SBA Relationship Manager
$85k - $130kAffinity Executive Search
Location: San Francisco, CASalary: $85,000–$130,000 per yearJob Type: Full-timeAbout the RoleWe are seeking an experienced SBA Relationship Manager to develop new lending relationships and grow an existing portfolio of business clients.The ideal candidate has experience in SBA lending, commercial banking, business development, credit analysis, and relationship management. This is a client-facing role for someone who can generate new business, structure lending opportunities, and build long-term relationships with business owners and referral partners.ResponsibilitiesGenerate new SBA loan opportunities through prospecting, networking, referrals, and relationship development.Develop and manage relationships with business owners and commercial clients.Analyze borrower financial statements, cash flow, credit history, and overall creditworthiness.Structure and recommend SBA loan opportunities for approval.Prepare and present loan requests to the appropriate credit or loan committee.Manage and grow an existing portfolio of business relationships.Develop additional deposits, cash management, and business banking opportunities.Cross-sell appropriate banking products and services.Maintain accurate credit, loan, and portfolio documentation.Partner with internal lending and operations teams to provide excellent client service.QualificationsExperience in SBA lending, commercial lending, or business banking.Proven sales and business development experience.Strong understanding of credit analysis and business financial statements.Experience developing and managing a loan portfolio.Strong relationship-building and negotiation skills.Bachelor's degree or equivalent professional experience preferred.Ability to independently generate new business and develop referral relationships.Compensation$85,000–$130,000 annual base salary, depending on experience.Ideal BackgroundCandidates with experience as an SBA Relationship Manager, SBA Business Development Officer (BDO), Commercial Relationship Manager, SBA Loan Officer, Commercial Loan Officer, or Business Banking Relationship Manager are encouraged to apply.
- ...Job Description Job Description Description: Job Summary The SBA Relationship Manager plans and implements financial institution sales and marketing programs targeted toward the business community and examines, evaluates, and recommends approval of all types...Suggested
GBC INTERNATIONAL BANK
San Francisco, CA20 days ago - ...make their mark. We are seeking a highly motivated Commercial Relationship Manager to join our growing team. This is a sales and relationship... .... Experience originating small business or commercial loans (SBA, Conventional or Alternative Financing). Credit training is ideal...SuggestedWork experience placementLocal areaRemote work
ApplePie Capital
San Francisco, CA3 hours ago $71k - $140k
...to reach further.OverviewBeing the next generation Business Relationship Manager at East West Bank means you are part of a world-class team that... ...goals through business generation of C&I, CRE, mortgages, SBA, treasury management, deposits, investments, and international...SuggestedFull timeLocal area- ...years experience in manufacturing accounting roles, along with 3 years experience as Controller, Assistant Controller, or Accounting Manager. Must have BS degree in Accounting, Finance, or similar. Strong skills in Excel required. The Plant Controller will prepare...SuggestedImmediate startRelocation package
$71k - $140k
...to reach further. Overview Being the next generation Business Relationship Manager at East West Bank means you are part of a world‑class team... ...annual goals through business generation of C&I, CRE, mortgages, SBA, treasury management, deposits, investments, and...SuggestedLocal area$90k - $180k
...commitments to progress—for a thriving economy, a sustainable future, and an inclusive society.We are seeking a top performing Relationship Manager to join BMO’s Pacific Rim Division. In this role, you will build and grow a portfolio of commercial clients with strong...Full timeContract workPart timeWork experience placementLocal area$119.4k - $134.3k
About the RoleWe’re looking for a Relationship Manager to work with some of the most exciting startups in the world. You’ll be part of the team that introduces founders to Mercury, helps them adopt our core financial products, and ensures their first experience with us...$181k - $226k
...combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and... ..., acquiring new customers, and building even stronger relationships with our current customers. Our winning culture recognizes big...Work at officeRemote workWork from home$65k - $200k
...integrity. East West Bank gives people the confidence to reach further.OverviewEast West Bank is looking for a Commercial Banking Relationship Manager. This role is to champion commercial banking business activities in the commercial banking segment with an aim to deepen and...Full time$80.5k - $135k
...confidence to reach further.OverviewWe are currently seeking for a high professional to join our team as a Premier Relationship Manger. As a Premier Relationship Manager, you will be a trusted adviser to our new and existing Premier clients. Woking collaboratively with our...Full time$150k - $350k
...forward-thinking organization, apply now.We are currently seeking a Managing Director, Client Executive to join our team in San Francisco,... ...a highly accomplished Client Executive to lead a strategic relationship for our clients within the HiTech sector. This executive will...Full timeTemporary workWork at officeRemote workFlexible hours- ...plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that... ...benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For...Work at officeLocal areaWorldwide
