Top 190 Relationship manager Jobs in San Francisco Bay Area Ca

VP, Relationship Manager
Cathay Bank —San Francisco, CA
- $150,000 - $175,000 a year
- Full-time
- Customer service
- 5 years
- English
- Health savings account
- Disability insurance
Quick Apply
AVP/VP, Branch Manager
Cathay Bank —Richmond, CA
- $70,000 - $108,000 a year
- Full-time
- Office
- 3 years
- Finance
- Health savings account
- Disability insurance
Quick Apply
Relationship Banker I
Cathay Bank —Millbrae, CA
- $19 - $23 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health savings account
- Disability insurance
Quick Apply
Relationship Banker I or II
Cathay Bank —San Mateo, CA
- $19 - $25 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health savings account
- Disability insurance
Quick Apply
Employee Relations Manager - Healthcare Setting
Bzybe —San Francisco, CA
- $85,000 - $105,000 a year
- Full-time
- Hybrid work
- 5 years
- Master's degree
- Bachelor's degree
- 403(b) matching
- Commuter assistance
Quick Apply
1d
Business Banking Relationship Manager
BMO Financial —Oakland, CA
- $63,300 - $117,200 a year
- Part-time
- Mid-level
- Office
- Databases
- Health insurance
- Tuition reimbursement
Business Banking Relationship Manager
BMO Financial —San Francisco, CA
- $69,000 - $127,800 a year
- Part-time
- Mid-level
- Office
- Databases
- Health insurance
- Tuition reimbursement
Relationship Banker - AI Trainer
DataAnnotation —San Francisco, CA
- $50 - $100 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
Relationship Manager
Citizens Business Bank —San Francisco, CA
- $104,061 - $150,888 a year
- Full-time
- Sales
- Customer service
- 5 years
Associate Customer Relationship Manager
TriNet —San Francisco, CA
- $63,600 - $128,750 a year
- Full-time
- Microsoft Excel
- Sales
- Mid-level
- Employee stock purchase plan
- Disability insurance
Relationship Manager
Bank of San Francisco —San Francisco, CA
- $110,000 - $160,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Paid holidays
- Disability insurance
Relationship Manager
East West Bank —San Francisco, CA
- $100,000 - $200,000 a year
- Full-time
- 5 years
- Business development
- Mentoring
- Opportunities for advancement
Relationship Manager - Strategic
Handshake —San Francisco, CA
- $110,000 - $130,000 a year
- Full-time
- Mid-level
- Project management
- 2 years
- Paid parental leave
- Health insurance
Quick Apply
Business Relationship Manager
East West Bank —San Mateo, CA
- $71,000 - $140,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Opportunities for advancement
Private Client Relationship Manager
Capital Group Companies —San Francisco, CA
- $151,000 - $189,000 a year
- Full-time
- Bachelor's degree
- Team management
- Senior level
- Benefits from day one
- Retirement plan
CMSAF - Dealer Relationship Manager
JPMorganChase —San Francisco, CA
- $93,100 - $145,000 a year
- Full-time
- Dealership
- Bachelor of Science
- Mid-level
- Health insurance
- Tuition reimbursement
10d
Relationship Manager, Scaled
Handshake —San Francisco, CA
- $105,000 - $120,000 a year
- Full-time
- Mid-level
- Contracts
- In-person
- Paid parental leave
- Health insurance
Manager, Client Relationship Management
Human Interest —San Francisco, CA
- $100,000 - $110,000 a year
- 3 years
- Mentoring
- Fair chance
- Health insurance
- Dental insurance
Senior Relationship Manager - Director -Managing Director
Deutsche Bank —San Francisco, CA
- $160,000 - $300,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Health insurance
- Work from home
Public Relations Manager, Payments and Commerce Momentum
Google —San Francisco, CA
- $116,000 - $166,000 a year
- Full-time
- Hybrid work
- Mid-level
- Bachelor's degree
- Fair chance
4d

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VP, Relationship Manager

Cathay Bank -
San Francisco, CA

Quick Apply

Job Details

Full-time
$150,000 - $175,000 a year

Benefits

Health savings account
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Vision insurance
Life insurance

Qualifications

Customer communication
Underwriting guidelines adherence
Underwriting
Regulatory compliance
Banking analysis in risk and credit
Promoting bank products
Cross-selling
Computer skills
Terms and conditions negotiation

Full Job Description

People Drive Our Success

Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank – we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members’ drive and optimism. Together we can make a difference in the financial future of our communities.

Apply today!

