Relationship Manager

Altadena, CA 91001 | Direct Hire

Post Date: 04/25/18 Job ID: 17122001-FS Industry or Function: Finance/Business Compensation: $100k to $120k

JOB #: 17122001-FS

KEY WORDS: Banking, Sales, Commercial, Lending, Underwriting, Loans

JOB DESCRIPTION: Responsible for sourcing new commercial loans and deposits. Will
manage a portfolio of commercial clients and will analyze financial statement for credit
worthiness. Focus will be on C&I, CRE and Deposit business.

Job Duties:
• Make outbound sales calls; visit businesses; introduce Bank products and services.
• Develop relationships with prospects and customers through ongoing communication.
• Leverage successful existing relationships to solicit and prospect for new Banking relationships.
• Develop an expert level of understanding of the customers’ business and recommend Bank products and services.
• Deliver persuasive presentations to potential Bank customers connecting their needs with Bank product and service solutions.
• Retain accounts by closely managing portfolios and addressing any issues or concerns that may lead a customer to close an account.

Salary Range and Bonus Potential:
$100k to $120k

• Comprehensive Benefit Package

Job Requirements:
• 5+ years of Commercial Banking experience
• Successful track record of commercial sales (C&I, CRE, Deposits)
• Excellent business development skills
• The ability to spread financials and perform cash flow analysis
• Excellent communication skills

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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