Cambridge Associates
San Francisco, CA3 days ago - ...Role Overview The Relationship Manager owns the full lifecycle of commercial client relationships at TASI® Bank. This role is responsible for originating, structuring, and managing well-underwritten loans while building durable relationships that support long-term...Work at officeLocal area
Bank Of Guam
San Francisco, CA3 days ago - ...Relationship Manager Avidbank is a $2.3 billion commercial bank based in Silicon Valley serving the San Francisco Bay area and beyond. We are a highly responsive business bank, providing tailored financial solutions. We are advocates for our clients and specialize...Full timeLocal areaRemote workFlexible hours
Avidbank
San Francisco, CA3 days ago $100k - $200k
...absolute integrity. East West Bank gives people the confidence to reach further. Overview The Bank is currently seeking a Relationship Manager for our Venture Lending Team. This individual will work with the Managing Director and other Relationship team members in...Unavailable
San Francisco, CA3 days ago- ...family office firm is seeking an Associate Wealth Advisor / Client Relationship Associate to support a senior wealth practice. Designed as an... ...senior advisor with decades of industry experience to manage complex family relationships and progressively transition into...Full timeApprenticeshipWork at officeLocal areaImmediate startRemote work
Naviga
San Francisco, CA3 days ago $100k - $150k
...Relationship Manager Location: Palo Alto, CA | San Jose, CA | San Francisco, CA Job Type: Full-Time | Exempt | Hybrid Eligible Salary Range: $100,000 – $150,000 per year Commercial Bank of California (CBC) is the largest Latino-owned bank in California and a certified...Full timeLocal areaFlexible hoursCommercial Bank of California
San Francisco, CA3 days ago$181k - $226k
Brex is seeking a Relationship Manager for its Startups team in San Francisco. This pivotal role involves managing a portfolio of approximately 200 companies, providing guidance and resources to clients. Ideal candidates will have 4+ years of experience in relationship...Remote jobWork from homeFlexible hours- ...dexterity. Job Description Build a high value, consultative relationship with the client Evangelize the Boomtrain product offering and... ...Improve the operational performance of the Boomtrain Relationship Management team and how it collaborates with other Boomtrain teams...
Boomtrain
San Francisco, CA1 day ago - ...solutions for independent fee-based investment advisors (RIAs) is seeking an innovative, results-driven individual to serve as Relationship Manager in the Greater San Francisco Bay region.Our heritage of serving advisors (our clients) by bringing them the “best of Schwab,...Full timeRemote work
$344k - $411k
...'s the opportunity? Fin is transforming how businesses build relationships with their customers by embedding AI deeply into our platform... ...to build, scale, and evolve a team of Mid-Market Relationship Managers. This role is ideal for someone who excels at developing high...Work at officeLocal areaWork from homeFlexible hours3 days per week- ...National Key Account Manager Join a Growing Team in the Eyecare Industry We're expanding, and we're looking for a driven National... ...for a sales professional who thrives on building lasting relationships, growing revenue, and representing brands they can be proud of...Full time
$150k - $175k
GENERAL SUMMARYRelationship Manager (“RM”) is able to handle both (i) client-facing business development responsibilities as well as (ii) portfolio management responsibilities. This type of RM is typically found in lending teams with a smaller number of people where someone...$90k - $110k
...providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve... ...part of our culture.Position Summary: The Executive Relationship Manager (Executive RM) is the face of the Workplace to our high...Temporary workLocal areaWorldwide$150k
...experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust,...Temporary workWork at officeImmediate start- Commercial Real Estate (CRE) Relationship ManagerLocation: San Francisco, CAJob Type: Full-timeAbout the RoleWe are seeking an experienced Commercial Real Estate (CRE) Relationship Manager to originate new commercial real estate loans, develop new business, and manage relationships...
$88.4k - $132.6k
...Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional... ...and Financial Advisor, Small Business Partners, Relationship Manager, etc.)Organize client events to enhance client bonding.Acquire...Full timeWork at office$25 per hour
...focus, an understanding of diverse solution offerings as well as management of a diverse applications portfolio, leveraging a remote... ...Management, with the ability to grow and improve client/customer relationships, implement change, and leverage technology for competitive...Full timeTemporary workWork at officeRemote workWork from homeHome officeFlexible hours$140k - $235k
...Growth companies including Global Treasury Services, Credit, Risk Management (FX & Derivatives), Capital Raising & Investment Banking... ...advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships...Full timeWork experience placementWork at officeShift workDay shift- The JPMorganChase Community Engagement team is hiring a Vice President, Relationship Manager to help advance key policy, business, and community priorities through engagement with influential third-party stakeholders. Stakeholders are civic and community partners shaping...Work at officeLocal areaFlexible hours
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