Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

SVP, Relationship Manager

$175k - $200k

Cathay Bank in

SVP, Relationship Manager (Project Management) People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank – we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset, and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Relationship 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 may need to carry out both functions. In a larger lending team, this title can exist for someone who wants to transition from PM to SRM but is not quite ready for the loan goal targets of a SRM. This position's function is to identify and bring new loan clients and be able to manage an existing portfolio assigned to them.

ESSENTIAL FUNCTIONS

Identify and bring new clients to the Bank. Each RM should have a specific new loan commitment/outstanding goal set by their Team Manager every year. If such an RM is also a Team Manager, then such RM should also have specific goals to cross-sell Bank's other products and services. RM is to negotiate and structure the primary terms of the loan with the client; circulate concept memo if needed prior to issuance of term sheet/LOI. Work with designated underwriter, loan assistants and other loan support staff to prepare the Credit Commitment Report (“CCR”) for new loans, renewals, amendments and annual reviews. Present each CCR to the requisite approval authority levels. The finished CCR is the work product of a team, but the RM is ultimately responsible for the content. Review loan documents, either internally prepared or by outside counsel, to ensure accuracy. Work with loan assistants and loan support staff to ensure all necessary items needed for the closing of the loan is in process and well-managed; RM is to manage the client experience of this process. Portfolio management functions include monitoring and managing the credit quality of the assigned loan portfolio. Review to ensure each credit is properly risk rated based on the Bank's risk rating system. Reviews client's accounts and portfolios in order to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank. Ensure compliance with Bank, regulatory and credit requirements with emphasis on best-in-class customer service while adhering to required timeframes from the client. Assist with mentoring and coaching junior officers and loan staff.

QUALIFICATIONS

Education: U.S. College graduate with major in related fields. Experience: 10+ years of commercial lending and banking experience with thorough knowledge of lending regulations and credit/underwriting practices. Must possess strong loan negotiation (rates, terms, collateral requirements) experience. Must possess previous underwriting experience in the requisite area of commercial lending. Must have extensive knowledge and understanding of Bank's credit policy, risk management, underwriting requirements and loan servicing. Must have strong knowledge and understanding of commercial and specialty group banking products and services and have demonstrated ability to cross-sell such products. Skills/Ability: PC proficient. Excellent verbal and written communication skills. Bilingual (English/Mandarin or Cantonese) a plus but not required. Ability to work well independently to structure loans and/or lines of credits. Must be organized and detail oriented and able to multi-task. Ability to work effectively in a fast paced, high production and team environment. Excellent time management skills and be accustomed to working with deadlines. Ability to assume responsibility and accountability for decision-making. Ability to communicate effectively with all levels of Bank personnel.

OTHER DETAILS

$175K – $200K / year Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our California Job Applicant Privacy Policy . Cathay Bank is an Equal Opportunity and Affidavit of Anti-Discrimination Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at View phone number on click.appcast.io View email address on click.appcast.io . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.Lending #J-18808-Ljbffr Cathay Bank in

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the SVP, Relationship Manager in El Monte, CA vacancy
  • $200k

     ...Compensation: $200,000+ (Base + Incentive) The Senior Vice President, Relationship Manager serves as a senior-level rainmaker and trusted advisor,...  ...companies, their owners, and professional advisors. The SVP Relationship Manager is expected to cultivate long-term partnerships... 
    Suggested

    RockBridge Search & Recruitment

    San Gabriel, CA
    4 days ago
  • Position Overview The Senior Vice President, Relationship Manager is a strategic rainmaker and trusted advisor who serves as the primary steward...  ...as an indispensable long-term financial ally. The SVP operates at the intersection of strategy and service, orchestrating... 
    Suggested

    RockBridge Search & Recruitment

    Los Angeles, CA
    4 days ago
  • $190k - $250k

     ...Angeles, CA Compensation: $190,000-$250,000 base salary + performance incentives Position Overview The Senior Vice President, Relationship Manager is responsible for originating, structuring, and expanding a profitable commercial banking portfolio while maintaining... 
    Suggested
    Interim role

