Search jobs > Sacramento, CA > Relationship manager

Relationship Manager - Middle Market Banking

First Bank
Sacramento, CA, United States
Full-time

Relationship Manager - Middle Market Banking

A Relationship Manager develops and maintains a client relationship portfolio for a given market area. Drawing on your superior communication and interpersonal talents, you will independently generate a portfolio size between $75 to $100MM.

What You Will Be Doing

  • Independently handling all relationship types, including relationships with complex loan structures.
  • Gaining knowledge of all bank products including Cash Management, Wealth Management, International and partner with Product Specialists to sell products to clients and prospects.
  • Providing leadership to other bankers within the group.
  • Generating New Business development.
  • Preparing and supervising loan packages for presentation to Senior Management and Loan Committee.
  • Assuming full responsibility for quality, completeness and accuracy of all loan documentation in the loan portfolio, proactively manages loan asset quality.
  • Contributing to the Bank's and Group's overall management objectives by participating in meetings and supporting Bank goals.
  • Participating in community-oriented and professional organizations to provide additional networking and referral opportunities.

What you will need

  • Bachelor's degree from a four-year college or university in Finance or a related field.
  • Formal credit training
  • Seven or more years related experience and / or training.
  • Personal Computer (PC) proficient in Word / Excel required; other Microsoft programs a plus.
  • Ability to read, analyze and interpret financial reports and legal documents.
  • Ability to respond to inquiries / requests from clients and / or prospects.
  • Ability to effectively present information to top management, public groups and / or boards of directors.
  • Ability to define problems, collect data, establish facts and draw valid conclusions.
  • Ability to interpret financial data provided.
  • 28 days ago
Related jobs
Promoted
First Bank
Sacramento, California

Relationship Manager - Middle Market Banking. A Relationship Manager develops and maintains a client relationship portfolio for a given market area. Independently handling all relationship types, including relationships with complex loan structures. ...

Promoted
Bank of America Corporation
Sacramento, California

Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. Acquires, deepens, and maintains profitable client...

Promoted
The PNC Financial Services Group, Inc
Sacramento, California

As a Commercial Banking Relationship Manager III within PNC's Dealer Finance organization, you will be based in San Francisco, CA. Sets relationship strategies and directs relationship management activities with new and/or existing clients to grow sales, revenue and market share. At PNC, our people ...

Promoted
Valley Bank
CA, United States

The Commercial Banking Relationship Manager’s (RM) main responsibility is business development in line with Valley’s credit quality standards, both in respect to existing relationships as well as new relationships. You're excited to build relationships with Commercial & Industrial Clients (revenues ...

Bank of America
Sacramento, California

Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. Acquires, deepens, and maintains profitable client...

Zurich Insurance Company
Orange County, CA, US

Zurich is currently looking for a Middle Markets Associate Underwriting Manager to support our Southern California production underwriting team! We are looking for talent to be based out of our Los Angeles office. Middle Markets is a key business segment within Zurich, and we are focused on attracti...

Adams, Inc.
CA, US
Remote

Capital Markets Agribusiness Relationship Manager ID68147. ...

PNC Bank NA
Sacramento, California

Sets relationship strategies and directs relationship management activities with new and/or existing clients to grow sales, revenue and market share. Creates and drives strategy to acquire and/or expand and retain client relationships to generate revenue and deepen share of wallet. Generates ideas a...

CVS Health
Sacramento, California

The primary role of the Account Manager is to execute on strategies developed by the Account Director while maintaining strong relationships with clients and brokers to help achieve retention and growth objective year over year. The Account Manager is accountable to work in conjunction with an Accou...

HSBC
California, United States

The Relationship Manager supports venture backed Technology, Life Science and Healthcare clients. As the Relationship Manager, you will perform client account reviews and suggest solutions to meet clients’ needs and minimize risk based on client’s sector, life stage and / or financial goals. Relatio...