Relationship Manager

Ontario, CA 91764

Posted: 08/22/19 Employment Type: Direct Hire Industry or Function: Banking Job Number: 19072202 - FS Compensation: $120,000 - $150,000 per year

JOB DESCRIPTION: The Relationship Manager will focus on Middle-Market lending opportunities with the focus being on C&I and Commercial Real Estate relationships. The Relationship Manager will handle needs for a wide array of borrowers with different credit structures and depository requirements.


Job Duties:

  • Utilizes a high degree of creativity and independence in developing and managing a large portfolio of diverse and complex banking relationships.
  • Act as a consultant to clients and a resource to the Bank in developing and retaining business.
  • Demonstrate solid product and operational knowledge.
  • Possess excellent corporate finance/credit knowledge depending on the diversity of the portfolio.
  • Utilize excellent negotiation and closing skills.
  • Responsible for attaining established individual, department, and Bank financial goals
  • Spread financials to conduct preliminary analyst of loan.
  • Prepare credit package for Credit Department.
  • Cross-sells other banking products.
  • Promote high quality customer service.
  • Develop relationships with real estate professionals and other business referral sources in order to locate creditworthiness prospects for loans.



Salary Range and Bonus Potential:   

  • $120,000 to $150,000 with Incentive




  • Comprehensive Benefit Package

Job Requirements:

  • Must have at least 5 years of business development and underwriting experience in commercial banking with C&I and CRE lending experience.
  • Ability to manage a Commercial Portfolio.
  • Strong business development skills.
  • Formalized Credit Training preferred.
  • Ability to multi-task and meet deadlines
  • Must have experience and ability in analyzing financial documents
  • Strong attention to detail.
  • Excellent verbal and written communication skills.


Educational Requirements:

  • B.A./B.S. degree required



Laura Zacarias

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