    RockBridge Search & Recruitment

    Los Angeles, CA
    4 days ago
  • $175k - $200k

    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... 
    Suggested

    Cathay Bank

    El Monte, CA
    1 day ago
  • $100k - $160k

     ...a division of Stearns Bank N.A., is currently looking for a Relationship Manager. This is a connected mobile role. For this position, we anticipate...  ...and industry standards. • Other duties as assigned from SVP, CEO or CRO. REQUIREMENTS • Literacy in English. • Ability... 
    Suggested
    Work at office
    Local area
    Remote work
    Flexible hours

    Austin Financial Services

    Los Angeles, CA
    2 days ago
  • $73.77k - $191.29k

     ...Relationship Manager Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus. The Relationship Manager is responsible for developing and managing a portfolio of Commercial and/or... 

    Community Bank

    Monrovia, CA
    3 days ago
  • $71k - $135k

     ...reach further. Overview We 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... 

    Unavailable

    San Gabriel, CA
    3 days ago
  •  ...ESA Management, LLC is seeking a Guest Services Representative to provide exceptional guest experiences at the Arcadia property. The role includes greeting guests, handling reservations, registrations, payments, and check-outs, and maintaining front desk operations with... 

    ESA Management, LLC

    Arcadia, CA
    4 days ago
  • $80k - $100k

     ...Holdings. What you'll be doing Report to SVP, Global Client Services Help supervise...  ...new agreements and cultivate meaningful relationships with existing clients Oversee quarterly...  ...such as Salesforce, and project-management tools such as Airtable, Curve, and Music... 
    Work experience placement

    Downtown Music

    Los Angeles, CA
    1 day ago
  • Cathay Bank is seeking an experienced Senior Relationship Manager to drive business development and manage an assigned loan portfolio. The role combines client-facing lending with portfolio oversight, ensuring quality and compliance across the loan lifecycle. The RM will... 
    Full time

    Cathay Bank in

    El Monte, CA
    4 days ago
  • Cathay Bank is seeking a seasoned Relationship Manager in California to handle both client-facing business development and portfolio management within a lending team. This role targets new loan clients and ongoing portfolio care, with emphasis on credit quality and regulatory... 

    Cathay Bank

    El Monte, CA
    4 days ago
  • Citizens Business Bank in Monrovia, CA is seeking a Relationship Manager to develop and manage a portfolio of Commercial and Commercial Real Estate clients, leading to loans, deposits, and other banking products. You will assist in managing the Department's sales and service... 

    Citizens Business Bank

    Monrovia, CA
    3 days ago
  • $30 per hour

     ...industry specialists partners with clients to manage their risks, create security, promote...  ...business, developing strong, trusting relationships with school clients and responding to...  ...milestones stay on schedule. Report to the SVP and Student Insurance leadership on... 
    Work experience placement
    Work at office
    Flexible hours

    Venbrook

    Los Angeles, CA
    3 days ago
  •  ...and the parent company of Banc of California. Banc of California is one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. As the largest independent bank... 
    Full time
    Temporary work
    Work experience placement
    Local area
    Immediate start
    Flexible hours

    Banc of California

    Los Angeles, CA
    4 days ago
  •  ...Partner Success Manager The Partner Success Manager (PSM) is responsible for actively managing an assigned portfolio of Food Service...  ...communications, the PSM will build and nurture long-term relationships with each partner and become a trusted source of support. Identify... 
    Contract work
    Weekend work
    Early shift

    Everytable

    City of Industry, CA
    3 days ago
  • Industrial Client Development ManagerWith your passion for sales, you'll be out there connecting with businesses, showcasing our staffing power, and closing deals that drive our growth! You'll be key to expanding our market share by understanding client needs and delivering...

    Randstad

    City of Industry, CA
    2 days ago
  • Extended Stay America in Arcadia, CA seeks a Guest Services Representative to assist guests, answer phones, and manage check-ins/outs and payments. The role includes front desk paperwork and upholding safety standards while promoting ESA service culture. You will handle... 
    Weekly pay

    Extended Stay America

    Arcadia, CA
    4 days ago
  • Walgreens in San Francisco, CA seeks a frontline team member to deliver courteous, efficient checkout service and assist customers with products and services. You will greet customers, answer questions, and help them find items while maintaining clean, organized counters...

