Relationship Manager

Position Title: Relationship Manager About the Role The role of Relationship Manager offers an opportunity to engage with clients in a dynamic banking environment. This position is critical in driving business development and managing client portfolios, ensuring that both client needs and bank objectives are met. The ideal candidate will possess a strong network in the Santa Clarita market and have a firm grasp of commercial lending and business banking principles. The role presents unique challenges, particularly in attracting deposits, which is a broader industry issue. We foster a collaborative company culture, where team members support one another while maintaining a professional yet approachable demeanor. This position also allows for flexible work arrangements, including remote work options, which can enhance work-life balance. Salary Range: $125,000 - $125,000 / Year DOE Relationship Manager Responsibilities Meet or exceed assigned Loan, Deposit, and Fee Income Production goals Develop and execute a marketing plan to acquire new relationships Build existing client relationships through cross selling all bank products and services Participate in local professional and community events to expand network Maintain information in CRM Software Screen requests from potential applicants and explain lending parameters Secure complete credit packages for underwriting and conduct site visits if needed Analyze financials to determine creditworthiness Collaborate with underwriters to identify credit risks Recommend loan structures and risk-based pricing Follow loans from application to closing to ensure complete documentation Develop and execute retention and expansion plans for existing relationships Monitor loan relationships for compliance and communicate with customers Bring any suspicious activity to the attention of a supervisor Follow all bank policies to ensure compliance with laws and regulations Relationship Manager Requirements At least 5 years of commercial lending and business banking experience 2+ years of proven sales experience in a bank or financial institution Strong hold in the Santa Clarita market with an established client network Understanding of deposits, treasury management, and loans Ability to analyze and organize financial information Ability to structure loans according to customer needs and underwriting guidelines Bachelor’s Degree or equivalent experience Formal credit training with the ability to structure financial solutions is preferred Benefits 401K with 4% match, eligible on second paycheck Medical coverage is fully covered for the employee and dependents Voluntary Dental and Vision options Four weeks of vacation

• 400/month for car expenses
• 100/month for cell phone expenses