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

Sr. Commercial Banking Relationship Manager

FirstBank

Commercial Loan Officer IV

A Commercial Loan Officer III provides a full range of CRE lending and banking services to commercial customers. This includes determining credit eligibility, preparing loan narratives, ensuring loans meet appropriate criteria, and effectively cross-selling products. This officer would generate $20 to $30mm of new loan outstandings annually and manage a portfolio of loans between $50mm and $100mm.

What You Will Be Doing

  • Active solicitation of new CRE business and growth of new relationships
  • Gathering and analyzing CRE due diligence to recommend structure for a credit decision
  • Preparing loan presentations for Senior Management
  • Assuming full responsibility for quality, completeness and accuracy of all documentation in the loan portfolio.
  • Ensuring the CRE loan portfolio is actively managed for covenants, maturities and risk rating recommendations.
  • Gaining comprehensive knowledge of all bank products in order to cross sell Retail, Treasury Management and Wealth Management.
  • Contributing to Bank's overall management objectives by participating in leadership meetings and supporting bank goals
  • Participating in a variety of community-oriented and professional organizations
  • Bachelor's degree from a four-year college or university in Finance or a related field.
  • Seven or more years related experience and/or training.
  • Personal Computer (PC) proficient in Word/Excel required; other Microsoft programs a plus.
  • Ability to read, analyze and interpret financial reports and legal documents.
  • Ability to respond to inquiries/requests from clients and/or prospects.
  • Ability to effectively present information to top management, public groups and/or boards of directors.
  • Ability to define problems, collect data, establish facts and draw valid conclusions.
  • Ability to interpret financial data provided.
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Sr. Commercial Banking Relationship Manager in Roseville, CA vacancy
  • $75 per hour

     ...About this Role A Commercial Loan Officer / Relationship Manager develops and maintains a client relationship portfolio for a given market area. Drawing...  ...complex loan structures. Gain knowledge of all bank products including Cash Management, Wealth Management,... 
    Senior
    Remote work

    First Bank & Trust Company

    Roseville, CA
    1 day ago
  • $58.19k - $81.21k

     ...customer loyalty. The ideal candidate will have a Bachelor's degree and some experience in banking or retail. This role includes responsibilities such as managing client relationships, recognizing lending opportunities, and educating clients on banking tools. Competitive... 
    Suggested

    Citigroup Inc

    Citrus Heights, CA
    4 days ago
  • $18 - $25 per hour

     ...proactive solutions and problem resolutions in alignment with the bank’s Breakthrough Client Service Standards. Open Consumer and...  ...perform accurate calculations. Proficient in expanding client relationships with emphasis on creating new relationships and expanding existing... 
    Suggested
    Hourly pay

    Columbia Bank (WA, OR & ID)

    Roseville, CA
    4 days ago
  • $18 - $25 per hour

     ...proactive solutions and problem resolutions in alignment with the bank’s Breakthrough Client Service Standards.Opens Consumer and...  ...perform accurate calculations.Proficient in expanding the client relationship with emphasis on creating new relationships and expanding existing... 
    Suggested
    Immediate start

    Columbia Banking System

    Roseville, CA
    3 days ago
  • $18 - $25 per hour

    Columbia Bank in Roseville, CA is looking for a dedicated banking professional who excels in client service. Responsibilities include responding to inquiries, engaging clients for financial reviews, and opening accounts. Ideal candidates will have at least 1 year of banking... 
    Suggested
    Hourly pay

    Columbia Bank

    Roseville, CA
    2 days ago
  •  ...ensuring compliance with Citibank policies. Candidates should have relevant experience, strong communication skills, and preferably some banking or sales background. Citi offers competitive benefits, including medical coverage, 401(k), and paid time off. #J-18808-Ljbffr Citi

    Citi

    Citrus Heights, CA
    5 days ago
  •  ...customer service team in executing sales and fostering relationships with clients to build loyalty. Responsibilities include managing business credit requests, delivering client services, and educating clients on banking tools. The ideal candidate should hold a Bachelor's... 

    Citibank (Switzerland) AG

    Citrus Heights, CA
    6 days ago
  • $18 - $25 per hour

    Columbia Banking System in Roseville, CA seeks a Client Service Representative to deliver exceptional service while managing financial reviews and client relationships. This role involves opening consumer and business accounts and effectively resolving client issues. Ideal... 
    Hourly pay

    Columbia Banking System

    Roseville, CA
    2 days ago
  • SAFE Credit Union is seeking a Relationship Officer III/IV in Citrus Heights to assist members with their banking needs and enhance their financial well-being. The ideal candidate will demonstrate excellent communication skills and a strong ability to build relationships... 
    Remote job

    SAFE Credit Union

    Citrus Heights, CA
    2 days ago
  • $250k

     ...outbound calls/inbound calls to acquire new relationships and deepen existing relationships...  ...and business practices, and escalating, managing and reporting control issues with transparency...  ...of relevant experience ~ Previous banking, retail, or sales experience preferred... 
    Full time

    Citigroup

    Citrus Heights, CA
    5 days ago
  • $25 - $27 per hour

     ...Relationship Officer Hourly Range: Relationship Officer III: $25.00 - $27.00 Relationship...  ...for helping members with their banking needs and achievement of financial well...  ...available technology for their financial management. Identify opportunities to retain members... 
    Hourly pay
    Remote work
    Flexible hours

    SAFE Credit Union

    Citrus Heights, CA
    3 days ago
  • $250k

     ...outbound calls/inbound calls to acquire new relationships and deepen existing relationships...  ...and business practices, and escalating, managing and reporting control issues with transparency...  ...years of relevant experience Previous banking, retail, or sales experience preferred... 
    Full time

    Citi

    Citrus Heights, CA
    4 days ago
  •  ...Banker in Antelope, California, focused on building lasting relationships with clients and managing their financial needs through an advice-oriented...  ...clients on available products and services while adhering to banking regulations. The ideal candidate must have over a year... 

