Relationship Manager

Posted 2 Days Ago
Be an Early Applicant
Monrovia, CA, USA
In-Office
104K-151K Annually
Mid level
Financial Services
The Role
Manage a portfolio of commercial clients to grow loans, deposits, and other banking products; support center sales/service efforts, ensure policy and audit compliance, meet center goals, and engage in community activities.
Summary Generated by Built In

Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.

SUMMARY

The Relationship Manager is responsible for managing a portfolio of Commercial clients and developing good Commercial business relationships that lead to commercial loans (Commercial and Industrial), deposits and other banking products offered by the Bank.  The Relationship Manager must assist with the management of the Center sales and service efforts to ensure retention of existing relationships and growth of new relationships.


ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. 

  1. Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.
  2. Participate in all Center functions necessary to contribute to the achievement of Center earnings and growth objective.  Actively participate in various community and civic activities in the Center service area.
  3. Assist with the management of the Center budget to ensure that deposit, loan and net income goals are met.
  4. Work with the Manager to ensure that all Bank operating and lending policies and procedures are properly implemented and followed.
  5. Assist in properly following and implementing all Bank audit procedures.
  6. Assist the manager to ensure that the Bank's CRA policies and objectives are adhered to in the Center and its assigned service area.
  7. Assist with the management of the Center sales and service efforts to ensure retention of existing relationships and growth of new relationships.  
  8. Manage personal sales efforts in order to meet Center goals.
  9. Commitment to teamwork and a focus on delivering The Citizens Experience Customer Service.
  10. Other duties as assigned.

Supervisory Responsibilities

This job has no supervisory responsibilities.


QUALIFICATIONS  

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


EDUCATION and/or EXPERIENCE 

Four year college or university program degree; or three (3) to five (5) years Commercial Banking experience and/or training; or equivalent combination of education and experience.


LANGUAGE SKILLS 

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.   Ability to write routine reports and correspondence.  Ability to speak effectively before groups of customers or associates of organization.


MATHEMATICAL SKILLS 

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.   Ability to apply concepts of basic algebra and geometry.


REASONING ABILITY 

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.  Ability to deal with problems involving several concrete variables in standardized situations.


PHYSICAL DEMANDS  

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


While performing the duties of this job, the associate is regularly required to talk or hear.  The associate frequently is required to use hands and fingers to operate a computer keyboard, mouse, calculator, and telephone.  The associate is occasionally required to stand, walk, sit, and reach with hands and arms.  


WORK ENVIRONMENT  

The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


The noise level in the work environment is usually moderate.

Salary Range:$104,061.00 To $150,888.00 Annually 

Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.

Skills Required

  • Bachelor's degree or equivalent combination of education and experience
  • Three to five years commercial banking experience and/or training
  • Knowledge of federal and state banking laws, policies, and procedures
  • Ability to read and interpret documents, operating and procedure manuals
  • Ability to write routine reports and correspondence
  • Ability to speak effectively before groups of customers or associates
  • Ability to calculate figures such as interest, percentages, commissions, and proportions
  • Ability to apply common sense reasoning to carry out instructions and solve standard problems
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The Company
HQ: Topeka, KS
595 Employees
Year Founded: 1974

What We Do

On August 10, 2018, Citizens Business Bank and Community Bank completed its merger. About Citizens Business Bank Citizens Business Bank is consistently recognized as one of the top performing banks in the nation. The Bank offers a wide array of banking, lending, and investing* services through 68 Business Financial Centers and 3 Trust Office locations serving the Inland Empire, Los Angeles County, Orange County, San Diego County, Ventura County, Santa Barbara County, and the Central Valley area of California. CVB Financial Corp. (“CVBF”) is the holding company for Citizens Business Bank. CVBF is one of the 10 largest bank holding companies headquartered in California¹ with assets of approximately $11.5 billion Shares of CVBF common stock are listed on the Nasdaq under the ticker symbol “CVBF.” For investor information on CVBF, visit our Citizens Business Bank website at cbbank.com and click on the “Investors” tab. Contact Us Today 888.228.2265 | cbbank.com Member FDIC | Equal Housing Lender | Equal Opportunity Employer | NMLS #417441 *Not FDIC Insured | Not Bank Guaranteed | May Lose Value ¹As of 8.10.18

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