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Markets new commercial banking clients and manages, grows, and maintains portfolio relationships. Oversees loans, deposits, credit quality, cash management, and other banking products; handles complex commercial loans with limited guidance; partners with portfolio and credit teams to close loans efficiently; and mentors junior relationship managers.

Supports banking branch operations by improving procedures, maintaining regulatory documentation, evaluating process and product changes, supporting branch technology, training staff, maintaining operational reports and logs, coordinating initiatives, visiting branches, and reviewing vendor invoices. The role serves as a technical resource for internal and external clients while ensuring operational consistency, compliance, efficiency, and quality.

Manages, cultivates, and retains commercial banking client portfolios while developing new relationships through local business networks. Identifies loan, deposit, credit, and treasury management opportunities to achieve balance sheet growth goals. Advises business clients and leadership teams on financial strategies, handles complex credit requests, and delivers high service levels through office-based and in-person client visits.

Develops and cultivates new commercial banking client relationships while maintaining, growing, and retaining an established portfolio. Meets portfolio growth goals and advises clients on complex credit, deposit, and treasury products. Requires significant banking credit expertise, strong relationship management capabilities, and regular office-based and off-site client visits.

Lead the development and institutionalization of Bank of Marin’s product management strategy and function. Develop and deliver competitive financial products and services using data analytics, business requirements analysis, and cross-functional collaboration. Focus on customer experience and digitalization while overseeing product initiatives and deliverables. Requires strong communication, negotiation, organizational, analytical, presentation, and problem-solving skills, along with banking product knowledge and flexibility to work early mornings, evenings, and weekends.