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.
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 operating, maintenance, and procedure documents
- Ability to write routine reports and correspondence
- Ability to speak effectively before customers or associates
- Ability to calculate figures involving interest, commissions, percentages, and related mathematical concepts
- Ability to apply common-sense reasoning and solve problems involving several concrete variables
Citizens Business Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Citizens Business Bank and has not been reviewed or approved by Citizens Business Bank.
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Retirement Support — Retirement support includes a 401(k) plus profit-sharing, with a qualified non-elective employer contribution described as a meaningful baseline and additional profit-sharing that can add upside. Employer retirement funding is portrayed as a stronger pillar of total rewards even when cash pay feels lean.
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Affordable Benefits — Employer cost-sharing for medical coverage is described as substantial, with materials citing coverage of roughly three-quarters of premiums for the lowest-cost plan. This premium subsidy is characterized as competitive for a mid-size bank and supports the overall value of the benefits package.
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Leave & Time Off Breadth — Paid vacation, holidays, and sick leave are explicitly part of the package, and the time-off offering is frequently characterized as "good PTO" and "generous holidays." Predictable scheduling and workable balance are framed as non-cash rewards that can partially offset lower base pay for some roles.
Citizens Business Bank Insights
What We Do
Citizens Business Bank is consistently recognized as one of the top-performing banks in the nation and offers a wide array of banking, lending, and investing¹ services through over 60 banking centers and 3 trust office locations serving the Inland Empire, Los Angeles County, Orange County, San Diego County, Ventura County, Santa Barbara County, and Central California. CVBF trades on the NASDAQ stock exchange under the symbol CVBF. Member FDIC | Equal Housing Lender | Equal Opportunity Employer ¹Not Insured by FDIC or Any Other Government Agency • Not Bank Guaranteed • Not Bank Deposits or Obligations • May Lose Value