What our team members are saying:

Video Clip 1 (https://youtu.be/9G8tuCM0WxA)

Video Clip 2 (https://youtu.be/LdnIFqjGb0w)

Video Clip 3 (https://youtu.be/VETfDZ4kQjI)

Learn more about us at cathaybank.com

GENERAL SUMMARY

Relationship Manager (“RM”) is able to handle both (i) client-facing business development responsibilities as well as (ii) portfolio management responsibilities. This type of RM is typically found in lending teams with a smaller number of people where someone may need to carry out both functions. In a larger lending team, this title can exist for someone who wants to transition from PM to SRM but is not quite ready for the loan goal targets of a SRM. This position’s function is to identify and bring new loan clients and be able to manage an existing portfolio assigned to them.

ESSENTIAL FUNCTIONS

Identify and bring new clients to the Bank. Each RM should have a specific new loan commitment/outstanding goal set by their Team Manager every year.
RM is to negotiate and structure the primary terms of the loan with the client; circulate concept memo if needed prior to issuance of term sheet/LOI.
Work with designated underwriter, loan assistants and other loan support staff to prepare the Credit Commitment Report (“CCR”) for new loans, renewals, amendments and annual reviews.
Present each CCR to the requisite approval authority levels. The finished CCR is the work product of a team but the RM is ultimately responsible for the content.
Review loan documents, either internally prepared or by outside counsel, to ensure accuracy.
Work with loan assistants and loan support staff to ensure all necessary items needed for the closing of the loan is in process and well-managed; RM is to manage the client experience of this process.
Portfolio management functions include monitoring and managing the credit quality of the assigned loan portfolio.
Review to ensure each credit is properly risk rated based on the Bank’s risk rating system.
Reviews client’s accounts and portfolios in order to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank.
Ensure compliance with Bank, regulatory and credit requirements with emphasis on best-in-class customer service while adhering to required timeframes from the client.
Assist with mentoring and coaching junior officers and loan staff.

QUALIFICATIONS

Education: U.S. College graduate with major in related fields.

Experience:
- 5-7 years of commercial lending and banking experience with thorough knowledge of lending regulations and credit/underwriting practices.
- Must possess strong loan negotiation (rates, terms, collateral requirements) experience.
- Must possess previous underwriting experience in the requisite area of commercial lending.
- Must have extensive knowledge and understanding of Bank’s credit policy, risk management, underwriting requirements and loan servicing.
- Must have strong knowledge and understanding of commercial and specialty group banking products and services and have demonstrated ability to cross-sell such products.
Skills/Ability: PC proficient. Excellent verbal and written communication skills. Bilingual (English/Mandarin or Cantonese) a plus but not required. Ability to work well independently to structure loans and/or lines of credits. Must be organized and detail oriented and able to multi-task. Ability to work effectively in a fast paced, high production and team environment. Excellent time management skills and be accustomed to working with deadlines. Ability to assume responsibility and accountability for decision-making. Ability to communicate effectively with all levels of Bank personnel.

OTHER DETAILS

$150K – $175K / year
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.

Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).

Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our California Job Applicant Privacy Policy (https://www.cathaybank.com/CA-job-applicant-privacy-notice).

Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.

Click here to view the “Know Your Rights: Workplace Discrimination is Illegal” Poster:
Poster- English (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf)

Poster- Spanish (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRightsSp6.12.pdf)

Poster- Chinese Traditional (https://www.eeoc.gov/sites/default/files/2023-09/22-088_EEOC_KnowYourRights6.27%20-%20Chinese%20Traditional.pdf)
Poster- Chinese Simplified (https://www.eeoc.gov/sites/default/files/2023-09/22-088_EEOC_KnowYourRights%20-%20Simplified%20Chinese.pdf)

Cathay Bank endeavors to make www.CathayBank.com (http://www.cathaybank.com/) accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at (626) 582-7370 or [email protected] (mailto:[email protected]). This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

Quick Apply

Refine Your Search

relationship manager jobs in san francisco bay area ca

VP, Relationship Manager

AVP/VP, Branch Manager

Relationship Banker I

Relationship Banker I or II

Employee Relations Manager - Healthcare Setting

Business Banking Relationship Manager

Business Banking Relationship Manager

Relationship Banker - AI Trainer

Relationship Manager

Associate Customer Relationship Manager

Relationship Manager

Relationship Manager

Relationship Manager - Strategic

Business Relationship Manager

Private Client Relationship Manager

CMSAF - Dealer Relationship Manager

Relationship Manager, Scaled

Manager, Client Relationship Management

Senior Relationship Manager - Director -Managing Director

Public Relations Manager, Payments and Commerce Momentum

I want to receive the latest job alert for relationship manager in san francisco bay area ca

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