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Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.

As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register . Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards.

We are looking for a  Commercial Banking Relationship Manager in San Francisco, CA. This role focuses on generating and servicing a wide variety of commercial loans and developing strong, low risk commercial relationships.

Essential Functions:

+ Responsible for generating and servicing a wide variety of commercial loans and developing strong, low risk commercial relationships while maintaining quality customer service.

+ Acts as the principal account and relationship manager for new and existing clients.

+ Develops, generates and follows-up on new client leads through existing clients and referrals from other bank departments.

+ Calls on existing relationships to review portfolios and makes recommendations as needed.

+ Responsible for sales, credit analysis, proper loan structuring, client interviewing and perceptive character judgment.

+ Responsible for monitoring credit performance.

+ Responsible for building and maintaining relationships, with a resulting high degree of customer satisfaction.

+ Cross sell other bank products.

+ Other duties as assigned.

Qualifications:

+ Requires a Bachelor's and 2+ years' experience with commercial or credit associated lending, credit, underwriting, or other directly related experience. A combination of education and experience may meet requirements.

+ Working knowledge of commercial loans, credit analysis, lending, loan processing and closing processes.

+ Ability to expand commercial loans, client relationships and cross sell bank products.

+ Requires solid sales ability.

+ Solid experience in applicant interviewing and perceptive character judgment skills.

+ Ability to structure loans and monitor credit performance.

+ Must have solid interpersonal and communication skills.

+ Working knowledge of software applications, including word processing and spreadsheets.

+ Manages a small to medium commercial portfolio.

Benefits:

+ Medical, Dental and Vision Insurance – START DAY ONE!

+ Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance

+ Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts

+ Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays

+ 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience

+ Mental health benefits, including coaching and therapy sessions

+ Tuition Reimbursement for qualifying employees

+ Employee Ambassador preferred banking products

This position is eligible to earn a base salary in the range of $125,000 - $153,000 annually depending on job-related factors such as level of experience.

Req ID: 067818

Equal Opportunity Employer

It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.

If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.

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