Sr. Relationship Manager

Anaheim, CA 92802

Posted: 08/22/19 Employment Type: Direct Hire Industry or Function: Banking Job Number: 19072204 - FS Compensation: $120,000 - $140,000

JOB DESCRIPTION: The Relationship Manager is responsible for managing a portfolio of Commercial clients and developing good Commercial business relationships that lead to commercial loans (Commercial and Industrial, CRE), deposits and other banking products offered by the Bank.  The Relationship Manager must assist with the management of the Center sales and service efforts to ensure retention of existing relationships and growth of new relationships.


Job Duties:

  • Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.
  • Participate in all Center functions necessary to contribute to the achievement of Center earnings and growth objective.  Actively participate in various community and civic activities in the Center service area.
  • Assist with the management of the Center budget to ensure that deposit, loan and net income goals are met.
  • Work with the Manager to ensure that all Bank operating and lending policies and procedures are properly implemented and followed.
  • Assist in properly following and implementing all Bank audit procedures.
  • Assist the manager to ensure that the Bank's CRA policies and objectives are adhered to in the Center and its assigned service area.
  • Assist with the management of the Center sales and service efforts to ensure retention of existing relationships and growth of new relationships. 
  • Manage personal sales efforts in order to meet Center goals.
  • Spread financials and conduct cash flow analysis and credit memo.
  • Gather required loan documentation for underwriting.
  • Commitment to teamwork and a focus on delivering The Citizens Experience Customer Service.
  • Other duties as assigned.


Salary Range and Bonus Potential:   

  • $120k to $140k plus incentives



  • Comprehensive Benefit package

Job Requirements:

  • Four year college or university program degree; or three (3) to five (5) years Commercial Banking experience
  • Formalized Commercial Credit training preferred
  • C&I and CRE lending experience
  • Portfolio Management experience
  • Strong Business Development skills
  • Excellent written and verbal communication skills


Educational Requirements:

  • Four year college 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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