heights, CA | Direct Hire

Post Date: 09/19/17 Job ID: 17050401-FS Industry or Function: Banking Compensation: $90k to $130k plus bonus.

JOB #:  17050401-FS



The Business Relationship Manager (BRM) strategically collaborates with Commercial Lending Business Partners, Private Banking, Retail Regional Managers, and/or Branch Managers to execute sales strategies. Through robust external sales plans, the BRM is expected to expand customer base, to grow assets, loans and deposits, and to increase profitability by leveraging the Bank’s products and services.  

Job Duties:

  • Achieving quarterly/annual goals through business generation of C&I, CRE, Multifamily, Mortgages, SBA, Treasury Management, Deposit, Investment, international and other commercial and consumer products offered through the Bank.
  • Collaborating with Regional Manager and or Branch Manager to develop and to implement customer centric strategic marketing plans and generating new business through prospecting, outside calling, networking, and referrals.
  • Maintaining and applying a thorough understanding of the bank’s credit policy, client eligibility and all necessary business practices to ensure the submission of accurate and complete commercial and consumer loan packages.
  • Actively participating in local and regional business functions.
  • Providing management with input regarding current policies and practices of competition, when appropriate.
  • Coordinating and organizing targeted campaigns and events.


Salary Range and Bonus Potential:

  • $90k to $130k plus bonus.



  • Comprehensive Benefit Package

Job Requirements:

  • 5+ years in commercial lending and/or private banking with proven successful sales track record. 
  • Strong understanding of C&I Loan, SBA Loan and/or industry-focused lending.
  • In-depth knowledge of banks, credit, and deposit products. 
  • Strong analytical, marketing/sales, consulting and negotiating skills.
  • Strong written and verbal communications.
  • High energy, results-oriented and work well in a team environment.


Educational Requirements:

  • Bachelor’s Degree preferred


KEY WORDS: Commercial Banking, Commercial Loans, Business Development, Portfolio,

Credit, Sales, Real Estate, Loans.

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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