Relationship Manager(Commercial Loan)
evertrust bankMilpitas, CA
Relationship Manager(Commercial Loan)
evertrust bankMilpitas, CA
3 days ago
Industries
Commercial BankingSavings Institutions and Other Depository Credit IntermediationInternational, Secondary Market, and All Other Nondepository Credit IntermediationAbout the role
Job Type: Full-Time
POSITION OVERVIEW:
The Relationship Manager develops new commercial loan opportunities, manages client relationships, and delivers tailored banking solutions. This role is responsible for commercial loan portfolio growth, credit quality, and client satisfaction.
ESSENTIAL JOB FUNCTIONS: New business development for loans as well as deposits.
With the assistance of an underwriter, prepare underwriting for loans to Loan Committee.
Responsible for the management of a Commercial Loan portfolio.
Review credit and financial analysis for annual loan review and/or loan renewal.
Maintain and service an existing commercial loan customer relationship.
Support other team members and other teams in lender-related functions.
Participate in community-focused events and activities that support the Bank's Community Reinvestment Act (CRA) objectives, strengthen community relationships, and enhance the bank's visibility.
Perform additional duties as assigned.
QUALIFICATIONS
Education:
Bachelor's degree in Finance, Business Administration, or a related field preferred.
Experience:
3+ years of business banking, relationship management, or business development experience, preferably within a financial institution.
Abilities & Skills: Knowledge of banking products and services, financial statements, client financial needs, and relationship management principles.
Language:
Working proficiency in Chinese is preferred to support efficient business communication.
EQUAL OPPORTUNITY EMPLOYER
EverTrust Bank is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees without regard to race, color, religion, sex, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
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JOB OVERVIEW
Experience level
Senior
Location
Milpitas, CA
Occupation
Loan Officers
Industry
Commercial Banking
Posted
3 days ago
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