SBA Relationship Manager
CivicMinds, Inc
Assists lending team in all facets of growing and managing the bank’s SBA loans. Develops new and additional deposits, cash management and bank services revenue. Works with clients to resolve account or service-related problems Maintains ongoing visibility with client base Calls and visits target customers to promote and sell establishment products and services. Promotes and cross-sells other establishment products and services as appropriate to customer requirements, such as business checking, business credit card, and letters of credit. Develops, revises, or eliminates products and services experiencing less than satisfactory performance. Acquires and grows profitable account relationships with moderately complex business customers and commercial real estate investors/owners. Accurately analyzes borrowers’ financial status, credit and property evaluations, credit histories, corporate financial statements and other relevant financial information to determine feasibility of granting loans; prepare loan presentations with the assistance of loan processors to Loan Committee for approval. Reviews and updates credit and loan files and loan agreements to ensure that they are complete and accurate according to policy. Compiles and analyzes market research data to develop portfolio of products and services focused on needs of target market. Generates new products and services to complement current portfolio. Generates and screens leads following establishment policies and procedures to attain new business relationships and product sales. Designs selling program to promote establishment consumer and business loan products. Oversees all stages of loan development program to ensure compliance with establishment policies and procedures. #J-18808-Ljbffr CivicMinds, Inc
$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...Suggested- Job Juncture in San Francisco, CA, is seeking an experienced SBA Relationship Manager to develop new lending relationships and grow a business client portfolio. The role emphasizes SBA lending, commercial banking, business development, credit analysis, and relationship...Suggested
- H.T. Prof Executive Search is seeking an experienced SBA Relationship Manager in San Francisco, CA to grow our lending portfolio and develop new business opportunities with commercial clients. The role requires deep SBA lending and business banking experience, strong credit...Suggested
- A financial institution is seeking a dedicated professional to assist in managing and growing SBA loans while fostering profitable relationships with business clients and investors. The ideal candidate will handle account issues, promote financial services, and ensure compliance...Suggested
- ...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
$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...Full timeLocal area- ...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...
$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...Local area$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$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$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- ...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
- ...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
$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...$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 hours- ...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
- ...Relationship ManagerWe'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...
- ...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...
$125k - $150k
...comprehensive range of financial services, including investment management, financial and retirement planning, lending strategy and... ...environment where team members contribute ideas, build meaningful relationships, and leverage technology to enhance client service. We...Full timeWork at officeRemote workWork from homeMonday to ThursdayFlexible hours$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 work- ...messaging, target key media outlets, and meet business goals.Manage external PR agency resources to extend capacity, ensure quality... ...Strong media relations expertise and the ability to build trusted relationships and align diverse stakeholders across a matrixed environment....Work at officeLocal areaShift work
$136.5k - $300k
...leader within BNY's Commercial Organization, driving strategic relationships and enterprise‑level engagement with clients across the tech... ...product and service quality standards. Platform collaboration: Manage through collaboration within BNY's Platform Operating Model‑...Temporary workWork experience placementFlexible hours- 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
$155.67k - $225.72k
...Senior Relationship Manager Bank 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...Full timeWork experience placementBank staffWork at office- ...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
$195k - $221k
...skills and discover what you excel at—all from Day One.Job Description Manages and grows a very large and very complex portfolio of commercial loans. Prospects for and closes new business relationships and retains and expands relationships with existing customers. Sells...Full timeLocal area$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
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