    Fairygodboss

    Antelope, CA
    5 days ago
  • Job Description Minimum three (3) years of previous experience in the last five (5) years as a physician assistant. Graduated from an ARC-PA-accredited physician assistant program.
    Senior

    Aimic, Inc.

    Roseville, CA
    28 days ago
  •  ...experienced Financial Services Advisor to join their client-focused team. The ideal candidate will have a solid background in client relationship management, with a minimum of 10 years in a client-facing capacity. Responsibilities include cultivating long-term client... 
    Senior

    Bluespring Wealth Partners

    Roseville, CA
    3 days ago
  • $23.19 - $28.35 per hour

     ...At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial...  ...discover what you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them... 
    Temporary work
    Local area

    U.S. Bank

    Roseville, CA
    2 days ago
  • A leading financial services firm in Roseville seeks an experienced professional to enhance and manage client relationships. The ideal candidate has over 10 years of client-facing experience, excels in communication and relationship management, and operates with a strong... 
    Senior

    Bluespring Wealth Partners, LLC

    Roseville, CA
    5 days ago
  •  ...that every location, associate and customer has the best experience possible utilizing the Linux solutions we provide. In the Sr. Systems Linux Engineering role, you will work with other engineers to deliver performance and service standards from your internal... 
    Senior

    3B Staffing LLC

    Rocklin, CA
    4 days ago
  • $192.6k - $289k

     ...Software Engineering General Summary Qualcomm is seeking a Sr. Staff / Principal-level Software Engineer to provide system‑...  ...risks. Guide boot flows, runtime firmware, power and performance management, virtualization, memory, PCIe, and telemetry enablement.... 
    Senior
    Work experience placement
    Work from home

    Qualcomm

    Folsom, CA
    3 days ago
  • Hihcm in Roseville, California, is seeking a Student Support Lead for the Jr./Sr. High Academy. This role involves supporting students in individual and small group settings, collaborating with educators, and fostering student success. Ideal candidates will have a college... 
    Senior

    Hihcm

    Roseville, CA
    2 days ago
  • $20 - $28 per hour

     ...Student Support Lead – Jr./Sr. High Academy CREO (7th-12th Grade) Roseville Campus Part-Time or Full-Time (32-40 hrs/wk) Monday, Tuesday, Wednesday, Thursday Jr./Sr. High Academy – Hand in Hand Christian Montessori – Roseville Campus, has a full time (32 or 40 hours/week... 
    Senior
    Full time
    Part time

    Hihcm

    Roseville, CA
    2 days ago
  •  ...Job Title Sr. Systems Engineer Duration 6 months contract to hire Location 4 days onsite...  ...ESX (how to stand up Linux in those environments) ~ Template management within Vcenter, patching it, configuring it Ansible - playbooks... 
    Senior
    Contract work
    Immediate start
    Relocation

    E-Solutions

    Rocklin, CA
    3 days ago
  •  ...Job Description Adventist Health Roseville is looking for Sr. Financial Analyst for Full-Time, Day Shift. We are looking for great individual who can work onsite to our location in Roseville, CA We are seeking a detail-oriented and solution-driven Financial Analyst... 
    Senior
    Full time
    Work experience placement
    Work at office
    Day shift

    Adventist Health

    Roseville, CA
    3 days ago
  • $163k

     ...; Maintenance / Construction / Operations; Project / Program Management  Job Level: Senior Manager Business Unit: Electric Engineering...  ...improvement, work planning and analysis and manage ongoing relationships with internal and external partners. Incumbents are also... 
    Senior
    Flexible hours

    PG&E Corporation Careers

    Roseville, CA
    6 hours ago
  • $61k - $119k

     ...experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing &... 
    Work at office

    Unavailable

    Roseville, CA
    3 days ago
  • $50k

     ...helping them achieve their long-term financial goals as you make a difference in your community. Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Roseville, CA
    3 days ago
  •  ...Opportunity for advancement About the Role: Join Solera Asset Managers and Insurance Agency as a Series 65 Adviser in beautiful...  ...and regulatory changes. Build and maintain strong client relationships through effective communication. Prepare and present... 
    Flexible hours

    Solera Asset Managers and Insurance Agency

    Granite Bay, CA
    4 days ago
  •  ...business practice by use of effective prospecting and referral‑based strategies, as well as identifying and cultivating new client relationships within target markets. Your earning potential is upside with a draw against commission set up that is further explained in the... 

    Frey Consulting Group

    Roseville, CA
    1 day ago
  • $150k - $165k

     ...seeking a Lead Financial Advisor to take ownership of client relationships and deliver strategic financial guidance to high-net-worth individuals...  ...Strong analytical and problem-solving skills Ability to manage multiple client relationships Benefits 401(k) + match Health... 
    Local area

    MOHR Talent

    Roseville, CA
    1 day ago
  •  ...vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support Skills and... 
    Local area
    Immediate start
    Remote work
    Relocation

    Corebridge Financial

    Roseville, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Sr. Commercial Banking Relationship Manager. Be the first to apply!