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Business Banking Relationship Manager 3- Beverly Hills and LA - Vice President

Business Banking Relationship Manager 3- Beverly Hills and LA - Vice President

U.S. BancorpBeverly Hills, CA, US
1 day ago
Job type
  • Full-time
Job description

Business Banking Relationship Manager

Our Business Banking Relationship Managers are the primary advisor for our business clients. They play a pivotal role in helping our business clients achieve their financial goals and they do this by approaching each and every day with a single purpose to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead.

We're looking for candidates that have skills and experience in :

  • Prospecting companies with revenues above $10MM.
  • Working with SBA (7A and 504) loans
  • Have an established COI (circle of influence) base
  • Proactively manage an assigned portfolio of clients by staying on top of all renewals, annual reviews, etc.

The responsibilities of the role include the following :

  • Build, develop, and manage both new & existing relationships.
  • Deliver financial expertise and client-centric solutions that build strong, long-term relationships.
  • Spend 60-70% of their time on outside business development activities and growing their Centers of Influence network. Typically, these customers are companies up to $25MM in annual revenue and are a mix of pure C&I as well as Developer & Investor Commercial Real Estate.
  • Obtain credit approval on loans within assigned limits and manage both loan and portfolio credit quality.
  • Provide appropriate credit structure recommendations to customers.
  • Have an expansive set of products, solutions and services that allow recommendations to both prospects & clients.
  • Make appropriate referrals to other internal business units.
  • Basic Qualifications - Bachelor's degree, or equivalent work experience - Five to seven years of relevant experience.

    Preferred Skills / Experience - Prior experience in Developer & Investor Commercial Real Estate - Prior Commercial & Industrial experience - Experience managing complex credit structures and loan requests larger than $2.5MM - Experience working with clients and prospects up to $25MM in annual revenue - Proven success developing new business and COIs - Demonstrated knowledge of commercial credit and credit quality - Agile and innovative approach to problem solving and decision making - Excellent verbal and written communication and presentation skills - Ability to work effectively with individuals and groups across the company to manage customer relationships

    Location

    This role offers a hybrid / flexible schedule, which means there is an expectation to work onsite or be with customers three or more days a week and the flexibility to work outside the office location for the other days.

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    Relationship Manager • Beverly Hills, CA, US