Relationship Manager

Encino, CA 91316

Posted: 02/22/20 Employment Type: Direct Hire Industry or Function: Banking Job Number: 19071601 - FS Compensation: $100,000 to $120,000 per year

Job Description


The Sr. Relationship Manager is responsible for creating, developing, and managing banking relationships. The incumbent in this position will provide expert level advice and education to customers on opportunities to utilize the Bank’s deposit and loan products and services to enhance their financial operations. The Sr. Relationship Manager will have minimum annual production targets of 15 million in new loan production and 5 million in new deposit production.

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.
  • Participate in community events and tradeshows to increase the visibility of the Bank within the community.
  • Utilize personal involvement in the community to enhance networking opportunities.
  • Open, close and renew all types of accounts, including but not limited to consumer and commercial: savings accounts, certificates of deposit and checking accounts, quickly and accurately.


Salary Range and Bonus Potential:

  • $100,000 to $120,000 per year



  • Comprehensive Benefit package

Job Requirements

Job Requirements:

  • 7+ years of financial commercial credit or lending experience
  • Proven record of developing and maintaining strong customer relationships

Educational Requirements:

  • Bachelor’s Degree in Business or Finance preferred.



Meet Your Recruiter

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.
Apply Online
Apply with LinkedIn Apply with Facebook Apply with Twitter

Send an email reminder to:

Share This Job:

Related Jobs:

Login to save this search and get notified of similar positions.