SBA Relationship Manager
$85k - $130kClient Growth Resources
SBA Relationship ManagerLocation: 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.
$85k - $130k
SBA Relationship ManagerLocation: 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...SuggestedTri-S Recruiters
San Francisco, CA4 days ago- ...SBA Relationship Manager 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 of Small Business Administration loans...Suggested
$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 areaEast West Bank
San Francisco, CA4 days ago$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...SuggestedFull timeTemporary workWork at officeRemote workFlexible hoursNTT DATA
San Francisco, CA3 days ago- ...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...SuggestedWork at officeLocal areaWorldwide
Cambridge Associates
San Francisco, CA3 days ago - Drive strategic growth and client success as a Director, Client Partner at EPAM. You'll manage a portfolio of strategic accounts, identify expansion opportunities, and orchestrate solutions that address client challenges while building lasting partnerships across stakeholders...Worldwide
EPAM Systems
San Francisco, CA2 days ago $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...Mercury
San Francisco, CA4 days ago$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 timeEast West Bank
San Francisco, CA4 days ago$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 timeEast West Bank
San Francisco, CA4 days ago- ...Relationship Management & Retention Serve as the primary relationship manager for a portfolio of clients in the San Francisco region, ensuring high levels of engagement, satisfaction, and retention. Partner with investment teams to deliver tailored solutions and...
Cambridge Associates
San Francisco, CA1 day ago $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 homeBrex
San Francisco, CA1 day ago$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 areaBMO Bank
San Francisco, CA4 days ago- ...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...
Mercury
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, CA2 days ago - ...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 $110k - $160k
...leading community and private bank serving Bay Area businesses, nonprofits, and individuals? Bank of San Francisco is seeking a Relationship Manager, Commercial Banking to become a critical part of our team. Job Responsibilities Develop and manage new and existing client...Full timeWork experience placementWork at officeLocal areaBank of San Francisco
San Francisco, CA2 days ago- ...Relationship ManagerAvidbank is a $2.3 billion commercial bank based in Silicon Valley serving the San Francisco Bay area and beyond. We... ...Redwood City and San Francisco.The RoleThe AVP, Relationship Manager is responsible for managing a portfolio of clients and developing...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...East West Bank
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, CA4 days ago$127.11k - $149.29k
...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 growth, strong credit...Local areaTASI Bank
San Francisco, CA4 days ago$20 per hour
RELATIONSHIP MANAGER SR II_RBCWHAT IS THE OPPORTUNITY?Responsible for acquiring and managing small business and personal relationships within an assigned geography, working collaboratively with RBC USWM Financial Advisors, to deliver the full capabilities of City National...Remote workCity National Bank
San Francisco, CA4 days ago$155.67k - $225.72k
...Senior Relationship ManagerBank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal, is seeking a Senior Relationship Manager to join our San Francisco Commercial Banking Office.This is a full-time position that requires...Full timeWork experience placementBank staffWork at officeBank of Marin
San Francisco, CA23 hours ago- Description: Job Title : Client Success Manager Reports To : Senior Client Success Manager FLSA Status : Exempt The Company... ...development as well as ongoing client implementations and relationship management, with a focus being on finding the right long-term...Contract workWork at office
Larkin Benefit Administrators
San Francisco, CA5 days ago $100k - $200k
...Customer Engagement Manager The Customer Engagement Manager owns a portfolio of strategic enterprise accounts end-to-end: every engagement, every outcome, every relationship, every expansion opportunity. Think of this as the McKinsey Associate Partner model applied to...EMA
San Francisco, CA23 hours ago- ...business and simplify people’s lives. With intelligent agreement management, Docusign unleashes business-critical data that is trapped... ..., to be heard, to exchange ideas openly, to build lasting relationships, and to do the work of their life. Best of all, you will be able...Permanent employmentFull timeContract workTemporary workWork at officeLocal areaRemote work2 days per week
DocuSign
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EPAM Systems
San Francisco, CAmore than 2 months ago $122k - $240.5k
...The Team The Clients and Markets Acceleration Team’s (CMAT) Growth Platforms Team is comprised of professional alliance relationship managers, marketers, and architects dedicated to driving successful technology relationships. Within the Portfolio Managed cohort, this...Local areaDeloitte
San Francisco, CA3 days ago$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...Cathay Bank
San Francisco, CA1 day ago$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 areaWorldwideMorgan Stanley
San Francisco, CA4 days ago- 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...
Career Development Partners
San Francisco, CA3 days ago
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