    Walgreens

    Monrovia, CA
    2 days ago
  • Business Relationship Manager I - Officer Join to apply for the Business Relationship Manager I - Officer role at JPMorganChase Business Relationship Manager I - Officer 2 days ago Be among the first 25 applicants Join to apply for the Business Relationship Manager I -... 
    Full time
    Traineeship
    Work experience placement

    JPMorganChase

    San Gabriel, CA
    4 days ago
  • $100k - $135k

     ...of our communities. The VP, Commercial Banking Client Service Manager will focus on Treasury Management Onboarding & Support Management...  ...DIRECT REPORTS The incumbent has one or more direct reports - Relationship Commercial Banking Client Service Officer ESSENTIAL FUNCTIONS... 
    Full time
    Work at office
    Remote work
    Flexible hours

    Cathay Bank in

    El Monte, CA
    4 days ago
  •  ...Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com General Summary The VP, Commercial Banking Client Service Manager will focus on Treasury Management Onboarding & Support Management. They will be responsible for delivering a premier white glove... 

    Cathay Bank

    El Monte, CA
    2 days ago
  • $65k - $200k

     ...West Bank gives people the confidence to reach further. Overview East 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... 

    Unavailable

    Pasadena, CA
    3 days ago
  • $115k - $145k

     ...group by actively establishing a center of influence for new referrals as well as actively participating in community events. Relationship Managers are expected to grow and expand existing customer base by partner referrals in addition to growing new customer acquisition... 
    Work at office

    CTBC Bank

    Los Angeles, CA
    2 days ago
  • $50k - $75k

     ...direct hire opportunity in La Puente, CA. This role is ideal for a relationship-driven sales professional who enjoys building B2B accounts,...  ...business development goals. Key Responsibilities Develop and manage relationships with new and existing B2B channel partners in... 
    Temporary work
    For contractors

    AppleOne Employment Services

    La Puente, CA
    3 days ago
  •  ...Landa is seeking an experienced Account Success Manager to drive press performance and work with customers to optimize production workflows...  ...and presentation skills Capability to build a long-term relationship with the customer This job requires United States work... 
    Remote work
    Relocation

    Landa Corporation

    City of Industry, CA
    5 days ago
  • $96k - $141k

     ...Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals....  ...to change and overcoming obstacles. The opportunity As a Relationship Manager at Altruist, you’ll own growth, adoption, and... 
    Work at office
    Immediate start
    Home office

    Altruist

    Los Angeles, CA
    2 days ago
  • $90k - $150k

     ...Relationship ManagerThe Relationship Manager is responsible for acquiring, growing, and retraining deposit relationships with clients in fiduciary-related industries, businesses and other professional services firms. The role focuses on understanding complex client cash... 
    Work at office

    CTBC Bank

    Rowland Heights, CA
    14 hours ago
  • $59k - $104k

     ...The Relationship Manager (“RM”) is responsible for managing and developing a portfolio of new and expanding existing productive and profitable relationship with clients with emphasis on business and industrial companies ranging from complex credits to deposit only relationships... 
    Immediate start

    Hanmi Bank

    Los Angeles, CA
    1 day ago
  •  ...Relationship ManagerWe are looking for a Relationship Manager to join our Relationships team in New York or Los Angeles. The 1000heads Relationships team is a proud, powerful collective of Social Media obsessives, experts managing influencer relationships. You will work... 
    Fixed term contract

    1000heads

    Los Angeles, CA
    1 day ago
  •  ...Loan Relationship ManagerResponsible for managing overall loan and deposit relationships with customers. Grow revenues as directed by Senior Management by successfully prospecting new business as well as retaining and expanding existing customer relationships. Responsibilities... 
    Work experience placement
    Work at office

    California Bank of Commerce, N.A.

    Los Angeles, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to SVP, Relationship Manager. Be the first to apply!