Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.
SUMMARY
The Senior Relationship Manager – Team Lead 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 Senior Relationship Manager – Team Lead 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.
- Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.
- Provide, present and promote The Citizens Experience to all external and internal customers.
- 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.
- Assist with the management of the Center budget to ensure that deposit, loan and net income goals are met.
- Work with the Manager to ensure that all Bank operating and lending policies and procedures are properly implemented and followed.
- Assist in properly following and implementing all Bank audit procedures.
- Assist the manager to ensure that the Bank's CRA policies and objectives are adhered to in the Center and its assigned service area.
- Assist with the management of the Center sales and service efforts to ensure retention of existing relationships and growth of new relationships.
- Manage personal sales efforts in order to meet Center goals.
- Commitment to teamwork and a focus on delivering The Citizens Experience Customer Service.
- 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:$191,292.00 To $286,938.00 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
- Four-year college or university degree
- Three to five years of commercial banking experience and/or training, or an equivalent combination of education and experience
- Ability to read and interpret policies, procedures, operating instructions, and related documents
- Ability to write routine reports and correspondence
- Ability to communicate effectively with customers and associates
- Ability to calculate interest, commissions, percentages, and other figures using basic algebra and geometry
- Ability to apply common-sense reasoning and solve problems involving standardized situations
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
