Relationship Manager

Newhall, CA 91321 | Direct Hire

Post Date: 03/21/18 Job ID: 18022301- FS Industry or Function: Banking Compensation: $120k to $140k

JOB #: 18022301- FS

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

Establishes and maintains profitable, quality loan and deposit relationships to businesses and professionals in accordance with Bank policy. Obtains appointments with prospects, evaluates the financial needs of the prospects and clients, obtains Bank approval to provide recommended products and services to specific prospects and clients, and coordinates tasks associated with assigned groups of business customers. Provides exemplary service to ensure customer satisfaction.

Job Duties:
• Develops new depository and commercial loan relationships and enhances existing customer relationships.
• Makes quality prospect calls and customer retention calls each month to middle-market companies in the local service area.
• Obtains necessary information for preliminary underwriting purposes.
• Develops new business and referral sources.
• Manages the credit analysis process related to new loan requests, enhancements and renewals through the service provided by the Portfolio Bankers.
• Monitors and manages the quality and profitability of assigned relationships.
• Obtains Bank approval of products and services to be provided to prospective clients.
• Ensures that credit memos convey a thorough understanding of the creditworthiness of the applicant and the primary and secondary source of loan repayment and that credit terms and conditions are structured in a manner that adheres to sound lending practices and minimizes the risk to the Bank while meeting each customer's credit requirements.
• Follows-up on annual credit line expirations and renewals as appropriate.

Salary Range and Bonus Potential:
$120k to $140k

• Comprehensive Benefit Package

Job Requirements:
• minimum 10 years of middle-market commercial lending experience and/or training; or equivalent combination of education and experience
• Excellent Credit skills (spreading of financials)

Educational Requirements:
• Bachelor’s degree (B.A.) from a four-year college or university


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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