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22 Days AgoSaved
In-Office
Fresno, CA, USA
Senior level
Senior level
Fintech • Professional Services • Financial Services
Manage and grow a portfolio of agribusiness and commercial clients by generating leads, structuring and negotiating lending solutions, meeting loan and deposit growth goals, mentoring junior lenders, ensuring compliance, and representing the bank through relationship-driven business development and client service. Role requires frequent travel and strong communication, organizational, and cross-selling skills.
Top Skills: Crm SystemsExcelMicrosoft OutlookMicrosoft Word
25 Days AgoSaved
In-Office
San Ramon, CA, USA
90K-180K
Mid level
90K-180K
Mid level
Fintech • Professional Services • Financial Services
Develop and manage deposit, loan, and merchant relationships by sourcing new business, delivering tailored banking solutions, negotiating deals, cross-selling products, maintaining CRM pipeline, ensuring compliance, and mentoring junior staff. Travel extensively to meet clients and represent the bank at events.
Top Skills: Crm SystemsExcelMicrosoft OutlookMicrosoft WordReporting Tools
25 Days AgoSaved
In-Office
San Ramon, CA, USA
Senior level
Senior level
Fintech • Professional Services • Financial Services
Manage and grow complex deposit and treasury relationships for small-to-mid-sized businesses. Drive business development, deliver consultative TM solutions, mentor junior staff, ensure compliance, and collaborate with internal partners to optimize client service. Frequent travel to client sites and community events required.
Top Skills: Crm SystemsDigital Banking PlatformsExcelMicrosoft OutlookMicrosoft WordPayments PlatformsTreasury Management Systems
Reposted 25 Days AgoSaved
In-Office
Cerritos, CA, USA
120K-180K
Mid level
120K-180K
Mid level
Fintech • Professional Services • Financial Services
Develops and expands commercial treasury relationships by sourcing new business, delivering treasury and deposit solutions, cross-selling bank products, and managing client portfolios. Uses CRM to track pipeline, negotiates deals, prepares proposals/RFPs, mentors junior staff, and represents the bank in the community. Ensures compliance with federal regulations and AML/CFT requirements, meets sales goals, and frequently travels to client meetings and industry events.
Top Skills: Crm SystemsExcelMicrosoft OutlookMicrosoft Word
Reposted 25 Days AgoSaved
In-Office
Walnut Creek, CA, USA
120K-180K
Senior level
120K-180K
Senior level
Fintech • Professional Services • Financial Services
Manage and grow commercial client relationships by originating, underwriting, and closing equipment, CRE, and business loans. Conduct credit analysis, negotiate terms, process loans, manage portfolio performance, cross-sell banking products, and represent the bank in the community. Provide leadership, ensure compliance, and meet deposit and loan growth targets while supporting internal collaboration and training.
Top Skills: Crm SystemsExcelMicrosoft OutlookMicrosoft Word
Reposted 25 Days AgoSaved
In-Office
Modesto, CA, USA
100K-150K
Senior level
100K-150K
Senior level
Fintech • Professional Services • Financial Services
Manage, underwrite, and close commercial loans while developing deposit and lending relationships. Source new business, perform credit analysis, coordinate loan processing, ensure compliance, and drive portfolio growth and client satisfaction.
Top Skills: Crm SystemsExcelMicrosoft OutlookMicrosoft Word
Reposted 25 Days AgoSaved
In-Office
Fresno, CA, USA
70K-120K
Mid level
70K-120K
Mid level
Fintech • Professional Services • Financial Services
Develop and manage deposit, loan, and merchant client relationships by prospecting, structuring, negotiating, and closing deals. Use CRM to track pipeline, prepare proposals and underwriting materials, achieve sales targets, cross-sell products, ensure regulatory and compliance adherence (AML/CFT), mentor junior RMs, and represent the bank at events. Significant travel required to meet clients and attend conferences.
Top Skills: CRMExcelMicrosoft OutlookMicrosoft Word
Reposted 25 Days AgoSaved
In-Office
Cerritos, CA, USA
80K-150K
Mid level
80K-150K
Mid level
Fintech • Professional Services • Financial Services
Solicit and develop SBA 7(a), 504, and USDA B&I loan transactions; generate leads, build client relationships, manage pipeline via CRM, coordinate with underwriting and closers, ensure regulatory compliance, train junior staff, contribute to department profitability, and travel frequently to meet clients and represent the bank.
Top Skills: Crm SystemsMainframe Computer SystemExcelMicrosoft Office SuiteMicrosoft OutlookMicrosoft Word
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